Tax Planning

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.

Ideal for small to mid-sized firms, Lacerte Tax Planner, from Intuit, offers an easy to use tax planning product that is well suited for those looking for a stand-alone product, as well as those wishing to integrate with other Intuit financial products.

Thomson Reuters has released of a special report, Estate Planning Portability is a Game-Change for Married Couples, to guide estate planners on the application of the portability provision, which allows a surviving spouse to inherit the deceased ...

“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results.

The AICPA has submitted a letter on March 19 to the Internal Revenue Service (IRS) and the Department of the Treasury recommending relief for surviving spouses who would like to elect portability of their deceased spouse’s unused estate tax exemption.

During his recent State of the Union Address, President Obama outlined his proposal to change several key provisions of the Internal Revenue Code. Specifically, the President advocated for the elimination of the basis step‐up that occurs at an individual’

More than three-fourths of public company CFOs say that exposure to the public of corporate tax planning has a detrimental impact on their reputation, according to the latest annual global survey of multinational CFOs conducted by Taxand, a global organiz

Printable 2014 IRS Form 1041 - U.S. Income Tax Return for Estates and Trusts - For Filing in 2015