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When do you have to fire a client? Not all clients are equal. There are some you may not want to come back. Here are a few reasons to let a client go.
How do you get clients? Better yet, how do you keep them and when should you let certain ones go? Read more to learn about client acquisition and retention.
How do tax preparers best handle early retirement distribiutions? Learn more about General Penalty Waivers, Qualified Plan Waivers, IRA Waivers, and ROTH IRA's.
Early distributions from retirement plans have become a more frequent occurrence as clients struggle with protracted unemployment and underemployment. How can tax professionals make things less painful for clients going through hardships?
It may not always be possible for a tax professional to retain impartiality and avoid conflicts of interest. What IS the Ethical Thing to Do?