tax planning tax return Webinars 
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. or 39-year lives.
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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ThomsonReuters
FEBRUARY 9, 2024
Addressing income equality: The Tax Excessive CEO Pay Act targets corporations with high CEO-to-worker pay ratios to narrow income disparities. Firms must prepare for potential shifts in tax liabilities and advise clients accordingly. Also, the act addresses the use of optical character recognition (OCR) software.
ThomsonReuters
JULY 6, 2023
This trend is picking up pace as traditional accounting firms seek more strategic and meaningful work that goes beyond just tax returns. This differs from traditional compliance work in that tax returns and related activities report on what happened in the past. Are they asking for advice beyond just their tax return ?
CPA Practice
JULY 27, 2023
“Tax advisory is so important for the future of our profession,” said Dominique Molina, CPA, MST, CPS, co-founder and president of the American Institute of Certified Tax Planners , and a presenter of advisory-related webinars to Intuit® ProConnect Tax , Lacerte® Tax , and ProSeries® Tax customers. “As
ThomsonReuters
JULY 6, 2023
In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. Instead, they can shift their focus to more value-added activities like providing financial insights and helping clients navigate the complexities of tax law.
ThomsonReuters
JUNE 13, 2023
In the world of tax and accounting, advisory services include providing insights and strategies that help your clients build their business strategy, enhance decision-making, and successfully achieve their financial goals. Are you ready to move beyond tax returns and provide more meaningful support?
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