are you guilty of any of these?
by ed mendlowitz
tax season opportunity guide
clients have many choices, including the choice of a tax preparer. every new client an accountant gets is because that client left – fired – their previous accountant.
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so why do clients leave?
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individual amounts are up 5 percent.
by beth bellor
winter is fading away but busy season remains with us.
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as of march 7, the latest data available, the internal revenue service had received 61.4 million individual income tax returns, down 2.1 percent from the same period one year ago. it had processed 60.8 million returns, down 1.8 percent.
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retirement planning isn’t just about saving – it’s about strategy.
quick tax tip
with art werner
cpe today
with tax laws constantly evolving, finding the right balance between financial planning, tax reduction, and compliance with the internal revenue code can feel like a moving target. fortunately, powerful opportunities are available in 2025 to maximize your retirement savings while minimizing your tax burden.
for instance, contribution limits to 401(k)s have significantly increased. in 2025, you can contribute up to $23,500; if you’re 50 or older, you can add an extra $7,000 in catch-up contributions. that’s a major opportunity to secure your financial future while reducing your taxable income today.
but should you contribute to a roth 401(k), a traditional 401(k), or other savings account?
tell quickly when a delay is the client’s fault. plus: 12-step tax return and 8-step writeup workflows.
by frank stitely
the relentless cpa
let’s play buzzword bingo. i’ll go first: workflow.
workflow is the cpa firm buzzword of the decade. every vendor leech trying to suck the life out of your bank account drops this term, and in so doing, workflow now means everything and nothing at all. marketers have so devalued the term that we shouldn’t be surprised that no one has an effective workflow, because no one knows what it is. let’s flush the confusion.
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workflow is not scanning and import software. workflow is not workpaper binder software. workflow is not a portal or tax return preparation software. workflow is not project management software, much as it pains me to so state. these are no more workflow than a hammer is real estate development. they are tools to accomplish workflow.
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use these exercises to refine your message.
by martin bissett
passport to partnership
an advisor is trusted when they can show that they
more by martin bissett
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this then empowers the advisor to make a commercial decision when the client now faces the consequences, as to whether they want to communicate even more assistance to make things all better for the clients and gain huge appreciation and emotional capital.
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