
Six Ways to Get Clients to Respond Faster
You know the drill. The Sept. 15th deadline is approaching, and there’s just one thing missing. You email the client.

You know the drill. The Sept. 15th deadline is approaching, and there’s just one thing missing. You email the client.

How do you get around the problem of double taxation? This is the big question to solve for any client

The common perception is that C corporations are the worst option when it comes to keeping taxes low. The most-cited

Look at the Downsides Left to their own devices, some business owners would choose an entity type that is rumored

The Unexamined Entity It’s a commonly-told story among tax planners: A client forms a business without deeply examining which entity

Which business structure comes with the lowest tax bill? Taxpayers may think they know the answer, especially if they’ve read

As a tax planner, do you think of the 1040 Form as your go-to diagnostic tool? The trained eye of

Part 2: Business Tax Provisions 2025 may have been the year that the “One Big Beautiful Bill Act” (OBBBA) was

Part 1: Individual Tax Provisions The “One Big Beautiful Bill Act” (OBBBA) was signed into law on July 4, 2025—but

Written by Julie Bonness Unison Globus You’ve planned for this. You have the technology and workflows in place. Client communications