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On-Demand Webinar: Year-End Planning Steps for Success in 2023

Withum

With the year coming to an end, it’s essential to kickstart your 2023 tax preparations and start thinking about tax-saving techniques, potential opportunities, and the recent legal modifications that might impact your tax obligations.

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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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Elevate your firms advisory services

ThomsonReuters

Firms have various situations when working with clients, such as tax planning, tax preparation, or risk management. Tax planning and research : Faced with ever-changing tax laws , clients can quickly find it challenging to keep pace and navigate the complexities. Let’s examine this further.

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7 ways to attract and win new tax clients

ThomsonReuters

In the 2018 Small Business Accounting Insight Survey , published in Accounting Today, 65% of people said they would use a professional tax service for taxes only in 2019. Have you considered adding ancillary and advisory services to better meet client demands, bolster client retention rates and win new tax clients?

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The Ultimate Tax Deductions Checklist for Small Business Owners

xendoo

These include: • Classes, seminars, webinars and workshops. This deduction covers any consultants you hire in connection with running your business, including attorneys, accountants, tax preparers and advertising agencies. For more information about tax planning and filing for small businesses, please consult your Xendoo team.

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Why You Should Add Financial Services to Your Accounting Firm

CPA Practice

Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Tax planning and financial planning complement each other well, and your clients already need these services, but for many of them, they likely don’t know who to turn to for help.

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Capturing advisory opportunities: Where is your firm in its journey to advisory?

ThomsonReuters

In the world of tax and accounting, advisory services include providing insights and strategies that help your clients build their business strategy, enhance decision-making, and successfully achieve their financial goals. Why make the shift to advisory? Meaningful insight for them—and long-term growth and revenue opportunities for you.