November 5, 2014
When advising clients about important financial decisions, tax advisors have a tremendous responsibility to think about all aspects of transaction in the context of a client’s specific situation.
November 5, 2014
Year-end planning and preparation for your clients is crucial. With holidays and deadlines fast approaching, payroll practitioners want to work with their clients to ensure they meet all year-end deadline
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 30, 2014
The Internal Revenue Service has released annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes. The result is that many tax deductions and credits may be even more attractive in 2014.
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 IRS is failing to provide personal identity numbers to all taxpayers who are the victims of tax-related identity theft, according to a report publicly released today by the Treasury Inspector General for Tax Administration ...
October 28, 2014
So what is the key to succeeding this tax season? Marketing – and lots of it. But marketing alone isn’t enough; you have to market well…
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
If tax processing systems are not properly integrated to deliver filing season functionality, taxpayers may be unable to timely file returns, receive refunds, or obtain timely, accurate customer service.
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 23, 2014
The American Institute of CPAs (AICPA) has named Troy K. Lewis, CPA, CGMA chairman of its Tax Executive Committee.