How TaxPlanIQ transformed Collective VFO's tax planning

By moving the conversation beyond compliance, you can: 🔹 Increase your firm's revenue with high-margin advisory work. 🔹 Build an impenetrable moat around your most valuable client relationships. 🔹 Solidify your role as an indispensable strategic partner.

There’s another $200K/yr sitting in your 2025 client list. Here’s 3 steps to unlock it in 2026. Our clients tried preloading in 2025. Sam added $120K recurrent advisory before March. Greg sold $1.4M tax planning before June. Here's how you preload for 2026 right now. 1. Track Workflow Build a dashboard to track every job's turnaround time and WIP (Dashboard insight is a good one) This lets you prevent blockages and finish compliance by March (not May). Now you have 3 months to deliver next year's tax planning advisory. 2. Fix Pricing Unbundle your services. Turn scope creep into client upgrade pathways. Target $100K-$300K in advisory revenue every year from existing clients. Your top 20% clients should be paying 5× your average. 3. Run Weekly 'Next Right Project' Meetings Pick one internal team growth project per week. Have each key person suggest one change they can do that lets you move forward. Momentum comes from consistent small wins, not big quarterly pushes. Without structure, your team gets distracted with random urgencies. You can plan in November, execute in January. Or you can plan in January. Play catch up till March. Finish tax season exhausted. Then start planning again in June and hear 'I'm too busy' when you finally pitch clients in October. Answer this: What's actually stopping your growth right now? A) Can't see where work is stuck B) Clients won't pay premium C) Team has no momentum Pick ONE.

Finding a great CPA can be a game-changer for both personal and business finances. One individual recommends Corey Bell, noting his expertise and reliability. Sharing contacts for trusted professionals can be a valuable resource for others navigating business activities and tax filings. Connecting with the right partner can simplify complex financial processes. #CPA #TaxFiling #BusinessFinance #FinancialPlanning

By moving the conversation beyond compliance, you can: 🔹 Increase your firm's revenue with high-margin advisory work. 🔹 Build an impenetrable moat around your most valuable client relationships. 🔹 Solidify your role as an indispensable strategic partner.

💼 Smart Tax, Smarter Business: The New Era of CA-Driven Financial Advisory by GAGAN GUPTA explores how technology and professional insight are reshaping taxation and financial strategies. 🚀 Discover how modern CAs are becoming strategic partners for business growth and efficiency. 💡 #SmartTax #FinancialAdvisory #CharteredAccountant #BusinessGrowth #TaxInnovation https://lnkd.in/gc-4_f2y

Who Performs a Study? A Checklist ✅ for #RealEstateInvestors & #BusinessOwners leveraging #CostSegregation. 1️⃣ Understand the Benefit – Accelerates depreciation, boosts cash flow, and reduces taxes. 2️⃣ Know Who Does It – Requires CPAs with tax expertise + engineers/construction specialists. 3️⃣ Check Credentials – Look for multidisciplinary teams and certifications like ASCP. 4️⃣ Review Track Record – Ensure experience with complex properties and IRS-compliant studies. 5️⃣ Partner with Experts – A seasoned firm can maximize savings and ensure audit-proof results. For a more detailed guide check out our blog or give us a call! ⤵️ https://lnkd.in/gtTqZwka

📣 New Blog Alert: Navigating the 2025 ATO Change on Interest Deductibility As business leaders, avoiding tax changes is paramount to our strategic planning and financial health. With the ATO's new policy on interest deductibility now in effect as of 1 July 2025, understanding its impacts and preparing accordingly is critical. We've examined this change's implications for Australian businesses, outlining its potential impact on business operations and actionable steps you can take to navigate this regulatory shift. In our latest blog, you'll find: ✅ A Clear Breakdown: Simplifying the new tax law changes for easy understanding. ✅ Impact Analysis: These changes might affect your business's bottom line and cash flow. ✅ Strategic Advice: Offering tangible strategies and recommendations to ensure your business remains compliant, financially healthy, and ahead of potential challenges. This update is more than a compliance hurdle; it's an opportunity to reassess and strengthen your financial planning and tax strategy. Read, reflect, and reach out—we're here to help each other navigate these changing tides. 📌 https://lnkd.in/dN_beiDg

📣 New Blog Alert: Navigating the 2025 ATO Change on Interest Deductibility As business leaders, avoiding tax changes is paramount to our strategic planning and financial health. With the ATO's new policy on interest deductibility now in effect as of 1 July 2025, understanding its impacts and preparing accordingly is critical. We've examined this change's implications for Australian businesses, outlining its potential impact on business operations and actionable steps you can take to navigate this regulatory shift. In our latest blog, you'll find: ✅ A Clear Breakdown: Simplifying the new tax law changes for easy understanding. ✅ Impact Analysis: These changes might affect your business's bottom line and cash flow. ✅ Strategic Advice: Offering tangible strategies and recommendations to ensure your business remains compliant, financially healthy, and ahead of potential challenges. This update is more than a compliance hurdle; it's an opportunity to reassess and strengthen your financial planning and tax strategy. Read, reflect, and reach out—we're here to help each other navigate these changing tides. 📌 https://lnkd.in/dgPAQWAV

Holding company vs trading company - what’s the real difference? It might sound simple, but how your company is classified can have a huge impact on the tax reliefs you qualify for. A holding company is there to own things - shares, property, or assets. It doesn’t trade or carry out day-to-day business. A trading company, on the other hand, earns income through activity - providing services, selling products, or operating commercially. Why does it matter? Because most major tax reliefs only apply to trading companies, including: Substantial Shareholding Exemption (SSE) when selling a subsidiary tax-free Incorporation Relief when moving assets into a company Business Property Relief (BPR) for inheritance tax Business Asset Disposal Relief (BADR) on exit If HMRC sees your company as “holding” rather than “trading,” you could lose access to all of these. ✅ Make sure your structure and company activity reflect your long-term goals - especially if you’re planning to sell, pass assets down, or build a group. 🟢 We help business owners set up structures that qualify for the right reliefs and protect long-term value. 🔗

How to plan the next fiscal year: the importance of anticipating the year-end closing November is the perfect month to review your accounts, optimize taxes, and prepare for the upcoming fiscal year with confidence. At MDG Advisors, we recommend performing an early accounting close to identify results, adjust strategies, and take advantage of tax incentives within the regulations. It’s also essential to review income and expenses and plan liquidityto start the new year on solid financial ground. Anticipating the year-end close isn’t just good practice — it’s a strategic decision that provides security and a clear vision for the future. #FiscalYearEnd #FinancialPlanning #BusinessStrategy #Accounting #MDGAdvisors