CPA Practice

JUNE 8, 2023

The American Institute of CPAs and Chartered Institute of Management Accountants honored eleven CPAs during AICPA & CIMA ENGAGE 2023 in Las Vegas this week. The awards highlight CPA efforts in a specific accounting specialty area, excellence in volunteer efforts or significant contributions to the accounting profession.

cpas 98

cpas CPA forensic accounting Education 98

CTP

NOVEMBER 16, 2023

CPAs and EAs are rethinking their strategies for practice management while moving from compliance to advisory services. 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. Become a Certified Tax Planner!

tax planning 98

tax planning Tax accountant accounted 98

CPA Practice

JULY 3, 2024

As your clients’ businesses expand their operations across state lines, it is crucial for your firm to help them understand and manage tax nexus. They may require advice on the most economically advantageous locations for new offices, stores, or warehouses to optimize their overall tax burden.

cpas 85

cpas payroll tax accountant accounted 85

CPA Practice

MAY 15, 2024

But even basic tax planning can make a big difference in reducing future tax liability. This makes having a reliable tax planning system that can look forward several years a valuable addition to a practice.

Technology 119

Technology accounting firms cpas accountant 119

CPA Practice

DECEMBER 10, 2023

Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ? While we’ve used terms like tax planning and tax advisory interchangeably because they feel similar, they are quite different—like fall and winter. Proactivity Tax planning is proactive.

tax planning 69

tax planning Tax tax preparation bookkeeping course 69

Accounting Today

OCTOBER 18, 2024

Starting in January, cryptocurrency will need to be reported to the IRS on an account-by-account basis versus the "universal wallet" approach most had been using.

cpas 131

cpas accountant accounted Account 131

LSLCPAs

NOVEMBER 18, 2020

Part THREE: PPP Loans, Required Minimum Distributions, and 401(k)s SO much has happened this year and SO much has to be done before the year-end to help our clients make the correct decisions on their tax liabilities that we are starting our planning now, and we hope you will too. […].

tax planning 52

tax planning Tax cpas Technology 52

LSLCPAs

NOVEMBER 12, 2020

Part TWO: The CARES Act, Net Operating Losses, and Cash Flow So much has happened this year and so much has to be done before the year end to help our clients make the correct decisions on their tax liabilities that we are starting our planning now, and we hope […].

tax planning 52

tax planning Tax cpas business tax 52

Anders CPA

DECEMBER 18, 2023

To help the construction industry understand the changing tax landscape and prepare for year-end, Anders partnered with Construction Industry CPAs and Consultants (CICPAC) to publish a 2023 Tax Planning Opportunities for the Construction Industry report. Learn more about how Anders works with the construction industry.

Construction 59

Construction tax planning Tax cpas 59

CPA Practice

APRIL 17, 2023

As a certified public accountant, I’m flattered that we’re consulted for a growing range of business needs, including rising taxes. But with the increasing complexity of modern business and regulations, and a worsening shortage of CPAs, the truth is that small business accountants rarely help clients optimize their tax strategies.

Tax 104

Tax tax planning cpas CPA 104

ThomsonReuters

MAY 6, 2021

Cryptocurrency’s slow adoption is reflected in adoption by firms and CPAs. Conservative estimates expect 18-21 million taxpayers will need to consider crypto when filing their 2020 tax returns. Taxpayers can no longer plead ignorance on their cryptocurrency tax obligations with the new page 1 question. Conclusion.

cpas 59

cpas tax return audit tax planning 59

CPA Practice

DECEMBER 4, 2024

Top 200 accounting firm LGA has combined with McGaunn & Schwadron CPAs, a Needham, MA-based accounting firm known for providing services to veterinary and dental professionals. In a media release, LGA says the merger broadens its industry expertise, allowing the firm to deliver more solutions to healthcare professionals.

cpas 52

cpas Alaska Oregon cpa firm 52

LSLCPAs

JULY 22, 2024

, significant changes to the estate tax law are on the horizon, which could greatly affect your tax planning strategies. Currently, the estate tax exemption stands at approximately $14 million, but on January 1st, 2026, it is scheduled to be slashed.

