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- 5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season
- The (Potential) Tax Benefits of Establishing a Family Office
- Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office
- What is a Family Office? The Pros and Cons
- Should Tax Planners Work with Family Offices? How Family Offices Work
- Commercial Property Tax Savings: Know the Methods for Property Valuation
- The Road to Commercial Property Tax Savings: Understanding the Methods for Property Valuation
- How to Combat High Commercial Property Taxes: Appeal Your Assessment
- The Road to Commercial Property Tax Savings: Preparing to Appeal an Assessment
- Tax Planning as a Client Advisory Service
- So Your Property Tax Bill is Astronomical? Consider Appealing Your Assessment
- Helping Homeowners Lower Their Property Tax Bills: How to Appeal an Assessment
- So Your Property Tax Bill is Astronomical? Could Your Home Be Over-Assessed?
- Helping Homeowners Lower Their Property Tax Bills: Look for Signs of an Over-Assessment
- Put It All in Writing: Don’t Skip This Tax Planning Best Practice
- Securing the Section 179D Tax Deduction for Clients with Energy-Efficient Commercial Buildings
- How Can Income Shifting Help Lower Your Taxes?
- Tax Implementation Guides: Income Shifting as a Tax Strategy
- Creating a New Business Entity Could Lower Your Taxes… But How Do You Do That?
- Tax Implementation Guides: Forming a New Entity
- Without Proactive Tax Planning, How Much Money Will You Miss Out On?
- Tax Proverb #2: Implementation Comes Down to Resources, Timeline, and Goals
- If a Tax Plan Has No One to Implement it, How Can it Save Money?
- Tax Proverb #1: Make Implementation Part of Your Tax Plan
- Making Money from Rental Properties: Tax Planning for Your Real Estate Investments
- Tax Strategies for Real Estate Investing: Maximizing Income from Rental Properties
- Turning Your Residence into Rental Property: Tax Planning for Your Real Estate Investments
- Tax Strategies for Real Estate Investing: Converting a Residence to a Rental Property
- How Does the Pass-Through Entity Tax Work?
- Sidestepping the SALT Cap with the Pass-Through Entity Tax
- Hitting the Limit on State and Local Tax Deductions? Consider These Three Workarounds
- Three Workarounds for the Cap on SALT Deductions
- The Four Types of 1031 Real Property Exchanges: How to Make This Tax Deferral Strategy Work for You
- Tax Deferral Strategies for Real Estate: The Four Types of 1031 Exchanges
- Parting Ways on Property Investments: How Partnerships Can Leverage the 1031 Exchange
- You Can’t Avoid Tax, but You Can Defer It: How Property Owners Can Leverage the 1031 Exchange
- Tax Deferral Strategies for Real Estate: Using the 1031 Exchange in Partnerships
- Tax Deferral Strategies for Real Estate: Basics of the 1031 Exchange
- Tax Savings for Accountants with Gambling Clients
- Redefining Tax Strategy Beyond Retirement Savings: Unveiling the Full Potential of Tax Planning
- Ethical Issues in Tax Planning: Conflicts of Interest
- Ethical Issues in Tax Planning: Unauthorized Practice of Law and Competence
- Amplifying Your Value to Small Business Tax Clients: Answering FAQs about the New Beneficial Ownership Information Requirement
- Amplifying Your Value to Small Business Tax Clients: Advising on the New Beneficial Ownership Information Requirement
- FAQs about the New Beneficial Ownership Information Reporting Requirement
- Are You Ready for the New Beneficial Ownership Information Reporting Requirement?
- How Exporting Goods Can Lead to Tax Savings: Setting Up an IC-DISC
- How Exporting Goods Can Lead to Tax Savings: Discovering the IC-DISC
- Tax Breaks for Businesses: Setting Up an IC-DISC
- Tax Breaks for Businesses: Discovering the Benefits of the IC-DISC
- Qualified Opportunity Funds – A Once in a Generation Tax Incentive to Grow Wealth
- Qualified Opportunity Funds – A Once in a Generation Tax Incentive to Grow Wealth
- Making the Most of Business Partnerships: How to Qualify for Special Tax Allocations
- Tax Planning for Partnerships: What Are the Requirements for Using Special Tax Allocations?
