Is it better or worse to prepare returns in front of clients? Tax pros differ over whether it’s better to have the client present so they can answer questions, or to prepare the return distraction and ...

With the Inflation Reduction Act upping the IRS' budget by $80 billion over the next 10 years, it's reasonable to expect more audits in your clients' futures. Processing Content Perry Green is chief ...

Retirement planning isn’t just about the money. CPA financial planners can help clients prepare in nonfinancial ways as well. Retirement is a change in lifestyle. To help clients prepare, CPA ...

The recent fires in California, flooding in North Carolina and other disasters have given a fresh reminder to advisors to help their clients prepare for the worst before it's too late. When disaster ...

The Tax Cuts & Jobs Act (TCJA) of 2017 reshaped the tax landscape, implementing the largest change in the tax code in three decades. Most notably from an estate planning perspective, the Act doubled ...

We're talking about the gap between the actual influence you have over your clients' lives and what you should have. In my experience, advisors who have focused on developing trusting and loyal ...

Getting ready for a big meeting with a potential client? Preparation matters. This is a fact that’s most evident when you’ve under-prepared for a meeting. There’s nothing worse than that feeling of ...

I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting. Occasionally, the ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...

October 08, 2025 - PRESSADVANTAGE - Court King Injury Law has announced new operational updates designed to improve ...