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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ? While we’ve used terms like tax planning and tax advisory interchangeably because they feel similar, they are quite different—like fall and winter. Proactivity Tax planning is proactive.

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Professionals on the Move – Jan. 2024

CPA Practice

He earned a BBA, Accounting, and MS, Accountancy, from the University of Notre Dame, is a licensed CPA in Connecticut, and has experience with Oracle and Hyperion. Jeff will work alongside the professional team at LGA to provide a more holistic service offering to their individual tax planning and compliance clients.

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

. == Al-Nesha Jones, CPA, MBA, is founder of ASE Group, a full-service accounting, tax, and advisory firm focused on empowering small business owners to build strong and sustainable businesses. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional. Follow Al-Nesha on Twitter @AlNeshaJ_CPA.