Tax Planning

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?

Some taxpayers who have spent the last few years trying to avoid the alternative minimum tax (AMT) might try a novel approach in 2015: They might actually increase their AMT liability. This could be the optimal approach after you’ve conducted an ...

The autumn is the traditional time for investors to harvest capital losses from securities transactions to offset capital gains realized earlier in the year. It’s a year-end tax strategy that seems as timeless as the seasons themselves.

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 ...

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 ...

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.

Drake Tax Planner is a good fit for firms that have less complicated tax planning needs. Designed for both individuals who wish to map out their own tax plan, as well as firms providing tax planning services, the product offers straightforward tax ...

With over 50 tax provisions on the table to be extended through the end of 2016, it’s definitely not too early to begin planning scenarios on how those provisions, if passed, will affect your client’s tax liability.