{"id":25981,"date":"2022-06-28T08:00:15","date_gmt":"2022-06-28T13:00:15","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=25981"},"modified":"2022-06-23T08:04:46","modified_gmt":"2022-06-23T13:04:46","slug":"tax-strategies-to-implement-now","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/","title":{"rendered":"4 tax strategies to implement now"},"content":{"rendered":"

When it comes to assisting your clients, there are important measures to take to ensure they are set up for success. Often, when you discuss tax returns, you are talking about their finances from the previous year. It’s important to close that door and start fresh in the year to come, including how they can best invest, save, and contribute their money.<\/p>\n

Below, we discuss four tax strategies to implement now, and the benefits of offering advisory services<\/a> to your clients.<\/p>\n

#1: Contribute to an IRA<\/h2>\n

There are so many opportunities that come along with contributing to an IRA depending on how much your clients have spent, as well as if it’s deductible. No matter the circumstances, contributing to an IRA can increase and build the wealth of your clients.<\/p>\n

When laying out the facts on whether they should contribute, ensure you are focusing on their unique case. Share pros and cons, forecasts, and the wealth they could build from it. It’s important to have in-depth discussions on where they see their financial future and how you can make sure they get there.<\/p>\n

#2: Know the benefits of an Health Savings Account<\/h2>\n

When discussing a Health Savings Account (HSA) contribution, it’s essential to understand the plan your clients get from their employer. Does it have a high deductible? Low? Non-existent? Once you establish that, you can guide them through the smart options of contributing inside or outside of work.<\/p>\n

If they choose to move forward, they can use it to contribute extra to lower their tax bill on what they owe the IRS, and the results could even lead to a tax refund. Remember, clients come to you for expert advice, so once you map out their options, walk them through what each one will look like to help them choose their best course of action.<\/p>\n

#3: Contribute wisely<\/h2>\n

If your clients are in a lower income bracket and have the funds to contribute to an IRA, they can increase the availability of what they have for earned income credit. This can go a long way for clients who depend on you for important advice, and it can also help them financially in the long run.<\/p>\n

#4: Advise on the future<\/h2>\n

Most clients live in a world where they measure their finances by their yearly tax return. This is the time to change that. Start talking about the future and showcase plans on how you aim to get them there.<\/p>\n

Bridge the gap between the yearly tax conversation, and start a quarterly check-in where you can advise them on so much more than tax returns. Once you start implementing advisory services, you can start posing questions including, \u201cYou are doing really well, let’s talk about retirement,\u201d and \u201cHow about we get more money in your 401K and max it out, especially if your company has matching capabilities?\u201d At the end of the day, it’s important to remember you are the expert and have the ability to assist your clients in growing their wealth. Look at what is available based on their tax situation, make sure to look at it holistically for each client, and provide a specified plan for them.<\/p>\n

