Find out what tax planning and strategy services tax pros offer to their clients.
| | | From the moment the first taxpayer looked at their tax bill and asked their accountant, "What can we do to make this less next year?," tax planning was born. Tax professionals were asked — and expected — to play both offense and defense. But the primary product remained the completed tax return. Years after, variations have emerged. In this series, Accounting Today explains how practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services. Read more → | | SUBSCRIBE & SAVE | Join today starting at $4/week to access the full series. |
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| | Going beyond tax prep | | From estate, gift and trust work to Social Security maximization and planning, there are a host of offerings firms can work on once the tax return is finished. There is a growing trend of firms of all sizes shifting their focus from primarily tax compliance toward tax planning and strategies, but that begs the question: What kinds of tax planning and strategies do clients need, exactly? Read to find out → |
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