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Taking the next step on your firm’s advisory journey

ThomsonReuters

Imagine this: An advisory-focused conference built by advisory experts that helps tax and accounting practitioners capitalize on the success of their business. That’s the concept behind the Advisory Symposium, the first of which was held June 21-23 in Naples, Florida. “We Sparking meaningful discussion.

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10 midyear tax planning moves

ThomsonReuters

Once you’ve had a chance to catch your breath following the spring busy season, it’s time to remind your clients that tax planning is where you can really add value. Here are 10 midyear tax planning moves that shouldn’t be overlooked this summer. #1—Adjust Clients who owed taxes for 2021 may want to revise their Form W-4.