One of the many roles we play as tax planners is as the taxpayer’s audit support system. Just the word
An IRS audit can happen to anyone—but this is not an invitation to panic. With enough advance preparation, you can
Just the mention of the word “audit” can strike fear into a taxpayer’s heart—but with enough preparation, an audit does
When that IRS audit notice shows up in the mail, many taxpayers’ first reaction is to panic. For well-trained tax
Tax audits are, unfortunately, a possibility that every taxpayer should be prepared for. Even if you’ve crossed your t’s and
Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits
Investing in a tax plan can feel like a risk for taxpayers who are used to filing their own tax
A proactive tax plan can be a major money-saver for taxpayers. But for new or prospective clients, your first tax
Family offices have been rising in popularity in recent years. These specialized companies focus on managing the wealth and the
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
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