New Retirement Rules
Deep within the pages of a government funding bill are changes to popular retirement plan rules. Here is what your clients will need to know.
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All videos are customized for your firm with a short introduction and conclusion which includes your logo, company information, brand colors, and “Contact Us” button for clients and prospects to email you directly from the video.
Deep within the pages of a government funding bill are changes to popular retirement plan rules. Here is what your clients will need to know.
Too often taxes paid during retirement are too high simply because tax planning is not understood. Here is a simple way to ensure your clients are ahead of the game...and the tax man!
Your clients' understanding of Kiddie Tax can be a long-term tax savings tool. It can also be a huge, unpopular tax surprise. This video can help create understanding.
Beginning in 2020, nonemployee compensation must now be reported on 1099-NEC. While the 1099-MISC does not go away, using the wrong form is going to cause problems. This video can help clarify the inevitable confusion.
There is a ton of COVID-19 assistance, but only if you know about it. Here is a great place to start.
Both companies and employees benefit from this new law when staying home because of coronavirus situations.
Help your business manage through the coronavirus pandemic with these five essentials.
Clients are either not thinking about this year's tax obligation or are unaware of what is changing. Yet no one wants surprises. This video can help!
Help clients navigate the individual tax landscape. This video is updated each year to include recent changes.
Help clients navigate the business tax landscape. This video is updated each year to include recent changes.
Most clients do not realize the tremendous tax burden that occurs during their retirement years. This video gives four key areas where they could use your help.
The worst news you can give a client is a surprising tax bill. This video helps head off 4 of the most common areas of tax surprises faced by most clients.
Lost in the noise of refunds or a tax bill when filing a tax return is the true tax paid by your clients. Understanding how to calculate the effective tax rate based on the amount of tax actually paid, is the starting point for developing tax reduction strategies for all your clients.
Tired of explaining the difference between a tax credit and a deduction? This enjoyable, light hearted, video clarifies the difference in a very memorable way!
Use this video to help your clients understand what the marginal tax rate is and how they can use it to their advantage.
Here's a video your clients should view each year. These 5 topics are sure to catch the unwary taxpayer, but with a quick review it can save both you AND your client time and money.
The opportunities for tax free income are pretty limited. With the advent of easy web-based rental tools, everyone should know about this one!
Too often, businesses make unwitting mistakes that are paid for when the IRS scrutinizes their taxes and business practices. The good news? The IRS is up front with you on what is in their audit focus. Now there is a video that helps you communicate this with your valued small business clients.
This video takes an in-depth look at the new rules surrounding itemized deductions.
Helps clients understand what is needed to document and defend their deductions.
Help clients learn how the recent changes to the Child Tax Credit affect them.
Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas.
Non-cash donations can really reduce a client's tax obligation, but only if they know the rules.
How long do I keep this? This video describes the Federal recordkeeping guidelines.
Clients overlook tax deductions. Here are five things every client should know.
Use this video to keep your clients on course and explain the Tax Cuts and Jobs Act changes in more depth.
Clients need to be fully aware of their documentation obligations. Mess up here and you lose lots of time and sleep trying to explain why the IRS disallowed a deduction.
When you order an all-access subscription you'll get three BONUS Life Events videos!
Each video is under a minute and addresses some big life events and how they affect taxes.
Help clients understand the tax impacts of getting married.
Get my all access package!Help clients understand the tax impacts of having a baby.
Get my all access package!
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Adding video to your website and/or emails is a great way to engage clients and get better response rates. Stand out among other tax professionals by offering short, informative tax-related videos which engage clients and prompt them to contact you with any questions or concerns.
