Tax

Our new weekly roundup of tax-related investment strategies and news your clients may be thinking about.

A new set of automated processes can be just the thing to set a tax firm apart.

QuickBooks maker Intuit and American Express now offer eligible preparers the option of putting some clients’ IRS refunds on a new American Express Serve Card, a reloadable prepaid account.

H&R Block is debuting a new program to encourage consumer savings at tax time, working with the Consumer Financial Protection Bureau, the U.S. government agency charged with making financial markets work for American consumers, to encourage consumers to use tax refunds to build savings.

A tax attorney is sounding a warning about some unfavorable estate tax consequences for surviving spouses in many states across the country from the use of so-called “QTIP trusts.”

The Internal Revenue Service has released proposed regulations to address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.

Highlights of some of our favorite tax-related blogs from the past week.

The Internal Revenue Service has strengthened the security of its e-Services registration process for tax professionals and taxpayers as identity theft and data breaches have become a greater concern.

Last tax season evidenced a disturbing development for professional tax preparers, but industry observers are hoping that other factors will mitigate the trend toward do-it-yourself preparation next year.

Affordable Care Act considerations for year-end planning.