CTP

OCTOBER 17, 2022

Let’s look at an example: A tax planning business needed a way for customers to call in, get basic information, and connect with the right person who could finalize the sale. This can take the form of a typed document, a document with screenshots and helper text, or even a screencast video with voiceover.

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CTP

AUGUST 11, 2022

Have you asked yourself, do I really have to study tax planning? If you’ve read my articles about tax planning before, no doubt you’ve read my description of tax planning software as an instrumental tool. The same is true for tax planning software! By Dominique Molina, CPA MST CTS.

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CTP

JUNE 21, 2024

An experienced tax planner will tell you that you can put together the best techniques, angles, and methods for creating a tax plan, but none of it will matter without implementation. Step 2: Create a Plan for Implementation. Once you have collected all the information you need, you can form a cohesive tax plan.

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CPA Practice

DECEMBER 21, 2023

To help companies and individual taxpayers understand their planning options, Grant Thornton LLP, one of America’s largest professional services firms, has released 2024 tax-planning guides for businesses and individuals. Document and substantiate. Tax-planning considerations for individuals 1.

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CTP

JANUARY 22, 2024

Behaving ethically should be a personal goal for every tax professional—but it is also required by law. To help guide you, the Office of Professional Responsibility (OPR) publishes a document called Circular 230 that covers “Regulations Governing Practice before the Internal Revenue Service.” tax court, or similar representation work.

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Shay CPA

NOVEMBER 29, 2023

It’s your year-end tax planning to-dos. Taking some time to get yourself sorted could mean thousands of dollars of savings between your startup’s income, payroll, sales, and foreign taxes. Before you start operating abroad, you’ll need to file Form 6166 to get a tax residency certificate.

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Anders CPA

NOVEMBER 21, 2023

Year-end is approaching fast, which means this is the perfect time for businesses to make some final adjustments to their tax planning strategies. Consulting with a trusted tax professional to determine your eligibility for certain deductible activities is the best way to maximize your tax savings.

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Dent Moses

MARCH 21, 2024

This is especially recommended if it’s been several years since documents were prepared or reviewed. Estate planning is not a one-time event; it’s an ongoing process that should adapt to changes in life, business, and tax laws to achieve the best outcomes for your family and assets.

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Cherry Bekaert

NOVEMBER 28, 2023

There are several key tax considerations and tactical approaches for businesses to address while closing out 2023 and moving into 2024. From leveraging tax incentives to optimizing deductions, this guide offers insights into tax planning to help businesses make informed decisions and set a solid foundation for the upcoming year.

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CTP

AUGUST 11, 2022

Question : How much time should I devote to studying tax planning? If you’ve read my articles about tax planning before, no doubt you’ve read my description of tax planning software as an instrumental tool. The same is true for tax planning software. By Dominique Molina, CPA MST CTS.

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ThomsonReuters

NOVEMBER 21, 2023

Jump to: Set engagements and expectations for next year Address economic pressures that are top of mind Advise on tax planning topics As the year comes to a close, most accounting firms are guiding clients through the complexities of year-end tax planning. This goes into effect on January 1, 2024.

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SkagitCountyTaxServices

MARCH 17, 2023

Getting into planning mode is going to require you actively carving out some time in your busy business owner schedule… whether you’re facing doing taxes on your own (not recommended) or meeting up with your favorite tax pro (wink, wink). Taxes never stop — so your small business tax planning shouldn’t, either.

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ThomsonReuters

NOVEMBER 12, 2021

Corporate international tax planning is a major challenge for companies that do business in multiple countries. To be aware of pitfalls such as international double taxation — being taxed for the same income in two different countries — they must plan strategically.

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MyIRSRelief

MARCH 29, 2024

For businesses in Whittier, California, engaging a tax professional who understands the intricacies of federal and state tax codes is crucial. These professionals can help businesses navigate the complexities of tax preparation, ensuring that all necessary documentation is accurate and submitted on time.

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Withum

NOVEMBER 17, 2022

As such, business owners may remain subject to tax on virtually all their income after they move. Implementation of proper domicile planning, considering the facts and circumstances, documentation requirements, and other rules when putting in place a plan to mitigate audit risks. Failing to plan = planning to fail.

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Cherry Bekaert

AUGUST 29, 2024

You will be able to recognize the risks involved in transfer pricing while understanding significant tax planning upsides for companies who comply with U.S. You will be able to recognize the risks involved in transfer pricing while understanding significant tax planning upsides for companies who comply with U.S.

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CTP

DECEMBER 21, 2021

The taxpayer will have to provide documentation from a doctor proving the permanence of the disability. They may also need written statements from Social Security that documents the disability. Become well-versed in the best tax strategies and save your clients more money by enrolling in our training to become a Certified Tax Planner.

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CPA Practice

APRIL 15, 2024

A Florida attorney was sentenced today to eight years in prison for conspiring to defraud the United States and tax evasion arising out of his promotion of an illegal tax shelter scheme involving false charitable deductions. According to court documents and statements made in court, from at least 2013 through 2021, Michael L.

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CPA Practice

SEPTEMBER 20, 2024

While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management. Because it can be difficult to know if or when you need a new document management solution, IRIS wants to provide you with a checklist of ten red flags you can look for in your firm.

