This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
October 15 th ended the last major income tax due dates in 2023. Most CPAs use the fourth quarter of the year for audit and taxplanning for clients, strategic planning for the firm and of course, CPE. Look out for our December webinar for an additional CPE credit!)
As regular readers know, I’m a big fan of the National Association of Tax Professionals. They generally provide top-notch education, and I appreciate the fact that they do not discriminate against non-credentialed tax pros. It will also be available on-demand.
Jump to ↓ The current tax landscape Democratic and Republican Party taxplans 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.
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. The seller recognizes gains as the buyer makes payments of principal on the note.
By Dominique Molina, CPA MST CTS You’re in the business of taxplanning, 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 taxplanning can do. So, keep an open mind as you read on.
The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of taxplanning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through taxplanning and value pricing.
Promote Year-End TaxPlanning Services Offer a blog series, webinars, or video content focused on year-end taxplanning strategies. Highlight tips on minimizing tax liabilities, maximizing deductions, and understanding new tax laws. For samples, download the infographic and/or PDF checklist.
Meanwhile, federal and state tax laws, particularly Pass-Through Entity Taxes (PTET), continue to impact law firms in a unique way. Listen in as Dan Mayo , Jonathan Weinberg , and Ed Sadowski discuss these topics and more in this industry-specific on-demand webinar. View More On-Demand Webinars. View Slide Deck.
Upon promotion to partner at a law firm, lawyers experience changes in the ways in which they are taxed for their income. From changes in withholdings to new state filing requirements to changes in the timing in which your taxes are due, there are numerous considerations partners must plan for in their financial lives.
View On-Demand Webinar. Join Withum’s tax experts for a timely overview on year-end taxplanning and how you can minimize your tax bill this year. View our on-demand webinar to : Review new tax legislation. Discuss year-end taxplanning strategies for individuals and businesses: Income Taxes.
← Blog home As the 2024 presidential election looms, the corporate world is on the edge of its seat, anticipating the significant implications for tax policy that hang in the balance. By providing insights into these possible outcomes, we aim to equip corporate tax professionals and large businesses for significant changes that may lie ahead.
With legislation that breathes new life into expiring tax incentives and the beginning of planned sunsets for others, changes to existing tax incentive programs are a hot topic. Understanding these changes and the timeframe to act to take advantage of available tax incentives is key. View More On-Demand Webinars.
Every year countless taxpayers overlook money-saving opportunities in the form of tax credits. This provides tax professionals with an opportunity to look like magicians as we whip money-saving strategies out of our proverbial hats in the form of readily available credits that our clients may have never heard about.
How to Nearshore Your Supply Chain While Capturing Financial Gains and Avoiding Tax Pitfalls Modern supply chains have grown increasingly layered as they account for separate continental end markets, manufacturing facilities and scarce raw materials spread across multiple geographies.
As we step into a new year, the taxation realm is abuzz with discussions surrounding the Tax Relief for American Families and Workers Act of 2024. However, amidst this spotlight, there are other tax proposals quietly gaining momentum. Firms must prepare for potential shifts in tax liabilities and advise clients accordingly.
Taxplanning: Highlight the value-add expertise you provide. Consulting: Highlight the importance of planning for the future. Your clients will take comfort in knowing that you are keeping pace with legislative developments that may impact their tax liabilities. This one-to-many approach is a significant time saver.
Discover how the Inflation Reduction Act (IRA) has revolutionized renewable energy tax credits, allowing them to be transferred or sold to qualified buyers, including private equity fund managers. Contact Us The post Impact of Transferable Energy Tax Credits on Private Equity Investments appeared first on Cherry Bekaert.
This on-demand webinar presented by Withum’s Founders and Tech Executives Services Team explores the basics of Qualified Small Business Stock and Equity Compensation and their impact on TaxPlanning. Already Registered?
With the year coming to an end, it’s essential to kickstart your 2023 tax preparations and start thinking about tax-saving techniques, potential opportunities, and the recent legal modifications that might impact your tax obligations.
Net profit , on the other hand, is what remains after all operating expenses, taxes, interest, and other costs are deducted from your total revenue. Newsletters, webinars or promotions are a great way to stay top of mind. Proper taxplanning can significantly impact your net profit.
