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Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.January 21
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Adjusting a federal income tax return depends on personal tax circumstances, “such as the materiality of the error,” an expert says.December 17
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To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.December 17
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Clients who have yet to make withholding adjustments to cover their tax liability still have time to avoid the extra burden.December 10
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Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategiesDecember 9
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Moving to a lower-tax state is more attractive than ever with the $10,000 cap on state tax deductions.November 26
PrincipalPKF O'Connor Davies LLP
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Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.November 20
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More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.November 13
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Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”November 12
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Funding a Roth account, for example, may not offer upfront tax deductions, but withdrawals are tax-free.November 5
