Ethical Issues for the Modern Tax Practice: Practicing Value Pricing
For this final chapter in our “Ethical Issues” series, consider this question: How much are you charging for tax planning
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Ethical Issues for the Modern Tax Practice: The Role of Artificial Intelligence
“A.I.” is the buzzword none of us can avoid, regardless of the industry we are in—including tax professionals. When it
Ethical Issues for the Modern Tax Practice: The Role of Technology
Technological competence for tax practitioners is receiving increased attention from the IRS. Circular 230, which outlines rules governing those who
Ethical Issues for the Modern Tax Practice: The Role of Remote Work
The rise of remote work has impacted the majority of industries across the U.S. The Bureau of Labor Statistics found that
How Health Care Savings Can Lead to Tax Savings: When to Recommend a 401(h) Plan
Many taxpayers’ plan for retirement expenses is simply to set aside money in their savings account—if they are doing anything
The Qualified Plan Tax-Free Triple Play: Maximizing Health Care Savings with 401(h) Plans
Medical expenses can become a financial burden the further along you get in years. AARP estimates that if you are
How Health Care Savings Can Lead to Tax Savings: When to Recommend an HRA
Saving for retirement is one arena where tax planners can provide value to their clients. Even your financially savvy clients
Understanding the World of Health Care Reimbursements: The Tax Benefits of HRAs
Rising health care costs are becoming a financial obstacle for many retirees. The Fidelity Retiree Health Care Cost Estimate found
Preparing Your Client for a Tax Audit: Walking the Taxpayer Through IRS Audits 101
One of the many roles we play as tax planners is as the taxpayer’s audit support system. Just the word
IRS Audits 101: Could it Happen to You and How to Prepare
An IRS audit can happen to anyone—but this is not an invitation to panic. With enough advance preparation, you can
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