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MyIRSRelief

SEPTEMBER 6, 2024

Electronic Filing: We offer electronic filing options to expedite the processing of your tax returns and ensure that you receive any refunds promptly. Tax Planning and Strategy Effective tax planning is essential for optimizing your financial health and minimizing your tax liability.

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MyIRSRelief

FEBRUARY 8, 2023

Tax Preparation, Tax Planning, and Tax Representation: Understanding the Importance of Professional Assistance Tax preparation, tax planning, and tax representation are all crucial components of managing your finances and ensuring that you meet your tax obligations.

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CPA Practice

APRIL 16, 2024

A Florida attorney was sentenced today to eight years in prison for conspiring to defraud the United States and tax evasion arising out of his promotion of an illegal tax shelter scheme involving false charitable deductions. According to court documents and statements made in court, from at least 2013 through 2021, Michael L.

Florida 52

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CPA Practice

JUNE 24, 2024

Tax Preparation Checklist: A comprehensive list of documents and information needed from clients for tax preparation, such as income statements, expense receipts, and previous tax returns. Year-End Tax Planning Checklist: A tool for clients to prepare for year-end tax considerations and planning strategies.

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CPA Practice

MAY 15, 2024

From online programs for tax and accounting functions, to document automation and workflow management processes, as well as tools for collaboration, mobile productivity and office hardware. But even basic tax planning can make a big difference in reducing future tax liability.

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CPA Practice

JUNE 11, 2024

But if you’re in that bracket, or any tax bracket for that matter, let me set your anxieties at ease. An IRS audit is more of an exercise that seeks documentation; it’s not necessarily an accusatory event. Taxpayers should be able to explain and justify their tax positions and investments to the IRS. Why did you do it?

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CPA Practice

AUGUST 28, 2024

It also helps real estate owners take advantage of unique tax rules like the Augusta rule for tax-free rental income. By making these tax positions accessible to the average taxpayer, Instead levels the playing field. What sets Instead apart is its AI documentation capabilities.

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MyIRSRelief

DECEMBER 15, 2022

Here are some steps you can take to tackle the task: Take an inventory: First, make a list of all the records you have, including bank/credit card statements, invoices, receipts, and other documents. They will then organize these documents in a way that is useful for preparing the tax return.

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CPA Practice

JUNE 10, 2024

But if you’re in that bracket, or any tax bracket for that matter, let me set your anxieties at ease. An IRS audit is more of an exercise that seeks documentation; it’s not necessarily an accusatory event. Taxpayers should be able to explain and justify their tax positions and investments to the IRS. Why did you do it?

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MyIRSRelief

OCTOBER 3, 2022

Whether you’re a striving business owner or an individual taxpayer, you can hire a tax preparer to process and complete all of your tax forms. Once the process is complete, you sign the forms and make a payment to the tax preparer. Los Angeles Tax Planning Services for Individuals and Businesses.

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Cherry Bekaert

MAY 3, 2024

Therefore, a well-thought-out global tax management strategy will be imperative to the success of your global business activities. With proper tax planning a company is able to reduce its worldwide effective tax rate as it expands overseas. The stakes are high because the tax benefit from getting it right can be huge.

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ThomsonReuters

NOVEMBER 15, 2023

For accountants, understanding the ins and outs of tax deductions for charitable contributions , including how to properly report monetary donations using Schedule A, is an essential part of tax planning for clients. Which donations are tax deductible? Charitable donations that are tax-deductible include: Cash donations.

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MyIRSRelief

JANUARY 8, 2021

These types of tax firms offer a wide range of products and services designed to help expats with all kinds of things dealing with their taxes. In this article we are going to talk about three specific services; Tax planning, Tax preparation, and Tax representation.

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ThomsonReuters

NOVEMBER 15, 2023

Tax benefit for donating a car Helping clients with non-cash charitable contributions on their tax return Donating to charitable organizations not only enriches society but can also offer beneficial tax deductions. Contributions made to individuals or non-qualified organizations are generally not eligible for tax deductions.

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Withum

AUGUST 8, 2024

Transfers between your own wallets usually aren’t taxable but must be documented. Understanding these distinctions can save you from unnecessary panic and ensure accurate reporting when filing your annual income tax returns. You must be consistent with your chosen method within a given tax year.

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CPA Practice

AUGUST 27, 2024

He has specialized in working with high-net-worth individuals, including estates and trusts, in tax planning for individuals and privately held companies, and in the tax aspects of mergers and acquisitions, including planning, structuring due diligence, and document review.

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CPA Practice

APRIL 17, 2023

Categories for this year’s awards range from online tax, research and accounting systems, to remote engagement, practice management, document automation, workflow tools, apps for collaboration, mobile productivity and more. But even basic tax planning can make a big difference in reducing future tax liability.

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Going Concern

JULY 25, 2024

TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID #22044344 Certifications: CPA in process Education: BS Accounting Experience (years): 10+ years accounting experience Work experience (detail): 10+ years in public accounting Averages 200 returns prepared per tax season Quarterly financials, draft SBA loan submittals Tax planning (..)

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