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Top 5 Tax Strategies Every Middle-Income Client Should Be Using
Middle-income clients often find themselves in an uncomfortable tax “middle ground.” They earn too much to qualify for many income-based credits, yet not enough to benefit from high-net-worth tax strategies. The result? Many miss out on valuable tax savings that are well within reach with the right planning. The...
Where Can I Find the Fastest IRS AFSP Courses for Enrollment?
When it comes to the Annual Filing Season Program (AFSP), speed matters. Many tax professionals wait until the last quarter of the year to complete their AFSP hours, which means they need a training provider that offers fast enrollment, quick access, and a smooth path to finishing all requirements on time. The good...
5 Changes That Will Transform Your Client Conversations
The One Big Beautiful Bill Act (OBBBA) introduces game-changing deductions that will impact millions of your clients. As you prepare for the 2025 filing season, these five provisions require immediate attention. 1. Tips Deduction: Up to $25,000, But Watch the Details Employees can now deduct qualified tips up to...
Top 3 Things You Need to Know About Planning in 2025
2025 isn’t just another tax year; it’s a pivot point. The One Big Beautiful Bill (OBBBA) locks in major rate changes, introduces brand-new tax vehicles, and reshapes deductions, credits, and limits. If you’re advising clients (or preparing your own planning), here are the top three shifts you must understand —...
Top 5 Things Tax Preparers Must Know About Entity Choice
Choosing the optimal business entity was always important, but with new tax law updates, enhanced IRS scrutiny, and sweeping changes under the One Big Beautiful Bill Act (OBBBA), the stakes are higher than ever. Here are five critical considerations every tax preparer should master in 2025 to safeguard clients and...
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