Advisory

smart money savings 1  54919fbf61ecd

March 12, 2015 

New ABLE Accounts Offer Tax-Free Savings for Disabled Americans

An ABLE account will work pretty much like a Section 529 plan account for higher education expenses. In fact, the accounts are authorized by Section 529A of the tax code. After you establish the account and contribute to it, any earnings inside ...

IRS-building1

March 10, 2015 

IRS Looking for Volunteers for Taxpayer Advocacy Panel

The Internal Revenue Service says it is seeking civic-minded volunteers to serve on the Taxpayer Advocacy Panel (TAP), a federal advisory committee that listens to taxpayers, identifies major taxpayer concerns and makes recommendations for improving IRS s

investmentplanning_10597782

March 5, 2015 

How to Increase an Investment Interest Deduction

It’s rare when tax return preparers advise their clients to look a gift horse in the mouth. But it might happen when a taxpayer is affected by the limits for deducting investment interest expenses. Depending on the situation, it may make sense to elect preferential tax treatment for certain long-term capital gains or qualified dividends...…

bigstock long term care word cloud conc 46896784 1  54f866753f0ff

March 5, 2015 

3 Tips for Personal Finances and Long Term Care

People pondering their retirement years often conjure images of spending more time on a favorite pastime or traveling around the country or the world. Health concerns can intrude on those idyllic scenes, though, not only affecting enjoyment of life but...

logo plante moran 1  54f8639395957

March 5, 2015 

Accounting Firm Plante Moran Named to Fortune List

Plante Moran, one of the nation’s largest certified public accounting and business advisory firms, has been named to FORTUNE Magazine’s list of “100 Best Companies to Work For” for the 17th consecutive year.

TaxpayerAdvocateServiceLogo 1  54e617510079f

February 19, 2015 

New Taxpayer Advocacy Panel Members Announced

29 people have been nominated to serve on the nationwide Taxpayer Advocacy Panel (TAP). The TAP is a federal advisory committee charged with providing taxpayer suggestions to improve IRS customer service.