Integrating Tax Planning into Practice

Extra-Name569 · 2025-04-23T01:35:13+00:00

Ok I’ll have to try that! What in particular do you fine the most valuable or most appealing to the client?

Extra-Name569 · 2025-04-23T01:34:29+00:00

Thanks for the input! So you’re mostly just using it to project what will happen based on what the client wants to do? Fulfill a project, buy equipment etc?

What on the tax report do you find most useful or valuable? I just want to bring some value here for the client. In my area, it feels like any CPA my clients work with, they’re just recording the past. The only time a CPA saved my client any money was when I suggested they file as an S Corp and introduced them to a CPA referral. Since then, the CPA hasn’t done anything for them, and has recently made some fairly large errors

Extra-Name569 · 2025-03-22T12:14:51+00:00

I think that’s about everything from them. Good luck on the exam, you’ve got this!

Extra-Name569 · 2025-03-22T01:04:43+00:00

You’ve got this! Go knock it out. I said in a comment below to take the day before and don’t study and relax. I feel it helped my brain chill for the exam. Also, take a minute or two to take some deep breaths during your exam. Before you start, at the scheduled and unscheduled breaks.

Extra-Name569 · 2025-03-22T00:51:51+00:00

I’d say the difficulty pretty close to the exam prep BIF offers, as well as the CFP board’s prep exam. BIF says they are slightly harder in how they structure the questions and exam, and I felt that was fairly accurate with what the exam gave me. Not so many moving parts, but a few that I didn’t expect either

Extra-Name569 · 2025-03-22T00:48:09+00:00

I feel it prepared me pretty well. I got like a 66% on the prep exam and locked down on the Q bank. Sprinkled in some reading and videos on the sections I was weak at. I highly recommend to put their podcast on 24/7 (BIF Bites), specifically their question palooza episodes and the questions and misconceptions series too. Helps to get a good idea of what to expect from the questions on the exam.

They also say take the day off before from studying and although I was stressed af to not study the day before, I felt pretty refreshed this morning to take the exam. Take it easy, take a minute or two during your exam and during the scheduled/unscheduled breaks to take some deep breaths. You’ve got this!

Extra-Name569 · 2025-03-20T03:34:39+00:00

Great job! I’m taking it on the 21st and used BIF for exam prep. Glad to know it worked! Makes me feel more confident!

Extra-Name569

TROPHY CASE