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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

Education and focus Tax planning’s primary focus is on minimizing taxes and tax season surprises. Since the cadence is typically less frequent than tax advisory, there is less emphasis on educating the client. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional.

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

What we’re now realizing is that the transition from pension to 401(k) didn’t come with the education that most needed to understand how to ensure they’re fully prepared for the retirement phase of life. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional. Follow Al-Nesha on Twitter @AlNeshaJ_CPA.