Covering some simple life changes in your tax planning discovery will go a long way to establishing your trusted advisor role. Find out how Susan Tinel, EA, builds her advisory services practice.
Divorce is an all-too-common part of life, and with it comes important tax ramifications and decisions. Advise your clients with these 10 points on divorce and taxes.
We all know a college education is very expensive and costs are continuing to escalate. According to College Board’s Trends in College Pricing, the average full-time student at a four-year, non-profit private university will pay $32,410 per year in tuition...
Tax professionals most likely have many clients and prospects who have college-bound students in their families. A good way to extend the services you provide in your practice is to offer advice around the funding of a college education, including...
This is an exciting time of the year when college-bound students are starting to gear up for school. The transition can also take a physical and emotional toll on parents. Figuring out how to pay for college can be stressful,...
