bookkeeping course, Connecticut and Tax

Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

DECEMBER 10, 2023

While chestnuts crackle and we gear up for the annual tax preparation season, it becomes clear that the winter holidays bring more than just festivities and time off; they also mark the beginning of the tax preparation party. Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ?

tax planning

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

AUGUST 31, 2023

Toss on the tax savings : Quantify for your client how increased pre-tax retirement contributions (401(k) and/or IRA) could decrease their overall tax liability. You can use a tool such as Intuit Tax Advisor to calculate the impact quickly and easily, and present it in an easy-to-understand format.

quickbooks

quickbooks bookkeeping course Tax CPA

Accountant Advocate

Decoding the Difference: Tax Planning vs. Advisory

10 Ways to Help Gen X Clients Prepare for Retirement

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