Many taxpayers’ plan for retirement expenses is simply to set aside money in their savings account—if they are doing anything
Saving for retirement is one arena where tax planners can provide value to their clients. Even your financially savvy clients
One of the many roles we play as tax planners is as the taxpayer’s audit support system. Just the word
When that IRS audit notice shows up in the mail, many taxpayers’ first reaction is to panic. For well-trained tax
Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits
A proactive tax plan can be a major money-saver for taxpayers. But for new or prospective clients, your first tax
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend
As property tax bills continue to rise, property owners are turning to us as tax professionals asking what they can
Want information on residential property assessment appeals instead? Read here. Working with property owners can be a lucrative investment—both for
Discover The Only Tax Certification That Helps
You Make The Switch To Premium Fee Value Based Billing
Long-Term, High-Impact Proactive Tax Planning Strategies Customized Exclusively For You
Copyright © American Institute of Certified Tax Planners. All rights reserved.
