Jennifer Breton, Esq., Author at Think Outside the Tax Box

Jennifer Breton, Esq.

Jennifer Breton is an attorney with a focus on estates and trusts, business transactions, and tax.
Jennifer graduated with an LL.M. (Taxation) and an Estate Planning Certificate from Temple University Beasley School of Law. While at Temple, she won the LL.M. division of the prestigious American Bar Association Law Student Tax Challenge. Jennifer earned a J.D. from Widener University School of Law (where she notably served as the Editor-in-Chief for the Widener Law Review) and a B.A. in Political Science from West Chester University. Jennifer is licensed to practice in Pennsylvania, the United States Tax Court, and the United States Court of Appeals for the Third Circuit.

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Taking Care of Your Business: Estate Planning for Business Owners

You have put blood, sweat, and tears into your business and the hard work has finally paid off. Unfortunately, all the success may result in a significant tax bill for family members and very few resources available to pay it. Without an alternative, your business could end up on the chopping block for a fraction of what it is worth.

It doesn’t have to be that way! Careful estate planning can result in:
1. Minimization of estate taxes
2. Generation of needed liquidity to satisfy estate expenses

Continue reading to learn more!

Summertime Marketing in Your Tax & Accounting Firm

Timalyn Bowens, EA

Tax season is prosperous, summer is dry until extension season. Do you find yourself in that cycle? Clients are “easy” to get during tax season when taxes are top of mind. Then the direct deposits go dry by June, and you are looking for what’s next. Stop the search, you don’t have to add another service. You need better marketing to highlight the service that you offer and specialize in. This will allow you to have a predictable client pipeline. You can do tax preparation, planning, and or representation all year long.

Observations on the House-Passed OBBB

Annette Nellen, CPA, CGMA, Esq.

This article focuses on the OBBB from the House offering a variety of observations to help understand the range of changes, relevance to compliance and planning, process considerations and some unexpected provisions. While the final OBBB will not include all of the House provisions or will modify some of them, there are lessons to learn to understand the tax legislation process and results now and in the future.

Client Retention as a Prospecting Strategy: Turning Current Clients into Referral Sources

Marie Torossian, CPA

In the competitive accounting world, where trust and reliability are paramount, client retention is not just a success metric—it’s a vital strategy for sustainable growth. For Certified Public Accountants (CPAs), accountants, and bookkeepers, maintaining a solid relationship with existing clients can unlock new business opportunities, turning satisfied clients into powerful referral sources.

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