Tax 91

Tax cpas tax planning 91

LSLCPAs

NOVEMBER 5, 2020

Part ONE: The Pandemic (PPP loans), The Election, and Technology INSIDER’S TIP: Start Tax Planning NOW. The post Tax Planning 2020 – Part ONE appeared first on LSL CPAs. Don’t Wait for December.

tax planning 40

tax planning Tax cpas Technology 40

FusionCPA

NOVEMBER 2, 2020

If you are not experienced in bookkeeping or using real estate CPAs , it is recommended that you spend a great deal of time becoming familiar with the capabilities of your QuickBooks Online account before you get started.

quickbooks 98

quickbooks Real Estate accounting principles bookkeeping 98

Bharmal&Associates

SEPTEMBER 4, 2020

From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. Premier Orange County CPAs. We’re no ordinary accounting firm here at Bharmal & Associates, Inc.! Star Average on the platform. The post Bharmal & Associates, Inc.

Healthcare 130

Healthcare B2B cpa firm cpas 130

CPA Practice

SEPTEMBER 18, 2023

During this time, Kess helped organize the Association of CPA Candidates and developed guides to help CPAs pass their exams. He then took over the Comprehensive CPA School upon the death of its founder, and the program became one of the most successful CPA coaching courses at the time.

Tax 111

Tax cpas New York CPA 111

CPA Practice

AUGUST 12, 2024

Top 200 accounting firm Yeo & Yeo CPAs & Advisors has expanded its presence in the Southeast Michigan region by combining with Bloomfield Hills-based firm Berger, Ghersi & LaDuke (BGL), effective July 1. As part of the deal, BGL partners Alan LaDuke, David Berger, and Jim McAuliffe have joined Yeo & Yeo’s principal group.

Michigan 103

Michigan Real Estate cpas audit 103

CTP

MAY 6, 2022

If you are offering tax planning, that often means addressing industry or situational-specific solutions. . A lack of technical expertise often prevents accounting firms from offering R&D tax credit services to their clients. Technical expertise is critical for many businesses, and specialty tax topics are no different.

cpas 95

cpas audit Agriculture Manufacturing 95

MyIRSRelief

NOVEMBER 3, 2023

Under federal law, Enrolled Agents, like attorneys and CPAs, have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Tax 130

Tax tax return audit tax preparation 130

CPA Practice

OCTOBER 5, 2023

A tax puzzle emerges with, sometimes, very favorable, or very unfavorable, results. The fourth quarter is for tax planning, not tax reporting. I realize that I’m in the minority in thinking that tax planning is fun. However, if you fall into the 10% or 12% income tax bracket, you pay 0% capital gains.

Tax 111

Tax income tax tax planning accounting and finance 111

CPA Practice

NOVEMBER 2, 2023

Tax savings and credits provide an even better package to align your ideals and principles with like-minded companies. As you continue to provide your client advisory services and tax planning , consider ESG to be part of the conversation. Department of Health and Human Services, and the U.S. Department of Labor.

Tax 115

Tax North Carolina Agriculture Manufacturing 115

CTP

APRIL 15, 2022

Every tax professional needs to be conscious of how to manage their practice ethically. An important resource in this matter is Circular 230 , a publication that regulates practice before the IRS for attorneys, CPAs, and enrolled agents. A key topic for ethical consideration is fee development.

Tax 87

Tax tax planning tax return CPA 87

CPA Practice

MARCH 21, 2024

The Tax Court’s ultimate decision could be appealed to the U.S. On February 16, the Tax Court ordered the parties to file another status report by May 17, 2024. Bradlow is a Partner and Chair of the Tax Practice Group at DarrowEverett LLP , a full-service business law firm. Court of Appeals for the Second Circuit.

Tax 122

Tax Delaware tax return accounting and finance 122

CPA Practice

AUGUST 28, 2024

. == 2024 Award Winners: Batch Extensions, from HubSync Tax season is a battlefield for CPAs. This inefficiency cripples productivity and limits CPAs’ ability to focus on higher-value tasks. This inefficiency cripples productivity and limits CPAs’ ability to focus on higher-value tasks.

