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cpa firm Education tax planning 
CTP
OCTOBER 28, 2024
Many large CPA firms offer financial advisory services including family office services for high-net-worth families. Adding a knowledgeable tax planner to their team can greatly increase the value the firm provides its clients. A family office itself will often be structured as a pass-through entity.
105 
Going Concern
OCTOBER 24, 2024
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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Outsourcing Vs. In-House: The Ultimate Battle For Better Collections
Maximizing Profit and Productivity: The New Era of AI-Powered Accounting
The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption
Going Concern
OCTOBER 10, 2024
Sign up now to view the complete candidate list and connect with potential hires.
59 Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Outsourcing Vs. In-House: The Ultimate Battle For Better Collections
Maximizing Profit and Productivity: The New Era of AI-Powered Accounting
The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption
Going Concern
OCTOBER 17, 2024
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64 
CTP
NOVEMBER 16, 2023
The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through tax planning and value pricing.
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Going Concern
NOVEMBER 21, 2024
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52 
Going Concern
NOVEMBER 27, 2024
With our Always-On Recruiting service, you can access a pool of top remote accounting candidates without any upfront costs. Sign up now to view the complete candidate list and connect with potential hires.
52 
Going Concern
OCTOBER 31, 2024
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59 
Going Concern
MARCH 13, 2025
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)
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CPA Practice
JUNE 24, 2024
I asked ChatGPT what forms it recommended for a CPA firm. Here is the answer I got (since ChatGPT is nondeterministic, you won’t get the exact same answer I got.): For a CPA (Certified Public Accountant) firm, creating and utilizing various forms and templates can significantly streamline practice management tasks.
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Going Concern
JANUARY 30, 2025
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52 
Going Concern
NOVEMBER 7, 2024
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52 
Going Concern
SEPTEMBER 5, 2024
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22410136 Certifications: CPA Education: BS Accounting, MBA Experience (years): 15+ years accounting experience Work experience (detail): Currently a Tax Senior at a CPA firm Experience with expense planning for S-corps Filed 150+ SMB and individual tax returns last season Tax planning (..)
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CTP
OCTOBER 28, 2024
Family office services are typically offered by large CPA firms and include financial advisory services and even tax planning services. Some requirements like a certain level of education may need to be in place to ensure that if a family member is going to inherit the business that they are qualified to run it.
52 
Going Concern
OCTOBER 3, 2024
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Going Concern
JANUARY 17, 2025
TAX CANDIDATES FTE Tax | Candidate ID #23772188 Certifications: CPA in process, EA Education: BBA Accounting and Finance Experience (years): 8+ years experience in tax accounting.
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Going Concern
JANUARY 9, 2025
TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)
52 
Going Concern
AUGUST 29, 2024
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105 
Going Concern
JANUARY 23, 2025
TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review for tax team Client (..)
52 
Going Concern
JANUARY 2, 2025
TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)
52 
Going Concern
FEBRUARY 13, 2025
TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)
52 
Going Concern
DECEMBER 20, 2024
With our Always-On Recruiting service, you can access a pool of top remote accounting candidates without any upfront costs. Sign up now to view the complete candidate list and connect with potential hires.
52 
Going Concern
FEBRUARY 27, 2025
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52 
CPA Practice
SEPTEMBER 18, 2023
Sidney Kess, a nationally renowned tax lawyer and accountant, author of hundreds of tax books on financial and estate planning, educator, and a friend to many in the profession, passed away on Sunday at the age of 97. His book on the 1969 Tax Reform Act sold 50,000 copies.
111 
Going Concern
JUNE 13, 2024
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59 
Going Concern
AUGUST 22, 2024
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59 
CPA Practice
JUNE 8, 2023
Joseph is a highly experienced CPA/PFS with many years of experience in the accounting field. Throughout his career, he has specialized in tax compliance and planning, trust analysis, estate and gift tax planning, and investment partnerships. Nellen also serves on CalCPA’s Accounting Education Committee.
98 
Going Concern
JULY 11, 2024
With our Always-On Recruiting service, access a pool of top remote accounting candidates without any upfront costs. Sign up now to see the complete candidate list and connect with potential hires.
59 
Going Concern
MAY 23, 2024
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59 
CPA Practice
JULY 3, 2024
Understanding nexus regulations is critical so your CPA firm can ensure your clients stay compliant with state and local tax laws, avoid paying penalties and interest, and prevent potential legal issues associated with non-compliance. Maintain Records: Keep accurate records of sales and tax collected to be prepared for audits.
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Going Concern
NOVEMBER 14, 2024
ACCOUNTING AND ADVISORY CANDIDATE FTE Accounting and Advisory | Candidate ID #23535017 Certifications: QBO ProAdvisor, Xero Advisor, CPA Education: BS Accounting, MA Accounting in process Experience (years): 5+ years of overall accounting and finance experience Work experience (detail): Currently senior accountant with a CPA firm Implements cloud (..)
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CPA Practice
DECEMBER 13, 2023
The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your tax planning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.
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Going Concern
AUGUST 15, 2024
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59 
CPA Practice
JULY 31, 2023
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.
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Going Concern
MAY 2, 2024
With our Always-On Recruiting service, access a pool of skilled remote accountants without any upfront costs. Sign up now to see the complete candidate list and connect with potential hires.
59 
Going Concern
JUNE 21, 2024
TAX CANDIDATES FTE Tax Manager | Candidate ID # 21914340 Certifications: CPA Education: BS Accounting Experience (years): 10 years accounting and tax experience Work experience: 9+ years in public accounting 4+ years as Tax Manager Led a team of 7 Preparation and review of tax returns Tax planning and advisory services Client niches: SMBs, Healthcare, (..)
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CPA Practice
SEPTEMBER 20, 2024
CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.
52 Going Concern
JUNE 6, 2024
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45 
CPA Practice
FEBRUARY 28, 2023
“The Accelerator program has been instrumental in helping us stay ahead of emerging trends while connecting CPA firms with leading-edge solutions uniquely tailored to meet the evolving needs of the profession.”
52 
Going Concern
JUNE 27, 2024
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #19249390 Certifications: CPA in process Education: BS Business Administration, Accounting Experience (years): 7+ years accounting and tax experience Work experience (detail): 4+ in public accounting 3 years tech startup experience 3+ in family office accounting and advisory 2 tax (..)
52 
LyfeAccounting
OCTOBER 12, 2020
A CPA, which is a Certified Public Accountant, is an accounting professional that has satisfied rigorous education and experience requirements. Like seriously, the CPA exam is known as one of the hardest professional exams in the world with a pass rate of 50% on average! Tax Planning. Tax Audits.
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CPA Practice
JULY 19, 2024
It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?
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CPA Practice
JULY 25, 2023
Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Prior to starting Tri-Merit, Randy was managing partner of a CPA firm in the greater Chicago area.
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CPA Practice
SEPTEMBER 12, 2024
He served as a two-term president and chief financial officer and member of the board of directors at Harkness House for Children, a nonprofit daycare and early childhood education center. Becca Martin specializes in partnership taxation and supports clients in tax planning, tax consulting and tax return preparation.
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