CHECKLIST
Tax planning for your business
It’s never too soon to start thinking about tax planning for your business.

Getting an early start instead of waiting until year-end gives you more time to speak with your tax advisor and work through any issues that need to be resolved or any questions you may have. And the sooner your company’s tax returns are filed, the sooner you can expect them to be processed by the IRS.

Use this checklist to help you prepare to tackle your business taxes.

How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contact

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Evan Morgan

Principal, Tax

Miami