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Tax Strategies

Tax Perspective on Nonpublic Education

Sidney Kess, CPA, J.D., LL.M.

Tax Perspective on Nonpublic Education

Today, there are a growing number of primary and secondary students who are being educated outside of the public school system. Alternative education includes home schooling, private schools, and tutors...

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Feature Stories

The Great Migration to Cloud Services and Lower Cost Tax Sof…

T. Steel Rose, CPA, ACS Editor

The Great Migration to Cloud Services and Lower Cost Tax Software

A great migration for CPA firm software is beginning again. It’s reminiscent of the first major migration when stand-alone tax software took over the desktop in 1991 revolutionizing professional tax...

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Editor Blog

NSA Cyber-Tracking Avoidance Techniques

Steel Rose

The nuisance of online machine-generated advertising has recently been exceeded by word that Google, Yahoo, Microsoft, Facebook, AOL and Apple have been providing data to the NSA. Are there alternatives...

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Client Tax Tip

Tax Return Retention Policy

Julie Welch, CPA/PFS, CFP

Tax Return Retention Policy

“How long should my client keep his/her tax returns and supporting documentation?” is a frequently asked question. The safe, quick answer is keep old tax returns, W-2’s, and information with...

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Tax Checklist

Charitable Tax Planning Consulting

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

Charitable Tax Planning Consulting

√ Charitable Planning Should Address Personal Goals Charitable giving is too often focused on tax benefits or legal decisions. Practitioners can help clients refocus on “people” decisions. This is especially important...

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IRS Representation Advisor

IRS Posts New Forms for Offers in Compromise

E. Martin Davidoff

IRS Posts New Forms for Offers in Compromise

On December 31, 2013, the IRS posted the January 2014 revision to Form 433-A (OIC), Collection Information Statement for Wage Earners and Self-Employed Individuals, to be used for offers in...

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Financial Planner

Helping Clients Develop a Household Budget

Jerry Love, CPA

Helping Clients Develop a Household Budget

I am frequently asked by clients to help them develop a household budget. As most CPAs know all too well, that question can be a very difficult one because it...

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