Benefits August 19, 2026
Column: Collecting Social Security on Your Ex
For example, if you're an ex-spouse, you can legally collect on your former spouse's record if you meet certain conditions.
November 3, 2014
Report Looks at Tax and Financial Planning for Baby Boomers
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
November 2, 2014
4 Tax Reasons that Now is the Time to Convert to a Roth IRA
If you haven’t converted a traditional IRA to a Roth by now, you’re probably never going to do it…right? That’s not necessarily true. In fact, some of your clients who have been sitting on the fence for awhile may be convinced to finally take the leap ...
October 28, 2014
Intuit Introduces New Benefits for Tax Professionals
Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.
October 28, 2014
IRS Offers Spanish Language Info and Videos on Affordable Care Act
The Internal Revenue Service has released several options for Spanish speakers to get information about the tax provisions of the Affordable Care Act. Two recently issued YouTube videos feature IRS Commissioner John Koskinen: Disposición de La ...
October 27, 2014
Tax Pros Offer Tips on Ways Holiday Giving Can Also Earn Tax Benefits
Considering giving a large cash gift to a loved one during the coming holidays? Thinking of making a big donation to charity or buying small gifts for business associates? Such gestures may provide you with your own present next year: a tax deduction.
October 26, 2014
The End of the Year is Near: Take Your Required Minimum Distributions or Face Big Penalties
Should retirees take money out of their qualified retirement plans like 401(k)s and IRAs to help pay for their living expenses? Most retirement-savers in their 70s or older have little choice: Under the federal tax law, they are mandated to make ...
October 24, 2014
U.S. Workers More Aware and Focused on Personal Finances
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.
October 23, 2014
IRS Increases 401k Limitations for 2015
The Internal Revenue Service has released the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.
October 22, 2014
Bill.com Partners with Intuit to Give Benefits to QuickBooks Pro Advisors
Online business payment network Bill.com has partnered with Intuit, the maker of QuickBooks, to offer additional benefits to QuickBooks ProAdvisors.
October 22, 2014
Should Some Businesses Re-Evaluate Their Entity Type because of Obamacare Taxation?
As the dust settles on the first tax season under the new Obamacare laws, many closely held business owners are understanding the impact of the increased Medicare tax on earned income and the new tax on net investment income of high-income individuals.
October 21, 2014
The Tax Benefits of Adopting a Child
Taxpayers who adopt a child do more than open their hearts – they also open their opportunities to take advantage of tax credits.
October 20, 2014
AICPA Urges EEOC to Stop Investigating Accounting Partnership Retirement Practices
In a letter to the Equal Employment Opportunity Commission (EEOC), the American Institute of CPAs (AICPA) has asked commissioners to reject staff appeals to investigate and litigate against accounting firms regarding partner retirement provisions ...