CPA Practice

OCTOBER 5, 2023

A tax puzzle emerges with, sometimes, very favorable, or very unfavorable, results. The fourth quarter is for tax planning, not tax reporting. I realize that I’m in the minority in thinking that tax planning is fun. Funding retirement accounts is something you can do.

Tax 111

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CTP

NOVEMBER 9, 2023

Planning for retirement also means planning for retirement income taxes. Creating a tax plan for retirement will ultimately allow you to spend less money on taxes and put more toward the lifestyle you want. Pre-tax retirement funds. At this point, strategy is all about timing.

Tax 52

Tax income tax tax planning tax accountant 52

Cherry Bekaert

JANUARY 17, 2023

Cherry Bekaert’s Private Client Services practice assists closely held businesses, C-suite executives, high-net-worth individuals and their families with tax, accounting and business matters impacting business and personal growth goals and objectives.

Tax 70

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CPA Practice

JANUARY 9, 2024

Top 25 accounting firm Citrin Cooperman has acquired Coleman Huntoon & Brown (CH&B) PLLC, a Chapel Hill, NC-based tax, accounting, and business consulting firm. Financial terms of the deal weren’t disclosed. CH&B joins Citrin Cooperman with more than 20 employees and more than $7 million in revenue.

North Carolina 59

North Carolina tax return New York tax planning 59

CPA Practice

JANUARY 25, 2023

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, has announced that Archambault & Associates has joined the organization, effective January 1, 2023.

Massachusetts 105

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CPA Practice

JUNE 1, 2023

Drawing from cash will also keep your taxes low in your early years of retirement. This will allow you to move money from a traditional IRA, or any pre-tax account, into a Roth IRA at a potentially lower rate than what you would pay in the future. Tapping cash first allows that. But, where’s the fun in that?

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Account accountant accounted accounting and finance 116

CPA Practice

OCTOBER 19, 2023

Originally focused on tax planning, the firm quickly grew into a hybrid tax, accounting and wealth management practice to provide its clients with integrated wealth management services. “Our Martin James was established in 1986 by its namesake, Martin James , CPA, PFS,and is led by him and his son, Kyle James , CPA, PFS.

Tax 52

Tax cpas CPA tax planning 52

Basis 365

APRIL 28, 2022

We have worked with a tax professional to outline some key considerations for what entity type you should be looking into. Before making any decisions, speak to your attorney and tax accountant to make sure you are the correct entity type at this time. You really should review this periodically as laws and tax code do change.

income tax 52

income tax tax return tax planning Legal 52

CPA Practice

NOVEMBER 29, 2023

Moreover, the disconnect from established state nexus standards and tax base definitions further complicated compliance. Just Passing Through This panel provides the state of the states’ status of tax planning, compliance, and controversies associated with ownership of multistate partnerships and LLCs.

New York 52

New York Tax Connecticut New Jersey 52

ThomsonReuters

FEBRUARY 6, 2024

Jump to: What is indirect tax? Types of indirect tax The value of indirect tax to tax professionals Differences between direct and indirect tax Tax planning and management is one of the primary areas accountants help their clients. Taxes are either direct tax or indirect tax.

Tax 52

Tax income tax Manufacturing corporation tax 52

Withum

NOVEMBER 17, 2022

Most of the income tax proposals in the 2021 “Build Back Better” bill did not make it into the IRA. General Income Tax Planning. Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2022 that are phased out over varying levels of adjusted gross income (AGI). million in 2023).

tax planning 98

tax planning Tax Construction income tax 98

MyIRSRelief

JANUARY 16, 2023

When choosing a tax preparation service, it’s important to do your research. You should also look for a licensed EA enrolled agent, CPA certified tax accountant or tax lawyer, do not get in trouble with unlicensed tax preparers that cannot represent you if audited.

tax preparation 130

tax preparation income tax Tax Real Estate 130

Ryan Lazanis

SEPTEMBER 19, 2023

The Allen CPA Firm Located in Houston, TX, The Allen CPA Firm is a forward-looking provider of tax, accounting, and business consulting services. Performance Financial, LLC Performance Financial is an accounting firm that offers year-round proactive tax planning advice and services.

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Account accountant accounted bookkeeping 98

ThomsonReuters

JANUARY 18, 2024

According to the IRS , enrolled agents are subject to a suitability check and must pass a three-part Special Enrollment Examination to demonstrate their proficiency in individual and business tax return preparation, federal tax planning, and representation. However, this is no longer the case.

Account 59

Account accountant accounted tax preparation 59

Going Concern

JUNE 16, 2023

Last week, PwC named at least 67 current and former staff involved in the leak of government tax plans. PwC will also be required to remove staff with links to the leak from all contract works for the state government – a move that the federal government has also demanded and PwC has agreed to.

Technology 82

Technology quickbooks accounting and finance Tax 82

CPA Practice

JULY 25, 2023

He has more than 35 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies. Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

Account 52

Account accountant accounted Indiana 52

xendoo

FEBRUARY 23, 2022

Xendoo has a variety of plans that are priced to meet tax needs for businesses of all sizes. The accounting team will be familiar with tax law and tax code and can make sure to include all deductions available to you. Xendoo’s team can also assist you with tax planning to mitigate your tax expense in future years.

