Sentences with phrase «on your tax planning knowledge»

To lower your taxes in retirement you might need to bone up on your tax planning knowledge.

Not exact matches

Evelyn Jacks is President of Knowledge Bureau and author of 52 books on personal tax and wealth planning, including Family Tax Essentiatax and wealth planning, including Family Tax EssentiaTax Essentials.

Evelyn Jacks is Founder and President of Knowledge Bureau, a national educational institute for the continuing professional development of tax and financial advisors and author of 52 books on the subject of tax preparation, planning and wealth management for Canadian families.

Evelyn Jacks is President of Knowledge Bureau and author of 52 books on personal tax and wealth planning, including Family Tax Essentiatax and wealth planning, including Family Tax EssentiaTax Essentials.

I have no problems with the DIY investor, but when you start delving into true financial planning that relies on working knowledge of tax law, it is always best to get professional help.

Northampton About Blog At Northants Accounting we work on the principle that great things can be achieved from maintaining a close relationship with our clients, we talk to them about their plans and the issues in their business and then use this knowledge to help them with tax planning, managing their cash and identifying opportunities for them.

Northampton About Blog At Northants Accounting we work on the principle that great things can be achieved from maintaining a close relationship with our clients, we talk to them about their plans and the issues in their business and then use this knowledge to help them with tax planning, managing their cash and identifying opportunities for them.

On top of that, they must have a working knowledge of property law, tax law, estate planning, juvenile law, criminal law, and half a dozen other practice areas.

Capable of providing sound financial advice to clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance and international economics.

I have a proper knowledge on estate planning and managements along with attorneys and tax accountants.

Provided sound financial advice to clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance and international economics.

Northampton About Blog At Northants Accounting we work on the principle that great things can be achieved from maintaining a close relationship with our clients, we talk to them about their plans and the issues in their business and then use this knowledge to help them with tax planning, managing their cash and identifying opportunities for them.

Provided sound financial advice to clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance and pension plans.

Also, with my knowledge on tax planning, I would help the company to reduce tax liabilities.

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

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 relevant benchmarks