Editor’s note:<\/strong> You can hear from Robin and Jasen, find more resources, and learn about tax strategies on a recent episode<\/a> of Intuit\u2019s AccounTrends. This article was originally published by the CPA Practice Advisor<\/em><\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Gain some ground on delivery advisory services to your clients by helping them follow these four tax strategies.<\/p>\n","protected":false},"author":144649016,"featured_media":25985,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":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":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","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,"jetpack_post_was_ever_published":false},"categories":[509474089],"tags":[646041849],"intuit_collection":[],"intuit_series":[],"coauthors":[646041811,509474208],"class_list":["post-25981","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-law-and-news","tag-accountrends"],"header_image":"","yoast_head":"\n4 Tax Strategies to Implement Now<\/title>\n<meta name=\"description\" content=\"From IRA contributions to HSA optimization, these 4 tax strategies help tax professionals move from compliance to advisory conversations that build client wealth.\" \/>\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\/tax-law-and-news\/tax-strategies-to-implement-now\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"4 tax strategies to implement now - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"From IRA contributions to HSA optimization, these 4 tax strategies help tax professionals move from compliance to advisory conversations that build client wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/\" \/>\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=\"2022-06-28T13:00:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Tax-Strategies.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Robin Gervais, EA, NTPI Fellow, Jasen Stine\" \/>\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=\"Robin Gervais, EA, NTPI Fellow, Jasen Stine\" \/>\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:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/\"},\"author\":{\"name\":\"Robin Gervais, EA, NTPI Fellow\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/b78bcb731496604c1f45e78ef23a92b3\"},\"headline\":\"4 tax strategies to implement now\",\"datePublished\":\"2022-06-28T13:00:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/\"},\"wordCount\":573,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/Tax-Strategies.jpg\",\"keywords\":[\"accountrends\"],\"articleSection\":[\"Tax Law and News\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/\",\"name\":\"4 Tax Strategies to Implement Now\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/Tax-Strategies.jpg\",\"datePublished\":\"2022-06-28T13:00:15+00:00\",\"description\":\"From IRA contributions to HSA optimization, these 4 tax strategies help tax professionals move from compliance to advisory conversations that build client wealth.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/Tax-Strategies.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/Tax-Strategies.jpg\",\"width\":700,\"height\":381,\"caption\":\"Tax Strategies\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/tax-strategies-to-implement-now\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"4 tax strategies to implement now\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/b78bcb731496604c1f45e78ef23a92b3\",\"name\":\"Robin Gervais, EA, NTPI Fellow\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/204e2ca101c70af8d67a72e4f9d52554320bc9e5b7c6baa87e5fd4e05be55680?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/204e2ca101c70af8d67a72e4f9d52554320bc9e5b7c6baa87e5fd4e05be55680?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/204e2ca101c70af8d67a72e4f9d52554320bc9e5b7c6baa87e5fd4e05be55680?s=96&d=identicon&r=g\",\"caption\":\"Robin Gervais, EA, NTPI Fellow\"},\"description\":\"Robin Gervais is an EA, NTPI Fellow, and a manager at Intuit\u00ae. She uses her tax and business expertise in her role as a tax pro instructor and QuickBooks ProAdvisor\u00ae. Gervais also owns a small tax practice, Family Tax Solutions.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/robingervaistax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"4 Tax Strategies to Implement Now","description":"From IRA contributions to HSA optimization, these 4 tax strategies help tax professionals move from compliance to advisory conversations that build client wealth.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/","og_locale":"en_US","og_type":"article","og_title":"4 tax strategies to implement now - Tax Pro Center | Intuit","og_description":"From IRA contributions to HSA optimization, these 4 tax strategies help tax professionals move from compliance to advisory conversations that build client wealth.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2022-06-28T13:00:15+00:00","og_image":[{"width":700,"height":381,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Tax-Strategies.jpg","type":"image\/jpeg"}],"author":"Robin Gervais, EA, NTPI Fellow, Jasen Stine","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Robin Gervais, EA, NTPI Fellow, Jasen Stine","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/"},"author":{"name":"Robin Gervais, EA, NTPI Fellow","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b78bcb731496604c1f45e78ef23a92b3"},"headline":"4 tax strategies to implement now","datePublished":"2022-06-28T13:00:15+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/"},"wordCount":573,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/06\/Tax-Strategies.jpg","keywords":["accountrends"],"articleSection":["Tax Law and News"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/","name":"4 Tax Strategies to Implement Now","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/06\/Tax-Strategies.jpg","datePublished":"2022-06-28T13:00:15+00:00","description":"From IRA contributions to HSA optimization, these 4 tax strategies help tax professionals move from compliance to advisory conversations that build client wealth.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/06\/Tax-Strategies.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/06\/Tax-Strategies.jpg","width":700,"height":381,"caption":"Tax Strategies"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-strategies-to-implement-now\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"4 tax strategies to implement now"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/b78bcb731496604c1f45e78ef23a92b3","name":"Robin Gervais, EA, NTPI Fellow","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/204e2ca101c70af8d67a72e4f9d52554320bc9e5b7c6baa87e5fd4e05be55680?