Benefits May 29, 2026
Don’t Forget About Tax on Social Security Benefits
Seniors can lower their PI via capital losses, annuities, growth stocks, life insurance, or IRA contributions.
January 6, 2015
Tax Outlook for 2015 is Not So Clear
What’s the projected tax forecast for 2015? Currently, it appears to be cloudy with a chance of tax reform. But keep in mind that the climate for significant tax change is usually unpredictable.
January 5, 2015
IRS Circular E, Publication 15 – Printable 2015 Employers Tax Guide (PDF)
Printable IRS Employers Tax Guide.
January 5, 2015
6 Common Income Tax Myths
While millions of American taxpayers wait for their W-2, 1099 and other important tax documents to arrive in the mail, their thoughts turn to the often-dreaded prospect of filing their 2014 tax returns.
January 5, 2015
New Report Looks at 2014 Income Tax Changes and New Savings Accounts for Disabled Americans
Thomson Reuters Checkpoint has released a new special report, Tax Increase Prevention Act of 2014 Extends Many Tax Breaks Through 2014 and Provides for New Tax-Favored “ABLE” Accounts for Disabled Individuals. The report looks at the year-end tax package
January 2, 2015
When to Expect a 2015 Income Tax Refund from the IRS
It's almost that time of year again... Tax season. And one of the top-searched questions each new year, at least until around April 15, is "When can I expect my income tax refund?"
January 1, 2015
Taxpayers with an IRA Account Can Still Cut 2014 Income Taxes
The year 2014 may be officially in the past, but there's still time for many Americans to gain notable tax savings.
December 29, 2014
IRS Says Income Tax Season to Start January 20
Following the passage of the extenders legislation, the Internal Revenue Service announced today it anticipates opening the 2015 filing season as scheduled in January.
December 26, 2014
Tuition Tax Deductions: There’s Still Time for One More 2014 Tax Break
For parents who have children in college, or for the students themselves, there may be at least one more check you should send out before the end of the year: the tuition payment for the upcoming semester. By paying this bill before 2015, you may ...
December 26, 2014
The Tax Benefits of Buying a New Car Before the End of the Year
Under the new tax law signed by the president on December 19, taxpayers can claim an optional tax deduction on their personal 2014 returns for state sales tax paid this year. And the sales tax you pay on a vehicle – usually, a significant amount – may ...
December 26, 2014
Last Chance for Tax Exempt IRA-to-Charity Transfers
The time for clients to take required minimum distributions from their IRAs is rapidly dwindling. They have until December 31, 2014 to arrange for an RMD for the 2014 tax year. Otherwise, they could be slapped with a stiff tax penalty.
December 19, 2014
Top 5 Fraud Predictions for 2015
Technology will give fraudsters an edge in 2015, but it will also provide new tools for organizations and investigators, according to three experts from the Association of Certified Fraud Examiners (ACFE) who were asked for their top fraud predictions ...
December 18, 2014
Report Offers Complete Analysis of the Tax Increase Prevention Act of 2014
Thomson Reuters Checkpoint has released RIA’s Complete Analysis of the Tax and ERISA Provisions of the Tax Increase Prevention Act of 2014, the Achieving a Better Life Experience Act of 2014, the 2015 Continuing Appropriations Act, and Other Acts of the 1