Tax Planning

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June 24, 2021 

Do Your Clients Need a Mid-Year Tax Checkup?

CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...

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May 14, 2021 

How to Get the Most Tax Benefits from the American Rescue Plan

Reach out to your clients as you learn about new legislation or guidance to give them your insights and the digestible version of what it means for them. This is your chance to cut through the technical jargon with easy-to-digest insights and showcase ...

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April 24, 2021 

Planning For Tax Season: The Essentials

Taxes can be stressful and even overwhelming, whether you’re an individual taxpayer, a college student, or a small business owner. With tax laws changing, various deadlines, and wondering how much you’ll owe or get back, making sure you stay organized is

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