529 Plans and Tax Reform
This article was last edited on April 21, 2019.
The Tax Cuts and Jobs Act of 2017 made a major impact on 529 savings plans that… Read more
Form W-7: How to Fill Out the ITIN Number Application
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How to Prepare Your Client for an IRS Audit
“Tax audit” is a term that strikes fear into the heart of even the toughest business person, but the truth is there’s plenty… Read more
7 Things Tax Preparers Can Do to Protect Client Info
As a tax professional, you have a duty to your clients, especially as you’re handling sensitive information. Part of that… Read more
Tax Cuts and Jobs Act Impact on Retirement Savings and Benefits
This article was last edited on March 18, 2019.
The Tax Cuts and Jobs Act (TCJA) rolled out significant changes for American… Read more
Understanding Cost Basis
What is cost basis?
Essentially, cost basis describes your client’s total investment in a particular asset. Cost… Read more