Do you need a “study” to use the tax benefits of cost segregation? Of course not. Will hiring a firm to create a cost segregation study report improve the strength of your cost recovery bookkeeping? Of course. Will a cost…
From Dennis O’Leary to social media influencers, there is a rising tide of ‘tax planning’ promotions that promise dramatic tax savings and higher fees for advisors. The sales hook is simple: take a short course, add a new title to…
I recently had my first case of tax return errors that originated, at least in part, from AI-assisted preparation. The error was mine to catch. I did not catch it. The IRS did, and sent Letter 12C requesting an explanation….
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