Advisory April 17, 2026
Building a Tax Practice Clients Rely on All Year
With the digital transformation bringing automation into the tax process, now is the perfect time to transform your tax practice with client advisory services.
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.
September 27, 2012
2012 Review of Professional Tax Planning Systems
Everyone has heard the old Benjamin Franklin quote about the only certain things in life being death and taxes. The certainty of taxes, however, is far more subject than the first.
September 7, 2012
TaxWorks to Offer Client Expense Tracking Tools
RedGear Technologies, known for its TaxWorks professional tax preparation suite, is now offering tools that tax firms can provide to their clients.
May 1, 2012
BNA Software Releases BNA Income Tax Planner Web
BNA Software, a Bloomberg BNA business, recently launched a web version of its BNA Income Tax Planner software.