#tax-preparation

#tax-preparation

Americans can easily spend anywhere between $1,000 and $10,000 annually on tax preparation, yet still wait weeks for responses from their accountants, a system that's reaching a breaking point. With three out of four CPAs approaching retirement and accounting program enrollment declining nationwide, the traditional tax preparation industry faces a severe capacity crisis just as tax complexity continues to escalate.

Join us for a full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER(TM) professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium and be livestreamed on Zoom. This is a hybrid event. Registration is required for Zoom attendance.

Managing a rental property isn't an easy source of passive income. You need to balance rent tracking, lease renewals, maintenance issues, and tax prep. Even a single unit can mean dozens of moving parts and endless tabs on your laptop. A rental property template can help bring order to that chaos. From tenant info and lease agreements to monthly rent and security deposits, these templates streamline the details so you can focus on growing your rental property business.

The data dump from a ransomware group, labeled under a medical practice, actually contained files from a tax preparation service named Lacerte, not any patient data or office files.

If you're starting cold, make sure you pull together all the documents you'll need to fill out your return.