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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Client Retention and You: Hiring (Part 1)
Mar 24, 2015 10:00:00 AM
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
How to Handle Early Distributions: Qualified Plans, Non-Qualified Plans, and IRAs (Part 2)
Mar 19, 2015 10:00:00 AM
How do tax preparers best handle early retirement distribiutions? Learn more about General Penalty Waivers, Qualified Plan Waivers, IRA Waivers, and ROTH IRA's.
Posted By Nick Captuo
How to Handle Early Distributions: Qualified Plans, Non-Qualified Plans, and IRAs (Part 1)
Mar 17, 2015 10:00:00 AM
Early 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?
Posted By Nick Captuo
Conflicts of Interest: Staying Circular 230 Compliant (Part 1)
Mar 10, 2015 9:00:00 AM
How Does the IRS Define a Conflict of Interest for Tax Professionals? Read about the definition and how to avoid conflicts of interest as a tax preparer.
Posted By Nick Captuo