client service opportunities

the new tax opportunities in real estate

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maximize deductions and increase cash flow for real estate and construction clients.

by hank berkowitz

with a new tax landscape on the horizon, there’s never been more pressure (and more opportunities) for cpas to help their real estate and construction clients maximize deductions and increase cash flow.

more in tax practice: new small firm cost seg opportunities | what gig workers want |survey: big worries for u.s. and small business  |  working harder for every dollar  |  for a few: why busy season 2022 beats 2021 |  can the r&d tax credit be used to offset the amt?  |  21 reasons tax clients fire accountants  |  unhappy about tax season?  |  individual tax refunds up 13%  | shut down the tax charlatans   | eight quick, easy ways to fix irs filing   |  a tax season worse than 2021?  |  16 traits of the best tax clients  | irs under covid: heroes or goats?

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“we’re looking at some of the biggest changes to the tax regulation, code, stimulus in a generation,” observed rick telberg, founder and ceo of 卡塔尔世界杯常规比赛时间, at the ct society of cpas virtual real estate conference, produced in association with bedford cost segregation /source advisors.

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o.d. lanier: stepping into advisory

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transformation talks: a leader at one of the fastest growing firms in the country describes transforming his career, pros and cons of building versus buying and the four (or five) steps to becoming a consulting firm.

 


transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation

how does an accounting expert journey from audit and big four to starting his own firm and becoming a consultant? odysseus (o.d.) lanier, a founding partner of one of the fastest growing firms in the country, describes his start, why he left “boring” auditing (but why it is critical experience), as well as what he sees as pros and cons in building a consulting firm versus buying a consulting firm.

more on mcconnell jones: five global cpa leaders: four survival strategies

more videos & podcasts:  2022年世界杯抽签 | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  |  accounting nerds, unlock your super powers  | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same  |  think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt  |  can geraldine carter save accountants from themselves? |  re-inventing accounting with tyler anderson |  turning client service into new revenue

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why are cpas moving from tax and audit to get into consulting? lanier said the bottom line is that consulting is lower risk with a higher margin.

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hector garcia: success strategies of a quickbooks youtube superstar

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the disruptors: his secret recipe for attracting and retaining clients and employees.
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).


the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

any accountant who has ever met hector garcia will likely use the adjective “generous” to describe him. since 2011, he’s been sharing his encyclopedic knowledge of quickbooks on a youtube channel that has generated millions of views.

more:  2022年世界杯抽签 | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  |  accounting nerds, unlock your super powers  | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same  |  think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt  |  can geraldine carter save accountants from themselves? |  re-inventing accounting with tyler anderson |  turning client service into new revenue

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

because of that youtube channel, he hasn’t printed business cards for two years.

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accelerate your success by becoming a thought leader

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distinguish yourself from the competition by being the go-to pro. 

by russ alan prince

accounting services are commoditized. however, this does not mean that all accountants can deliver the same level of expertise, but it does mean that better accountants can provide better expertise. what is more telling is that clients—both individual and corporate clients—are usually unable to discern the quality of the accounting services they receive. for most clients, it can be tough to differentiate between accountants when it comes to filing tax forms or providing tax advice.

 

more: what level of advice do entrepreneurs need? | three approaches to investment consulting | the role of the personal cfo | three components of collaborative wealth management | cashing out: your business clients’ five big issues
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for higher-margin practices, the competition for clients is intense. for example, one of the most significant growth areas for accounting firms is having a family office practice. the wealthy—especially the ultra-wealthy—are regularly choosing to work with family office practices over other providers. furthermore, the profitability of a well-run accounting firm’s family office practice is significantly better than most other practice areas. with so many accountants positioning themselves to provide family office services, even with exploding demand, some will seriously underperform.

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why accountants fail at wealth management

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due to one reason. and it’s a big one.troubled businessman adobestock_73444359 1000w copy.jpeg

by russ alan prince

a growing percentage of accounting firms have wealth management practices by one name or another. most of these practices provide investment management services, life insurance, or both.

more: what level of advice do entrepreneurs need? | three approaches to investment consulting | the role of the personal cfo | three components of collaborative wealth management | cashing out: your business clients’ five big issues
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but an estimated 75% to 90% of these wealth management practices are severely underperforming.

the reason why is both simple and difficult.

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