October 26, 2016 – Changes to the Individual Tax Identification Numbers (ITIN) program are required as part of the Protecting Americans from Tax Hikes (PATH) Act enacted…read more
October 20, 2016 – After hearing about the police in India arresting 70 people on suspicion of posing as IRS agents, and Bob Pollock’s post…read more
October 13, 2016 – The IRS is warning taxpayers that a new scam has come to their attention. This scam involves a phony IRS CP 2000…read more
September 29, 2016 – The IRS has released new guidance to help taxpayers avoid taxes and penalties for late rollovers of distributions from employer-sponsored retirement…read more
July 14, 2016 – On June 23, voters in the United Kingdom (UK) voted to exit — or “Brexit” — the European Union (EU), causing…read more
July 8, 2016 – At one time or another, many of us will be named an executor to an estate. Along with the many obligations,…read more
June 23, 2016 – The IRS recently identified a number of common errors seen in two of the most popular retirement plans used by small…read more
June 9, 2016 – I read in a recent article that $4 billion of Research & Development Tax credits (R&D) went unclaimed in one year….read more
May 12, 2016 – Sometimes small changes get overlooked. Here’s a reminder that the Social Security Administration (SSA) and IRS made cost-of-living adjustments (COLAs) that…read more
April 28, 2016 – The Protecting Americans from Tax Hikes (PATH) Act of 2015 has relaxed several restrictions on Section 529 accounts — tax-favored college…read more
