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Blucora announced a partnership with online portfolio advisor Financial Guard to provide Blucoras TaxAct customers with an integrated, automated advisory platform.
December 6 -
The American Institute of CPAs is asking the Internal Revenue Service and the Treasury Department to withdraw and, if necessary, re-propose their rules for the valuation of interests in corporations and partnerships for estate, gift and generation-skipping transfer tax purposes.
December 5 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
December 2 -
Nonprofit accounting and business software provider Blackbaud reported a 20 percent increase in online donations during the annual #GivingTuesday campaign, held this year on November 29.
November 30 -
Some of the wealthiest families in the U.S. are hoping for a $21 billion benefit from President-elect Donald Trump next year.
November 30 -
Key best practices in running a PFP practice
November 28 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
November 26 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
November 22 -
In the aftermath of Donald Trumps election, the American Institute of CPAs has drawn up a list of tax reform priorities for the incoming administration.
November 22 -
The prospects for tax reform in an incoming Trump administration with a Republican-dominated Congress appear more likely, but thats assuming Congress will be able to get over its traditional dysfunction.
November 21

