Remove 2025 Remove CPA Remove cpas Remove tax planning
article thumbnail

Five Tax Strategies Retirees Should Consider Before Dec. 31

CPA Practice

It’s time to gather everything, fill out a painful spreadsheet and write a check to my CPA. A tax puzzle emerges with, sometimes, very favorable, or very unfavorable, results. The fourth quarter is for tax planning, not tax reporting. I realize that I’m in the minority in thinking that tax planning is fun.

Tax 111
article thumbnail

Key Takeaways From the 2023 AICPA Dealership Conference

Withum

The CPAs at Withum always look forward to this event in Las Vegas in October after deadlines have settled. Fraud Prevention, Detection, and Investigations in Dealerships Presentation Recap The call all CPAs dread from clients is this call. Require your team to take vacation time.

cpas 52
article thumbnail

Friday Footnotes: The ERC Problem; EY Double Dips; Stress Less in Public Accounting | 5.26.23

Going Concern

Instead, it has become a magnet for fraud, creating a cottage industry of firms that market themselves as tax credit specialists who can help clients — even those who don’t actually qualify for the money — reap huge refunds from the I.R.S. “It’s going to continue to be really hard to attract people and get them into new jobs.”