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Review, compilation and preparation services represent a large portion of many small and medium size firms’ services. Ensure you have the resources needed to execute these engagements.
Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.
By Dave Strausfeld, J.D.
November 16, 2020
Performing year-end tax planning this year is going to be “very, very difficult,” Bob Keebler, CPA/PFS, said in a Nov. 10 webcast sponsored by the AICPA’s Personal Financial Planning Section.
If your client has a financial interest in, or signature authority over, any foreign accounts, certain filing requirements with the U.S. Department of the Treasury, in addition to the Internal Revenue Service (IRS) may apply. Filing requirements may also apply to taxpayers that have direct... read more
The Consolidated Appropriations Act of 2021 (referred to as the "COVID-19 Relief Bill" or "Act") signed into law by the president on December 27, 2020, is the latest round of stimulus legislation. With more than 5,000 pages, the Act m... read more
Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings
There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial pl... read more