Tax Planning
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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
How to Salvage a Partial Home Sale Exclusion
Under the current rules, a short-term gain on property held for a year or less is taxed at ordinary income rates topping out at 37%.
Corvee to Sponsor and Attend Digital CPA 2022
This conference has been a resource for over a decade for accounting professionals interested in learning about the latest ...
Corvee Adds Tax Planning Strategies Library to Website
The tax planning strategy library is ever-growing as the Corvee team of tax experts continues to analyze the tax code for tax-saving opportunities.
AICPA Submits Recommendations on Green Book Trust & Estate Tax Provisions
The AICPA expressed several concerns with proposals that could be included in future tax legislation. Comments submitted address the following proposals:
Do Your Clients Need a Mid-Year Tax Checkup?
CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...
Client Experience for Today – Personal Tax Advisory
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...
How to Get the Most Tax Benefits from the American Rescue Plan
Reach out to your clients as you learn about new legislation or guidance to give them your insights and the digestible version of what it means for them. This is your chance to cut through the technical jargon with easy-to-digest insights and showcase ...
Michael Jackson Case Provides Guidelines for Estate Planning
Michael Jackson’s estate has been fighting the IRS for seven years over the value of the pop star’s name and likeness and music rights holdings. Jackson died in 2009 at the age of 50 amid several reputation-damaging scandals...