MyIRSRelief

NOVEMBER 1, 2024

S Corporations: Tax Preparation, Tax Planning, and the Benefits of Professional Tax Help S Corporations , often referred to as S Corps, are a popular business structure in the United States, particularly among small to medium-sized businesses. However, navigating the tax landscape for S Corps can be complex.

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MyIRSRelief

DECEMBER 15, 2023

Top 10 Tax Planning Concepts for W-2 Earners As a W-2 earner, understanding tax planning concepts can help you maximize your tax savings and ensure you’re making the most of your income. Here are the top ten tax planning concepts you should know.

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Withum

JULY 24, 2024

Investment and Retirement Planning: Consult with wealth management experts to plan for your financial future. For a detailed checklist to keep on hand, download our Tax Planning Checklist for New Law Firm Partners. Contact Us The post Tax Planning Guidance for Newly Promoted Law Firm Partners appeared first on Withum.

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CTP

SEPTEMBER 20, 2024

A report from CPA Practice Advisor states that 42% of accounting firms are now offering some form of advisory services, ranging from cash flow management to outsourced CFO functions to advanced tax planning. Click here for a FREE SAMPLER of AICTP’s tax planning program! AICTP has the solution.

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Accounting Today

SEPTEMBER 17, 2024

Between the coming sunset of the Tax Cuts and Jobs Act, the presidential election and a host of other factors, this is shaping up to be a tough year for advising clients.

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tax planning Tax 122

CTP

NOVEMBER 15, 2023

That’s why tax planning is gaining in popularity. Some obvious reasons are mistakes or oversights on their tax returns. But another problem is that the accounting industry is not trained how to LOOK FOR NEW ways to reduce your taxes that you have not yet taken advantage of. Not all tax planning is the same!

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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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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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CPA Practice

DECEMBER 26, 2024

With a thorough understanding of their unique circumstances and the latest tax regulations, you can transform complex tax challenges into clear, actionable solutionssetting the stage for your clients financial success in 2025 and beyond.

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tax planning Tax 116

Accounting Today

OCTOBER 25, 2023

In spite of the lack of new tax legislation so far this year, taxpayers and tax preparers have plenty to focus on in preparing 2023 returns.

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tax planning Tax tax preparation 138

Nancy McClelland, LLC

AUGUST 22, 2024

Today I’d love to highlight their upcoming session on August 29th: “ Tax Planning for Military Personnel and Spouses “ NATP Instructor Mari Fries, EA, CFP explains that at the core of all military returns is the Servicemember’s Civil Relief Act (SCRA) and in more recent years the Military Spouse Residency Relief Act (MSRRA).

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tax planning Tax Education CPA 111

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.

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Cherry Bekaert

NOVEMBER 29, 2023

Prepare for the 2023 tax season with our comprehensive tax planning checklist for individuals. Expert advice on life changes, investments, IRAs, and estate planning. Contact Us The post 2023 Year-End Tax Planning Checklist for Individuals appeared first on Cherry Bekaert. How will your income change in 2024?

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CPA Practice

SEPTEMBER 19, 2023

The business owners wished to make a contribution to utilize the type of tax planning referred to above, but only if the sale of the company actually closed or was completed. In correspondence with the tax attorney, the brothers indicated that they wanted to “wait as long as possible to pull the trigger” on the contributor.

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tax planning Tax income tax Sales 116

Accounting Today

OCTOBER 1, 2024

This election season could have a more significant effect on tax policy than most. How can CPAs guide their clients through this potential volatility in tax policy?

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CTP

NOVEMBER 9, 2023

However, if they begin the strategy earlier, they may be able to lock in a 22% tax bracket or lower, since they have more control over which buckets they are drawing from and when. For ongoing training on the most timely strategies for retirement tax planning, register with us to become a Certified Tax Planner today.

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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.

