CPA Practice

JULY 24, 2025

OBannon Billtrust , a B2B accounts receivable workflow and payment software market leader, has added new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows. Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC.

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CPA Practice

JUNE 26, 2025

The automation and support provided by Avalara have transformed our tax processes, allowing us to focus on our core business and future growth.” In 2024, Therabody began using Shopify Plus for its B2B portal along with the retail POS stores. Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC. All rights reserved.

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CTP

SEPTEMBER 20, 2024

A report from CPA Practice Advisor states that 42% of accounting firms are now offering some form of advisory services, ranging from cash flow management to outsourced CFO functions to advanced tax planning. Click here for a FREE SAMPLER of AICTP’s tax planning program! AICTP has the solution.

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CTP

AUGUST 11, 2022

By Dominique Molina, CPA MST CTS. Have you asked yourself, do I really have to study tax planning? If you’ve read my articles about tax planning before, no doubt you’ve read my description of tax planning software as an instrumental tool. The same is true for tax planning software!

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CTP

MARCH 9, 2022

By Dominique Molina, CPA MST CTS. Visit social media or google these days and you’ll most likely see advertisements for Tax Planning. But many taxpayers (and even tax pros) are confused about the differences between tax planning and tax preparation. Basics in Tax Reduction.

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CTP

MARCH 9, 2022

By Dominique Molina, CPA MST CTS. Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in the short term and over time. We’ll discuss five of the main strategies for legally lowering your clients’ tax burden. They want us to use loopholes.

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CTP

FEBRUARY 20, 2024

By Dominique Molina, CPA MST CTS You’re in the business of tax planning, 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 tax planning can do. So, keep an open mind as you read on.

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CTP

NOVEMBER 16, 2023

The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through tax planning and value pricing.

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Bharmal&Associates

SEPTEMBER 4, 2020

From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. Most successful businesses have opted for investment in B2B providers in recent years, which is why it is essential that you pick the best one. Star Average on the platform.

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CTP

APRIL 15, 2022

One of the benefits of focusing on proactive tax planning (rather than reactive work) is that tax planners can charge a value-based fee instead of an hourly rate. At the same time, tax planners need to be aware of the ways that Circular 230 limits how you can approach fees. In the case of Ridgely v.

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CPA Practice

AUGUST 28, 2024

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.

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CPA Practice

APRIL 29, 2024

Add on Intuit Tax Advisor, an integrated advisory tool that automatically generates strategies for client tax savings, and you come full circle from tax prep to tax planning. We don’t do tax returns if we don’t do the bookkeeping, because everybody knows without bookkeeping, it’s probably a mess.

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CTP

MAY 6, 2022

If you are offering tax planning, that often means addressing industry or situational-specific solutions. . Of course, as your clients’ CPA, you should be able to converse on the topics. Brought to you by Tri-Merit. However, you do not need to be an expert.

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