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don’t get complacent about recurring fees

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businessman sleeping with a giant dollar bill for a blanket

comfort is good … to a degree.

by martin bissett
business development on a budget

as you know, the traditional accounting firm model is firmly based on the reality of recurring fees that come in from clients every year. we can rely on these and forecast accurately how much revenue they bring in – which hopefully covers overheads and direct expenses of the business.

more by martin bissett
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this is a good thing, right? well, maybe not as much as you think.
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meyer: tax plans in 90 seconds? believe it | the disruptors

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boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

jackie meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.”

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more jackie meyer and the concierge cpa

more streaming: erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.

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dijoseph and mazabel: estate planning is the new advisory power play | holistic guide to wealth management

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connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro.  – see today’s special offer

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

in today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. to stand out in a crowded field, you must be able to think at least two steps ahead of your clients. it means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

as you’re probably sensing, we’re not just in the business of numbers today. we’re in the business of behavior and relationships. that’s the message during the latest holistic guide to wealth management book panel featuring michael dijoseph, cfa, a senior strategist at vanguard’s investment advisory research center, and andres mazabel, head of advisor sales at trust & will. the discussion unpacks what 25 years of vanguard’s advisor alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations. 

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doge, palantir and the irs: what could go wrong?

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palantir and the irs: musk, left, thiel, right

 

who’s watching the irs code?

by 卡塔尔世界杯常规比赛时间 research

the irs’s unified api layer may be the cornerstone of a digital-first tax administration, even as key voices inside and outside the agency raise red flags about transparency, security, and oversight.

more tax | mounting delays undermine public trust in irs refund process | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill  | irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | accountants reporting a pretty good year | tax season faceplant: accountants overrun by late chaos

the partnership with the tech industry is triggering a new kind of scrutiny, not over software performance, but civil liberties. at the center of that concern is palantir technologies, a data analytics company that confirms it will work with elon musk’s department of government efficiency and the irs on the api infrastructure. read more →