Technology 124

Technology accounting firms accountant accounted 124

CPA Practice

APRIL 21, 2023

If you’re an accountant looking to improve your credibility and attract new clients, offering financial planning services can help. According to the American Institute of CPAs, the demand for financial planning services is at an all-time high. Clients will see that your expertise extends far beyond tax preparation.

accountant 105

accountant accounted Account tax planning 105

Accounting Today

APRIL 4, 2024

With tax authorities scrutinizing partnerships, CPAs and tax pros need to think more strategically about filing for extensions.

audit 84

audit cpas Tax tax return 84

MyIRSRelief

DECEMBER 15, 2022

Our Los Angeles tax preparation service is the process of preparing and filing tax returns for individuals or businesses. Tax preparation services can be provided by a variety of professionals, including Certified Public Accountants (CPAs), enrolled agents (EAs), and tax attorneys.

tax accountant 130

tax accountant Tax accountant accounted 130

CPA Practice

JULY 8, 2024

Jenni Fleck Jones Receives University of Delaware Mentor Award Belfint Lyons & Shuman, CPAs (BLS)’s marketing & college recruiting manager, Jenni Fleck Jones , is the recipient of the 2024 Brad Scott Excellence in Mentoring Award from the University of Delaware Lerner College of Business!

Delaware 101

Delaware audit Entertainment Healthcare 101

CPA Practice

OCTOBER 16, 2023

For taxpayers who find themselves in this situation, thoughtful tax planning is essential. Here’s how this home sale strategy can help your clients be more tax savvy while navigating today’s real estate market. For example, a $4 million gain could easily result in a tax bill of $1.2 Rahill, CPA/PFS, JD, LL.M.,

Sales 122

Sales Real Estate Tax tax planning 122

CPA Practice

JUNE 8, 2023

CPAs and Chartered Global Management Accountants “are well positioned because of their expertise, integrity, attunement to broad business issues and commitment to lifelong learning.” The world wants the consistency, objectivity and knowledge that we bring to the table.” Accelerate the profession’s digital capabilities.

CPA 116

CPA audit accounting and finance cpa firm 116

CPA Practice

APRIL 29, 2024

Add on Intuit Tax Advisor, an integrated advisory tool that automatically generates strategies for client tax savings, and you come full circle from tax prep to tax planning. We don’t do tax returns if we don’t do the bookkeeping, because everybody knows without bookkeeping, it’s probably a mess.

Tax 124

Tax Technology tax return bookkeeping 124

CPA Practice

SEPTEMBER 23, 2024

Top 200 accounting firm REDW Advisors & CPAs has expanded its presence in Arizona after acquiring Hatcher Financial, a Phoenix-based firm that specializes in wealth management, accounting, and tax planning services. Founded in 2015, Hatcher Financial provides tax, accounting, and financial services to roughly 400 clients. “We

Arizona 52

Arizona cpas Oregon tax planning 52

Snyder

JULY 13, 2022

While the concept of CAS isn’t new, it’s still not known to many business owners and lots of certified public accountants (CPAs) struggle to persuade their clients to switch to this format of accounting. CPAs traditionally try to widen or narrow the scope of the services they provide to make sure the needs of their clients are met.

accountant 105

accountant accounted Account Technology 105

LSLCPAs

JUNE 25, 2024

Cost segregation continues to be an essential tax planning tool in 2024. This strategy offers a substantial reduction in taxes, thereby boosting cash flow during the crucial early years of owning a building. The post Maximizing Tax Savings in 2024 with Cost Segregation appeared first on LSL CPAs.

Tax 52

Tax cpas tax planning 52

Going Concern

JUNE 2, 2023

ChatGPT Offers CPAs ‘Superpowers’ Deloitte’s Ucuzoglu Says [ Bloomberg Tax ] “The use cases are breathtaking: They will fundamentally alter the profession,” said Deloitte Global CEO Joe Ucuzoglu, addressing a University of Southern California financial reporting conference on Thursday. .” The roughly A$290 billion ($196.71

cpas 105

cpas audit auditor E-commerce 105

MyIRSRelief

NOVEMBER 15, 2024

Working with a Tax Professional While good bookkeeping practices can go a long way in maximizing your tax deductions, working with a tax professional can provide additional benefits: Expert Advice:A tax professional can provide expert advice on complex tax issues, ensuring youre taking advantage of all available deductions.

bookkeeping 130

bookkeeping Tax Entertainment accounting software 130