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IRS
New tax law creates confusion about entertainment deductions
Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?
Tax changes throw a new wrinkle in the fee vs. commission debate
Financial advice sometimes is — and isn’t — deductible.
New tax law, new rules: 11 tips for helping clients maximize benefits
A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.
How ‘lump and clump’ can offer clients material tax savings: Kitces
Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.
10 big client tax mistakes that can lead to an audit
Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
Kitces: New pitfalls when deducting mortgage interest
Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.
The ‘nightmare’ of bitcoin tax planning
The tax treatment of bitcoin and its ilk raises major questions.
How to lower your clients' property tax bills: Tax Strategy Scan
Homeowners have fewer options as state and local deductions have been capped under the new law.
IRS pushes back on cryptocurrency investments
Clients may be in the dark about the regulators new rules for taxing digital currencies.
A 'dead' home-equity tax deduction sees new life due to IRS
Borrowers can still use the allowance as long as it’s for home improvements.
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