Benefits

A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.

If you haven’t converted a traditional IRA to a Roth by now, you’re probably never going to do it…right? That’s not necessarily true. In fact, some of your clients who have been sitting on the fence for awhile may be convinced to finally take the leap ...

Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.

The Internal Revenue Service has released several options for Spanish speakers to get information about the tax provisions of the Affordable Care Act. Two recently issued YouTube videos feature IRS Commissioner John Koskinen: Disposición de La ...

Considering giving a large cash gift to a loved one during the coming holidays? Thinking of making a big donation to charity or buying small gifts for business associates? Such gestures may provide you with your own present next year: a tax deduction.

Should retirees take money out of their qualified retirement plans like 401(k)s and IRAs to help pay for their living expenses? Most retirement-savers in their 70s or older have little choice: Under the federal tax law, they are mandated to make ...

U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.

The Internal Revenue Service has released the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.