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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
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Many times I have provided services that I believed had significant value to the client, but the client complained about the fee. His value centered on how little he would have to pay for it. This is always upsetting, but this poignantly came into focus a few weeks ago.
November 21 -
The appeal and use of donor-advised funds continue to grow among advisors and their clients.
November 18 -
For wealthy Americans, the outcome of the 2016 election could be lucrative.
November 14 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
November 13 -
In the latter part of the year we begin conducting year-end planning meetings with clients. For the ones with children or grandchildren, invariably part of the meeting focuses on planning and saving for college and possibly graduate school expenses.
November 8 -
Tax preparers charge a nationwide average of $114 to prepare a Form 1040 with no schedules.
November 4 -
Republicans on the tax-writing House Ways and Means Committee sent a a letter Thursday to Treasury Secretary Jacob Lew asking him to withdraw the Treasurys recently proposed regulations on estate and gift taxes.
November 3 -
Grant Thornton has released a collection of Year-End Tax Guides for 2016. Here are 10 of the most important 2016 tax-planning considerations for individuals.
November 1
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With the 2016 presidential election dominating this falls news cycle, you may have overlooked an important and significant celebrationthe centennial birthday of the estate tax.
October 31 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
October 29