- AICTP’s Roadmap to Tax Planning: 10 Keys to Growing Your Accounting Advisory Services
- Making the Most of Business Partnerships: How to Use Special Tax Allocations
- Tax Planning for Partnerships: What Are Special Tax Allocations?
- Tax Planning for Retirement Income: Implementing the Bucket Strategy
- How to Be Tax-Efficient with Your Retirement Income: The Bucket Strategy
- Tax Planning for Retirement Income: Strategies for Generating Cash
- How to Be Tax-Efficient with Your Retirement Income: Plans for Generating Cash
- Hidden Gems of the Tax World: Employer-Provided Retirement Plan and Childcare Tax Credits
- Tax Credits 102: Exploring Employer-Provided Retirement Plan and Childcare Credits
- Tax Credits 101: Finding the Hidden Treasure Chest of Tax Savings
- Hidden Gems of the Tax World: Reviewing Tax Credit Basics with Your Clients
- Tax Strategies for Landowners: Taking Advantage of the Fee Simple
- Tax Strategies for Landowners: What’s the Deal with Conservation Easements?
- Changes in Tax Law: Exchanging Your Conservation Easement Strategy for a Fee Simple
- Changes in Tax Law: The End of the Road for Conservation Easements
- Unpacking the Tax Credit Hype: Passing the Tests for the Employee Retention Credit
- Qualifying for the Employee Retention Credit: Three Tests to Earn the ERC
- Unpacking the Tax Credit Hype: Which Employers Qualify for the Employee Retention Credit?
- Qualifying for the Employee Retention Credit: Who is an Eligible Employer
- Planning for Tax-Free Investments: How to Secure the 0% Capital Gains Tax Rate
- Tax Strategies for Investments: Securing the 0% Capital Gains Tax Rate
- Count it as a Loss… and Benefit: How to Leverage Loss Harvesting and Loss Carryovers
- Tax Strategies for Investments: Making Use of Loss Harvesting and Loss Carryovers
- Timing is Everything: Strategies to Lower Your Capital Gains Tax
- Tax Strategies for Investments: Controlling Timing for Capital Gains
- Section 174 and R&E – Uncertainty and Questions
- Section 174 and R&E – Uncertainty and Questions
- Oil and Gas: Where is the opportunity?
- Oil and Gas: Where is the opportunity?
- Driving Your Way to Tax Savings: Calculating Mileage for Your Business Write-Offs
- Tax Deductions for Business Vehicles: Using Standard Mileage vs Actual Expenses
- Tax Deductions for Business Vehicles: Section 179 vs. Bonus Depreciation
- How to Secure Tax Savings on Your Business Vehicle: Comparing Section 179 vs. Bonus Depreciation
- Accounting Pricing Strategy
- Limiting the Substance Over Form Doctrine
- Beyond the Marketing Mix: How Your Business Entity Impacts Your Results
- Conservation Easements Make the IRS Dirty Dozen Tax Scam List
- How State and Local Tax Refunds Affect Gross Income for the Following Year
- Does my Rental Property Qualify for the New Section 199A Deduction Under Tax Reform?
