Sentences with phrase «appropriate tax professional»

Not exact matches

Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

Consider getting professional advice to establish appropriate strategies to minimize your future gift and estate tax liability.

Your advisor can provide access to the appropriate resources and will partner with you and any professionals like your attorney and accountant, to help you develop financial, income tax, and estate planning strategies.

Recommend re-verifying this post via the appropriate IRS publication or a tax professional before actually doing it.

Prior to making any investment decision, you are advised to consult with your broker, investment advisor or other appropriate tax or financial professional to determine the suitability of any investment.

Please seek the advice of legal or tax professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.

Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

The Nature Museum encourages you to consult your tax professional to determine your appropriate tax filing.

As always with real estate, if you see something you wish to consider for purchase, sale, renting, financing, or refinancing, be certain to protect your interests: Do NOT sign anything without professional assistance from a broker, attorney, home inspector, tax authority, or other professionals as appropriate.

TaxAct is also appropriate for people who will pay extra for professional tax advice.

Using a passive investment philosophy, asset allocation and location, and tax - loss harvesting (where appropriate) ensures a professional investing experience can be had by all.

The availability of these discounts, and the appropriate size of the discount, should be determined by a qualified appraiser or tax professional.

When it is appropriate you are encouraged to seek professional tax advice.

Consult with your financial professional to determine which types of tax - advantaged investments may be appropriate for you.

Your tax professional should be able to determine which amounts may be taxable and help ensure that the appropriate forms are filed.

Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

But you should consult a financial advisor, tax professional or insurance agent as appropriate for all other topics.]

Please consult a tax professional to determine the appropriate retirement account for your situation.

Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

It's important to consult with a tax professional to understand the deductions that are appropriate for your business since it can get tricky.

There exist those legal and professional publishing businesses that spend the appropriate money and invest in suitable training to ensure that their development specialists are lawyers, tax advisers, accountants or whatever, the purpose of which is to ensure quality, intimacy and relevance.

«That's why, if there's an underlying entitlement, we always encourage employers to be clear that the entitlement will be governed according to the terms and the conditions of the plan and put it on the employee to ensure that they're pursuing the appropriate resources by contacting the plan provider or their own tax adviser or their professional financial adviser so the employer isn't held accountable for having made that representation.»

Lawyers need to know how to identify tax issues (e.g. sales tax) and refer their clients to the appropriate professionals.

PROFESSIONAL EXPERIENCE Center for Economic Progress, Chicago • IL 2012 — Present Volunteer Tax Preparation Strong knowledge of federal, state and local tax codes and provide assistance to low income students and family members to successfully complete tax returns ensuring all appropriate adjustments, deductions and credits are appliTax Preparation Strong knowledge of federal, state and local tax codes and provide assistance to low income students and family members to successfully complete tax returns ensuring all appropriate adjustments, deductions and credits are applitax codes and provide assistance to low income students and family members to successfully complete tax returns ensuring all appropriate adjustments, deductions and credits are applitax returns ensuring all appropriate adjustments, deductions and credits are applied.

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relationships

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevanProfessional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevanprofessional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevanprofessional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevanprofessional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

In cases that require a range of expertise (for example, to assist parents as a communication coach, or with developmentally appropriate parenting plans, or to value a business, or offer sophisticated tax advice), the family can benefit from the coordinated efforts of several professionals, all acting in an impartial capacity, to resolve their outstanding issues in a cost - effective and non-adversarial manner.

The terms of the Sales Agreement provided that Broker was retained «solely as a real estate agent and not as a... tax advisor...» The Sales Agreement also provided that Broker could counsel the parties to the Sales Agreement regarding real estate advice, but that they should seek «appropriate professional advice concerning... tax and insurance matters.»

The complaint was based on the following duties found in the Idaho real estate license statutes: exercise of reasonable care; promotion of the best interests of his / her client; disclosure of adverse facts to the client; to conduct a reasonable investigation of the property; and, when appropriate, to advise the client to obtain reasonable inspections or to seek the applicable professional advice (legal, tax, etc.).

Condition Requiring Independent Advice: Make their offer subject to the Seller, on or before [a specific date which should ensure sufficient time is provided for the seller to obtain all required professional advice], receiving and being satisfied with, such professional advice as they deem appropriate, including but not limited to legal advice as to the terms and conditions of this Contract, appraisal advice as to the current fair market value of the Property and tax advice.

Independent Advice: If the buyer does not have independent representation, the buyer's offer should be made Subject to the Buyer, on or before [a specific date which should ensure sufficient time is provided for the buyer to obtain all required professional advice], receiving and being satisfied with, such professional advice as they deem appropriate, including but not limited to legal advice as to the terms and conditions of this Contract, appraisal advice as to the current fair market value of the Property and tax advice.