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/204e2ca101c70af8d67a72e4f9d52554320bc9e5b7c6baa87e5fd4e05be55680?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/204e2ca101c70af8d67a72e4f9d52554320bc9e5b7c6baa87e5fd4e05be55680?s=96&d=identicon&r=g","caption":"Robin Gervais, EA, NTPI Fellow"},"description":"Robin Gervais is an EA, NTPI Fellow, and a manager at Intuit\u00ae. She uses her tax and business expertise in her role as a tax pro instructor and QuickBooks ProAdvisor\u00ae. Gervais also owns a small tax practice, Family Tax Solutions.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/robingervaistax\/"}]}},"jetpack_publicize_connections":[],"jetpack_shortlink":"https:\/\/wp.me\/pazjGh-6L3","jetpack-related-posts":[{"id":5336,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/year-end-tax-tips-for-your-clients-who-are-retired\/","url_meta":{"origin":25981,"position":0},"title":"Year-End Tax Tips for Your Clients Who Are Retired","author":"David S. Oransky, CPA\/PFS, CFP, RLP","date":"December 14, 2016","format":false,"excerpt":"Whether taking advantage of senior discounts at popular stores or enjoying happy hour specials with friends, retirees are astute at maximizing their money. As the end of the year is rapidly approaching, it\u2019s also important for retirees to examine opportunities to reduce their tax bill. Here are some of the\u2026","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"Tax clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":2105,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-tips-and-tricks-using-iras\/","url_meta":{"origin":25981,"position":1},"title":"Tax Tips and Tricks Using IRAs","author":"T. Steel Rose, CPA, CPA Magazine","date":"April 7, 2016","format":false,"excerpt":"Most tax decisions must be made prior to year-end each year. One important exception for clients to know is that the filing deadline for Individual Retirement Account (IRA) contributions falls on the same day as tax day. Tax day is normally April 15, but this year, taxpayers and preparers get\u2026","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/nest-egg1.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/nest-egg1.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/nest-egg1.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":27615,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/backdoor-retirement-strategies-and-tax-implications\/","url_meta":{"origin":25981,"position":2},"title":"Backdoor retirement strategies and tax implications","author":"Scott Cytron","date":"June 2, 2026","format":false,"excerpt":"Help your clients with retirement planning by considering these two strategies from Laurence Sarner, EA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Back door retirement strategies","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/01\/Back-door-retirement-strategies.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/01\/Back-door-retirement-strategies.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/01\/Back-door-retirement-strategies.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/01\/Back-door-retirement-strategies.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/01\/Back-door-retirement-strategies.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/01\/Back-door-retirement-strategies.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":31224,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/individual-year-end-planning-tips\/","url_meta":{"origin":25981,"position":3},"title":"Individual year-end planning tips","author":"Scott Cytron","date":"October 20, 2023","format":false,"excerpt":"Get a summary of key individual year-end tax planning tips, and be sure to share these tips with your clients.","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"Individual year-end planning tips","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Individual-year-end-planning-tips-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Individual-year-end-planning-tips-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Individual-year-end-planning-tips-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Individual-year-end-planning-tips-copy.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Individual-year-end-planning-tips-copy.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Individual-year-end-planning-tips-copy.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":15773,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-planning-opportunities-in-estate-planning\/","url_meta":{"origin":25981,"position":4},"title":"Tax planning opportunities in estate planning","author":"Jim Buffington, CPA","date":"May 6, 2019","format":false,"excerpt":"Increase your client base service by adding estate planning services to your practice; here are some tips on how to do that in light of tax reform.","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"tax reform for families","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/family-with-baby-e1535552328389.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/family-with-baby-e1535552328389.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/family-with-baby-e1535552328389.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":4943,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/5-end-of-year-tax-planning-tips-for-clients\/","url_meta":{"origin":25981,"position":5},"title":"5 End-of-Year Tax Planning Tips for Clients","author":"Andrew Poulos, EA, ABA, ATP","date":"November 15, 2016","format":false,"excerpt":"It seems like we just started 2016 \u2013 and finished tax year 2015 returns \u2013 and here we are, once again, getting ready for the holidays. As we approach the end of the year, we often begin to think of tax planning strategies we can use to help lower our\u2026","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Tax-Strategies.jpg","_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/25981","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/144649016"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=25981"}],"version-history":[{"count":4,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/25981\/revisions"}],"predecessor-version":[{"id":25987,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/25981\/revisions\/25987"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/25985"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=25981"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=25981"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=25981"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=25981"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=25981"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=25981"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}