If you do join forces, hire another lawyer or CPA to check their work.
If you have a small business, it would not be the worst thing to do to consult with your attorney or CPA to determine if it is adequately capitalized, at least if the business has potential creditor worries.
On the other hand, if you are the lawyer or the CPA for the estate, you have an obligation to help clients take the necessary steps.
FORBES: The Deadline Every Married Person (And Financial Advisor) Needs To Know About
In addition to finding an accountant through word-of-mouth or your state CPA society, your financial adviser or lawyer probably can recommend an accountant, and communication can be easier if your team is used to working together.
So she makes an appointment with a doctor, a CPA or a financial planner.
FORBES: Dare To Be A Better Investor: Tips From Women About Trust
No Audit Committee member appears to be a CPA or have significant experience in accounting.
FORBES: Recent Scandals at News Corp Are Evidence of Deeper Flaws in Murdoch's Management Style
Do not use a regular financial advisor, financial planner, CPA or accountant.
FORBES: The Secret to Surviving Divorce with Your Finances Intact
Please consult with your CPA or a qualified tax adviser before proceeding.
Just because a person has the initials CPA or JD after his (or her) name does not mean he knows his arse from his elbow when it comes to 1040 preparation.
FORBES: Attorney Who Bested IRS In Tax Preparer Regulation Case Speaks Out
If you are looking for a CPA or want to find a new one as I plan on doing, start by asking around to get a referral from friends and colleagues who seem to be in a similar situation as you.
FORBES: Red Flags: How to Know When Your CPA Isn't Really Working For You
The White House or the Treasury Department should give the CPA the word to go for dollarization or a currency board.
People who need strategic tax planning such as small business owners or individuals with complex returns, those who pay high income taxes, or have unusual circumstances appreciate the services of a CPA over an enrolled agent or general tax preparer.
FORBES: How To Get Your Money's Worth and Choose The Right Tax Preparer
Any disclosure to an attorney, CPA, or financial planner would also result in banishment.
FORBES: SEC Busts $15 Million Ponzi Scheme With 'Fight-Club'-Style Rules
For their part, many of those companies argued that their own standards, including exams and education, were much more stringent than those proposed by the IRS. The IRS agreed and exempted preparers who are 18 years old or older and both employed and supervised by a CPA, attorney, enrolled agent or other Circular 230 practitioner who actually signs the tax returns ( IRS notice downloads as a pdf).
FORBES: IRS Targets 100,000 Tax Professionals For Noncompliance
Add in initials based on graduate education (MBA) or related field licensing (CPA) and title crowning can become quite prestigious.
FORBES: A Look Behind The Curtain: How To Choose A Mortgage Lender
And your sister-in-law, your golf buddy or your business partner is touting a "your CPA probably doesn't know this, but" way to pay less.
He or she can be in touch with your estate attorney and CPA to smooth the flow of information, make sure deadlines are met, make sure assets are titled properly and help avoid costly tax and investment errors.
Find a CPA by asking for referrals from colleagues and friends, or visit the American Institute of CPAs website here.
FORBES: How To Get Your Money's Worth and Choose The Right Tax Preparer
When you have complex investments or are constantly subject to the Alternative Minimum Tax (AMT), a CPA may be able to help with smart tax moves that can reduce taxes on the gains.
FORBES: Red Flags: How to Know When Your CPA Isn't Really Working For You
CPA, non-Iraqi private-security personnel contracted to the coalition or its partners are not subject to Iraqi law.
Because of the seasonal nature of tax preparation services, it is no surprise that many CPA firms whose year-round focus is accounting use college interns, recent graduates or seasonal staff with limited experience with ever-changing tax laws.
By some estimates there are now 200, 000 financial planners in the U.S. Their training ranges from none at all to courses and a series of exams given by the College for Financial Planning in Denver or a few months at a brokerage house, such as Hutton, to schooling leading to CPA, J.
Unless you're already under criminal investigation (in which case an amended return could be self-incriminating) or are seeking a special deal from the IRS, your new lawyer may simply send you to a CPA who will help you prepare an amended return--a 1040X.
应用推荐