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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

By Al-Nesha Jones, CPA, MBA. 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.” She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional. Tis the season!

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

By Al-Nesha Jones, CPA, MBA Generation X—aka the Sandwich Generation, Latchkey Kids, Baby Busters, and even the Forgotten Generation—will soon be approaching retirement age. Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship.