The Best Audit Defense? Good Documentation
Just the mention of the word “audit” can strike fear into a taxpayer’s heart—but with enough preparation, an audit does
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Preparing Your Client for a Tax Audit: A Tax Planner’s Secret Weapon is Good Documentation
When that IRS audit notice shows up in the mail, many taxpayers’ first reaction is to panic. For well-trained tax
Help, I’m Being Audited! 3 Reasons You’ll Want a Tax Planner in Your Corner When Facing an Audit
Tax audits are, unfortunately, a possibility that every taxpayer should be prepared for. Even if you’ve crossed your t’s and
Accuracy, Accuracy, Accuracy: 3 Best Practices for Supporting Your Client in a Tax Audit
Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits
Can You Be Confident in Your Tax Planner? 3 Reasons a Tax Plan Warranty Can Make All the Difference
Investing in a tax plan can feel like a risk for taxpayers who are used to filing their own tax
Warranties as a Win-Win Solution: 3 Ways that Warranties Help Tax Planners and Their Clients
A proactive tax plan can be a major money-saver for taxpayers. But for new or prospective clients, your first tax
The (Potential) Tax Benefits of Establishing a Family Office
Family offices have been rising in popularity in recent years. These specialized companies focus on managing the wealth and the
Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
What is a Family Office? The Pros and Cons
If you own a business, especially if that business has been successful and you intend to pass down ownership of
Should Tax Planners Work with Family Offices? How Family Offices Work
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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