Replacing your ‘how’ with a ‘why’ approach to PFP services
You must know why your clients are seeking your advice before building a financial plan that fits their needs.
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You must know why your clients are seeking your advice before building a financial plan that fits their needs.
Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.
Members of the public also recognize a CPA’s role as a trusted adviser for all their financial needs.
DEDUCTIONS
Business meal deductions after the TCJA
This article discusses the history of the deduction of business meal expenses and the new rules under the TCJA and the regulations and provides a framework for documenting and substantiating the deduction.
TAX RELIEF
Quirks spurred by COVID-19 tax relief
This article discusses some procedural and administrative quirks that have emerged with the new tax legislative, regulatory, and procedural guidance related to COVID-19.