CTP

OCTOBER 3, 2022

What if there was a straightforward way to improve profitability and reduce liability for your tax practice? Creating a written tax plan can separate the professionals from the amateurs. Anyone can come up with an idea and call it a tax plan. Will your client actually implement the plan and realize the savings?

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CTP

AUGUST 11, 2022

Have you asked yourself, do I really have to study tax planning? Can’t I just select a software providing Artificial Intelligence to inform me what to do? 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.

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Withum

DECEMBER 18, 2024

2024 Year-End Tax Planning Resources Nows the time to review your year-end tax planning options and strategies for the 2024 tax season. Withums Year-End Tax Planning Resource Center offers tips, legislative updates, and tax-saving opportunities for individuals and businesses.

Tax 122

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CTP

NOVEMBER 2, 2023

What taxpayers may not realize is that the amount of retirement income that goes toward taxes can considerably lower the funds available to sustain the type of life they imagined for themselves. This is where offering your assistance as a Certified Tax Planner can be invaluable. Capital Gains Top-Up.

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CTP

JULY 16, 2024

Having a system in place for promptly and clearly documenting your advice and the details of your tax plans is essential for a number of reasons: Managing Risk and Liabilities. Even tax planners may find the constant shifts in tax policy and the long lists of nuances and exceptions for each law confusing.

tax planning 94

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CTP

FEBRUARY 20, 2024

By Dominique Molina, CPA MST CTS You’re in the business of tax planning, and you pride yourself on being the go-to expert for navigating the complex world of taxes. It’s a widespread belief, but it barely scratches the surface of what tax planning can do. So, keep an open mind as you read on.

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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. All the business owner had to do was write a script for the answering service to follow, and valuable hours were freed up for tax preparation work.

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CTP

JANUARY 9, 2023

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. All the business owner had to do was write a script for the answering service to follow, and valuable hours were freed up for tax preparation work.

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tax planning Tax tax preparation tax return 97

ThomsonReuters

FEBRUARY 15, 2024

Jump to: Enabling the growth opportunity Tax planning with AI AI presents no shortage of opportunities. In a way, tax and accounting professionals can attain their goals with artificial intelligence. As tax professionals incorporate more AI into their tax planning workflows, they will be able to bring more services in-house.

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Withum

NOVEMBER 17, 2022

Most of the income tax proposals in the 2021 “Build Back Better” bill did not make it into the IRA. General Income Tax Planning. Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2022 that are phased out over varying levels of adjusted gross income (AGI). million in 2023).

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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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CTP

MARCH 9, 2022

Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in the short term and over time. We’ll discuss five of the main strategies for legally lowering your clients’ tax burden. But saving one year is better than falling victim to a 7% tax increase!

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CPA Practice

NOVEMBER 27, 2023

Corvee, a maker of tax planning technology for businesses and tax pros, has added Augusta Rule deduction filing guidelines into its Instead and Instead Pro tax planning systems. For more information on Instead, visit www.instead.com.

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Accounting Today

DECEMBER 11, 2024

With changing tax regulations and incentives, staying informed about the latest updates is crucial for optimizing client outcomes.

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ThomsonReuters

NOVEMBER 9, 2023

Year-end strategy #3: Shift your value proposition to advisory By using technology to automate traditional tax compliance work, more and more accounting firms are engaging clients based on the value and experience they bring to the table.

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ThomsonReuters

JANUARY 4, 2024

But where do you begin building your tax planning strategy? Tax planning strategy #1: Utilize short-term staffing solutions As tax season begins, firms in need of a short-term boost in headcount should consider outsourcing services to increase workload capacity.

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ThomsonReuters

DECEMBER 10, 2024

Predictive AI Predictive AI, which many firms already use, focuses on analyzing historical data to make forecasts and inform decisions. These tools excel at identifying patterns and trends, helping tax professionals anticipate future outcomes based on past performance. Will agentic AI replace tax professionals?

audit 91

audit Tax Technology tax return 91

ThomsonReuters

DECEMBER 10, 2024

Predictive AI Predictive AI, which many firms already use, focuses on analyzing historical data to make forecasts and inform decisions. These tools excel at identifying patterns and trends, helping tax professionals anticipate future outcomes based on past performance. Will agentic AI replace tax professionals?

audit 97

audit Tax Technology tax return 97

Dent Moses

OCTOBER 10, 2024

Dent Moses is committed to keeping you informed of the latest tax-saving strategies. We are sharing our AG-YE_YR Tax Planning Guide-2024_DM. The post 2024 Business Tax Planning Guide appeared first on Dent Moses, LLP. There is no substitute for the guidance of an advisor who understands your specific needs.