Tax 94

Tax tax preparation tax return Account 94

ThomsonReuters

FEBRUARY 8, 2022

Whether you’re at the one-to-one stage of your relationship or casting a wider net to the masses, share your insights and knowledge on a variety of tax, accounting and business hot topics to gain their attention and earn their respect. Respondents also indicated interest in receiving other services from their accounting firms.

Tax 105

Tax payroll Entertainment bookkeeping 105

xendoo

FEBRUARY 15, 2022

If you own a business or earn a significant income, you may be wondering how to manage your tax situation and how much a tax consultant costs. There is a lot to consider when weighing the costs and benefits of hiring a tax consultant. A tax consultant can help with any of these issues.

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tax consultant Tax tax return business tax 103

Accounting Insight

FEBRUARY 27, 2023

It’s a good exercise to create value propositions for each of your core services.

accounting firms 64

accounting firms Account accountant accounted 64

Going Concern

MAY 5, 2023

Treasury seeks legal advice on PwC tax leaker [ The Age ] On the PwC tax leak in Australia: Treasurer Jim Chalmers has said the federal government is prepared to take further action against PwC if necessary over a leak of confidential government tax plans, but has declined to clarify whether criminal charges are being considered.

audit 95

audit cpas auditor Mississippi 95

Shay CPA

JANUARY 17, 2024

This is a pretty broad overview, but we hope to demystify the coming tax season. For more guidance to help you sail smoothly through it, check out our six tips for prepping your books and our tax planning tips from the end of 2023. Long story short, now’s the time to start thinking about filing your 2023 taxes.

Delaware 52

Delaware Tax income tax Iowa 52

Snyder

NOVEMBER 10, 2022

The biggest tax season challenge for a small business is tax preparation and filing. Most SMB owners fall into the trap of putting off taxes until the last minute because they don’t have professional tax accounting software backing them up. Tax filing software vs. tax preparation software.

tax preparation 52

tax preparation Tax tax return accounting software 52

LyfeAccounting

MARCH 10, 2021

CPAs are best at providing… almost ALL accounting services, Seriously, CPAs were tested on all facets of accounting including: bookkeeping , tax preparation , tax planning , budgeting, pricing, …and even more technical stuff that we’re sure you’re not interested in. Accountant.

CPA 52

CPA cpas bookkeeping tax preparation 52

ThomsonReuters

SEPTEMBER 7, 2023

Generally, it is more advantageous to use a dependent care assistance program for dependent care expenses as it provides tax savings at the time of contribution. As such, it is important to evaluate your client’s tax filing status. These contributions reduce taxable income, potentially increasing the credit percentage.

Tax 52

Tax income tax tax preparation tax return 52

LyfeAccounting

NOVEMBER 9, 2020

Again, this is simplified information, but if you want to weigh the pros and cons of this, you can contact us to create a custom tax plan for you. Tax Benefit #3: Tax Write-Offs. The next tax benefit of an LLC are tax write-offs. Business Tax Write-Offs. Pass-through Tax Deductions.

Tax 52

Tax CPA tax return accounting and finance 52

CPA Practice

JULY 27, 2023

“As our tax work becomes more commoditized, and with the development of technology, the personalized level of service and value that we bring as professionals is starting to be diminished in the eyes of the public.” Interest by tax accountants in learning more about advisory is strong. It’s all about the value.”

CPA 97

CPA Tax tax planning tax return 97

KROST

FEBRUARY 23, 2021

Navigating the ins and outs of US taxes as a US shareholder of a controlled foreign corporation (CFC) has been complex in the last couple of years due to changes in regulations from the IRS. Taxpayers need tax planning to determine the best strategy to mitigate the CFC’s tax liabilities.

Tax 54

Tax Non-Profits income tax tax planning 54

Snyder

APRIL 10, 2023

Come tax season, tax accountants get buried in paperwork and do their best to save the day for businesses of different sizes. But can you ease the strain and optimize tax filing for e-commerce companies with lots of sales? Sales tax collection was a nightmare.

Sales 52

Sales E-commerce Tax Technology 52

ThomsonReuters

MARCH 7, 2024

Any property that is subject to the rules of QIP and is leased by a single tenant now falls under the rules for QIP for tax accounting purposes. These changes in bonus depreciation rates underscore the importance of proactive tax planning for QIP.

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accounting principles Tax tax planning Account 98

CPA Practice

SEPTEMBER 6, 2023

Accountants and professional service firms that manage property tax compliance for clients require solutions that maximize the client service experience and minimize the cost of compliance. Clients benefit from proactive service, accurate financial insights, and timely tax planning.

Technology 122

Technology accounting and finance Tax CPA 122

SkagitCountyTaxServices

SEPTEMBER 24, 2020

With the business deadline (9/15) behind us, we’re in tax planning season. But this actually has nothing to do with your taxes for this year. But the most important time of the year for tax planning is right now, Q4. And this particular tax accountant LOVES that.

CPA 52

CPA tax accountant tax planning Tax 52

Accounting Today

DECEMBER 14, 2022

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Tax tax planning tax accountant Account 102