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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

Administrative & Financial Support Moving into the realm of finances, a family office may handle bookkeeping, legal and estate planning oversight, cash flow management, financial advice, insurance management, accounting and tax filing oversight, and charitable giving management. This may operate similarly to an enterprise.

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Top Remote Accountants of the Week | December 19, 2024

Going Concern

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.

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How Mike Habib, EA Collaborates with CPAs and Lawyers for Tax Representation Referrals

MyIRSRelief

Focus on Core Work: CPAs can concentrate on financial statements, financial assurance, tax preparation and planning, while lawyers can focus on legal strategies, knowing their clients tax issues are in capable hands. Joint Webinars: Host educational events to attract and inform potential clients.

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Audits Are a Joke and Here’s Why According to a Salty Old Industry Veteran

Going Concern

Those of us who’ve worked or even simply seen behind the curtain of audit know the things he points out to be true — assurance is reasonable not absolute , financial statements are the responsibility of management not auditors, “finding fraud” is not the ultimate goal of audits — but do investors?

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Top Remote Accountants of the Week | January 2, 2025

Going Concern

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.

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Balancing innovation and oversight: Practical steps for AI integration in tax and accounting firms

ThomsonReuters

One accountant cited in the report said: “I would like to be able to utilize [GenAI] to complete tasks that are boring or mundane, and I also think it has the capability to enhance my ability to offer more analytical tools to my clients, for example cash flow forecasting or financial statement interpretation.”

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Top Remote Accountants of the Week | January 9, 2025

Going Concern

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.