bookkeeping course, Education and tax preparation

Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

DECEMBER 10, 2023

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 ?

tax planning

tax planning Tax tax preparation bookkeeping course

10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

AUGUST 31, 2023

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. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional. Follow Al-Nesha on Twitter @AlNeshaJ_CPA.

quickbooks

quickbooks bookkeeping course Tax CPA

Accountant Advocate

Decoding the Difference: Tax Planning vs. Advisory

10 Ways to Help Gen X Clients Prepare for Retirement

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