Post-busy season checklist

By Edward Mendlowitz, CPA/PFS/ABV/CFF/CITP, CGMA

Sponsored by Thomson Reuters, Bloomberg BNA, Bloomberg BNA // Software, Wolters Kluwer

Now that tax season is over, pause for some introspection to guarantee that next year’s busy season is even better. Bonus: “Dirty dozen” scams list to share with your clients.

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Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

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