Monthly Archives: October 2015
As a tax practitioner, you are required to master complex tax issues in order to prepare tax returns and give advice to your clients. This responsibility can be scarier than any haunted house. With this come risk of making a mistake that generates a malpractice lawsuit. But before you go hide under the covers, read about the risks and what you can do to avoid them.
Our latest blog about how you as a financial adviser can best assist your clients with their estate and life planning.
Accounting for non-profits requires a unique knowledge base, this blog details how to handle non-profit financial reporting and changes that are on their way.
If you have Microsoft Office, don’t let Excel sit idle in your hard drive. You can use Excel to develop a quick and easy budget, do calculations and create visual representations.
As a professional adviser, it is vital that you are knowledgeable about the federal laws and restrictions surrounding the acquirement and dismissal of an employee. In order to keep your client from legal action, here are some things you should be aware of.
The 2015 tax season is the first time that individuals and families will be required to report basic information regarding their health coverage on their tax return. Learn more.
The number of Americans age 65 and older is projected to double from 2008 to 2031. The surplus of money paid into the system by boomers will allow it to run into the late 2030s, even though it will begin paying out more than it takes in by 2017.
One of the most important things you will advise your clients on will be their 401(k) retirement plan. Learn about some tips and tricks that will help them effectively manage their 401(k).
In our latest blog, learn how to turn people you know into clients.