Today's Features
PERSONAL FINANCIAL PLANNING

Art Werner: Intro to Trump Accounts | Quick Tax Tip

Trump Accounts provide new opportunities for families, employees and closely held businesses.

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Quick Tax Tip
With Art Werner
CPE Today

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Tax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.

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In the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.

The goal is to help advisors become knowledgeable enough to confidently guide clients and evaluate whether Trump accounts may be a beneficial planning opportunity.

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MARKETING & SALES

Ten Tax Issues That Add New Revenue

Plus four “how much” questions you can put numbers to.

By Ed Mendlowitz
How to Build a Stronger Tax Practice

As you see each tax prep client you should keep a list of additional services you can offer them. Also, continue this list when you review each return.

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I prepare a list of follow-up items during a tax season on my Microsoft Outlook task list. These items are entered as the issue or idea arises. It is simple, quick and very satisfying. The next job will be to make the time to follow up with the client, and do your “good deed.”
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ADVISORY & CONSULTING

Only Timely Advice Has Value

Meditative businessman is pondering time management while surrounded by alarm clocks

Four key elements for implementation.

By Hitendra Patil

Good-fit clients who hire professional accountants usually expect more than just basic bookkeeping or tax preparation. They seek deeper, more strategic value.

What they truly value is advice that is specific, insightful and actionable, which helps them:

  • Make better business decisions
  • Reduce financial risks
  • Grow with confidence

MORE by Hitendra Patil
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However, even the most brilliant advice can become irrelevant if it comes too late. More than the brilliance of the advice, the value of advice is often judged by its timing. In the world of advisory, insight delivered too late might as well not be delivered at all.
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GROWTH STRATEGIES

Find the Right Advisory Opportunities Faster

Leading firms move from fishing to targeted.

By Eric Eager
10X Advisory

Most CPA firms trying to grow advisory services fall into the same trap: they go fishing.

They cast a wide net – checking in with clients, holding open-ended discovery meetings and hoping something useful comes up. This manual, relationship-driven approach can work, but it’s painfully slow, hard to scale and hit-or-miss in identifying who actually needs help now.

MORE by Eric Eager
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The intent is good. But in a world moving faster than ever, it’s no longer enough to wait for clients to reveal their needs. The firms that are winning aren’t just listening better – they’re looking smarter.
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