Professionals from Katz, Sapper & Miller joined the Indiana Manufacturers Association, Fifth Third Bank, and the SBA for a webinar discussion on resources available for the manufacturing industry, including how to access capital, taxplanning strategies, and more.
1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you.
CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. In 2004, under the editorial leadership of Gregory L.
And while smaller firms know they should deliver tax advisory services, they struggle with how to get started, the fees they should charge , and capacity issues. Interest by tax accountants in learning more about advisory is strong. Interest by tax accountants in learning more about advisory is strong.
One of my favorite presenters — Tom Gorczynski — is giving a free webinar in conjunction with RCReports (one of my favorite apps), and CPA Academy (one of my favorite education platforms) this Thursday, January 12 (to repeat on Thursday, February 2), on Section 199A and how it interacts with Reasonable Compensation requirements.
Join us for the September edition of 'TPN's Tax Talks,' where Tax Practice News' Christine Gervais will show you how to re-examine your approach to taxplanning. 23 webinar. Sign up here for the Sept.
Date: Tuesday, August 8, 2023 Time: 1 PM EDT / 12 PM CDT / 10 AM PDT / 5 PM GMT Sponsor: Canopy Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? This webinar will look at common and not so common lies accountants tell themselves.
Cherry Bekaert’s State and Local Tax team dive into the dynamic world of state and local taxplanning with our upcoming webinar. Gain valuable insights derived from real client experiences throughout 2023 and equip yourself with the knowledge needed to proactively plan for 2024.
Regardless of the economic climate, taxplanning is a valuable tool that all transportation companies should revisit each year. This is especially important during times of uncertainty, such as the current pandemic, to ensure that both short-range and long-term tax projections have been calculated and strategies forged.
Tax Practice News' Christine Gervais will show you the finer points of adding—and succeeding with—taxplanning, strategy and consulting services. Sign up for the Day 1 'Future Forward Virtual Event' webinar today.
That relationship was shifted into higher gear by the onset of the COVID-19 pandemic as many companies turned to their tax and accounting professionals to help keep their businesses afloat. Firms have various situations when working with clients, such as taxplanning, tax preparation, or risk management.
In this video, discover how your organization can optimize your tax strategy, minimize liabilities and maximize savings through strategic tax analysis and planning. Learn how a holistic approach in assessing your company’s tax landscape and identifying opportunities for optimization.
after the change of administrations, will include an agreement over taxing Big Tech. President-elect Joe Biden's team about trade and taxes, according to Accounting Today. French Finance Minister Bruno Le Maire’s goals will include ending a conflict over taxing Big Tech and getting the U.S.
Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Taxplanning and financial planning complement each other well, and your clients already need these services, but for many of them, they likely don’t know who to turn to for help.
If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust. What are advisory services?
This trend is picking up pace as traditional accounting firms seek more strategic and meaningful work that goes beyond just tax returns. In fact, a Thomson Reuters Institute survey found that 95 percent of tax professionals believe their clients want business advisory services. Or requesting counsel on recent tax-related legislation?
Attend or Host Virtual Networking Events and Webinars Virtual networking events and webinars are fantastic ways to forge new connections and build up your network. You may also want to consider co-hosting or partnering with others to host events and webinars. Focus on connecting with people who serve a similar audience to yours.
Attend or Host Virtual Networking Events and Webinars Virtual networking events and webinars are fantastic ways to forge new connections and build up your network. You may also want to consider co-hosting or partnering with others to host events and webinars. Focus on connecting with people who serve a similar audience to yours.
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.
In 2022, tax authorities around the world hope to finalize the myriad details that will shape a Global Minimum Tax on multinational corporations — if they can reach consensus and make it happen. Reuters noted that this is “an extremely tight timeframe given that previous international tax deals took years to implement.”.
Alongside attending sporting events, Withum has hosted educational webinars on Esports Player Care, where they gained insights from senior Esports professionals from Full Sail University, the NECC and Guild Esports. Our goal is to educate and advise our clients on both their short-term and long-term career goals.
Whether it’s taxplanning, financial reporting, compliance, or closing the books, your clients need your expertise more than ever. Email Campaigns: Send targeted emails highlighting the importance of timely taxplanning and financial reporting. Here are 10 tax email subject lines to get you started.
We organize all of the trending information in your field so you don't have to. Join 237,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content