RogerRossmeisl

SEPTEMBER 25, 2022

For example, you could pull income into 2022 to be taxed at lower rates, and defer deductible expenses until 2023, when they can be claimed to offset higher-taxed income. Here are some other ideas that may help you save tax dollars if.

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tax planning Tax business tax CPA 211

RogerRossmeisl

OCTOBER 28, 2020

Plan gifts that use the annual gift tax exclusion One of the benefits of using the gift tax annual exclusion to make transfers. The post Income Tax Planning as Part of Your Estate Plan appeared first on Roger Rossmeisl, CPA.

income tax 221

income tax tax planning Tax CPA 221

CPA Practice

OCTOBER 18, 2024

TaxPlanIQ, a provider of tax planning software for tax and accounting firms, is hosting a one-day free Virtual Summit entitled “Your Playbook for Building a Tax Planning Empire” next week. This online-only event will take place from 11 a.m. to 5 p.m. Free registration is available until Oct.

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tax planning Tax CPA accounting firms 59

Insightful Accountant

JUNE 9, 2025

Your expertise in navigating these decisions demonstrates the value of year-round tax planning, which extends beyond simple compliance, thereby enhancing your ability to charge for advisory services beyond tax preparation fees. Consider establishing mid-year check-ins with clients who have college-age children.

tax planning 52

tax planning general ledger Tax Education 52

Withum

JULY 24, 2024

The partner will need to discuss any taxes for those states with their CPA to avoid penalties or interest for late payment of estimated taxes. Or, discuss with the firm what elections are available for composite tax returns or Pass-Through Entity Tax (PTET) withholding.

tax planning 126

tax planning Tax tax return CPA 126

RogerRossmeisl

OCTOBER 25, 2020

Heralded as containing the most sweeping changes in decades, new rules such as the 30% Business Interest Limitation and the 20% Qualified Business Income deduction have turned tax planning on it’s ear. The post Working with an Existing Auto Dealer for the First Time appeared first on Roger Rossmeisl, CPA. well, eye-opening.

CPA 246

CPA tax planning Tax cpa firm 246

CTP

SEPTEMBER 20, 2024

A report from CPA Practice Advisor states that 42% of accounting firms are now offering some form of advisory services, ranging from cash flow management to outsourced CFO functions to advanced tax planning. Click here for a FREE SAMPLER of AICTP’s tax planning program! AICTP has the solution.

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CPA Practice

JUNE 6, 2025

Thanks for reading CPA Practice Advisor! OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. To explore the Resource Center, visit ADP.com/AccountantResourceCenter. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 85

Technology payroll accountant accounted 85

Accounting Today

JUNE 10, 2025

By Chris Gaetano 9h ago Accounting AICPA, NASBA recognize top CPA exam performers Eleven accountants were given the Elijah Watt Sells Award, granted to those who earn a cumulative average score above 95.50 All rights reserved. across four sections of the exam.

Technology 103

Technology tax preparation audit corporation tax 103

Accounting Today

JUNE 11, 2025

The 2025 Avalara Accountants Confidence Report , produced by Avalara in conjunction with CPA Trendlines, polled 623 accounting professionals and found a shift from cautious optimism to greater pessimism, thanks to various economic pressures and policy uncertainty. All rights reserved. EDT 3 Min Read Facebook Twitter LinkedIn Email U.S.

Technology 94

Technology accountant accounted Account 94

ThomsonReuters

JUNE 4, 2025

Jump to Addressing the technology gap in CPA firms Key strategies for UltraTax CS implementation The hidden costs of not changing Are you ready to transform your CPA firm with UltraTax CS? Addressing the technology gap in CPA firms Every accounting firm has its unique set of challenges and inefficiencies. Lets take a look.

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cpa firm CPA Technology tax preparation 52

CTP

NOVEMBER 15, 2023

That’s why tax planning is gaining in popularity. Some obvious reasons are mistakes or oversights on their tax returns. But another problem is that the accounting industry is not trained how to LOOK FOR NEW ways to reduce your taxes that you have not yet taken advantage of. Not all tax planning is the same!

