25 Nov

Industry News: New Security Measures Help Protect Against Tax-Related Identity Theft (IRS): What You Should Know

New Security Measures Help Protect Against Tax-Related Identity Theft (IRS) https://youtu.be/ELzTL6hQKQc

By Loss Prevention... News, Tips, Video 0 Comments Read more...

18 Nov

Industry News: AICPA: Review, Compilation and Preparation

AICPA: Review, Compilation and Preparation

Review, compilation and preparation services represent a large portion of many small and medium size firms’ services. Ensure you have the resources needed to execute these engagements.

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16 Nov

Industry News: It’s a tough year for year-end tax planning

It’s a tough year for year-end tax planning

Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.

By Dave Strausfeld, J.D. November 16, 2020 Performing year-end tax planning this year is going to be “very, very difficult,” Bob Keebler, CPA/PFS, said in a Nov. 10 webcast sponsored by the AICPA’s Personal Financial Planning Section.

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Latest Articles

18 Jan

Industry News: Do you know when taxpayers are likely to receive their 2021 income tax refunds?

When Will You Get Your 2021 Income Tax Refund?

This chart shows an estimated date for when you may receive your refund: The Covid stimulus payments you... read more
08 Jan

Taxpayer Filing Requirements for Foreign Accounts

If your client has a financial interest in, or signature authority over, any foreign accounts, certain filing requirements with the U.S. Department of the Treasury, in addition to the Internal Revenue Service (IRS) may apply. Filing requirements may also apply to taxpayers that have direct... read more
08 Jan

CAMICO eAlert: Consolidated Appropriations Act of 2021

January 7, 2021
Overview
The Consolidated Appropriations Act of 2021 (referred to as the "COVID-19 Relief Bill" or "Act") signed into law by the president on December 27, 2020, is the latest round of stimulus legislation. With more than 5,000 pages, the Act m... read more
07 Jan

Industry News: What are the six pitfalls to avoid when adding financial planning to your firm’s offerings?

Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings

There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial pl... read more

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Industry News: New Security Measures Help Protect Against Tax-Related Identity Theft (IRS): What You Should Know

Industry News: AICPA: Review, Compilation and Preparation

AICPA: Review, Compilation and Preparation

Industry News: It’s a tough year for year-end tax planning

It’s a tough year for year-end tax planning

Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.

Pages

Latest Articles

Industry News: Do you know when taxpayers are likely to receive their 2021 income tax refunds?

When Will You Get Your 2021 Income Tax Refund?

Taxpayer Filing Requirements for Foreign Accounts

CAMICO eAlert: Consolidated Appropriations Act of 2021

Overview

Industry News: What are the six pitfalls to avoid when adding financial planning to your firm’s offerings?

Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings

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Industry News: New Security Measures Help Protect Against Tax-Related Identity Theft (IRS): What You Should Know

Industry News: AICPA: Review, Compilation and Preparation

AICPA: Review, Compilation and Preparation

Industry News: It’s a tough year for year-end tax planning

It’s a tough year for year-end tax planning

Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.

Pages

Latest Articles

Industry News: Do you know when taxpayers are likely to receive their 2021 income tax refunds?

When Will You Get Your 2021 Income Tax Refund?

Taxpayer Filing Requirements for Foreign Accounts

CAMICO eAlert: Consolidated Appropriations Act of 2021

Overview

Industry News: What are the six pitfalls to avoid when adding financial planning to your firm’s offerings?

Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings