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tax planning Related Topics 
Withum
JULY 17, 2025
Authors: Sally Sun , CPA | sallysun@withum.com and Amanda McKenna , CPA, Partner and Team Leader, Financial Services Tax | amckenna@withum.com Contact Us For more information on this topic, please contact a member of Withum’s Financial Services Team.
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Accounting Today
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AI In Accounting: A Practical Roadmap For Smarter AP
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From flagging regulatory risks to modeling tax scenarios in real time, GenAI is changing the expectations around what’s possible—and what’s expected—in tax planning and compliance.
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CapataCPA
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Semiconductor Investment Tax Credit Increased The investment tax credit for domestic semiconductor facilities increases from 25% to 35% for property placed in service after December 31, 2025.
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Accounting Today
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Accounting Today
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CPA Practice
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Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology (..)
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Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology (..)
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Accounting Today
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Whether its monthly bookkeeping, quarterly tax planning or ongoing advisory services, subscription models drive consistent revenue and strengthen client loyalty. All rights reserved. According to industry surveys, firms embracing this model have seen an 80% increase in the number of clients on recurring billings.
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Accounting Today
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Accounting Today
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Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology (..)
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Withum
JULY 3, 2025
As a law firm partner, effective tax planning is crucial to maximizing your financial efficiency and ensuring compliance with ever-evolving tax laws. Here are some key strategies, common pitfalls, and tips for optimizing income timing to help you navigate your tax obligations successfully.
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CPA Practice
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Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology (..)
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CPA Practice
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CPA Practice
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TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched several new features designed to make tax planning more efficient and scalable.
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CPA Practice
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Accounting Today
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Accounting Today
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Platform Accounting expands in Chicago Platform Accounting Group building in Holladay, Utah Platform Accounting Group has added Madison Street Advisors, formerly known as McCormick Tax Group, based in downtown Chicago, extending Platforms footprint in the Midwest. All rights reserved.
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Analytix Finance & Accounting
JUNE 24, 2025
Professional accounting firms employ specialists in various areas including tax planning, financial analysis, compliance, and industry-specific regulations. When you outsource your accounting, tax preparation becomes an ongoing process rather than a stressful annual event.
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His areas of tax expertise include partnerships, including allocations, tax planning and structuring. Morris brings over a decade of experience advising on domestic and cross-border tax issues involving mergers and acquisitions, divestitures, recapitalizations, debt and equity financings, and internal restructurings.
ThomsonReuters
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Introducing Ready to Advise: The pathway to scaling advisory services By solving the challenges that hinder many firms, Ready to Advise is an AI-powered tax planning advisory solution that helps your firm transition more of your business to strategic advisory services. Let’s take a look. Client-ready reports. Q&A chat.
RogerRossmeisl
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Well explain what you need to know about the federal income and employment tax rules for employer-issued nonqualified stock options (NQSOs). Tax planning objectives Youll eventually sell shares you acquire by exercising an NQSO, hopefully for a healthy profit. When you do, your tax planning objectives will be to: 1.
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ThomsonReuters
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This leaves more time for tax planning, client consultations, and identifying new advisory opportunities. Instead of toggling between returns and source documents, professional-grade agentic AI pulls relevant figures, applies firm-approved formatting, and drafts the first version.
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CPA Practice
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Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology (..)
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Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology (..)
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Rosen is a member of the AICPA Tax Section and is a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force and has more than 43 years of experience in public accounting, speaks locally and nationally on tax planning and related issues and has published more than 100 articles.
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Accounting Today
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Accounting Today
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CPA Practice
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OBannon Taxes July 7, 2025 What GenAI Means for the Future of Tax Work From flagging regulatory risks to modeling tax scenarios in real time, GenAI is changing the expectations around what’s possible—and what’s expected—in tax planning and compliance.
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ThomsonReuters
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Differences between accounting advisory services and business consulting services Accounting advisory services focus on helping clients make informed financial decisions by offering guidance on tax planning, compliance, financial reporting, and entity structuring.
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The automation extends beyond basic calculations to include complex scenarios like uncertain tax positions, valuation allowances, and multi-tiered corporate structures. Software can model various tax planning strategies, helping teams understand the provision impact of different business decisions before implementation.
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Accounting Today
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All rights reserved. By Chris Gaetano CloseText About Chris linkedin chris-gaetano-870989232/ June 25, 2025, 4:00 p.m.
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Accounting Today
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