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Tax Season 2016

Tax Strategies

New IRS Rules for Business for 2015 Returns and 2016 Plannin…

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

The Protecting Americans from Tax Hikes (PATH) Act (P.L. 114-113), which was signed into law on December 18, 2015, contains over 100 tax provisions. The law makes permanent more than...

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Client Tax Tip

You Can Claim Lifetime Learning Credits for Continuing Educa…

Julie Welch, CPA, CFP

You can offset the costs of higher education with two credits: the Lifetime Learning credit and the American Opportunity tax credit. The Lifetime Learning credit provides for a broader range...

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Financial Planner

SSARS 21 and Other Critical Changes

Jerry Love, CPA/PFS, CFP, CVA, ABV, CITP, CFF, CFFA

I am going to give you the highlights of four very critical items which may impact you in 2016 and beyond. 1. ACA 1094 and 10952. SSARS 213. SSA changes to...

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Feature Stories

11 Steps to Help Businesses Deal with Commercial Debt

T. Steel Rose

There are many facets of the commercial collection process that fascinate me. Possibly because I believe the credit-based economy in this great country is based on honorable people who honor...

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Editor Blog

Lewis Testifies at Congressional Committee

T. Steel Rose, CPA, ACS Editor

Chairman of the AICPA Tax Section’s Tax Executive Committee, Troy Lewis, CPA, testified before the Small Business Committee of the U.S. House of Representatives in July of last year to...

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IRS Representation Advisor

IRS Posts New Forms for Offers in Compromise

E. Martin Davidoff

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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Tax Checklist

Checklist: Tax Planning Challenges

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

√ Surtax/Kiddie Tax Planning The 3.8% Surtax may be avoided by distributions to children subject to the Kiddie Tax (persons under age 19 and full-time students under age 24 with unearned...

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