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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November 29, 2015 

Rubio Offers Unique Tax Reform Plan

Rubio’s proposed tax plan includes a dramatic change in the way capital gains are treated. With this little-noticed proposal, holders of capital assets – including securities, real estate and small business interests – would calculate their potential ...

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November 17, 2015 

Top 10 Myths for the 2015 W2 and 1099 Wage Reporting Season

As the year winds down, the holiday season brings with it tax reporting season – which can be a hectic time for businesses. Changing regulations, looming deadlines and the threat of penalties can quickly replace “jolly” with “humbug.”

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October 30, 2015 

Ted Cruz’s Income Tax Plan Shakes up the Status Quo

According to most media reports, Senator Ted Cruz (Rep.-TX) was one of the “winners” in the Republican presidential debate held on October 28. At the very least, the radical tax plan released by Cruz just prior to the debate tip-off is generating ...

 How to Collect Tax Benefits for Business Bad Debts

October 28, 2015 

How to Collect Tax Benefits for Business Bad Debts

From a business perspective, there’s practically nothing worse than providing goods or services to a customer or client and not getting paid. Or maybe you’ve made loans to vendors or suppliers that haven’t been repaid. It can take a long time to get ...

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October 22, 2015 

Tax Year 2015: Top 10 Tax Planning Issues

As 2015 draws to a close, a turbulent economic and legislative environment means taxpayers need to keep a close eye on several major planning issues, according to Grant Thornton LLP.

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September 29, 2015 

It’s Time for a 4th Quarter Income Tax Tuneup

With summer vacation over and school back in session, it’s time to help those extreme tax procrastinators get their returns filed. But what about the rest of your clients − the “good” ones whose taxes you completed way back in April?

Dave DuVal

 2015 Review of Thomson Reuters Tax Planner CS

September 10, 2015 

2015 Review of Thomson Reuters Tax Planner CS

Planner CS is part of the CS Professional Suite of tax products from Thomson Reuters. Part of the CS Professional Suite of tax, accounting and practice management applications. Planner CS offers full integration with other Thomson Reuters while also ...

Mary Girsch-Bock

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September 10, 2015 

2015 Review of CCH ProSystem fx Planning

ProSystem fx Planning is part of the ProSystem fx Suite of products from CCH. ProSystem fx Planning integrates with other CCH tax products. ProSystem fx Planning can also be used as a stand-alone product. While not currently available as an online ...

Mary Girsch-Bock

 2015 Review of BNA Income Tax Planner

September 10, 2015 

2015 Review of BNA Income Tax Planner

BNA’s Tax Planner is available as either a desktop product or as web-based software, which is hosted by Bloomberg BNA. BNA’s user interface has a menu bar at the top of the screen that offers access to various program functions.

Mary Girsch-Bock

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