- 7 Marketing Tips for Your Tax Business
- Are you Facing a Large Capital Gain? Consider Opportunity Zones
- Developing Your Accounting Firm’s Plan
- GoFundMe Receipts and IRS Rules
- GoFundMe Receipts and IRS Rules
- How to Improve Time Management in Your Tax Planning Business
- How to Increase Efficiency in Your Tax Planning Business
- Real Estate Tax Savings: The 121 Exclusion—How to Qualify (Even if You are an Exception to the Rule)
- Navigating the 121 Exclusion: Tax Planning for Real Estate Income
- Real Estate Tax Savings: Using a Property for Short-Term Rentals
- The Ins and Outs of Real Estate Income: Tax Planning for Short-Term Rentals
- A Parent’s Guide to Financial Planning for Higher Education
- A Parent’s Guide to Financial Planning for Higher Education
- Ethical Concerns in Using Tax Planning Software
- IRS Turning Up the Heat on Reasonable Compensation Compliance
- Three Requirements for Using Personal Goodwill to Reduce Taxes
- Personal Goodwill as a Tax Strategy: 3 Requirements for Using Personal Goodwill to Reduce Taxation
- Eight Tax-Saving Ways to use Personal Goodwill
- Personal Goodwill as a Tax Strategy: 8 Scenarios Where Personal Goodwill can Reduce Taxation
- Five Tips to Avoiding the Tax Hazards of Renting to Relatives
- How to Increase Efficiency in Your Tax Planning Business
- Creating the VIP Client Experience Through Automated Services
- Why Tax Planners Need a Written Tax Plan
- TAX PLANNING 101: Busting the Myth that Tax Planning is Only for the Rich! Part 1
- TAX PLANNING 101: Ideas for Reducing Taxable Income and Maximizing Tax Credits Part 2
- TAX PLANNING 101: Busting the Myth that Tax Planning is Only for the Rich! Part 1
- TAX PLANNING 101: Ideas for Reducing Taxable Income and Maximizing Tax Credits Part 2
- Business debt restructuring: How to do it with money saved on taxes
- Business debt restructuring: How to do it with money saved on taxes
- 6 ways you can reduce your children’s taxes and get out of debt with the money saved
- How your clients can reduce their children’s taxes and get out of debt with the money saved
- How Joint Ventures Can Dramatically Grow Your Tax Planning Business
- Tax Planning Software – Artificial Intelligence or Skill Saw?
- Tax Planning Software – Artificial Intelligence or Skill Saw?
- Selling an S Corporation: Using a Stock Redemption for Tax Benefits
- Tax Strategies for Selling an S Corporation: Failing the §302 Stock Sale Tests
- Selling an S Corporation: How to Maximize Tax Savings in an Asset Sale
- Tax Strategies for Selling an S Corporation: Planning for an Asset Sale
- How Partnering with Technical Experts Makes It Easier to Offer Services to Your Clients
- Evaluating a Tax Preparer: Understanding Reasonable Tax Positions
- Ethical Considerations for Tax Professionals: Standards and Penalties for Tax Positions
- Evaluating a Tax Preparer: Determining a Fair Fee
- Ethical Considerations for Tax Professionals: Determining Fees
- Tax Planning Versus Preparation – What is the Difference? – Part 2
- Tax Planning Versus Preparation – What is the Difference? – Part 1
- Taking Care of Your Business: Estate Planning for Business Owners
- How Savvy Firms Free Up Capacity, Without Adding Staff
- Tax Planning for Retirement Plans: The Underestimated Value of Social Security
- Tax Planning for Retirement Plans: Roth IRAs and the Five-Year Rule
- Tax Planning for Retirement Plans: Understanding the Main Types of Retirement Accounts
- Tax Planning for Retirement Plans: Weighing the Tax Consequences for Early Withdrawals
- Tax Planning for Business Deals: What to Consider When Representing the Seller of an S Corporation
- Tax Planning for Business Deals: What to Consider When Representing the Buyer
- Representing the Buyer vs the Seller: Tax Planning for Business Deals
- Tax Planning for a Business Sale: Factoring in Goodwill
- Partnership Tax Complications: Navigating Negative Capital Accounts and DROs
- Tax Basis Method for Partnerships: The Transactional Approach
- Understanding Partnership Capital Accounts
- Calculating Adjusted Tax Basis in a Partnership or LLC: Understanding Inside vs. Outside Basis
- Tax Basis for Inherited or Gifted Property: Implications for S Corporations and Partnerships
- Debt Recourse and Tax Deductions for Partnerships and S Corporations
- Overcoming Limits to Tax Deductions for S Corporation or Partnership Losses
- Business Losses and PPP Loans: Understanding Tax Implications for S Corp Shareholders
- The Real Estate Tax Implications of California Prop 19
- Extensions to the Paid Sick Leave and Family Leave Credits in 2021
- Navigating Changes to the 2021 Dependent Care Credit
- Understanding the 2021 Changes to the Child Tax Credit
- Taking Advantage of Passive Losses
- The Section 1244 Small Business Stock Loophole
- Defining Material Participation
- Reclassifying Non-Passive Income
- Meet Your Local PVA!
