{"id":16002,"date":"2019-05-13T08:00:34","date_gmt":"2019-05-13T13:00:34","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=16002"},"modified":"2023-08-22T11:08:57","modified_gmt":"2023-08-22T16:08:57","slug":"creative-approaches-to-problem-solving","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/creative-approaches-to-problem-solving\/","title":{"rendered":"Creative approaches to problem solving"},"content":{"rendered":"

 <\/p>\n

In our office, we say, \u201cIt\u2019s not a problem; it\u2019s an opportunity.\u201d When issues arise, we take the time to evaluate the situation to determine the cause. Did we break an office rule, step around a procedure or was it a case of not being careful?<\/p>\n

At times, solving our clients\u2019 problems definitely requires a creative approach, but the real creativity lies in truly listening to their needs and understanding their situation before<\/i> finding a solution.<\/p>\n

When a client has a problem or concern, it may be eating at them for some time before they are ready to share or even ask for help. During our tax return exit appointments, we take the time to talk with, and listen to, our clients to determine if they have any non-tax related financial concerns that are keeping them up at night.<\/p>\n

In a recent client meeting, I asked, \u201cHow is work going for you?\u201d and \u201cHave either of you considered selling one of your New York City apartments?\u201d The discussion progressed and indicated two concerns:<\/p>\n

    \n
  1. Could the working spouse afford to retire?<\/li>\n
  2. Would the tax on the capital gains be so large that it would not pay to sell, based on the recent rise in the apartment\u2019s value?<\/li>\n<\/ol>\n

    After holding a discovery session with this couple, I used the tax planner feature in Intuit\u00ae ProConnect\u2122 ProSeries<\/a>\u00ae to calculate several different scenarios. I held a video conference, sharing my screen to show that using retirement funds, pension distributions and Social Security benefits would yield a very small monthly difference in available funds. I was also able to show the estimated tax consequence of the sale of the second apartment, and again reminded the client that this, too, would free up cash based on no longer paying for a mortgage, real estate tax and maintenance. The couple was so relieved that I could actually see and hear their reaction during our meeting.<\/p>\n

    We all know that tax simplification<\/a> is anything but simple, and that our tax clients still have concerns about a number of issues. These include paying down student loans<\/a>, paying for college<\/a>, planning for retirement<\/a>, paying off mortgages and\/or refinancing existing debt, and figuring out if they can itemize deductions on federal and\/or state tax returns.\u00a0Clients are even confused as to what now constitutes an itemized deduction<\/a>.\u00a0Among other issues, our corporate clients are concerned with sales tax nexus<\/a>, succession planning<\/a> and product lines.<\/p>\n

    As accounting professionals, we are still relevant \u2013 event for those clients who now file using the standard deduction!<\/p>\n

    For a good portion of 2018, I worked with a corporate client and several tax attorneys regarding sales tax and corporation entity nexus. I realized that if they were to form a new entity, they would also have the opportunity to institute a tax advantaged succession plan and offer additional employee benefits. I was able to hold a discovery session with all the officers to determine each of their personal needs and goals. We set up a subcommittee to review scenarios I am currently working on in order to take all tax options and shareholder goals into account before taking action.<\/p>\n

    When we can help evaluate the situation, many times we can clear up the confusion or concern, putting the client at ease. With the help of technology through ProSeries and a video conference, we can communicate effectively, offer advice or solutions regarding the problem, ease the client\u2019s concerns, and help create new long and short term goals.<\/p>\n

    Editor\u2019s note:<\/b> Andrea was recently featured in a tax practice profile<\/a> on the Intuit ProConnect Tax Pro Center.<\/p>\n","protected":false},"excerpt":{"rendered":"

    According to Andrea Parness, CPA, CTC, the most innovative ways of solving your clients’ problems may surprise you! <\/p>\n","protected":false},"author":120274205,"featured_media":8025,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873,561584],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[567466423],"class_list":["post-16002","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","category-client-relationships"],"header_image":"","yoast_head":"\nCreative approaches to problem solving - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/creative-approaches-to-problem-solving\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creative approaches to problem solving - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"According to Andrea Parness, CPA, CTC, the most innovative ways of solving your clients' problems may surprise you!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/creative-approaches-to-problem-solving\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2019-05-13T13:00:34+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T16:08:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/04\/future-wall.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"430\" \/>\n\t<meta property=\"og:image:height\" content=\"279\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Andrea Parness, CPA, CTC\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Andrea Parness, CPA, CTC\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-approaches-to-problem-solving\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-approaches-to-problem-solving\\\/\"},\"author\":{\"name\":\"Andrea Parness, CPA, CTC\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/4485f82963752dc06d56c87873cc81f2\"},\"headline\":\"Creative approaches to problem solving\",\"datePublished\":\"2019-05-13T13:00:34+00:00\",\"dateModified\":\"2023-08-22T16:08:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-approaches-to-problem-solving\\\/\"},\"wordCount\":609,\"commentCount\":2,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-approaches-to-problem-solving\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/04\\\/future-wall.jpg\",\"articleSection\":[\"Advisory Services\",\"Client Relationships\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-approaches-to-problem-solving\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-approaches-to-problem-solving\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/client-relationships\\\/creative-approaches-to-problem-solving\\\/\",\"name\":\"Creative approaches to problem solving - 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