• Posted By mariaku
    Thursday, January 11 2018 at 1:54 AM
    You said: "Taxpayers with children in their last year of college should be advised not to pay their full tuition cost before Dec. 31, 2018. If they are in school for part of 2019 and pay a portion of their tuition next year, they can be entitled to an education tax credit of as much as $1,500. If all tuition is paid in 2018, they can lose the credit." What $1,500 education credit are you talking about? American Opportunity is $2,500, Lifetime Learning is $2,000 . . .
  • Posted By MrMojo
    Wednesday, January 10 2018 at 12:41 PM
    In the tax profession, client loyalty is a rare thing, despite what other CPAs/accountants/tax professionals may say as it's their EGO talking. Many 'loyal' clients can, and will, turn on you for whatever reason in the future regardless of any long-standing relationship that may have existed. You can't control how clients behave or act so don't bother. You do the best work that you can for clients and hope that they appreciate it, or at least, return each year, hopefully with referrals.
  • Posted By TaxBuzz
    Wednesday, January 10 2018 at 12:15 PM
    To add to this discussion. Tax professionals who actively communicate about tax reform year round through their newsletters, blog and social media posts attract more 5 star TaxBuzz reviews then others. Clients actually mention the alerts, tips and updates in their reviews. Another way to keep loyalty strong.
  • Posted By KATEHARNER
    Wednesday, January 10 2018 at 11:26 AM
    I stopped reading at "525 plan." Proofread, proofread, proofread. Other inaccuracies???
  • Posted By TaxCPANY
    Wednesday, January 10 2018 at 10:26 AM
    "525 plan"? Oh well, I was going to ask for more details about the "new market-based rules" (especially concerning greedy, grabby California)-- something really new and interesting, but relegated to the very last paragraph of this article! -- but, upon closer inspection, maybe I shouldn't be so quick to trust whatever fine points this author might offer.
  • Posted By topbeancounter
    Tuesday, January 09 2018 at 12:13 PM
    I politely show the taxpayer/client arriving with a shoebox the door. Same goes for those that show up with animals or babies.