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Michael Sonnenblick of Thomson Reuters discusses how tax loss harvesting can help investors save on taxes, along with some of the risks.

As the calendar year—and for many companies, the financial year—draws to a close, accountants are gearing up for or holding what can feel like a gauntlet of meetings with business owners to begin preparing financial statements and tax returns.

Armanino LLP has expanded its presence in Southern California by merging in LaRue, Corrigan, McCormick & Teasdale.

The Internal Revenue Service has issued a notice that provides guidance on the Supreme Court’s decision in the Obergefell same-sex marriage case to retirement plans, along with health and welfare plans.

Bergman, Schraier & Co., P.C. has agreed to merge into Brown Smith Wallace in Creve Coeur, Mo., effective Jan. 1, 2016.

The Information Technology Alliance announced the newest members to its independent membership organization of mid-market technology professionals, consultants and product and service providers.

The Governmental Accounting Standards Board has issued new guidance on its pension accounting standards to help state and local governments that participate in some private or federally sponsored multiple-employer defined benefit pension plans, such as Taft-Hartley plans and plans with similar characteristics.

Sen. Pat Roberts, R-Kan., has introduced a bill to block a proposed regulation from the Internal Revenue Service and the Treasury Department that would give nonprofits the option of asking donors for their Social Security numbers to substantiate donations of more than $250.

The Public Company Accounting Oversight Board has scheduled a meeting for next Tuesday to vote on new rules that would require auditing firms to disclose the name of the engagement partner and other accounting firms that participated in an audit.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Liberty Tax Inc., parent company of Liberty Tax Service, reported a net loss for the fiscal second quarter ended October 31 of $9.1 million.

Highlights of some of our favorite tax-related blogs from the past week.

The Internal Revenue Service has selected TaxSlayer as the new tax software provider for the IRS’s Volunteer Income Tax Assistance and Tax Counseling for the Elderly programs, starting with the 2017 tax filing season.

While CPA firms recognize they must change to be competitive, the urgency of that shift is greater in firms that have embraced new technology, according to a new CPA.com survey on innovation.

In July my column for this space asked whether it was too early to start thinking about tax extenders. Now, the question might better be phrased whether it is too late.

Michael Sonnenblick of Thomson Reuters discusses some of the main issues for next tax season, such as the Premium Tax Credit and the deduction for state and local taxes.

Half the companies in a recent survey are still using some type of manual system to process their expense reports, according to a new survey.

ADP is participating in an Internal Revenue Service pilot program to test verification codes on W-2 forms in an effort to reduce tax refund fraud.

The Securities and Exchange Commission suspended five accountants and two audit firms Thursday from practicing or appearing before the SEC after they violated rules designed to preserve the integrity of the financial reporting system.

Haskell & White acquires Castle & Co.; Goldstein Schechter Koch merges in Ribotsky, Levine & Starman, CPAs; and Blue & Co. adds Fleming, Brockschmidt & Durkin.