Business Planning, Compensation Planning and Tax Planning

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

JANUARY 21, 2025

What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)

Taxes

Taxes Tax Planning Financial Advisor Compensation Planning

Personal, estate, and business tax planning strategies for 2023

Nationwide Financial

MARCH 6, 2023

While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Additionally, businesses with AGI of $2,800,000 or below can deduct up to $1,160,000 for qualifying Section 179 property placed in service in 2023.

Tax Planning

Tax Planning Taxes Planning Distribution

Financial Advisor Source

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Personal, estate, and business tax planning strategies for 2023

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