Harness Wealth

NOVEMBER 27, 2023

The Role of Technology in CAS Benefits and Drawbacks of CAS How Harness Wealth Fits into CAS Key Takeaways Client Accounting Services (CAS) provide enhanced budgeting, forecasting, and financial insights to help facilitate informed decision-making. Marketing and Sales Support: Harness Tax goes beyond just practice management.

Accounting 59

Accounting Clients Compliance Taxes 59

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused tax planning throughout the year.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

WiserAdvisor

SEPTEMBER 8, 2023

It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Rushing into a housing change without a comprehensive budget can strain your finances. Engaging in careful tax planning is essential to navigate this potential tax challenge.

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Retirement Retirement Planning Financial Advisor Budgeting 59