today's features

why tax planning matters so much to the wealthy

money tree growing in the middle of green meadowmake the boom in these services work for you.

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

tax planning is in very high demand by the wealthy, growing exponentially in importance as you move up the wealth hierarchy.

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

for a large percentage of the super-rich (net worth of $500 million or more) with various private company interests, astute tax planning is the most valuable expertise – far exceeding other services such as investment management.
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tax refunds down 8 percent

table of irs weekly tax season datapros handle 55 percent of e-filings.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the internal revenue service has a little less to do than usual.

more: pros filing 54% of individual tax returns | average tax refunds down 10% | tax pro e-filings up 3% | pros handle 45% of income tax returns | irs processing returns as fast as it gets them | only 39% of tax returns filed by pros | tax season opens with refunds up 85%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

with four days left in the season – as of april 14, the latest data available – the agency has received 117.3 million individual income tax returns, down 4.3 percent from the same period in 2022. it has processed116.2 million returns, down 2.2 percent.
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raise client expectations with cas

businessman pressing virtual "automation" buttonthey see what can be automated.

by hitendra patil
client accounting services: the definitive success guide

we know that cas generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up,”
  • business transaction processing and
  • outsourced cfo and controller services.

more: launch cas in just eight steps | get sticky with cas | the why behind your cas why | who is the professional?
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tax planning/tax strategy services may also become part of your cas offering if you have interest/expertise in that segment.
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rate managing partners in six areas

blue pencil on survey formincluded: six tables to help you do just that.

by august j. aquila
what makes a great partnership

according to marc rosenberg, managing partners should focus on the following six areas:

  • leadership
  • profitability
  • strategic planning
  • team building
  • learning/training
  • asset protection

more: eight ways managing partners make a real difference | ten steps to a new managing partner | what managing partners must be doing | do your partners pay their own way? | how to create firm accountability
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each of these areas is important and worthy of further discussion. the size of your firm, number of partners/owners and the existing management team will influence the areas of importance. the following rating scale applies:
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have you planned how to service your new revenue?

two businessmen discussing a projectsix marketing considerations. also: nine goals beyond getting new clients.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

firm objectives are the context for marketing programs, which are, in turn, the blueprints for achieving firm objectives. to think of marketing otherwise is to court marketing programs that are irrelevant and unproductive.

more: how to set marketing objectives | nine reasons that prospects say yes | how marketing evolved to 3.0 | accountants don’t sell soap.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the word market warrants some clear definition. a market is a group, of any size, with a common need or purpose. a market is a group that can be reached by common media. a market group is dynamic, subject to change, to reorganize, to respond to such external forces as the economy, law and regulation, and social factors.
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