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Tax preparers are guiding clients through the last weeks of an active filing season.
March 25
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CPAs dealing with the new 1099-DA rules this year are challenged by the fact that they only report gross proceeds this year, leaving them and their clients to calculate cost basis themselves.
March 23
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The Internal Revenue Service issued a revenue procedure on how businesses can take advantage of new tax breaks offered by the OBBBA and withdraw elections made under the old rules.
March 23
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Americans' tax refunds are averaging about $350 higher than this time last year but so far running well below the extra $1,000 President Donald Trump promised.
March 23
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Plus, EY announces new software development model; SAP touts new integrations, features for Concur; and other accounting tech news and updates.
March 20
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The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management
March 20
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A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
March 19
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The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.
March 19
Friedlich Law Group -
Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.
March 12
