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 10, 2015
2015 Review of Thomson Reuters Tax Planner CS
Planner CS is part of the CS Professional Suite of tax products from Thomson Reuters. Part of the CS Professional Suite of tax, accounting and practice management applications. Planner CS offers full integration with other Thomson Reuters while also ...
September 10, 2015
2015 Review of CCH ProSystem fx Planning
ProSystem fx Planning is part of the ProSystem fx Suite of products from CCH. ProSystem fx Planning integrates with other CCH tax products. ProSystem fx Planning can also be used as a stand-alone product. While not currently available as an online ...
September 10, 2015
2015 Review of BNA Income Tax Planner
BNA’s Tax Planner is available as either a desktop product or as web-based software, which is hosted by Bloomberg BNA. BNA’s user interface has a menu bar at the top of the screen that offers access to various program functions.
September 10, 2015
2015 Review of Drake Tax Planner
Drake Tax Planner is a good fit for firms that have less complicated tax planning needs. Designed for both individuals who wish to map out their own tax plan, as well as firms providing tax planning services, the product offers straightforward tax ...
September 9, 2015
Tax Planning Helps Bring Strategy to Tax Season – 2015 Review of Tax Planning Systems
With over 50 tax provisions on the table to be extended through the end of 2016, it’s definitely not too early to begin planning scenarios on how those provisions, if passed, will affect your client’s tax liability.
September 9, 2015
2015 Review of Intuit Lacerte Tax Planner
Ideal for small to mid-sized firms, Lacerte Tax Planner, from Intuit, offers an easy to use tax planning product that is well suited for those looking for a stand-alone product, as well as those wishing to integrate with other Intuit financial products.
August 13, 2015
Guide to Wealth Transfer Planning Highlights Estate Planning
Thomson Reuters has released of a special report, Estate Planning Portability is a Game-Change for Married Couples, to guide estate planners on the application of the portability provision, which allows a surviving spouse to inherit the deceased ...
July 29, 2015
Introduction to Tax Planning for Profit
“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results.
March 23, 2015
AICPA Urges IRS to Offer Estate Tax Portability Relief for Surviving Spouses
The AICPA has submitted a letter on March 19 to the Internal Revenue Service (IRS) and the Department of the Treasury recommending relief for surviving spouses who would like to elect portability of their deceased spouse’s unused estate tax exemption.
February 27, 2015
Why the “Angel of Death” Tax Loophole Will Remain Alive and Well
During his recent State of the Union Address, President Obama outlined his proposal to change several key provisions of the Internal Revenue Code. Specifically, the President advocated for the elimination of the basis step‐up that occurs at an individual’
February 10, 2015
CFOs Worry that Disclosure of Tax Planning Damages Reputation
More than three-fourths of public company CFOs say that exposure to the public of corporate tax planning has a detrimental impact on their reputation, according to the latest annual global survey of multinational CFOs conducted by Taxand, a global organiz
January 9, 2015
Printable 2014 IRS Form 1041 – U.S. Income Tax Return for Estates and Trusts – For Filing in 2015
Printable 2014 IRS Form 1041 - U.S. Income Tax Return for Estates and Trusts - For Filing in 2015