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Close to half of U.S. investors assess their broader wealth and financial situation during tax season, according to a new survey.
March 23 -
The number of presidential candidates has been steadily winnowing down in recent weeks as they suffer defeats in the primaries and caucuses, and so too their tax plans have been falling by the wayside.
March 18
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Most clients who utilize accounting firms to prepare their tax returns make charitable contributions. Many do so in a tax-efficient manner by donating appreciated securities directly to charities or utilizing donor-advised funds through which they make their grants.
March 15 -
The American Institute of CPAs is asking the Treasury Department to provide tax relief to the cross-border savings accounts of U.S. and Canadian citizens.
March 4 -
Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee.
March 2 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 25 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 19 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 18 -
During a tax return preparation interview, getting a clients information is a tremendous opportunity to find out the concerns of the client and how you can help.
February 15 -
The Obama administration released its fiscal year 2017 budget containing a number of tax increases on high-income taxpayers, oil and foreign income, along with tax breaks for the middle class and small businesses, plus a provision giving the Treasury Department the explicit authority to regulate all paid tax preparers.
February 9
