Aug 6, 2024
Dealing with unhappy tax clients is an inevitable part of being a tax preparer. However, how you handle these situations can turn them into opportunities for growth and improved client relationships. First, recognize that every client is different, so adjusting your...
Jul 25, 2024
While related, budgeting and forecasting serve distinct roles in financial planning. A budget sets financial targets, helping businesses or individuals allocate resources and control spending to remain within their means. It provides a framework for comparing expected...
Jul 25, 2024
If you hold highly appreciated assets, timing your sale strategically can significantly reduce your capital gains tax burden. By aiming for long-term gains instead of short-term ones, you can benefit from more favorable tax rates, with long-term capital gains taxed at...
Jul 24, 2024
Your investment property is vital to your financial future, reflecting your aspirations for income and wealth building. However, you may wonder if it’s time to sell as time passes. One reason to consider selling is if you need cash for another purpose, as real...
Jul 9, 2024
When starting out in tax preparation, determining the right pricing for your services can be challenging, especially with the wide range of factors influencing costs and client needs. To set sustainable prices that attract clients, there are key elements to consider....
Jun 20, 2024
Inheriting a home can come with unexpected expenses that catch many off guard. Even if the plan is to sell the property, significant costs often need to be addressed before seeing any proceeds. Sometimes, the estate will cover these expenses, but if not, the heir is...
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