Client Tax EducationFiling Taxes During Separation or Divorce: A Tax Preparer’s Guide Previously, we covered the most common tax considerations after divorce, including filing status, dependents,… Read more
Client Tax EducationHow to Claim Crypto Losses on Taxes Did your clients have net losses in their cryptocurrency portfolio this tax year? As with any other capital loss, your clients… Read more
Client Tax EducationWhat Are Digital Assets and How to Report Them The IRS introduced a new term this tax season, “digital assets,” replacing the previous term, “virtual… Read more
Client Tax EducationHow Can the Convenience of the Employer Rule Effect Your Clients With the drastic increase in remote work in recent years, many of your clients may wonder how to handle state taxes, especially… Read more
Client Tax EducationWhat to Tell Your Clients About Student Loan Forgiveness and Canceled Debt On August 24, 2022, President Joe Biden announced a plan to erase up to $20,000 in student loan debt for individuals who borrowed… Read more
Client Tax EducationHelping Your Clients Prepare for Retirement Preparing for retirement is daunting, and your clients likely see you as an expert on all things financial – so don’t be surprised… Read more