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tax planning Tax tax preparation tax return 111

Accounting Today

JUNE 11, 2025

Elliott Davis, a licensed CPA firm, will continue to provide attest services. Flexpoint had evaluated other CPA firm platforms but with Elliott Davis it was love at first sight. All rights reserved. Elliott Davis is based in Greenville, South Carolina, with over 800 employees, 60 partners and eight offices.

Technology 105

Technology South Carolina tax preparation audit 105

RogerRossmeisl

MARCH 23, 2025

If you sell your home and the capital gain exceeds $250,000 ($500,000 for married couples filing jointly), The post Taming the Tax Tangle if You’re Retiring Soon appeared first on Roger Rossmeisl, CPA.

Tax 173

Tax CPA tax planning 173

Nancy McClelland, LLC

AUGUST 22, 2024

As regular readers know, I’m a big fan of the National Association of Tax Professionals. They generally provide top-notch education, and I appreciate the fact that they do not discriminate against non-credentialed tax pros.

tax planning 111

tax planning Tax Education CPA 111

Anders CPA

AUGUST 2, 2022

Crypto Tax Planning for 2022. Anders is keeping an eye on evolving reporting requirements and tax treatment of cryptocurrencies. The post Wash Sale Rules and Cryptocurrency Tax Planning for 2022 appeared first on Anders CPA. Under the Build Back Better Act, which has been defeated in the U.S.

tax planning 111

tax planning Sales Tax income tax 111

CTP

AUGUST 11, 2022

By Dominique Molina, CPA MST CTS. Have you asked yourself, do I really have to study tax planning? If you’ve read my articles about tax planning before, no doubt you’ve read my description of tax planning software as an instrumental tool. The same is true for tax planning software!

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tax planning Tax tax return Construction 98

Accounting Today

JUNE 6, 2025

Accounting Accounting firm services Accounting education International accounting Career planning MORE FROM ACCOUNTING TODAY Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings.

accountant 87

accountant accounted Account Technology 87

CPA Practice

NOVEMBER 20, 2024

Key findings include: 57% plan to increase fees across all services. 90% plan to increase fees for individual tax returns. 87% plan to increase fees for business tax returns. 70% plan to increase fees for tax planning and advisory services.

accounting firms 116

accounting firms accountant accounted Account 116

CTP

MARCH 9, 2022

By Dominique Molina, CPA MST CTS. Visit social media or google these days and you’ll most likely see advertisements for Tax Planning. But many taxpayers (and even tax pros) are confused about the differences between tax planning and tax preparation. Basics in Tax Reduction.

tax planning 98

tax planning Tax tax preparation tax return 98

CPA Practice

NOVEMBER 27, 2023

Top 200 accounting firm H&CO has acquired fellow Florida CPA firm Grennan Fender, which has offices in Orlando and Melbourne. This merger allows us to strengthen our position as a leading CPA firm while enriching our advisory services. Terms of the deal were not disclosed.

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cpa firm CPA Florida tax planning 105

DuctTapeMarketing

JULY 14, 2018

They’ll partner you with a dedicated accounting team and provide three simple monthly rates that include your bookkeeping, sales tax, planning support, corporate tax return, and unlimited access to your dedicated CPA team.

bookkeeping 238

bookkeeping accounting and finance accounting software accounts payable 238

CTP

FEBRUARY 20, 2024

By Dominique Molina, CPA MST CTS You’re in the business of tax planning, and you pride yourself on being the go-to expert for navigating the complex world of taxes. It’s a widespread belief, but it barely scratches the surface of what tax planning can do. So, keep an open mind as you read on.

