Tax Planning March 18, 2025
You will die one day. What if it happens before you retire? CPAs should have a formal succession plan that addresses how the sale or termination of the practice (retirement, incapacity, or death) will be handled.
February 15, 2025
February 6, 2025
February 3, 2025
December 26, 2024
Taxes October 25, 2023
Keep this tax break in your hip pocket as the year winds down.
Taxes June 28, 2023
Form 706-GS(D-1) is used by trustees to report certain distributions from a trust that are subject to the generation-skipping transfer tax (GSTT).
Taxes June 21, 2023
By employing effective estate and tax strategies, business owners can optimize their financial legacies and minimize tax hurdles.
Taxes June 20, 2023
House Democrats’ latest proposal to expand the child tax credit includes a new feature: a $2,000 payment for newborn babies.
Small Business June 20, 2023
Among parents, nearly all (94%) want their children to forge their own path, rather than follow in their footsteps.
Taxes April 21, 2023
TD 9032 describes the procedures and requirements for making an election to have certain revocable trusts treated and taxed as part of an estate.
Taxes November 29, 2022
Under the current rules, a short-term gain on property held for a year or less is taxed at ordinary income rates topping out at 37%.
Taxes November 29, 2022
This conference has been a resource for over a decade for accounting professionals interested in learning about the latest ...
October 26, 2022
The tax planning strategy library is ever-growing as the Corvee team of tax experts continues to analyze the tax code for tax-saving opportunities.
August 13, 2022
The AICPA expressed several concerns with proposals that could be included in future tax legislation. Comments submitted address the following proposals:
June 24, 2021
CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...
June 9, 2021
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...