5 Signs It’s Time to TRADE UP Your CPA for a Certified Tax Planner
Tax season is the time of the year most business owners value their CPA the most. And while accurate and
Category: Featured
Categories
Recent blogs
Tax Planning vs. Financial Planning: Why You Need to Understand the Difference
Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed
Part 3: Tax Planning for Real Estate Investors: Understanding Depreciation and Recapture
When working with clients on real estate investments, you will need to prepare them for a higher level of tax
Part 2: Tax Planning for Real Estate Investors: When to recommend a REIT
Working with clients who are getting into real estate investing can be an optimal situation for you both. These clients
Part 1: Tax Planning for Real Estate Investors: Choosing the Right Structure
For tax planners, taxpayers venturing into the world of investment can make great clients. Investing can be lucrative but also
5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season
Why do so many pay more than they have to? Some obvious reasons are mistakes or oversights on their tax
Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there
Five Tips to Avoiding the Tax Hazards of Renting to Relatives
If you have more than one home, renting one to a relative may appear at first glance to be a
Tax Planning Software – Artificial Intelligence or Skill Saw?
By Dominique Molina, CPA MST CTS Question: How much time should I devote to studying tax planning? Can’t I just
Tax Planning Software – Artificial Intelligence or Skill Saw?
By Dominique Molina, CPA MST CTS Have you asked yourself, do I really have to study tax planning? Can’t I
Categories
Add Tax Planning to your practice!
Find out how to bring this high value service to your clients, and finally get paid what you're worth.
Watch our free webinar
6 specific strategies that improve your bottom line
over 100%