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Top 10 Tax Planning Concepts for W-2 Earners

MyIRSRelief

Top 10 Tax Planning Concepts for W-2 Earners As a W-2 earner, understanding tax planning concepts can help you maximize your tax savings and ensure you’re making the most of your income. Here are the top ten tax planning concepts you should know.

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Corvee Adds Augusta Rule Deduction Guidelines for Home Rentals to Tax Planning System

CPA Practice

Corvee, a maker of tax planning technology for businesses and tax pros, has added Augusta Rule deduction filing guidelines into its Instead and Instead Pro tax planning systems. Instead and Instead Pro offer seamless Augusta Rule savings estimation to help plan, calculate, document and file a return.

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Why Tax Planners Need a Written Tax Plan

CTP

What if there was a straightforward way to improve profitability and reduce liability for your tax practice? Creating a written tax plan can separate the professionals from the amateurs. Anyone can come up with an idea and call it a tax plan. Will your client actually implement the plan and realize the savings?

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How to Increase Efficiency in Your Tax Planning Business

CTP

Let’s look at an example: A tax planning business needed a way for customers to call in, get basic information, and connect with the right person who could finalize the sale. This can take the form of a typed document, a document with screenshots and helper text, or even a screencast video with voiceover.

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How to Increase Efficiency in Your Tax Planning Business

CTP

Let’s look at an example: A tax planning business needed a way for customers to call in, get basic information, and connect with the right person who could finalize the sale. This can take the form of a typed document, a document with screenshots and helper text, or even a screencast video with voiceover.

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Estate and Gift Taxes – Plan Now for Reduced Exemption in 2026

Dent Moses

million in 2024, either during their lifetimes or at death, without incurring federal gift or estate tax. It’s crucial to file a timely estate tax return to elect the portability of the deceased spouse’s unused exemption to the surviving spouse.

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Tax Planning Software – Artificial Intelligence or Skill Saw?

CTP

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! I’ve even got the pictures to prove it! .