Hook up corporate and personal financial planning

The pandemic has shaken up numerous barriers to the way accountants operate, including the artificial divide between the company and its owners, writes Tether CEO and founder Richard Bertin for AccountingWEB this month.

“Is remuneration planning about being tax savvy as an accountant? Or should it be about understanding your clients’ personal cashflow needs and planning accordingly?

Is compliance about meeting filing deadlines? Or, should it also be it about making sure your client’s life cover is in trust to mitigate inheritance tax?”

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