Benefits

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July 6, 2021 

How to Help Your Clients Sleep Better at Night

It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...

Practice management

July 5, 2021 

How to Decide and Pitch Your Firm’s CAS Pricing

Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.

LLC

July 2, 2021 

Guidelines for Success When It’s Time to Launch Your Startup

Your business plan is a blueprint for success, not a magical forecast of exactly how everything will happen. So it’s okay if you don’t have an eagle’s-eye view of every aspect of your business perfectly laid out with every detail accounted for.

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July 1, 2021 

Trump Organization and CFO Charged with Tax Fraud

Weisselberg has worked for the organization since the early seventies. He has been praised by the former president for his loyalty on numerous occasions. The CFO has even helped with Trump's tax returns for more than twenty years.

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July 1, 2021 

Grand Jury Indicts Trump Organization and CFO on Tax Charges

A grand jury in Manhattan filed criminal indictments Wednesday against the Trump Organization and Weisselberg, the Washington Post reported. The indictments will remain sealed until Thursday, so it’s not clear with what they’re specifically charged ...

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June 30, 2021 

Where Have All the Workers Gone?

The success of the ongoing Coronavirus vaccination program, with about one half of the U.S. population already vaccinated, and the dramatic drop in hospitalizations and positivity rates support the conclusion that the pandemic is all but over.

Richard D. Alaniz, JD

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June 30, 2021 

2021 Financial Planning: The Increasing Popularity of SLATs

SLATs are a powerful estate planning tool for couples who would be resistant to transfer a significant amount of assets to their children, thus losing all access to those funds. Given the proposed tax law changes on the horizon, some of which would ...

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June 29, 2021 

IRS “Dirty Dozen” List for 2021 Includes Pandemic Scams

This year’s “Dirty Dozen” will be separated into four separate categories: pandemic-related scams like Economic Impact Payment theft; personal information cons including phishing, ransomware and phone ‘vishing’; ruses focusing on unsuspecting victims ...

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