Tax Planning Advisory
Advising individuals and businesses on strategies to legally minimize tax liability and optimize financial outcomes.
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Why It Matters
AI tax software handles routine filings, but complex tax planning involving multi-jurisdiction strategies, estate planning, and business restructuring requires human expertise and judgment.
How to Get Started
Pursue an Enrolled Agent (EA) credential or CPA with tax specialization, and study advanced tax planning through AICPA's continuing education courses.
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