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Education as a competitive advantage.
There is something to be said about a tax professional who is on top of the latest tax law changes and strategies. Your clients can sense you know what you are doing. And you spend less time while making fewer mistakes during the busy season.
Choosing your tax update partner is an important decision. While some may look at CPE as a nuisance, the quality of your yearly update will help you service your clients better, improve referral rates and increase billing rates.
ClientWhys provides the most comprehensive coverage of our ever-changing and evolving tax laws, regulations, rulings, filing procedures and troublesome areas, such as the Health Care provisions, debt relief and foreclosure, and the constant line up of new provisions each year.
On April 20, 2016, House Ways and Means Committee Ranking Member Sander Levin (D-MI) introduced legislation that he said would bring fairness to the tax code by restoring the estate tax and gift tax to the more sensible levels that were in effect in 2009. While it is hard to know at this time what the fate of this bill will be, this proposal points to the importance of tax preparers and estate planners’ carefully evaluating the need to file a 706 to make the deceased spousal unused exclusion election (portability election).