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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
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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 -
Clients in business for themselves face a host of challenges. How can you best advise clients who already have their hands full making a living on their own?
October 29 -
With the presidential election just around the corner, the American Institute of CPAs is detecting signs of renewed optimism in individuals financial outlook.
October 28 -
(Bloomberg) For wealthy Americans, a big win by Hillary Clinton on Nov. 8 could get pretty expensive.
October 25 -
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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
October 23 -
The Social Security Administration announced that benefits will increase 0.3 percent in 2017.
October 18 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
October 17 -
Nonprofit software developer Blackbaud is predicting record donations on #GivingTuesday, the global day of giving that takes place on the Tuesday after Thanksgiving.
October 17 -
The perilous calculus associated with retirement
October 14 -
Thomson Reuters has introduced a certification program for practitioners who want to offer retirement planning services to their clients.
October 10
