2 posts categorized "Allison Carter" Feed

5 tax tips for the newly engaged couple and their CPA

Shutterstock_645344572I’m getting married in June, and for me, wedding planning has been relatively simple and drama-free. I’ve buttoned up the budget, signed every contract, booked travel and have a final headcount for the caterer. There’s just one thing that’s still unsettling my mind.

What’s going to happen to my taxes?

It seems like such a straightforward question, but newlyweds often find themselves on the wrong side of a tax bill. Couples may think it’s silly — or even awkward — to think about taxes just after getting engaged, but a financial head start could do wonders for a marriage (money issues are often cited as a cause of divorce). 

As a tax practitioner, you are in the unique position to help guide clients like me through this financial milestone. Knowing what to look for and how to spot potential red flags can be key to keeping them on track. For a little insight, I reached out to Tax Practice & Ethics team members Susan Allen, CPA, CGMA, CITP, and Henry Grzes, CPA.

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Offbeat vacation ideas for the adventurous CPA

TravelBusy season is officially over.

You’ve been powering through all season. Returns are in, and extensions are filed. And most importantly, your clients are happy because you’re a powerhouse CPA. Now that you have free time on your calendar, it’s time to take your superhero-self on vacation.

Deciding where to go on vacation can be challenging, which is no surprise, considering many Americans spend up to 10% of their household income on vacations every year.

That means your vacation should be memorable and offer experiences and sights you’ve never encountered — perhaps because you didn’t even know they were there.

Take a gander at these offbeat vacation ideas to get your creative mind going and help you prepare for your best post-busy season yet.

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