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.”

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Taxes Compliance Tax Planning Clients 52

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. Table of Contents Why is succession planning so vital for tax advisory practices?

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Taxes Planning Accounting Clients 52

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

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Taxes Clients Insurance Distribution 52

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.

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Taxes Clients Compliance Tax Planning 52

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. In this blog, we’ll explore why the CFP® challenge pathway is the ideal choice for individuals aspiring to make a mark in financial planning. Let’s dive in. What Is the CFP® Challenge Pathway?

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CFP Certified Financial Planner Certification Financial Planner 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Let Us Do It For You!

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Financial Advisor Clients Communication Financial Planning 83

International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. They help clients manage their financial aspects and develop customized strategies based on their needs.

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