November 4, 2014
Thomson Reuters has released a free special report, Record Retention Requirements for Health & Welfare Benefits, to accompany its publication of a second edition book on the topic.
November 3, 2014
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
November 2, 2014
If you haven’t converted a traditional IRA to a Roth by now, you’re probably never going to do it…right? That’s not necessarily true. In fact, some of your clients who have been sitting on the fence for awhile may be convinced to finally take the leap ...
October 28, 2014
Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.
October 28, 2014
The Internal Revenue Service has released several options for Spanish speakers to get information about the tax provisions of the Affordable Care Act. Two recently issued YouTube videos feature IRS Commissioner John Koskinen: Disposición de La ...
October 27, 2014
Considering giving a large cash gift to a loved one during the coming holidays? Thinking of making a big donation to charity or buying small gifts for business associates? Such gestures may provide you with your own present next year: a tax deduction.
October 26, 2014
Should retirees take money out of their qualified retirement plans like 401(k)s and IRAs to help pay for their living expenses? Most retirement-savers in their 70s or older have little choice: Under the federal tax law, they are mandated to make ...
October 24, 2014
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.
October 23, 2014
The Internal Revenue Service has released the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.
October 22, 2014
Online business payment network Bill.com has partnered with Intuit, the maker of QuickBooks, to offer additional benefits to QuickBooks ProAdvisors.
October 22, 2014
As the dust settles on the first tax season under the new Obamacare laws, many closely held business owners are understanding the impact of the increased Medicare tax on earned income and the new tax on net investment income of high-income individuals.
October 21, 2014
Taxpayers who adopt a child do more than open their hearts – they also open their opportunities to take advantage of tax credits.