Accuracy, Accuracy, Accuracy: 3 Best Practices for Supporting Your Client in a Tax Audit
Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits
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Warranties as a Win-Win Solution: 3 Ways that Warranties Help Tax Planners and Their Clients
A proactive tax plan can be a major money-saver for taxpayers. But for new or prospective clients, your first tax
Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
Should Tax Planners Work with Family Offices? How Family Offices Work
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend
The Road to Commercial Property Tax Savings: Understanding the Methods for Property Valuation
As property tax bills continue to rise, property owners are turning to us as tax professionals asking what they can
The Road to Commercial Property Tax Savings: Preparing to Appeal an Assessment
Want information on residential property assessment appeals instead? Read here. Working with property owners can be a lucrative investment—both for
Tax Planning as a Client Advisory Service
Client Advisory Services (CAS) have emerged as a crucial offering for accounting firms, evolving the traditional client-accountant relationship into a
Helping Homeowners Lower Their Property Tax Bills: How to Appeal an Assessment
Want information on commercial property assessment appeals instead? Read here. This tax season marks the highest property tax rates the
Helping Homeowners Lower Their Property Tax Bills: Look for Signs of an Over-Assessment
News headlines are making it clear that homeowners across the country are experiencing similar pains—a dramatic rise in their latest
Put It All in Writing: Don’t Skip This Tax Planning Best Practice
As tax planner, you have frequent conversations with clients about possible tax strategies and strive to provide reliable advice in
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