Advisory September 17, 2026 Sponsored
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
September 18, 2026
September 17, 2026
September 16, 2026
Accounting July 20, 2023
The Community Collaboration Day saw the Centri team donate 637 hours of time and over $20,000 to local nonprofits across the company’s footprint in Boston, Denver, New York City, Philadelphia, Raleigh, Tampa and Tysons Corner.
Taxes July 19, 2023
The Problem Solvers Caucus, a group of GOP and Democratic lawmakers, plans to work on issues associated with the credit.
Taxes July 19, 2023
What are the tax consequences regarding a home sale if you and your spouse split up or divorce?
Payroll July 19, 2023
Previously, any money that grandparents gave a grandchild for college had to be reported as student untaxed income on the FAFSA, potentially lowering the student’s eligibility for financial aid.
Taxes July 18, 2023
Over the past 60 years, in times of adverse economic cycles, sales taxes have provided a more resilient method of funding relative to income and property taxes.
Small Business July 18, 2023
Is shipping taxable? Just as there’s no one way to get products into the hands of customers, there’s no one way to tax delivery charges: Taxability varies by state and is influenced by the delivery method.
Taxes July 17, 2023
A frivolous claim is one that is used to support an unreasonable entry on your returns or the failure to file a return. Numerous such claims have been shot down by the IRS, as well as the courts, in recent years.
Taxes July 13, 2023
This marks the eighth year that the Security Summit partners have worked to raise awareness about these issues through the "Protect Your Clients; Protect Yourself" campaign.
Accounting Technology Lab Podcast July 12, 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss the pros and cons, as well as the technologies and liabilities, of outsourcing tax and accounting tasking.
Taxes July 12, 2023
The Internal Revenue Code includes several tax strategies that may help your clients better prepare for the potential costs of long-term care—here are three to consider.
Small Business July 12, 2023
Because registering in multiple states is time-consuming and requires numerous compliance deadlines, most companies employ a third-party formation service to ensure they stay on the right side of the law.
Accounting July 12, 2023
This integration enables users to print and automatically route documents like tax returns from UltraTax CS directly to the correct folder in SmartVault.