Article Client Management Tax Planning 
Harness Wealth
MARCH 14, 2025
The hours spent managing administrative tasks , following up on missing paperwork, and ensuring compliance take away from time that could be spent on higher-value tax planning services. From a business perspective, automation enables tax firms to grow without adding more staff. hours per client in onboarding alone.”
Harness Wealth
MAY 2, 2025
Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Harness Wealth
SEPTEMBER 23, 2024
The Challenge: Tax Firms and CPAs Struggle to Expand Client Relationships Today, there is a significant opportunity for tax practices and CPAs to expand and deepen their tax-client relationships by offering more valuable, long-term services, including comprehensive tax planning.
FMG
OCTOBER 6, 2022
Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Learn more about how Redtail and FMG Suite work hand-in-hand to help you target your ideal clients and develop strong relationships. CRM Gives You a Window Into the Future. Let Us Do It For You!
Harness Wealth
MAY 9, 2025
Most importantly, tax practices are built on strong client relationships and specialized knowledge. Succession planning for tax practices, therefore, is as delicate a process as it is important. This article should not be considered tax or legal advice and is provided for informational purposes only.
Harness Wealth
MAY 2, 2025
Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61
WiserAdvisor
JUNE 2, 2023
This article discusses the different types of financial advisors you can choose from based on your specific financial needs and goals. Conversely, a passive portfolio manager uses the market index as a benchmark and expects the returns to mimic the returns of that specific market index. Their main area of focus is wealth preservation.
Expert insights. Personalized for you.
52 
Let's personalize your content