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tax planning Tax Legal financial statements 94

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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CPA Practice

NOVEMBER 11, 2024

The injunctions also prohibit Dombek from preparing anyfederal tax returns for anyone other than himself and Optimal from preparing certain federal tax returns reflecting such tax plans. Dombek and Optimal consented to entry of the injunctions.

Texas 126

Texas tax planning CPA Tax 126

GrowthForceBlog

NOVEMBER 30, 2023

7 min read No matter the size of your company, tax planning can be a major headache because the process can be complex and stressful.

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Cherry Bekaert

NOVEMBER 14, 2023

Contributor: Chelsea Payne , Senior Manager, Tax Services As the end of the year approaches, strategic planning remains crucial for taxpayers looking to optimize their financial positions and set the stage for a strong start in the upcoming fiscal year.

Real Estate 109

Real Estate tax planning Construction Tax 109

Accounting Today

APRIL 15, 2024

The International Ethics Standards Board for Accountants has unveiled a set of ethical standards for business tax planning in response to complaints over tax avoidance by multinational companies.

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Accounting Today

NOVEMBER 1, 2022

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tax planning Tax 124

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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Withum

DECEMBER 11, 2023

Upon viewing, you will be able to: Understand recent updates to state and federal tax laws Prepare for open possibilities in the political landscape to come Begin their tax planning process with a knowledgeable background on significant considerations The post On-Demand Webinar: 2023 Year-End Tax Planning for Law Firms and Attorneys appeared first (..)

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tax planning Tax 98

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.

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TaxConnex

NOVEMBER 2, 2023

Most CPAs use the fourth quarter of the year for audit and tax planning for clients, strategic planning for the firm and of course, CPE.  As you are contemplating your clients’ needs and identifying tax planning for them, don’t forget about sales tax planning as well.

Sales 263

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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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tax planning Tax 95

CPA Practice

OCTOBER 18, 2024

TaxPlanIQ, a provider of tax planning software for tax and accounting firms, is hosting a one-day free Virtual Summit entitled “Your Playbook for Building a Tax Planning Empire” next week. This online-only event will take place from 11 a.m. Free registration is available until Oct.

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Accounting Today

AUGUST 30, 2024

Transfer pricing, Pillar Two, GLAM and more are important considerations.

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tax planning Tax 89

RogerRossmeisl

DECEMBER 15, 2024

Well explain what you need to know about the federal income and employment tax rules for employer-issued nonqualified stock options (NQSOs). Tax planning objectives Youll eventually sell shares you acquire by exercising an NQSO, hopefully for a healthy profit. When you do, your tax planning objectives will be to: 1.

Non-Profits 199

Non-Profits Tax tax planning CPA 199

RogerRossmeisl

OCTOBER 25, 2020

Heralded as containing the most sweeping changes in decades, new rules such as the 30% Business Interest Limitation and the 20% Qualified Business Income deduction have turned tax planning on it’s ear. Looking at everything with a new set of eyes can be very. well, eye-opening. The same goes for the dealership returns.

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Accounting Today

DECEMBER 18, 2024

Consider this host of strategies to help clients keep more of what they earn.

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Accounting Today

JUNE 11, 2024

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

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tax planning Tax Education 89

Accounting Today

MARCH 18, 2024

Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.

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tax planning Tax 92

DuctTapeMarketing

JULY 14, 2018

They’ll partner you with a dedicated accounting team and provide three simple monthly rates that include your bookkeeping, sales tax, planning support, corporate tax return, and unlimited access to your dedicated CPA team. Xendoo is an online accounting and bookkeeping service dedicated to small business owners.

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MyIRSRelief

OCTOBER 11, 2024

If you’re searching for an “Enrolled Agent near me,” you’re likely looking for someone who can provide a wide range of tax services. Get help today by calling us at 1-877-78-TAXES [1-877-788-2937]. Developing a Tax Plan: Once tax-saving opportunities are identified, the Enrolled Agent will develop a tax plan.

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