tax planning 98

tax planning Tax Real Estate Education 98

CTP

MARCH 9, 2022

By Dominique Molina, CPA MST CTS. Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in the short term and over time. We’ll discuss five of the main strategies for legally lowering your clients’ tax burden. They want us to use loopholes.

tax planning 98

tax planning Tax Legal tax return 98

CTP

NOVEMBER 16, 2023

The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through tax planning and value pricing.

tax planning 98

tax planning Tax accountant accounted 98

BuildYourFirm

MARCH 31, 2020

Tune in to this episode when host Hugh Duffy talks with Irene Waschler of Waschler CPA, LLC about how she got started in the film industry tax credit business. Also, what does the future look like for Waschler CPA? Guest Bio: Irene Waschler CPA, Certified Tax Coach. What are some of the challenges she faces?

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cpas Tax Massachusetts Entertainment 178

Accounting Today

JUNE 9, 2025

The San Francisco-based companys reports, which are designed for clarity and compliance, include: Tax Return Analysis Report, which reveals tax-saving opportunities in tax returns for individuals (1040) and businesses (Schedule C, E, F, 1120, 1120S, 1065). All rights reserved. By Paige Hagy June 6 Like what you see?

Tax 52

Tax Technology tax return tax preparation 52

CPA Practice

JUNE 8, 2023

Part of this is reflected in CPA Evolution , an initiative to transform the CPA licensure model to recognize the rapidly changing skills and competencies that accountants will require. Another is development of an AICPA-led national strategy to address the CPA pipeline, starting with a detailed Pipeline Acceleration Plan.

CPA 116

CPA audit accounting and finance cpa firm 116

CPA Practice

DECEMBER 26, 2024

With a thorough understanding of their unique circumstances and the latest tax regulations, you can transform complex tax challenges into clear, actionable solutionssetting the stage for your clients financial success in 2025 and beyond.

tax planning 116

tax planning Tax 116

TaxConnex

NOVEMBER 2, 2023

Most CPAs use the fourth quarter of the year for audit and tax planning for clients, strategic planning for the firm and of course, CPE.  As you are contemplating your clients’ needs and identifying tax planning for them, don’t forget about sales tax planning as well.

Sales 263

Sales Tax income tax tax planning 263

Accounting Today

JUNE 9, 2025

By Danielle Lee 8h ago Practice management Accountants expect firms to shrink headcount by 20% Fifty-two percent of accountants expect their firms to shrink in headcount by 20% in the next five years, according to a report by the Indiana CPA Society. All rights reserved. By Paige Hagy June 6 Like what you see?

auditor 59

auditor audit Technology tax preparation 59

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Think — plan — grow! All rights reserved. Mindset is paramount.

Technology 52

Technology cpa firm audit tax preparation 52

CPA Practice

DECEMBER 10, 2023

By Al-Nesha Jones, CPA, MBA. 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. Scope How does the scope between tax planning and tax advisory differ?

tax planning 69

tax planning Tax tax preparation bookkeeping course 69

Accounting Today

JUNE 6, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Jody Padar, an author and speaker known as "The Radical CPA," and Katie Tolin, a growth strategist for CPAs, together launched a training and technology platform called XcelLabs. All rights reserved.

Technology 52

Technology accountant accounted Account 52

Going Concern

JUNE 12, 2025

ACCOUNTING CANDIDATE FTE Accounting | Candidate ID #24336098 Education: MS  Experience (years): 9 years of overall experience Work experience (detail): Most recently a senior associate at a CPA firm Full cycle bookkeeping, payroll, and financial reporting for multiple clients Supervise and review offshore team’s work, training and process documentation (..)

Real Estate 52

Real Estate Tax accountant accounted 52

CPA Practice

JUNE 11, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. Starts at just $28/month. AI Answering Services is now available to all accounting firms across the U.S.

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accounting firms Technology accountant accounted 52

Going Concern

OCTOBER 31, 2024

Sign up now to view the complete candidate list and connect with potential hires.

Real Estate 59

Real Estate accountant accounted Account 59