Tax planning

What you don't know can hurt you as it pertains to your clients as well as your own life insurance portfolio.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.

ART programs provide a number of benefits, including more control over premiums and a more stable renewal process. However, the tax consequences require a thorough vetting.

In a recent case, the Tax Court addressed the issue of when limited partners may be subject to self-employment tax.

Plus, Expensify adds budgeting capabilities; Corvee to hold AI bootcamp; and other news from the accounting tech world.

More working Americans have a health savings account, but many are not using them to their fullest potential.

In this truly last Vendor Spotlight of 2023, we talk to Aaron Jacob, head of accounting solutions at TaxBit.

Key justices suggested the tax, which aimed to collect hundreds of billions of dollars on a one-time basis, wasn't fundamentally different from other levies imposed by Congress over the years.

The case coming before the Supreme Court stems from a 2017 tax law provision that aimed to tax earnings held overseas by big multinational companies.