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    Don’t Fall Off the Cliff: Helping Clients Understand Tax Cliffs in Income Planning

    Posted: March 13, 2025
    Most taxpayers understand the basic concept of tax brackets, though many mistakenly believe that earning more money means all their income will be taxed at a higher rate. As a tax professional, you know this isn’t true.
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    A Mentor's Perspective: What Works and Why it Matters

    Posted: March 4, 2025
    Whether a teacher, a family member, a boss or a friend, we all can name at least one person who has had a significant impact on our lives. These individuals inspire and guide us.
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    Using AI for an R&D Study?

    Posted: February 24, 2025
    There are common, routine, non-technical tasks that artificial intelligence (AI) can help with in CPA practices, but with complex tax matters, such as research and development (R&D) and the Employee Retention Credit (ERC), AI tends to lack the necessary human judgment.
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    The Overlooked Step: Understanding the Importance of Internal Controls

    Posted: February 7, 2025
    Accountants and CPAs must advocate for internal controls not only as a best practice but as a critical component of financial systems. Internal controls are not just technical tools — they are essential safeguards that protect organizations from financial risks
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    It’s Time to Modernize the Painfully Obsolete $150,000 PAL Threshold

    Posted: February 5, 2025
    Every CPA who handles real estate clients is familiar with the $150,000 passive activity loss (PAL) limitation. Part of our role is to warn clients just how quickly a teacher-and-firefighter household, or two average professionals, can lose these crucial tax benefits.