Tax planning

Whitepaper Transform your CPA practice with proactive tax planning

Unlock higher revenue and retention with a proactive, year-round approach to tax planning for CPAs.

Partner Insights from Holistiplan
AT Think OBBBA and the repurposing of life insurance portfolios

Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an unneeded life insurance death benefit.

October 20

Henry Montag

The TOLI Center East
CCH Axcess iQ

CCH Axcess iQ provides real-time business intelligence allowing advisors to detect and alert clients of relevant tax law changes, including specific OBBBA provisions and more.

Partner insights from Wolters Kluwer
Web Seminar How CPAs and EAs can make tax planning click

Communicating the value of tax planning can be challenging, yet it's one of the most effective ways CPAs and EAs can strengthen relationships and grow their firms. In today's AI-driven world, clear, client-centered communication supported by tools like Holistiplan sets trusted advisors apart.

Partner Insights from Holistiplan
Tax

New Yorkers face likely tax hikes no matter who becomes mayor

Some kind of increase seems on the cards as the Empire State braces for billions in federal cuts to health and food aid.

By Martin Z. Braun and Nacha Cattan

October 15
AT Think Key OBBBA tax rule changes for PE transactions

Accountants who advise private equity clients will want to be aware of what these mean for private equity sponsors and their portfolio companies.

October 15

Joel Wukelic

Stout
Web Seminar Getting Ready for Tax Season

This webinar will offer an update on what to expect, what to worry about, and what to warn clients about for next tax season.

Sponsored by 8am CPACharge
Web Seminar Stop waiting to get paid: Building a modern framework for tax season success

In this webinar we'll spotlight how firms are approaching challenges, and share practical steps you can take to modernize your firm's own tax season readiness.

Partner Insights from Aiwyn
Tax

CFO optimism grows even amid concerns about tax challenges

Corporate finance leaders need to make sure their businesses find the right answers to reap the full benefits of the OBBBA.

By Roger Russell

September 30
AT Think Tax Strategy: 2025 tax planning after OBBBA

Congress did not simply extend the Tax Cuts and Jobs Act provisions starting in 2026 with the One Big Beautiful Bill Act; it also modified some of those provisions effective in 2025.

September 23

Mark A. Luscombe

Wolters Kluwer Tax & Accounting