- Real Property Tax Basics
- 2020 Tax Update for the Tax Planner – Part 2
- 2020 Tax Update for the Tax Planner – Part 1
- Forgivable Expenses
- New Rules on “Covered Period” – Why is timing so important?
- PPP Forgiveness
- Forget about “Simple.” It’s VALUE that counts.
- Tax Carryovers: Do Statutes of Limitations Force You to Live with Your Mistakes?
- Corporate Refund Claims With Minimum Tax Credit Perplex IRS
- Life Insurance Policy Loan: A Tax Nightmare
- Payroll Tax Deferral for Federal Employees Prompts Criticism
- Practitioners Cheer IRS Guidance on Minimum Distribution Waiver
- Tax Free Growth with a Roth IRA
- 4 Ways to Reduce Taxes on Foreign Earned Income
- The Pass-Through Entity Workaround to Beat the SALT Limitation
- Tax Advantages of IRS Form 3115 – Request to Change…
- Commonly Asked Section 139 Plan Questions
- Qualified Disaster Payments and Code Section 139
- Three Reasons Why Your Tax Plans Aren’t Selling (& What to Do!)
- TCJA’s Change in Definition of Small Business & What it Means for Clients
- Help Your Small Business Clients Avoid an IRS Audit
- Pro’s and Con’s of Starting and Growing an Accounting and Tax Business
- Tax Business Tips for Success
- Fall Changes You Need To Make In Your Practice
- Top Tips For Effective Time Management for Accountants
- 9 Action Steps to Take to Create a Website That Converts
- Are Your Clients Taking Advantage of Sellable Tax Credits?
- Why Your Database Is Your Most Powerful Asset
- Creating a More Efficient and Secure Practice Through Client Portals
- How to Protect Your Client’s Retirement
- Micro-Captive Transactions Taken off Annual List of Tax Season Scams
- Common Miscues That MAY Get Your Client Audited
- Using Newsletters for Email Marketing to Build Relationships
- Designing a Workflow System
- 5 Things To Consider Before You Offer Financial Services
- Top 7 Value Added Tax Business Services
- Should We Tax The Robots?
- How to Get Back to Work After Vacation
- Leveraging Current Clients For Business Referral
- 3 Ways to Heighten Your Visibility And Grow Your Tax Business
- Top 6 Tax Business Mistakes
- How To Answer The Not-So-Quick Entity Question
- How To Turn Tax Preparation Into Year-Round Profit
- Pros and Cons of Continuing Education In Accounting Options
- Taking Control of Accounts Receivable Management
- Creating a Truly Paperless Office
- Ignorance of Tax Laws Won’t Always Grant You a Pass
- The Hazards of Selling to a Related Party
- How To Help Your Clients Get Organized At Tax Time
- The Surprising Link Between Workplace Efficiency & Your Budget
- AICTP Member Tim Wolfe’s Accomplishments are Inspiring
- How to Decrease Your Payroll Taxes with a Common Paymaster
- Why and How to Revoke an S Corporation: What You Need to Know
- The ROI of Business Networking Part Two
- The ROI of Business Networking
- 3 Ways Outsourcing Saves Time and Money
- How To Turn Extra Office Space Into Extra Income
- A New Twist On Your Old Connections
- Tax Secrets Most Financial Advisors Forget to Tell Their Clients
- Staying Current with New Tax Laws
- Working with Small Business Owner Taxes
- Tax Blogs Can Help Your Tax Business
- Financial Accountability for the Absolute Beginner
- Client Relationship Management Tips
- How to Target Your Market
- Best Tax Deductions for Timeshares
- Best Networking Groups for Accountants
- Dress Professionally to Close the Deal
- Accounting Website Design: Getting Found
- Midyear Strategies for Gaining Business to Business Referrals
- 3-Step Formula on How to Get Referrals
- Save Tax Dollars through Upstreaming
- Five Tips to Avoiding the Tax Hazards of Renting to Relatives
- How 1400z Opportunity Zone Investment Drastically Reduces Capital Gains
- Good News for the Rich: No Clawback on the Recent Doubled Tax Exemption for Estates and Gifts
- IRS Services Are Available During the Government Shutdown: What You Need to Know
- Breaking Down the New Mortgage Deduction Rules
- Dealing With The New Alimony Deduction Rules
- Reassessing Some SALT Deduction Workarounds
- Why Are Tax Industry Experts Leary of Proposed Tax Cuts?
