Tax season can add to your already busy workload, particularly if you have a larger client base or serve clients with more complex tax situations. Planning early can help ensure a smoother, less ...

While there's no sure way to predict what tax policy will entail under the new administration, there are timely strategies wealth holders can leverage now. With 2024 deadlines fast approaching and a ...

Clients may consider "giving away the gain" — giving appreciated assets held longer than one year — to a public charity in exchange for a fair market value income tax charitable deduction ...

Everyone loves getting a little extra money in their pocket when it comes to tax season. With the end of January fast approaching, clients – and advisors – should start getting ready to file ...

The IRS expanded Form 8867, Paid Preparer’s Due Diligence Checklist, for 2018 individual income tax returns to include questions for both head-of-household filing status and the credit for other ...

Fighting the new tax grab More from this feature Tax checklist for clients, 2012. Even though the deadline for filing income taxes is months away, now is the time to look at ways to minimize taxes for ...

The American Institute of CPAs is providing a checklist developed by leading CPA financial planners to help accountants identify financial planning opportunities during tax season. The checklist aims ...

Still, for clients seeking a new tax preparer, or who need one for the first time, advisors can add value by framing the issue. Help Wanted Is a paid preparer really necessary?