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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 taxplanning services. From a business perspective, automation enables tax firms to grow without adding more staff. hours per client in onboarding alone.”
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 taxplanning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61
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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 taxplanning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61
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That said, you shouldnt discount the value of considering external talent who can bring fresh perspectives, specialized expertise, or a different approach to tax advisory services. Investing in targeted development and training: Once potential successors are identified, a long-term investment in their development is a wise move.
That said, you shouldnt discount the value of considering external talent who can bring fresh perspectives, specialized expertise, or a different approach to tax advisory services. Investing in targeted development and training: Once potential successors are identified, a long-term investment in their development is a wise move.
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