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Tax Preparation and Planning

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Tax Preparation and Planning
What You Need to Know About Filing IRS Form 5472

There’s no doubt that many American businesses are global in scope, with owners or shareholders living outside the United States. Whenever there are international involvements in...

11/25/19 LEARN MORE
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Tax Preparation and Planning
How Taxes Are Expected to Change in 2019

Tax law can seem like a moving target, with administrations making changes to meet campaign promises or to try to regulate the economy. The year 2019 is no different. While not a...

8/15/19 LEARN MORE
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Tax Preparation and Planning
5 Misconceptions About Tax Refunds According to the IRS

As a tax accountant, you have the responsibility of guiding your clients through the confusing and complex process of filing their taxes. The tax code for individuals as well as...

6/07/19 LEARN MORE
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Tax Preparation and Planning
Your Home, Your Taxes: Homeownership and the Related Taxes

Owning a home comes with certain tax benefits. However, the raising of the standard deduction under the Tax Cuts and Jobs Act of 2017 diminished some of those benefits. The...

4/26/19 LEARN MORE
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Tax Preparation and Planning
Helping Tax Clients Who Are Retired

Tax accountants deal with a range of different clients, from businesses to individuals of all ages and stages of life. One demographic that many tax accountants have the privilege...

4/03/19 LEARN MORE
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Tax Preparation and Planning
How to Manage Freelance Clients

Freelance workers or contract workers are growing in number each year. Companies who want skilled workers but may not need them full time as employees are fueling the demand for...

3/21/19 LEARN MORE
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Tax Preparation and Planning
5 Bookkeeping Tips to Take Full Advantage of the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act (TCJA) was passed at the end of 2017, meaning that this tax season is the first year we’re feeling the full repercussions.

3/19/19 LEARN MORE
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Tax Preparation and Planning
March and April Tax Deadlines 2019

There are quite a few tax deadlines in March and April that apply to businesses and individuals. A couple of March tax deadlines have already passed such as the deadline for...

3/13/19 LEARN MORE
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Tax Preparation and Planning
Questions and Answers about the Section 199A Deduction (Video)

Section 199A is one of the most complicated changes to the tax code brought on by the Tax Cuts and Jobs Act. To help clear things up, we’ve put together a few important questions,...

3/06/19 LEARN MORE
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Tax Preparation and Planning
How Tax Refunds Might Be Different in 2019

Benjamin Franklin said that “nothing is certain but death and taxes,” but this year, more taxpayers will be uncertain about their taxes than ever before. With this tax season, the...

2/19/19 LEARN MORE
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Tax Preparation and Planning
The Secret to Adding More Value to Your Clients This Tax Season

Not long ago, I came across a practice advertising that their clients didn’t need to be involved in preparing their returns at all. The pitch was, essentially, “We don’t even have...

2/13/19 LEARN MORE
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Tax Preparation and Planning
The Tax Professional's Guide to Section 179 and Bonus Depreciation

Bonus depreciation is a tax incentive that allows small- to mid-sized businesses to take a first year-deduction on purchases of qualified business property in addition to other...

2/08/19 LEARN MORE
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Tax Preparation and Planning
What You Need to Know About the 199A Pass-Through Deduction

One of the big changes for last tax season was the implementation of the 199A deduction, also known as the pass-through deduction. This provision is designed to help alleviate the...

1/18/19 LEARN MORE
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Tax Preparation and Planning
Video: Quick Tips of Filling Out IRS Form 8809

We've put together another IRS Forms video, this one for IRS Form 8809, Application for Extension of Time to File Information Returns. This is a pretty simple form, but figuring...

11/12/18 LEARN MORE
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Tax Preparation and Planning
Add Revenue to Your Practice By Offering Audit Defense

Audit defense is one of the easiest and most affordable ways to increase annual recurring revenue for your practice. Audit defense simply establishes that for a small fee, you’ll...

10/30/18 LEARN MORE
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