There’s an EA Exam in your future, so why wait? April 16 might be beckoning with family fun and time with friends, but the end of tax season is the best time to study for the EA Exam. After all, the EA Exam is on your “someday” list, and at this moment, tax laws are […]
Displaying: June 2023
How to avoid common mistakes made by tax preparers
“I’m only human,” the old song goes. “Born to make mistakes.” And yes, for tax preparers, mistakes on taxes will happen. But errors can’t be accepted or expected. The rush of tax filings and documentation crossing your desk might make “efficiency” seem imperative, but carelessness is the first and worst mistake a tax preparer can […]
3 courses to advance your tax prep career
After tax season is over, you probably feel in prime shape. Now, the smartest thing you can do is leverage all that knowledge to sharpen your tax preparation skills and prepare for the next tax season and the years to come. High-level preparation includes a strategic approach to considering the credits and courses to take […]
Capital gains tax: What is it and how does it work?
For your clients, investing in stocks or real estate can be an effective way to build wealth, but there’s a tax downside when they sell those assets. The bite taken from the profits by capital gains taxes can be sizeable, depending on the client’s income and other circumstances. As a tax preparer, you need to […]
7 study tips for the CIA Exam
You’ve decided it’s time. You’re going to take the Certified Internal Auditor (CIA) Exam and accelerate your career. It’s a good move. The CIA is the “gold standard” of internal auditing, an essential credential for clients and employers who demand the strictest internal controls to maintain compliance in a dizzying business climate. The CIA is […]