Tax Planning
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House Tax-Exempt Crackdown Bill Passes Despite Democrat Defections
Retailers Tell Senate Credit Card ‘Swipe’ Fees are ‘Adding Inflationary Pressure to the U.S. Economy’
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PCAOB Rule Change Creates Procedure to Revoke Delinquent Firms’ Registrations
2015 Review of Intuit Lacerte Tax Planner
Ideal for small to mid-sized firms, Lacerte Tax Planner, from Intuit, offers an easy to use tax planning product that is well suited for those looking for a stand-alone product, as well as those wishing to integrate with other Intuit financial products.
Guide to Wealth Transfer Planning Highlights Estate Planning
Thomson Reuters has released of a special report, Estate Planning Portability is a Game-Change for Married Couples, to guide estate planners on the application of the portability provision, which allows a surviving spouse to inherit the deceased ...
Introduction to Tax Planning for Profit
“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results.
AICPA Urges IRS to Offer Estate Tax Portability Relief for Surviving Spouses
The AICPA has submitted a letter on March 19 to the Internal Revenue Service (IRS) and the Department of the Treasury recommending relief for surviving spouses who would like to elect portability of their deceased spouse’s unused estate tax exemption.
Why the “Angel of Death” Tax Loophole Will Remain Alive and Well
During his recent State of the Union Address, President Obama outlined his proposal to change several key provisions of the Internal Revenue Code. Specifically, the President advocated for the elimination of the basis step‐up that occurs at an individual’
CFOs Worry that Disclosure of Tax Planning Damages Reputation
More than three-fourths of public company CFOs say that exposure to the public of corporate tax planning has a detrimental impact on their reputation, according to the latest annual global survey of multinational CFOs conducted by Taxand, a global organiz
Printable 2014 IRS Form 1041 – U.S. Income Tax Return for Estates and Trusts – For Filing in 2015
Printable 2014 IRS Form 1041 - U.S. Income Tax Return for Estates and Trusts - For Filing in 2015
Prepping for Your First Filing Season
When you start a new business, there’s a lot of behind-the-scenes work that must happen to ensure you are delivering a high quality product or service to your customers. This is especially true for payroll practitioners just starting out. As you gear up for your first filing season, now is the time to make sure […]