Technology June 23, 2026
Taxfyle Launches Plan, an AI-Native Tax Strategy Platform Built to Streamline RIA Tax Planning Workflow
Plan transforms tax planning from a manual, time-intensive process into an AI-driven workflow.
September 8, 2013
Income Tax Planning Takes More than a Magic 8-Ball
On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”
August 29, 2013
2013 Review of Thomson Reuters Planner CS
Best Fit: Firms using the Thomson Reuters CS Professional Suite that can benefit from the integration between Planner CS and the suite’s tax preparation and document management products. Strengths Capable to producing projections for an unlimited number of years Integration with several components of the CS Professional Suite Many options for customizing reports and graphs...…
August 29, 2013
2013 Review of CCH ProSystem fx Planning
Best Fit: Firms using other components of the ProSystem fx Suite or CCH Axcess Tax that take advantage of the direct integration. Strengths Imports tax data from ProSystem fx Tax and CCH Axcess Tax The license allows for an unlimited number of users at a firm location Interactive tutorial and ample help resources Potential Limitations...…
August 29, 2013
2013 Review of Intuit Lacerte Tax Planner
Best Fit: While firms using Lacerte Tax and DMS will benefit with the direct integration, it may also be considered as a standalone product because it is easy to use and a lower cost alternative than the products reviewed. Strengths User-friendly interface similar to that of the tax program. Easily imports client tax data from...…
July 14, 2013
2013 Tax Planning Guide released
Thomson Reuters has released, under its PDI Global brand, the 2013 edition of its annual Tax Planning Guide.
April 2, 2013
Legislators in Maine shoot down capital gains tax cut, forward increase to raise earned income credit
Maine House rejects capital gains tax cut, backs bill to hike earned income credit.
February 14, 2013
Ohio Governor wants tax on newspapers
Ohio Gov. John Kasich's new tax overhaul plan, which includes expanding sales taxes to services like tax preparation, accounting and legal services, would also apply sales taxes to newspapers.
January 31, 2013
Estate planning after the fiscal cliff: Top 10 Steps
Top-rated trusts and estates law firm offers guidance on new tax laws, ways to remain protected in 2013 and beyond
January 28, 2013
New Year, New Law, New Long-Term Plan
Illinois CPA Explains How the Fiscal Cliff Deal Can Help with Long-Term Planning
November 8, 2012
Advice on Post-Election Tax Planning Ideas
Toni Nitti, a CPA and tax partner at WithumSmith+Brown, is a contributor to Forbes, and has offered several tips for tax planning now that we know the results of the Presidential election.
November 1, 2012
2012 Review of TaxWorks Tax Planner
RedGear Technologies — TaxWorks Tax Planner800-230-2322www.taxworks.com From the October 2012 review of professional tax planning systems. Best Fit: Small tax-focused practices using TaxWorks who want an integrated tax estimation and scenario testing tool that can help clients prepare for potential liability changes. Strengths:• User friendly interface• Adjustable inflation projections• Affordable price-point• Direct integration with TaxWorks...…
October 30, 2012
The Artistic Side of Tax Compliance: Planning
Are you or your clients suffering from "intaxication?" Understanding the tax code is hard and the penalties can be severe. But a good tax professional can help prepare and even reduce your taxes, if you consult with them before the end of the year.