Tax planning

Here are 10 tactics for transforming your client's return from a compliance document to a planning and business development tool.

The number of tax practitioners using AI for research has nearly doubled in just a year, leading them to explore alternative billing models.

In divestitures, tax does more than optimize a chosen structure. Tax influences whether a deal perimeter, legal entity structure, diligence story and separation plan are workable.

Most buyers focus on price, but depreciation often matters more in certain asset classes.

The House-passed Taiwan tax bill, which has bipartisan support but languished in the Senate, could be a legislative priority where both parties could coalesce.

JPMorgan Chase & Co. Chief Executive Jamie Dimon criticized plans by New York's left-leaning mayor Zohran Mamdani to slap more taxes on the rich, arguing the move risks doing further damage to the city's status as a business hub.

Plus, Xero announces XeroForce custom AI agent builder; Emburse releases new AI purchasing agent; and other news and updates from the accounting tech world.

The industry framing of "what can AI do?" is mismatched with how AI is deployed today, and the conclusions can leave firms a tax season behind their peers.

The Top 100 Firm acquired a Miami-based firm that specializes in international tax consulting, estate and trust matters, and tax planning.

For retirement-age clients relocating to the Sun Belt, the savings they are counting on may not exist. Have a conversation before they sign the moving contract.

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

Plus, Gusto announces 75 new features; Infinite Ties launches new FanCAS-Kit; and other accounting tech news and updates.

Charles Schwab is becoming the latest brokerage to rein in a booming but potentially risky part of its business.

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

A short seller is taking aim at the more than $1 trillion that's invested in strategies that reduce taxes for the rich — putting one of the U.S.' most staid money managers in its crosshairs.

Plus, Tieout announces launch; LogicGate touts Config Newton, an agentic GRC Engineer; and other news and updates from the accounting tech world.