Technological competence for tax practitioners is receiving increased attention from the IRS. Circular 230, which outlines rules governing those who
The rise of remote work has impacted the majority of industries across the U.S. The Bureau of Labor Statistics found that
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
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