for an article for accounting and tax practitioners, we’ve launched a new open-ended survey question…
(1) what are the essential year-end 2009 tax planning issues to address with clients today?
and
(2) what are the biggest headaches to expect for filing season 2010?
you can respond in comments below. but you know you can also always contact me directly: (914) 674 4531 eastern, or rickt@www.g005e.com.
i’m hoping to publish the article(s) for the aicpa insider (sample here) and here at www.g005e.com. so i might need your full contact info for verification and maybe a 73dpi web-ready head-and-shoulders portrait.
thanks,
— rick
ps: if you know someone else who also may be exceptionally qualified to answer this query, please feel free to forward this invitation to them. i’m sure they’ll be appreciative.
one response to “new survey: year-end tax planning 2009? filing season outlook 2010?”
donna bordeaux, cpa, pfs
1. we are reminding all of our clients not to overpay their taxes this year. we are fearful that state and perhaps federal refunds will be slower than usual due to budgetary considerations. i remind them all that this is their money now! not just in april. tax planning is key this year more than ever.
2. i think there will be more people owing money who have been victims of the “making work pay” credit. i also think there will be more balances due that will need installment agreements and more 401(k) early withdrawals.