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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RogerRossmeisl

SEPTEMBER 9, 2024

For example, you could pull income into 2024 to be taxed at lower rates, and defer deductible expenses until 2025, when they can be claimed to offset higher-taxed income. Here are some other ideas that may help you save tax dollars if you.

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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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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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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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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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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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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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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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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.

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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.

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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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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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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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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.

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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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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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Withum

DECEMBER 4, 2024

Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2024 that are phased out over varying levels of adjusted gross income (AGI). The post Private Client Services: Individual Tax Planning appeared first on Withum.

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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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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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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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TaxConnex

FEBRUARY 27, 2024

You have two initial ways to address your need for sales tax expertise: Your outside tax accountant or bringing tax expertise in-house. With the former, you risk that a professional versed in the tax code of the U.S.

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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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