Taxes January 26, 2026
Welcome to Tax Season 2026
The IRS today opened the 2026 tax filing season and began accepting and processing federal individual income tax returns for tax year 2025.
Tax Planning October 18, 2024
TaxPlanIQ to Host Free Online Summit on How to Build a Tax Planning Empire
The event on Oct. 25 is geared toward firm owners looking to start offering or enhance their existing tax planning and advisory services.
Technology October 15, 2024
Decisions 2024: A Modern Experience
With a multitude of storm-related extension opportunities, maybe tax season isn’t quite over after all. However, for most of you, the flurry of activity has passed. It's time to turn to the projects needed to prepare for the new year.
Accounting Technology Lab Podcast September 6, 2024
Review of Thomson Reuters Checkpoint Edge – The Accounting Technology Lab Podcast – Sept 2024
Hosts Randy Johnston and Brian Tankersley, CPA, review Thomson Reuters Checkpoint Edge with CoCounsel. Designed for tax professionals and firms, Checkpoint Edge with CoCounsel is a research platform that includes new AI-assisted research capabilities to help tax professionals get trusted answers to complex tax research questions by using everyday language.
Technology August 1, 2024
TaxPlanIQ Users Have Achieved Over $1B in Tax Savings with Tax Planning Software
Each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.
Taxes June 12, 2024
BDO Survey: Election Year Fosters Concerns for Tax Leaders
Changes to certain Inflation Reduction Act renewable credits, as well as to federal corporate tax rates, are among their concerns.
Tax Planning May 28, 2024
Corvee Adds New and Updated Strategies to Instead
Corvee has announced the release of nine new strategies and two updated strategies to Instead and Instead Pro.
Taxes April 16, 2024
4 Key Crypto Tax Tips for Entrepreneurs and Digital Investors
By taking the right steps, it's possible to avoid overpaying taxes and enjoy tax benefits.
Taxes February 19, 2024
How Work From Home Will Save More Small Business Owners on Taxes This Filing Season
As more entrepreneurs embrace remote and hybrid work, they are making sure to write off their home office—but know the rules first.
Tax Planning December 29, 2023
Should You Elect to Forgo Preferential Tax Treatment on Capital Gains and Dividends?
Depending on your situation, you might elect to forgo preferential tax treatment on certain long-term capital gains and qualified dividends in favor of deducting investment interest expenses.
Taxes December 27, 2023
Gift Tax Exclusion Increases for 2024: How to Get the Most Benefit
The annual gift tax exclusion allows you to gift up to a specified amount to each recipient each year without any gift tax liability.
Tax Planning December 21, 2023
2024 Tax Planning Tips from Grant Thornton
Recent tax changes coupled with the potential for an economic slowdown have made it even more critical for companies and individuals to make smart decisions on investments and financing.
Taxes December 10, 2023
Decoding the Difference: Tax Planning vs. Advisory
Let’s talk through how these two functions differ, and how you as a tax professional can better define them for your clients to create additional revenue streams.