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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

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. Remember: they have until the annual Oct. 15 deadline to contribute to an IRA, so use that time wisely.