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give tax clients better instructions

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eleven steps that will help them help you.

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.

more by ed mendlowitz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 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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yes, midsize accounting firms can provide cybersecurity

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keys against background of data

seven services you can offer.

by domenick j. esposito
 8 steps to great

technology has become crucial to business success, as it allows businesses to

  • feverishly collect vast quantities of data,
  • qualify the value of that data and
  • employ that information to benefit their customers.

more by domenick j. esposito
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

businesses are forming relationships with their customers and, in turn, are being entrusted with even more information that translates into fine-tuned marketing approaches with greater returns.
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hansen: no one’s too rich for a backdoor roth | the concierge cpa

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understand the legal tax hack the irs actually wants you to use.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in a recent edition of the concierge cpa podcast, host dr. jackie meyer and guest acen hansen delivered a detailed, no-nonsense exploration of using the backdoor roth ira and the mega backdoor roth to harness tax-free growth — particularly for high-income earners and those focused on legacy planning.

more jackie meyer

catch jackie meyer and other thought leaders on dec. 10 at tax season readiness: practical steps for a smoother busy season |1.5 cpe 

a backdoor roth ira isn’t a special new account — it’s a workaround. as dr. meyer, founder of taxplaniq, and hansen, a wealth advisor for legacy wealth management, explain, it allows people who earn too much to contribute directly to a roth ira to still access the benefits of a roth by first contributing to a traditional ira (on a non-deductible basis) and then converting it to a roth ira.

once the funds are inside a roth ira, they grow tax-free and — assuming account and timing requirements are met — distributions in retirement are tax-free.

for high earners with incomes above irs thresholds for direct roth contributions — which, for 2025, prohibit single filers with magi above roughly $165,000 and married couples filing jointly above about $246,000 — the backdoor roth remains a viable path.

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starting salaries in accounting must rise

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every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

plans for succession and capital are critical.

by kristen rampe
 the rosenberg survey

over the next year, more firms will feel comfortable with their position in the marketplace. either because they have completed or are in the process of a transaction, or because they determined their best option was to continue as they have been (with ongoing improvements, of course). this is unlikely to reduce the hourly calls from private equity investors just yet but will make the decision on what to do with all those calls easier.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

i am hopeful that, as an industry, we will continue to increase staff starting salaries. looking at today’s economics of adult life, which many young accounting professionals are interested in, such as buying a home or starting a family, the current pay rates are insufficient. we can make the changes necessary here to continue to support communities, employees and the profession of accounting.
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