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State Income Tax Planning Considerations for a Liquidity Event

Withum

Capital Gains Compensation income generally is taxed where an individual performs the services, whereas capital gain income is taxed to an individual’s state of residency at the time of the sale. Make sure you are considering the type of income when implementing state income tax planning techniques.

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The Hidden Gem to Firm Growth and Smoother Operations

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

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How to Become a Financial Hero to Your SMB Clients

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

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The Collaborative Accountant

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

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Sponsorship Post Template

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Custom Field 1 (Required) Custom Field 2 (Required) Custom Field 3 (Required) Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

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The new comprehensive document management solution from IRIS

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

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Professionals on the Move – August 2023

CPA Practice

Morris has over 10 years of public accounting experience in various areas of tax compliance and consulting. He is experienced in working with the management of closely held businesses in implementing tax-planning strategies, as well as providing private equity and capital groups with tax forecast, advisory and compliance-related services.