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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

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 preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ?

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

Instead, many employers shifted toward defined contribution plans such as a 401(k) plan where the benefit depends on the amount of money contributed and investment returns. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional. Follow Al-Nesha on Twitter @AlNeshaJ_CPA.