04 Nov

Industry News: New Tax Scam Uses Text Message About Covid Payment

New Tax Scam Uses Text Message About Covid Payment

The scam text message states: “You have received a direct deposit of $1,200 from COVID-19 TREAS FUND. Further action is required to accept this payment into your account. Continue here to accept this payment …”

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04 Nov

Industry News: Winners and Losers of the Third Wave of Tax Technology

Winners and Losers of the Third Wave of Tax Technology

As the data digitization of tax now moves into its third phase, we are seeing clear gaps emerge related to the massive assets counted under the header of Tax Credits & Incentives (C&I.) So many organizations fail to appropriately prioritize C&I that ... Laurence Sotsky Nov 4th, 2020

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04 Nov

Industry News: New income ranges for IRA eligibility in 2021

By Loss Prevention... News 0 Comments Read more...

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 Tax Scam Uses Text Message About Covid Payment

New Tax Scam Uses Text Message About Covid Payment

Industry News: Winners and Losers of the Third Wave of Tax Technology

Winners and Losers of the Third Wave of Tax Technology

Industry News: New income ranges for IRA eligibility in 2021

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 Tax Scam Uses Text Message About Covid Payment

New Tax Scam Uses Text Message About Covid Payment

Industry News: Winners and Losers of the Third Wave of Tax Technology

Winners and Losers of the Third Wave of Tax Technology

Industry News: New income ranges for IRA eligibility in 2021

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