Tax Planning

September 18, 2014 

Thomson Reuters has released a new multi-volume WG&L Estate Series treatise for estate planners, Tax Planning for Family Wealth Transfers at Death: Analysis with Forms. This WG&L treatise, by Howard M. Zaritsky, renowned estate planner and author...

Isaac M. O'Bannon

September 14, 2014 

[This is part of a series of articles on maximizing deductions for travel and entertainment (T&E) expenses.] Normally, you can’t deduct the cost of traveling between your home and your job, even though the travel is, in reality, business-related. The IRS considers “commuting” to be a nondeductible personal expense. However, if you qualify under the IRS’...…

Ken Berry, JD

July 17, 2014 

Thomson Reuters has released the 2014-2015 edition of the Tax Planning Guide, which accountants, lawyers, tax professionals, and financial advisors distribute to clients and prospects.

Isaac M. O'Bannon

April 27, 2014 

Traditionally, tax planning is targeted to individual taxpayers, but small business owners can also benefit from such tax-saving techniques. Instead of waiting until the very end of the year to pitch ideas to clients, present them with the following ten strategies at midyear.

April 21, 2014 

Bloomberg BNA is typically relied on to provide high levels of tax, regulatory and compliance expertise. Used by thousands of tax professionals, including the IRS, Bloomberg BNA provides a number of solutions for tax, accounting, financial planning and estate planning.

Steven M. Phelan

April 7, 2014 

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.

March 20, 2014 

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

December 3, 2013 

Last year, tax planning was challenging because of changes to the tax law and "fiscal cliff." This year, numerous new tax laws set guidelines for a variety of business and personal tax issues.

December 3, 2013 

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.

November 5, 2013 

Thomson Reuters has released a new special report on year-end tax planning for 2013 for individuals and businesses.

October 25, 2013 

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.

October 23, 2013 

The dawn of 2013 brought the biggest tax changes in more than a decade and this dramatic reshaping of the tax code will change tax planning according to Grant Thornton LLP.