- Is The New Tax Cut For Qualified Improvement Property Unfair to Restaurants?
- IRS Encourages Tax Pros to WARN Clients: ID Theft Against Employers
- Taxpayers Proceed With Caution Warns the IRS
- Quill Overturned! – How Does This Effect Retailers?
- Sole Proprietorships and Corporations: Do Clients Understand the Difference?
- Brace For the Impact Federal Tax Cap on State and Local Deductions
- California Courts Put the Squeeze on Statewide Hiring Practices
- Tax Changes Coming How Will You Handle Mass Confusion?
- Famed Hedge Fund Manager Makes History with Billion Dollar Bet
- 5 Ways To Connect With Your CPA Partners, “Just Because”
- Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need
- Hunting For The Perfect CPA Partner
- Becoming Your CPAs Best Quarterback
- How To Make More Money Through Continuing Education
- 7 Tips From The NFL For Building Strategic Alliances
- 5 Technology Trends You Need To Be Aware Of
- Financial Planning for Lawyers
- How To Become Your Clients’ Trusted Business Advisor
- A Surprising Niche You Could Fill
- Financial Planning For C-Level Executives
- How To Turn Your Business Into A Temporary Staffing Agency
- Financial Planning For The Medical Profession
- Why You Need To Update Your Job Descriptions
- 10 steps for creating successful strategic alliances with professionals other than CPAs
- 10 Questions to Ask During The Offseason
- 4 Ways to create a predictable referral system
- What To Do While You Wait on CPAs
- 3 Ways To Get More CPAs To Refer You
- How To Make Your Relationships With CPAs Stronger
- How To Avoid The Tax Season Hangover
- How To Eliminate The Rivalry With CPAs
- How To Answer The Not-So-Quick Estimated Tax Payments Question
- Key Tax Terms You Need To Know To Win The Tax Game
- How To Make Net Operating Losses Tax Wins
- Tax Obligations You Need To Know About
- Surprising Tax Deductions For Financial Advisors
- How Wealthy CPA’s Profit From Answering “Quick” Questions
- How to Choose the Right Entity
- How Technology & Outsourcing Can Save You Big Money
- How To Conduct An Income Growth Strategy Session
- How To Work Within A CPAs Schedule
- How To Turn Email Subscribers Into Paying Clients
- How To Get Noticed By CPA’s
- 10 Things You Must Do On Social Media Now
- 10 Ways To Connect With CPA’s On Social Media
- The Smartest Way To Clear Clutter
- How To Get Organized, Fast
- How To Empower Your Clients To Melt Stress Away
- How To Attract More High Net Worth Clients Into Your Financial Planning Business
- How To Help CPA’s Stop Stressing At Tax Time
- 6 Ways To Decrease Business Expenses
- Must-Have Marketing Resources
- How To Get “In” With Any CPA
- Four Ways To Increase Cashflow In A Business
- How To Stop Stressing At Tax Time
- The Power of Partnering
- How to Escape the Time For Money Trap
- Getting Paid Sooner – Fast Tips For a Smoother Tax Season
- Fast Tips For a Smoother Tax Season – Managing Expectations
- A Single Idea to Save Your Clients Thousands This Year
- How Much Are You Saving Your Tax Clients Each Year?
- 21 Day Challenge Day 2
- Social Security Benefit Questions
- How Can You Prevent Clients from Getting Upset When Charging Premium Fees?
- Staff Bleeding You Dry??
- Paperless Office
- Group Health Insurance for Small Groups
- Opting Out of Obamacare
- How to Use Value Billing
- Healthcare Reform Marketing Tax Practice
- Section 105 Plan
- Reasonable Compensation
- Using Short Sales/Foreclosures to REDUCE Tax
- Task Tracking- Improving Workflow
- Take Your Blog Into the Future With Video
- Top 10 Reasons to Use QuickBooks Hosting
- Gain Tax Preparation Business Freedom
- Get Certified in Tax Planning