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CTP

DECEMBER 2, 2024

However, if your warranty only covers the first 60 or 90 days after the tax plan is submitted to your client, an audit is not going to occur within that timeframe. That depends—on what type of audit protection you may choose to offer along with your tax plans. The IRS is not out to get you as a tax planner.

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Nancy McClelland, LLC

DECEMBER 24, 2024

My feelings regarding how FinCEN has handled Beneficial Ownership information (BOI) under the Corporate Transparency Act (CTA) are best left unexpressed. Penalties are steep for willful non-compliance. I wouldn’t personally give you a hard time about that approach.

Education 98

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CPA Practice

NOVEMBER 22, 2024

will be adding more than 20 employees from MS&P with expertise in federal, state, and multinational tax planning and compliance, business valuation, and consulting services. Blue & Co. The three partners joining from MS&P are: Jason Pivoz joined MS&P in 2007 and was admitted as a member of the firm in 2014.

Real Estate 111

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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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ThomsonReuters

OCTOBER 31, 2024

Jump to ↓ The current tax landscape Democratic and Republican Party tax plans Strategic planning amidst tax uncertainty In today’s dynamic political and economic environment, understanding the intricacies of tax policy has become more crucial than ever. election promises further potential shifts.

Tax 52

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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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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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Going Concern

APRIL 24, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24143645 Certifications: EA Education: BA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): All in public accounting Currently a tax senior 200+ SMB and HNWI returns per season Review of 40%, prepares more complex returns Tax (..)

Real Estate 52

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ThomsonReuters

DECEMBER 19, 2024

In addition, brokers will be required to report gross proceeds from digital asset sales starting in 2026 for transactions occurring in 2025; and report tax basis information for certain digital asset sales made in 2026, beginning in 2027. You can also create a checklist to guide your firm through the compliance process.

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CTP

APRIL 11, 2025

Selecting an Entity Type Another aspect of tax planning is to determine the best entity type for the student. To help you stay informed on the latest court cases and tax benefits that could impact student athletes, sign up to become a Certified Tax Planner today.

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MyIRSRelief

OCTOBER 3, 2022

However, individuals who fail to pay taxes can suffer penalties and potential criminal charges. There is a substantial amount of time you have to file your taxes, but the process can seem hefty. Furthermore, there are different kinds of tax advisors that serve a purpose to fit your needs.

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Withum

APRIL 5, 2022

As you navigate our complicated tax code, you need a partner and important information in order to make the appropriate adjustments. This tax pocket guide is an essential resource that will help you evaluate and estimate your 2022 tax obligations.

Tax 130

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CPA Practice

NOVEMBER 18, 2024

Real-time documentation ensures you always have the crucial information you need for complex audits and other data management demands. Improve cross-department data sharing and visibility Today there’s a greater need for real-time visibility between departments that handle tax and GAAP accounting books.

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CPA Practice

JUNE 24, 2024

Here are some recommended forms and templates that can be valuable: Client Onboarding Form: To gather essential information from new clients, including contact details, business nature, and financial information. Year-End Tax Planning Checklist: A tool for clients to prepare for year-end tax considerations and planning strategies.

accounting firms 124

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PASBA

SEPTEMBER 12, 2019

Tax planning and revenue forecasting tied at 71 percent while bookkeeping, key performance indicators, monthly management reporting, and business strategy and planning tied at 61 percent. Most will also require assistance at tax time to get W2 and 1099 forms delivered promptly and with the correct information.

accounting firms 188

accounting firms accountant accounted Account 188

Withum

JANUARY 20, 2023

As you navigate our complicated tax code, you need a partner and important information in order to make the appropriate adjustments. This tax pocket guide is an essential resource that will help you evaluate and estimate your 2023 tax obligations.

Tax 127

Tax tax planning tax services 127

Withum

DECEMBER 11, 2024

2024 Year-End Tax Planning Resources Nows the time to review your year-end tax planning options and strategies for the 2024 tax season. Withums Year-End Tax Planning Resource Center offers tips, legislative updates, and tax-saving opportunities for individuals and businesses.

E-commerce 52

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ThomsonReuters

DECEMBER 27, 2024

Jump to A shift in digital asset reporting Developing a digital asset advisory framework A shift in digital asset reporting Under the new IRS digital asset reporting rules , brokers are required to report gross proceeds from digital asset sales and provide tax basis information.

Real Estate 52

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