
Tax Planners Just Look At Taxes Differently
As a tax planner, do you think of the 1040 Form as your go-to diagnostic tool? The trained eye of

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 Whether you are an employer looking to maximize your tax deductions or an investor looking

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 Who’s tired of hearing about the “One Big Beautiful Bill Act” (OBBBA)? The fatigue is

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

As a proactive tax planner, you know that tax planning involves so much more than checking the compliance boxes. A

What differentiates a proactive tax planner from a reactive tax planner? A reactive tax planner typically focuses on two things:

Artificial intelligence is having a heyday that is not likely to end anytime soon. The ease with which you can

Tax season is the time of the year most business owners value their CPA the most. And while accurate and