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
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Recent blogs
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 a tax planner, you have frequent conversations with clients about possible tax strategies and strive to provide reliable advice
Securing the Section 179D Tax Deduction for Clients with Energy-Efficient Commercial Buildings
By Marlon Stepp, Director, Energy Incentives, LEED GA, CEM of Tri Merit Despite all the gloom and doom predictions for commercial
Tax Implementation Guides: Income Shifting as a Tax Strategy
Any sophisticated tax strategy needs at least one thing to be successful: an implementation plan. While you may have a
Tax Implementation Guides: Forming a New Entity
Formulating a tax strategy is just the first step in moving your clients toward tax savings. The best-laid plan will
Tax Proverb #2: Implementation Comes Down to Resources, Timeline, and Goals
Tax planning isn’t just about formulating a tax strategy—it also comes down to knowing in advance how you will implement
Tax Proverb #1: Make Implementation Part of Your Tax Plan
An experienced tax planner will tell you that you can put together the best techniques, angles, and methods for creating
Tax Strategies for Real Estate Investing: Maximizing Income from Rental Properties
In a recent blog, we discussed the tax implications of converting a residence to a rental property. Once that rental
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