Tax Planning

Top Year-End Tax Planning Strategies

Taxes December 26, 2024 

Top Year-End Tax Planning Strategies

With a thorough understanding of their unique circumstances and the latest tax regulations, you can transform complex tax challenges into clear, actionable solutions—setting the stage for your clients’ financial success in 2025 and beyond.

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April 7, 2014 

The Worst Countries for Inheritance Taxes

According to a new study conducted by the UK-based accounting firm network UHY International, “Old” world economies charge higher inheritance and estate taxes than “New” world economies.

 The Complications of an Untaxed Death

March 20, 2014 

The Complications of an Untaxed Death

Wow! I just read an article about a woman who died six years ago and no one noticed. (Talk about a senior’s biggest fear.) It seems that she had so much liquidity in her bank account that her automatic payments lasted that long – before her mortgage company finally foreclosed.

Eva Rosenberg

 Year-End Tax Tips for Canadian Employers

December 3, 2013 

Year-End Tax Tips for Canadian Employers

Every business owner and tax professional knows that the changing of the year also marks important deadlines and rules regarding taxes and employment reporting. For employees, it means understanding how tax law changes, and there have been many in Canada this year, as well as the U.S.

2013-2014

October 25, 2013 

Tax Planning and Preparation Guidance for 2014

The impact of the recent federal government shutdown is being felt by the Internal Revenue Service (IRS) which announced that the beginning of the 2014 tax filing season will be delayed by up to two weeks.

 Tips to Navigate New Tax Laws, Changes to W-2 and 1099

October 21, 2013 

Tips to Navigate New Tax Laws, Changes to W-2 and 1099

Preparing for tax season is something individuals need to think about more than just once a year, especially since it seems that every year brings with it new changes related to W-2 and 1099 forms and reporting requirements. For Tax Year 2013, which most Americans will file by April 15, 2014, there are several important…

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September 8, 2013 

Income Tax Planning Takes More than a Magic 8-Ball

On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”

Dustin Wheeler

 2013 Review of Thomson Reuters Planner CS

August 29, 2013 

2013 Review of Thomson Reuters Planner CS

Best Fit: Firms using the Thomson Reuters CS Professional Suite that can benefit from the integration between Planner CS and the suite’s tax preparation and document management products. Strengths Capable to producing projections for an unlimited number of years Integration with several components of the CS Professional Suite Many options for customizing reports and graphs...…

 2013 Review of CCH ProSystem fx Planning

August 29, 2013 

2013 Review of CCH ProSystem fx Planning

Best Fit: Firms using other components of the ProSystem fx Suite or CCH Axcess Tax that take advantage of the direct integration. Strengths Imports tax data from ProSystem fx Tax and CCH Axcess Tax The license allows for an unlimited number of users at a firm location Interactive tutorial and ample help resources Potential Limitations...…

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