HMRC is not always right when it comes to what you owe them. Over the years we have had lots of situations where HMRC have told our clients they have underpaid PAYE when they haven’t. Although, to be fair, they do notify clients when they have overpaid too. When it comes to PAYE it is […]
Webcast: How to Advise Your Clients on Elder Care
1 year ago · 1 hour 42 min watch SECTION EXCLUSIVE Presentation material Elder planning sometimes conjures images of complicated health and housing issues, and it presents a critical opportunity for you, as a CPA, to serve the best interest of their clients. In a webcast based on the new Adviser’s Guide to Retirement and […]
Working with Xero
I have worked with Xero since 2011 and whilst it is not the only software we use it has become more popular both with our customers and our bookkeepers. It is user friendly and is generally quicker to work with than traditional desk top softwares. Whilst there are lots of positives to using the software […]
Webcast: Blockchain Technologies and Cryptocurrencies: What You Need to Know to Serve Your Clients
1 year ago · 1 hour 16 min watch SECTION EXCLUSIVE Presentation material Blockchain and cryptocurrency are two trending topics in the financial technology (“fintech”) space. CPAs in tax and financial planning should be aware of several opportunities and challenges posed by blockchain technologies and cryptocurrencies in order to best serve clients. In this webcast, […]
Podcast: The 3 Rs of the retainer model
In this episode, CPAs and financial planners share their experiences with the retainer fee model for their personal financial planning practices. What is the retainer model? Why did they choose this fee-only model for their practice? Is this model right for your practice? How has it contributed to client satisfaction and client retention? How can […]
Podcast: Tax reform: Section 199A & retirement plan benefits
On January 18, 2019, the IRS released the highly anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS interviews Ed Slott, CPA who covers the intersection of Section 199A qualified business income deduction and retirement plan benefits. Find out: What is the calculation […]
Podcast: Tax reform: Section 199A & tax season
On January 18, 2019, the IRS released the highly anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS interviews Nick Passini, CPA about the reality of tax season and Section 199A qualified business income deduction. Find out: What is the most surprising challenge […]
HMRC Tool – Prepare for Leaving the EU
HMRC have numerous tools and calculators available on their website. Whether you want to get an estimate of the tax you may have to pay in the current year, your Statutory Maternity Pay entitlement or whether you want to find out if you qualify for tax credits there will be a useful calculator for you. […]
Bookkeeping is changing
The world of bookkeeping and accountancy is changing and has been changing rapidly over the last few years. At one time small businesses would have a full-time bookkeeper to manage all the financial aspects of the business from raising invoices to paying suppliers. Now, with the introduction of technology, small businesses do not need a […]
Podcast: Will your clients have enough to retire?
In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your clients are facing as they approach retirement age, including the obstacles and your role as their CPA adviser in helping them overcome them. She answers the questions: What’s the one thing that matters most in retirement planning? What trends in […]