{"id":111965,"date":"2023-05-31t11:55:33","date_gmt":"2023-05-31t15:55:33","guid":{"rendered":"\/\/www.g005e.com\/?p=111965"},"modified":"2024-08-27t17:02:16","modified_gmt":"2024-08-27t21:02:16","slug":"questions-for-after-tax-season","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/31\/questions-for-after-tax-season\/","title":{"rendered":"questions for after tax season"},"content":{"rendered":"

\"question<\/a>eleven ideas that warrant following up.<\/strong><\/p>\n

by ed mendlowitz
\n<\/i>how to build a stronger tax practice<\/i><\/a><\/p>\n

many times we have important preliminary discussions when we obtain a client\u2019s tax information.<\/p>\n

more on marketing: <\/b>help heirs with tax issues<\/a> | seven questions to suggest estate planning<\/a> | 28 data points for a financial planning discussion<\/a> | every client can use financial planning<\/a> | four reasons to perform tax projections<\/a> | four additional services to suggest<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.
\n
\nthis should follow a typical pattern of making note of client needs when you prepare their tax return. after tax season there should be a systematic follow-up with a phone call suggesting that they might need additional services in this area, and why, followed by a brief fact sheet being mailed to the client.<\/p>\n

following are some general financial planning questions you can ask tax clients that relate directly to taxes. getting their responses can lead you to reasons the client would need additional services.<\/p>\n

    \n
  1. have you considered certain tax-deferred retirement plans to shelter part-time business income?<\/li>\n
  2. did you know you can deduct the full market value of appreciated securities donated to charity without paying taxes on the appreciation?<\/li>\n
  3. did you know you should account for future taxes when transferring shares in a family business as part of a divorce settlement?<\/li>\n
  4. did you know you can get a full deduction for donated art, if it is done in a particular manner?<\/li>\n
  5. have you considered having shares of stock in your employer\u2019s company that are held in your 401(k) plan distributed directly to you when you terminate your employment, rather than rolled over to an ira?<\/li>\n
  6. did you know you can minimize your capital gains taxes by choosing the most favorable method of calculating your profits when you sell shares of stock or mutual funds?<\/li>\n
  7. have you considered whether you should convert a regular ira to a roth ira?<\/li>\n
  8. do you know how to harvest your losses on some holdings so you can diversify your portfolio?<\/li>\n
  9. did you know you can borrow against your concentrated portfolio to get the funds for diversifying?<\/li>\n
  10. did you know a charitable remainder trust can be used to diversify your portfolio?<\/li>\n
  11. have you considered exchange-traded or index funds as an effective means of diversifying your portfolio?<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    eleven ideas that warrant following up.<\/strong><\/p>\n

    by ed mendlowitz
    \n<\/i>    how to build a stronger tax practice<\/i><\/a><\/p>\n","protected":false},"author":1341,"featured_media":99998,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,3120,3002,1906],"tags":[],"class_list":["post-111965","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-pro-member-exclusive","category-special","category-tax-practice"],"acf":[],"yoast_head":"\nquestions for after tax season - 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