Taxes October 30, 2025
5 Steps to Make Tax Season Workflow Smoother
Tax season doesn't have to result in a full-blown disaster. With some preparation, you can transform your business's filing season from a stressful event into a walk in the park.
OBBBA Tax Act October 23, 2025
The QBI Tax Deduction for Small Businesses Lives On – OBBBA Tax Law Changes
This is one of the most confusing provisions in the tax code and clients are likely to have plenty of questions. Keep them up to date on the latest developments and offer your services, when needed.
Taxes September 23, 2025
Creating Unexpected Value for Estates and Trusts Through Accelerated Depreciation
While many accounting professionals are familiar with the benefits of a cost segregation study for investment assets acquired during life, fewer recognize the value this tool brings in the context of estate or trust administration.
Marketing September 15, 2025
Firm Marketing: 7 Tax Planning Content Marketing Ideas for Q4
By publishing timely, helpful content, your firm can attract prospects actively searching for answers and build authority in your local market.
Taxes August 5, 2025
Kiddie Tax 101: What Is It, How Does It Work, and Who Has to Pay It?
The kiddie tax was established almost 40 years ago to prevent parents from avoiding taxes by transferring large gifts of investment assets to their children.
Taxes June 28, 2023
AICPA Recommends Changes to IRS Form 706-GS (D-1)
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
Understanding Estate Planning Will Help Cut Your Tax Liability
By employing effective estate and tax strategies, business owners can optimize their financial legacies and minimize tax hurdles.
Taxes June 20, 2023
Democrats’ Latest Child Tax Credit Plan Pushes Bonus for Babies
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
Most Small Business Owners Don’t Want Their Kids to Inherit and Run Their Business
Among parents, nearly all (94%) want their children to forge their own path, rather than follow in their footsteps.
Taxes April 21, 2023
AICPA Recommends Improvements to Regulations on Section 645, Election to Treat Trust as Part of an Estate
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
How to Salvage a Partial Home Sale Exclusion
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
Corvee to Sponsor and Attend Digital CPA 2022
This conference has been a resource for over a decade for accounting professionals interested in learning about the latest ...