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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
January 9 -
The District Court for the Southern District of Ohio has upheld the Internal Revenue Services imposition of penalties totaling more than $1 million on an estate that failed to file its estate tax return on a timely basis and timely pay the estate tax it owed even though the estate attorney was battling cancer and lost her license to practice law..
January 8 -
The NII Tax may take some of your clients by surprise this year.
January 5 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
January 2 -
What makes a successful financial planner?
January 1 -
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The Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity.
December 23 -
ADP vice president Chris Augelli discusses the value and services that accountants can offer their business clients around company retirement plans.
December 22
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Naming a trust as an IRA beneficiary may offer many benefits. If drafted properly, a trust can protect the account from creditors and reduce the risk that money will be mishandled.
December 17 -
The American Institute of CPAs Employee Benefit Plan Audit Quality Center has released an advisory document on the importance of hiring a quality auditor to perform employee benefit plan financial statement audits, along information to help select a quality auditor.
December 3
