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The service offers some do’s and don’ts for taxpayers who get a frightening envelope.
June 26 -
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Clients should not only check the fees, but also compare their after-tax returns.
June 5 -
Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.
May 29 -
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
May 25 -
There are only two ways to transfer IRA assets tax free in a divorce proceeding.
May 15 -
One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.
May 8 -
CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
May 4 -
The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.
May 4 -
Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
May 3
Rackemann, Sawyer & Brewster -
A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.
April 27 -
Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?
April 24 -
Financial advice sometimes is — and isn’t — deductible.
April 23 -
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.
April 19 -
Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.
April 13 -
Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
April 9 -
Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.
April 8 -
The tax treatment of bitcoin and its ilk raises major questions.
April 3 -
Homeowners have fewer options as state and local deductions have been capped under the new law.
April 3 -
Clients may be in the dark about the regulators new rules for taxing digital currencies.
March 23

























