Tax Planning

Payroll practitioners spend the end of the year helping their clients prepare for year-end and the upcoming year. But year-end planning isn’t just for the clients they serve. It’s equally as important that they spend time prepping their own businesses as well. There are a few items that you will want to ensure makes your […]

With the November elections behind us, the Republican Party is in line to take control of the Senate, giving them the majority vote in both chambers of Congress for the first time since 2006.

The end of the year is a time to reflect upon the past and plan for the future, including planning for income and estate taxes. Below, we present some important income and estate tax items to consider before the end of the year.

There is no better time than the holiday season to review any year-end tax planning decisions that could lead to savings come April 2015. Taxpayers have had time to adjust to the tax rate changes from 2013, so when it comes to prudent tax planning ...

Feeling generous this Holiday Season? The Internal Revenue Service is reminding individuals and businesses making year-end gifts to charity that several important tax law provisions have taken effect in recent years. Some of the changes taxpayers should k

New legislation has brought greater certainty to year-end planning but also created new challenges.

The portability provision can literally save a family millions of federal estate tax dollars if a timely election is made. For some clients who missed the boat, there’s still a little time left to sail off happily into the sunset, thanks to a special IRS

When advising clients about important financial decisions, tax advisors have a tremendous responsibility to think about all aspects of transaction in the context of a client’s specific situation.