Tax Planning

 W-2G Software : Reporting Gambling Winnings

February 26, 2019 

W-2G Software : Reporting Gambling Winnings

Winnings from any type of gambling is considered to be taxable income, and must be reported to the IRS using Form W-2G.  While that may seem like a straightforward aspect of the tax code, the reporting and withholding rules all depend on the type of gambling involved and the amounts that are won.  Those entities...…

 W-2G Software : Reporting Gambling Winnings

February 26, 2019 

W-2G Software : Reporting Gambling Winnings

Winnings from any type of gambling is considered to be taxable income, and must be reported to the IRS using Form W-2G.  While that may seem like a straightforward aspect of the tax code, the reporting and withholding rules all depend on the type of gambling involved and the amounts that are won.  Those entities...…

 2015 Review of Thomson Reuters Tax Planner CS

September 10, 2015 

2015 Review of Thomson Reuters Tax Planner CS

Planner CS is part of the CS Professional Suite of tax products from Thomson Reuters. Part of the CS Professional Suite of tax, accounting and practice management applications. Planner CS offers full integration with other Thomson Reuters while also ...

Mary Girsch-Bock

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September 10, 2015 

2015 Review of CCH ProSystem fx Planning

ProSystem fx Planning is part of the ProSystem fx Suite of products from CCH. ProSystem fx Planning integrates with other CCH tax products. ProSystem fx Planning can also be used as a stand-alone product. While not currently available as an online ...

Mary Girsch-Bock

 2015 Review of BNA Income Tax Planner

September 10, 2015 

2015 Review of BNA Income Tax Planner

BNA’s Tax Planner is available as either a desktop product or as web-based software, which is hosted by Bloomberg BNA. BNA’s user interface has a menu bar at the top of the screen that offers access to various program functions.

Mary Girsch-Bock

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September 10, 2015 

2015 Review of Drake Tax Planner

Drake Tax Planner is a good fit for firms that have less complicated tax planning needs. Designed for both individuals who wish to map out their own tax plan, as well as firms providing tax planning services, the product offers straightforward tax ...

Mary Girsch-Bock

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September 9, 2015 

2015 Review of Intuit Lacerte Tax Planner

Ideal for small to mid-sized firms, Lacerte Tax Planner, from Intuit, offers an easy to use tax planning product that is well suited for those looking for a stand-alone product, as well as those wishing to integrate with other Intuit financial products.

Mary Girsch-Bock

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April 8, 2015 

Drake Tax Planner

Free with Drake Software, the Tax Planner allows you to add revenue by providing another service to clients, and helps them make the right decisions in an increasingly complex tax environment. Most financial decisions today directly affect a client’s ...

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December 5, 2014 

2014 Review of Thomson Reuters Checkpoint

Checkpoint is the online tax and accounting research solution offered by Thomson Reuters. Its most recent search enhancement, Intuitive Search, returns the most relevant results after recognizing whether a user has entered Terms & Connectors, a ...

Dustin Wheeler

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December 5, 2014 

2014 Review of CCH IntelliConnect

Wolters Kluwer, CCH provides tax and accounting professionals with a versatile web-based research product line called IntelliConnect accessible through web browsers and mobile apps.

Dustin Wheeler