Tax Planning

Top Year-End Tax Planning Strategies

Taxes December 26, 2024 

Top Year-End Tax Planning Strategies

With a thorough understanding of their unique circumstances and the latest tax regulations, you can transform complex tax challenges into clear, actionable solutions—setting the stage for your clients’ financial success in 2025 and beyond.

 2013 Review of Intuit Lacerte Tax Planner

August 29, 2013 

2013 Review of Intuit Lacerte Tax Planner

Best Fit: While firms using Lacerte Tax and DMS will benefit with the direct integration, it may also be considered as a standalone product because it is easy to use and a lower cost alternative than the products reviewed. Strengths User-friendly interface similar to that of the tax program. Easily imports client tax data from...…

 Ohio Governor wants tax on newspapers

February 14, 2013 

Ohio Governor wants tax on newspapers

Ohio Gov. John Kasich's new tax overhaul plan, which includes expanding sales taxes to services like tax preparation, accounting and legal services, would also apply sales taxes to newspapers.

 2012 Review of TaxWorks Tax Planner

November 1, 2012 

2012 Review of TaxWorks Tax Planner

RedGear Technologies — TaxWorks Tax Planner800-230-2322www.taxworks.com From the October 2012 review of professional tax planning systems. Best Fit: Small tax-focused practices using TaxWorks who want an integrated tax estimation and scenario testing tool that can help clients prepare for potential liability changes. Strengths:• User friendly interface• Adjustable inflation projections• Affordable price-point• Direct integration with TaxWorks...…

Isaac M. O'Bannon

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October 30, 2012 

The Artistic Side of Tax Compliance: Planning

Are you or your clients suffering from "intaxication?" Understanding the tax code is hard and the penalties can be severe. But a good tax professional can help prepare and even reduce your taxes, if you consult with them before the end of the year.

Isaac M. O'Bannon

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