CTP

APRIL 21, 2025

Where does the tax planning opportunity come in? The legal requirements for each are very different, as are their tax planning needs. Nonprofits are also still responsible for payroll taxes and may need assistance finding tax credits to help mitigate that cost.

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tax planning Tax Non-Profits Sports 52

MyIRSRelief

DECEMBER 15, 2023

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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CTP

NOVEMBER 15, 2023

That’s why tax planning is gaining in popularity. Some obvious reasons are mistakes or oversights on their tax returns. But another problem is that the accounting industry is not trained how to LOOK FOR NEW ways to reduce your taxes that you have not yet taken advantage of. Not all tax planning is the same!

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tax planning Tax tax preparation tax return 111

Withum

APRIL 12, 2022

The tax due date for most individual tax returns this year is April 18. If you are unable to complete your return to file by April 18, you can file for an extension to submit your return by October 17. However, the extension does not cover the payment of the tax due. Let’s Chat.

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CTP

OCTOBER 3, 2022

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?

tax planning 98

tax planning Tax Legal tax return 98

CTP

AUGUST 11, 2022

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! .

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CTP

MARCH 9, 2022

Visit social media or google these days and you’ll most likely see advertisements for Tax Planning. But many taxpayers (and even tax pros) are confused about the differences between tax planning and tax preparation. Why is it impossible to do tax planning at the same time as you prepare a tax return?

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tax planning Tax tax preparation tax return 98

CTP

OCTOBER 17, 2022

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. They will ensure all the attachments are included with the tax return. Build Out Your Systems. Other controls can include….

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tax planning Tax tax preparation tax return 98

CTP

SEPTEMBER 16, 2022

IRAs: Even if you do not have a retirement plan through your employer, you may be eligible to contribute to a traditional IRA or Roth IRA. Traditional IRA contributions can be deductible on your tax return , depending on your income and eligibility for employer coverage. To find a Certified Tax Planner near you, click here.

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CTP

JANUARY 9, 2023

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. They will ensure all the attachments are included with the tax return. Build Out Your Systems. Other controls can include….

tax planning 97

tax planning Tax tax preparation tax return 97

CTP

NOVEMBER 16, 2022

What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that can come into play. And according to the same research firm, the use of AI in the accounting and tax industry will likely grow more than 50 percent by the year 2030.

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MyIRSRelief

OCTOBER 3, 2022

There is a substantial amount of time you have to file your taxes, but the process can seem hefty. With the help of Los Angeles tax services firms, you can receive information on your tax return, the amount you owe, and various resources for tax preparation service. Call us today at 1-877-788-2937.

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CTP

JANUARY 9, 2023

If you are focused on learning, it could be how many classes you’re taking or how many hours per week you spend on developing your tax planning abilities. Another universally valuable number is how many tax plans you completed this month.

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tax planning Tax bookkeeping Start-ups 105

DuctTapeMarketing

JULY 14, 2018

They’ll partner you with a dedicated accounting team and provide three simple monthly rates that include your bookkeeping, sales tax, planning support, corporate tax return, and unlimited access to your dedicated CPA team. Xendoo is an online accounting and bookkeeping service dedicated to small business owners.

bookkeeping 238

bookkeeping accounting and finance accounting software accounts payable 238

Cherry Bekaert

NOVEMBER 14, 2023

Contributor: Chelsea Payne , Senior Manager, Tax Services As the end of the year approaches, strategic planning remains crucial for taxpayers looking to optimize their financial positions and set the stage for a strong start in the upcoming fiscal year. or 39-year lives.

Real Estate 109

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CPA Practice

NOVEMBER 27, 2023

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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CTP

MARCH 9, 2022

Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in the short term and over time. We’ll discuss five of the main strategies for legally lowering your clients’ tax burden. But saving one year is better than falling victim to a 7% tax increase!

tax planning 98

tax planning Tax Legal tax return 98

CTP

AUGUST 18, 2022

What might the dynamic between a tax planner and financial planner look like? The financial advisor will often kick off the process by finding prospects from among their client base and collecting their tax returns. Both of these are opportunities to highlight your tax planning services to a whole new audience.

tax planning 98

tax planning Tax tax return Start-ups 98

Accounting Insight

MAY 2, 2025

Its no secret that accountants are stretched during tax return season. Theres hardly time to stay on top of each clients basic needs yet alone advising them on their tax affairs. What is personal tax automation? In other words, your very own personal tax assistant is working 24-7 on your client portfolio.

Technology 59

Technology accounting firms Tax tax return 59

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).

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CTP

JANUARY 17, 2025

We will especially want to have this conversation if our clients tax return features one of the IRS red flags of the season. Below are key talking points we will want to review with clients to reassure them that we are prepared to walk them through an audit and to remind them of why working with a tax planner pays off in the end.

