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ClientRetention_P2

When do you have to fire a client? Not all clients are equal. There are some you may not want to come back. Here are a few reasons to let a client go.

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Posted By Nick Captuo

ClientRetention_P1

How do you get clients? Better yet, how do you keep them and when should you let certain ones go? Read more to learn about client acquisition and retention.

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Posted By Nick Captuo

Early Distribution Retirement PlansHow do tax preparers best handle early retirement distribiutions? Learn more about General Penalty Waivers, Qualified Plan Waivers, IRA Waivers, and ROTH IRA's.

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Posted By Nick Captuo

Early Distribution Retirement PlansEarly distributions from retirement plans have become a more frequent occurrence as clients struggle with protracted unemployment and underemployment. How can tax professionals make things less painful for clients going through hardships?

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Posted By Nick Captuo

conflicts of interestIt may not always be possible for a tax professional to retain impartiality and avoid conflicts of interest. What IS the Ethical Thing to Do?

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Posted By Nick Captuo

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