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Tax Law and News

Alimony and Tax Reform: What You and Your Clients Need to Know Now

November 27, 2018 March 5, 2019 / Kimberly Doherty, EA

Help your clients understand how tax reform affects their options for alimony payments.

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Tax Law and News

What Your Newlywed Clients Should Know About Taxes

June 18, 2018 / Mike D'Avolio, CPA, JD

Advise your newlywed clients about several important tax laws they need to know about.

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Client Relationships

How to Help Your Clients Manage Student Debt

October 2, 2017 May 29, 2019 / Mike D'Avolio, CPA, JD

This article offers tips to help your tax and accounting clients manage student loans and debt.

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Tax Law and News

10 Things You Need to Know About Divorce and Taxes

September 12, 2017 July 30, 2019 / Christopher Ragain, CPA

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.

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Client Relationships, Tax Law and News

Exploring the Best Ways to Save for College

August 21, 2017 August 9, 2019 / Mike D'Avolio, CPA, JD

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...

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Client Relationships, Tax Law and News

Tips to Help Your Clients Pay for College

July 24, 2017 May 29, 2019 / Mike D'Avolio, CPA, JD

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...

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Tax Law and News

Back-to-School Tax Tips for College-Bound Students

July 21, 2017 May 29, 2019 / Mike D'Avolio, CPA, JD

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,...

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Tax Law and News

Tips for Homesellers: Getting Back to Basis

July 20, 2017 / Dorinda DeScherer

Summer is typically a “hot season” in the home sale market. Young families typically want to get settled in a new home before school begins in the fall, and older homesellers in northern climates want to head south before winter...

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Practice Management

Succession Plan or Exit Plan: Whatever You Call it, You Need One Now

May 15, 2017 / Fredric D. Leffler, CPA, MBA

As Benjamin Franklin said, “If you fail to plan, you are planning to fail!” Would you start a business planning to fail? Most business owners start their firm with a plan to secure start-up capital, find qualified employees and attract...

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Client Relationships

Tax Return Triggers for Basic Estate Planning

March 17, 2017 October 17, 2017 / Robert Westley, CPA/PFS, CFP®

Today’s landscape calls for tax practitioners to add value to a client’s experience beyond solely preparing their tax filings. Proactively identifying issues and uncovering opportunities are at the core of this practice. When it comes to estate planning – an...

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