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audit Tax auditor tax return 96

CTP

NOVEMBER 16, 2023

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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ThomsonReuters

NOVEMBER 9, 2023

Year-end strategy #3: Shift your value proposition to advisory By using technology to automate traditional tax compliance work, more and more accounting firms are engaging clients based on the value and experience they bring to the table.

tax planning 105

tax planning accounting firms Tax Technology 105

CTP

OCTOBER 28, 2024

Your tax filings and related documentation might be relevant, so you would need to ensure that household payroll tax returns are filed, for example. From a tax planning perspective, careful charitable planning opens the door to great tax reduction strategies.

Tax 105

Tax Government Real Estate payroll tax 105

RogerRossmeisl

DECEMBER 14, 2021

Certain tax deductions are claimed for the year of payment, such as the mortgage interest deduction. So, if you make your January 2022 payment in December, you can deduct the interest portion on your 2021 tax return (assuming you itemize). Pushing income into the new year also will reduce your taxable income.

Tax 246

Tax tax return CPA tax planning 246

TaxConnex

FEBRUARY 27, 2024

You have two initial ways to address your need for sales tax expertise: Your outside tax accountant or bringing tax expertise in-house. With the former, you risk that a professional versed in the tax code of the U.S.

Sales 264

Sales Tax Account accountant 264

CTP

DECEMBER 8, 2022

Given its surging popularity and lesser-known tax rules, we will focus this article on short-term rentals. Again, sites like Airbnb and the evolution of the gig economy are presenting opportunities for income and tax planning that were not available before. Lastly, depreciation can be a major tax planning tool.

Real Estate 98

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MyIRSRelief

SEPTEMBER 6, 2024

Understanding the Tax Landscape for Small Businesses and the Self-Employed Key Tax Obligations Small businesses and self-employed individuals have several tax obligations that they must fulfill. This involves filing annual tax returns and making estimated tax payments throughout the year.

Tax 130

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ThomsonReuters

JANUARY 4, 2024

But where do you begin building your tax planning strategy? Tax planning strategy #1: Utilize short-term staffing solutions As tax season begins, firms in need of a short-term boost in headcount should consider outsourcing services to increase workload capacity.

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tax planning Tax Technology tax return 78

BuildYourFirm

MARCH 31, 2020

Irene is dedicated helping her clients keep their financial lives organized, use their numbers to make better financial decisions, and save money on taxes through proactive tax planning. She is also experienced in cryptocurrency taxation including tax preparation and problem resolution. Irene graduated with a B.S.

cpas 178

cpas Tax Massachusetts CPA 178

Accounting Today

NOVEMBER 22, 2022

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tax return 128

tax return Tax tax planning audit 128

MyIRSRelief

FEBRUARY 8, 2023

Tax Preparation, Tax Planning, and Tax Representation: Understanding the Importance of Professional Assistance Tax preparation, tax planning, and tax representation are all crucial components of managing your finances and ensuring that you meet your tax obligations.

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Going Concern

MAY 29, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #24291524 Education: BA Accounting and Finance Experience (years): 16+ years of accounting, audit and tax experience Work experience (detail): All in public accounting Preparation and review of tax returns Tax planning, research, projections and estimates Full cycle accounting through (..)

Real Estate 52

Real Estate Tax Account accountant 52

MyIRSRelief

NOVEMBER 3, 2023

Mike Habib, EA: Your Ally in Navigating Tax Problems Tax issues can be a source of significant stress and confusion. Whether it’s unfiled tax returns, unpaid back taxes, tax audits and appeals, or 941 employment payroll problems, these issues can seem insurmountable.

Tax 130

Tax tax return audit tax preparation 130

Withum

MARCH 1, 2023

Most people that prepare their own returns need someone to review it for errors or omissions. Tax Comparison Schedule When your tax return is completed, you should review the tax comparison schedule your software provides for differences. Here is a step-by-step technique you could follow.

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tax return Tax income tax Real Estate 59

MyIRSRelief

SEPTEMBER 20, 2021

. – Tax Levy – we release wage and bank levies. – Tax Audits. – Tax Appeal. – Unfiled Tax Returns – 1040, 1120, 1065. – Negotiated Tax Settlements. – Tax Liens. – Tax Planning & Tax Preparation.

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MyIRSRelief

DECEMBER 15, 2022

Our Los Angeles tax preparation service is the process of preparing and filing tax returns for individuals or businesses. Tax preparation services can be provided by a variety of professionals, including Certified Public Accountants (CPAs), enrolled agents (EAs), and tax attorneys.

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