It is not enough to complete a client’s tax return once the tax year is over. Successful tax practitioners are looking for opportunities to be more proactive with their client’s tax situation throughout the year. Changes to the tax law do not fit timely within a specified time frame each year. Expired provision are being extended months into a new year with retroactive status, in addition to the issuance of new regulations and court findings which may substantially affect the treatment of certain tax positions. This requires staying on top of these recent developments, determining how your clients may be affected, and creating strategies to assist clients with minimizing taxes whenever possible.
This page contains a variety of resources to gain additional knowledge, increase practice efficiency, and communicate with clients. Visit often to increase your value to your clients.
Browse our complete library of tax planning resources using the predefined search filters on the left. Clicking on these filters will result in a list of resources based on your choice. “By Topics” will result in a list of different types of resources and documents related to that topic. “By Document Type” will result in a list of resources of a particular type (e.g., checklist, sample letter, or engagement letter) regardless of topic. You can apply multiple filters to narrow your search. For example, if you select a topic (e.g., Divorce), and then select a document type (e.g., checklist), the results list will include a link to our Divorce Issues Checklist.
We are constantly in the process of developing new or updated existing resources. Some newly released resources include: