client service opportunities

the ‘wrong’ cpe

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businessman looking up answers in a bookdo you have 10 hours available this year?

by ed mendlowitz
call me before you do anything: the art of accounting

in my previous article, i discussed mandatory cpe. today i am writing about non-mandatory courses: those covering practice management.

more: bored by cpe? you’re missing out! | kennedy’s acceptance speech | what consulting is | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i have a friend who sells trophies and goes to a trophy convention in las vegas each year. while there, she takes courses on how to make more money selling trophies, and each time she comes home with a couple of ideas that help her run her business better and make more money. yet, cpas do not do take these types of courses because they do not get cpe credit for them. stupid! stupid! stupid!
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bored by cpe? you’re missing out!

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make the requirement work for you.

by ed mendlowitz
call me before you do anything: the art of accounting

cpas are required to take continuing professional education courses each year. the amount varies by state, but every state has mandatory requirements.

more: clients buy solutions, not hours | what consulting is | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything | learning to delegate: slow is faster
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some cpas, like me, take courses and look for ideas to be able to serve clients better.
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yes, home equity loans may still be deductible

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but watch out for the lower dollar limit.

by barry j. friedman, cpa
industrynewsletters

contrary to early reports, the tax cuts and jobs act allows taxpayers who buy, build or substantially improve their homes using either a home equity loan, home equity lines of credit (heloc) or second mortgages to deduct interest on the loans.

more: how to challenge property taxes | portability: sharing the estate tax exemption | tariffs: what clients need to know now | new salt deduction limit: what clients need to know | passwords: how to beat the hackers
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that’s the good news. but if clients take out the loan to pay for personal living expenses – credit card debt, for instance – they can’t deduct the interest from their taxes.
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kennedy’s acceptance speech

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john and jackie kennedy in car in dallas
by walt cisco, dallas morning news (public domain), via wikimedia commons

selling by swaying.

by ed mendlowitz
call me before you do anything: the art of accounting

this is not about jfk.

more: make obsessed leadership work for you | roger is my only client | blown loan covenants and how to recover from them | beyond the numbers: be a friend | perception becomes reality
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when he was nominated at the 1960 democratic convention, his acceptance speech was preceded with an introduction by chester bowes narrating a film about kennedy’s life and achievements.
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how to challenge property taxes

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5 steps for homeowners.

by barry j. friedman, cpa
industrynewsletters

have your clients’ property tax bills increased significantly? do you think they may have grounds for an appeal, particularly if the increase seems out of line with overall appreciation in their area?

more: social security hike the largest in 7 years | real estate, iras & clients | percentage-withholding for clients | bitcoin: what clients need to know | supreme court wayfair ruling sows confusion – and opportunity
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

property tax rules and policies are local, but in general, homeowners have 90 days after receiving a new assessment to appeal in most jurisdictions; some close the appeals window after 30 days.

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