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Redefining Tax Strategy Beyond Retirement Savings: Unveiling the Full Potential of Tax Planning

CTP

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.

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AICTP’s Roadmap to Tax Planning: 10 Keys to Growing Your Accounting Advisory Services

CTP

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.

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CPE Webinar August 8, 2023: Lies Accountants Tell Themselves

CPA Practice

Date: Tuesday, August 8, 2023 Time: 1 PM EDT / 12 PM CDT / 10 AM PDT / 5 PM GMT Sponsor: Canopy Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? This webinar will look at common and not so common lies accountants tell themselves.

Account 52
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State CPA Society News & Updates – Dec. 2023

CPA Practice

State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories. The West Virginia Society of Certified Public Accountants (WVSCPA) is offering an Introduction to Crypto Currency and Tax Planning. investments and U.S.

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FREE CPE/CE Webinar: §199A and Reasonable Compensation – Jan 12 & Feb 2, 2023

Nancy McClelland, LLC

One of my favorite presenters — Tom Gorczynski — is giving a free webinar in conjunction with RCReports (one of my favorite apps), and CPA Academy (one of my favorite education platforms) this Thursday, January 12 (to repeat on Thursday, February 2), on Section 199A and how it interacts with Reasonable Compensation requirements.

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Elevate your firms advisory services

ThomsonReuters

That relationship was shifted into higher gear by the onset of the COVID-19 pandemic as many companies turned to their tax and accounting professionals to help keep their businesses afloat. Firms have various situations when working with clients, such as tax planning, tax preparation, or risk management.

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Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

CPA Practice

Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting. Enhance Social Media Engagement: Share helpful summer tax tips, reminders for quarterly taxes, or fun posts about your team enjoying summer activities.