What atmosphere are you creating?
By Ed Mendlowitz
Tax Season Opportunity Guide
If you have staff, have happy cheerful helpful people.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Don’t surround yourself with downers and naysayers. Also have team players.
A sign of things to come?
Contenders and Defenders: Hazel and a new generation of AI tax and legal tools are challenging the old.
By CPA Trendlines
A major sell-off in brokerage and wealth management stocks followed the launch of a new AI-powered tax-planning tool by the financial technology platform Altruist.
Investors reacted sharply to the launch of Hazel AI, a feature within Altruist’s platform that automates complex tax strategies — a service traditionally handled by human advisors and high-fee wealth management firms.
Clear instructions make your tax season easier.
By Ed Mendlowitz
Tax Season Opportunity Guide
Providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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Some of these you may want to keep year round.
By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Sometimes “quick and easy” isn’t, but it’s still worthwhile.
By Ed Mendlowitz
Tax Season Opportunity Guide
I keep a few of the one-volume tax guides in my office so I could look up a quick answer when I need to. Recently a golf buddy emailed me a question that I thought I could answer quickly. He wanted to know that if he was in the “zero” percent capital gains tax bracket, did that apply to an unlimited amount of capital gains? Sounds like a simple question.
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Well I looked it up online and then in three one-volume tax guides. Only one source had thorough coverage of the issue. I ended up spending an hour on this “simple” question including my emailed response. Nothing is simple anymore.
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