Remove bookkeeping course Remove CPA Remove Tax Remove tax planning
article thumbnail

Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

By Al-Nesha Jones, CPA, MBA. While chestnuts crackle and we gear up for the annual tax preparation season, it becomes clear that the winter holidays bring more than just festivities and time off; they also mark the beginning of the tax preparation party. Tax advisory tends to be much more frequent. Tis the season!

article thumbnail

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. Toss on the tax savings : Quantify for your client how increased pre-tax retirement contributions (401(k) and/or IRA) could decrease their overall tax liability.