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today's features

offer your tax clients other services

here are 40 they should know about, plus a checklist for considering additional client services.

by ed mendlowitz
tax season opportunity guide

the following listing can give you ideas of additional services clients might need.

more on tax season: can your tax reviewers answer these 10 questions? | the top 12 mistakes in tax return preparation | six types of person: which are you? | answer these two questions first | help your tax clients, help yourself | what’s your value to your tax clients? | are you excited about tax season?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!

estate planning
inheritance advice and guidance
succession planning
personal financial planning

advisory & consulting

cover these five areas of information security

how to thoroughly safeguard client information.

by penny breslin
it’s not just the numbers

your clients trust you with their information; however, in today’s world, where sensitive information can be compromised and distributed, clients want assurance that their information is safe and that you are protecting them from identity theft.

more: let tech make communication easier | how to craft a service level agreement | how to maximize on-site client meetings | sixteen guidelines for naming conventions | you have to manage three kinds of procedures | tech tips for back office support | decoding accounting tech (and all those acronyms) | digital marketing strategies level the playing field | eight tasks to delegate today
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although certain state laws (check with your state); federal laws such as gramm-leach-bliley (glb), which covers individual privacy disclosures; and the aicpa rules of ethics do provide some protection, we recommend that as the trusted business advisor, you should disclose to your clients how you:

safeguard their information in your office and on your servers
securely transmit sensitive data
closely supervise access to authorized parties only

pro member exclusive

microsoft moves further into nuclear development with new director

coming soon: a global plan for microsoft’s data centers to be powered by microreactors and small modular reactors.

by rick richardson
technology this week

data centers are recognized for using an astonishing amount of energy. experts say they account for 1.5 percent to 2 percent of all electricity worldwide.

to become more environmentally conscious and to combat climate change, it companies have mainly concentrated on powering these through sustainable and renewable energy sources. however, the effort is becoming more difficult because of the growing energy demand brought about by introducing new technologies such as artificial intelligence because this field alone uses around four times as much power as servers use for cloud applications.

more: nuclear battery could keep your future phone running for 50 years | did ancient romans find a solution for climate change? | telehealth advances with ai-powered clinics | fcc approves superfast wi-fi tethering | major websites blocking content from ai crawlers | printer ink: not just expensive, but a blatant scam? | generative ai coming to microsoft 365 | electronic skin that can sense touch will transform robotics | chatgpt passes cpa exam on second try | stanford scientists 3d-print heart tissue
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in recognition of the impending challenges on its data centers, microsoft appointed a director of nuclear development acceleration, an arguably contentious move.

pro member exclusive

higher fees to start: ten ways to make your tax season better

does your firm look “closed for business”?

by ed mendlowitz
202 questions and answers: managing an accounting practice

increase your fees 3-5 percent at a minimum – to offset your increased costs.

more: nine tips for a healthier tax season | every accounting firm needs quality control | no one listens to you? change how you talk | 47 types of business valuation to provide | thirteen things to consider before you sell your practice
exclusively for pro members. log in here or 2022世界杯足球排名 today.

deliver your bill with the return.
call clients before return is sent to explain and give a heads up for unexpected results.

advisory & consulting

stress test your clients’ financial plans

what’s the worst that could happen? ask that now.

by anthony glomski

i wrote this series of posts to help successful entrepreneurs and their advisors learn how they can build on their impressive accomplishments and utilize their wealth to achieve even greater things going forward – for themselves, for their families, for their communities and for the causes they care about.

more: when clients want to manage their own wealth | four attributes your experts need | how a virtual family office can serve your wealthy clients | is your client’s wealth truly protected? | control the level of risk | how to flip the switch to wealth preservation | three ways to work together on wealth | five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the fact is, your clients should take their financial health as seriously as they take their physical health. one of the best ways to ensure that their financial plan is strong enough to withstand whatever the market, the economy and life circumstances throw their way is to perform a regular “stress test” of their financial plan.
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