6 min read
The Year-End Playbook: 13 Questions to Answer Before December 31
Almost every tax move worth making has a date attached to it, and most of those dates land before December 31. The useful tax conversation happens in...
6 min read
Almost every tax move worth making has a date attached to it, and most of those dates land before December 31. The useful tax conversation happens in...
3 min read
It is the middle of September. You have about fifteen weeks left in the year.
3 min read
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2 min read
Four questions came up more than anything else this month.
2 min read
It's early March. You've been meaning to send your accountant everything for weeks. But "everything" means the bank statements, the shoebox of...
4 min read
I was in a client's office last month. They were dead-set on hiring a CFO.
4 min read
As we head into tax season, I’m thinking of a few client experiences from last year.
4 min read
Most of the calls I get during tax season aren't really about taxes.