10 Hot Ideas for a Better Tax Season
Here are 10 ways to nurture happier, richer clients. Meanwhile: Check the Tax Season Stress-O-Meter.
by Rick Telberg
At Large
If this is tax season, it should also be personal financial planning season. Tax practitioners don’t need to be reminded about the personal financial planning opportunities that lie untapped in their legions of tax clients. Or do they? A remarkably large number of tax mavens remain quite content to fill in the blanks, file the forms and cash the check. But, except in some of the more complex situations, it doesn’t take all the acquired skills of an accomplished and experienced CPA to do that. Sure, CPAs do taxes, and they do them probably better, more accurately and more reliably than anyone else. But the super-CPA can do so much more. And, by the way, many CPAs working in private practice business and industry also have an important role to play. If you’re like most finance and accounting professionals, you have the ear of the owner and directors of your company. What kind of planning have they done for themselves? Or succession planning for the business? READ MORE →
Thanks to Gary Zeune, of The Pros & The Cons, for pointing us to more than 300,000 real Enron email messages.