Most accountants have just completed their tax season for last year's returns and are probably not thinking about their next ...

A growing awareness of tax planning issues amongst high-net worth clientele is creating tension in the sector, as more and ...

An incoming client could turn into a lifetime customer if their new financial advisor or tax professional finds savings on their payments to Uncle Sam during the transition. "If the financial ...

Have a Professional Organizer Present an Organization Workshop A large portion of your client base is probably ... for your budget (BONUS! It’s a tax write off). These packages tend to include ...

"Prioritizing tasks, scheduling client ... gearing up on the tax controversy side, as the IRS now has resources allowing them to pursue more cases of potential scofflaws." "My process is pretty simple ...

The deadline to submit individual tax returns to the Internal Revenue Service (IRS) is April 15, 2024 (or April 17 if you live in Maine or Massachusetts). While tax season may not be your favorite ...

Long-term capital gains are taxed lower than short-term if held over a year. State tax laws vary; some states offer breaks on long-term gains. Strategies to reduce taxes include holding stocks ...

“So many people just have a heap of dirty shoes by the front door,” says Shira Gill, a professional organizer in San ...

eMoney, the financial planning software provider, is set to launch a premium client portal next year that will allow advisors ...

Critics have blasted Magisterial District Judge Xander Orenstein for a June 2023 decision to release a suspect without bail ...

A man ordered to repay thousands of pounds after being caught up in a tax rebate scheme has won his case against HM Revenue and Customs (HMRC). The taxman did not follow correct procedures when it ...

This so-called ‘dob in’ clause, and the requirement for tax agents to disclose matters that might influence a potential client’s decision to do business with them, sparked a significant ...