卡塔尔世界杯常规比赛时间

today's features

help heirs with tax issues

they may not see the possible tax ramifications, but you can.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
exclusively for pro members. log in here or 2022世界杯足球排名 today.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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pro member exclusive

can’t read it now? save it for later

catch up on your reading at your convenience.

by beth ziesenis
app of the week

many american workers will not be in the office on may 29, but it is a great time to celebrate an underappreciated workhorse in the office because it’s national paperclip day. (who knew?)

more apps of the week: make your computer a clean slate | recycle and repurpose old devices | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination |
see all: apps of the week here |
exclusively for pro members. log in here or 2022世界杯足球排名 today.

remember when we used to print articles and paperclip (or staple) them with memos (or sticky notes) about why the article was interesting or needed to be reviewed? fortunately, we now have great tools that do that for us. let’s look at one of my favorites:

advisory & consulting

how to safeguard client information

five areas of information security to cover.

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: how to create effective communication systems | start every engagement with an sla | get the most out of your client meeting | why you need standard naming conventions | how to develop internal procedures | proper workflow demands consistency | workflow tools can deepen client relationships
exclusively for pro members. log in here or 2022世界杯足球排名 today.

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

here’s where your next $5 million is coming from

the three essential components.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

a lot goes into building a $5 million high-net-worth practice.

it is a given that you will need wealthy clients. for most accountants, most of these wealthy clients are very likely to be successful business owners. but that is not always the case. you can potentially achieve your financial end goals with wealthy inheritors, for example.

more: four steps to a high-net-worth practice | three ways the wealthy use life insurance | help clients avoid fallout from personal complications | why tax planning matters so much to the wealthy
exclusively for pro members. log in here or 2022世界杯足球排名 today.

your commitment to becoming wealthier, your integrity, and doing the best possible job for your wealthy clients all play into your success. all of this is not enough. you need more. consider the following equation:
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charts & graphs

tax pros file 54% of season’s returns

refunds down over 7 percent.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the irs issued its last weekly update of the spring and every figure but one was down for the year.

exclusively for pro members. log in here or 2022世界杯足球排名 today.

the agency received 142.6 million individual income tax returns, down 1.2 percent from the same week the previous year. it processed 140.2 million returns, up 0.5 percent, the only positive note in the report.
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