Account audit bookkeeping course New York 
CPA Practice
DECEMBER 10, 2023
It’s taking the focus solely off of shrinking the tax bill to create proactive conservations where the client begins to say, “Let me talk to my accountant first.” Prior to forming ASE Group, Al-Nesha successfully managed teams with Ernst & Young and Prudential Financial in audit, assurance, and financial reporting roles.
CPA Practice
AUGUST 31, 2023
Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.
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