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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

Education and focus Tax planning’s primary focus is on minimizing taxes and tax season surprises. Since the cadence is typically less frequent than tax advisory, there is less emphasis on educating the client. The guidance is typically centered on optimizing tax outcomes within the current tax environment.

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

What we’re now realizing is that the transition from pension to 401(k) didn’t come with the education that most needed to understand how to ensure they’re fully prepared for the retirement phase of life. Follow Al-Nesha on Twitter @AlNeshaJ_CPA.