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Tues, 03 Jun 2008 When Can You Charge a Client a Contingent Fee?
You can still charge contingent fees for a few kinds of tax work, even if rules effective earlier this year barred most such fees. Now - in response to requests from tax preparers - the IRS has clarified the rules on the remaining exceptions. Here's an explanation of the new guidance.
Mon, 19 May 2008 New Dependency Rules Provide Simplification for Some-But Not for Others
[May 2008] Although 2004 legislation tried to simplify the rules on tax breaks for families with children, a recent Tax Court case shows that requirements remain toufh for some clients. Those clients who are part of nontraditional families are particularly liable to find complications yet remain.
Mon, 19 May 2008 Claiming the Dependency Exemption for a Qualifying Relative
[May 2008] For taxpayers trying to claim a dependency exemption for dependents as qualifying relatives, as is often the case in nontraditional families, the task remains complicated. These complications were highlighted in a recent Tax Court case. Our tax authors show the requirements and options facing taxpayers so you can counsel affected clients accordingly.
Thur, 07 May 2008 Detailed Three-Month Federal Tax Calendar: May - July 2008
As a convenience to tax preparers, Intuit ProConnection updates this rolling three-month calendar of upcoming tax deadlines for payment and filing of federal taxes and related items.
Thur, 07 May 2008 Five Ways to Keep an Individual Tax Client after Tax Season
You've made it through another tax season. After you take a well-deserved vacation, what's next? CPA Sandi Smith offers five ways you can keep up individual tax clients through the year (and even add to your bottom line).
Mon, 7 Apr 2008 New Tax Return Disclosure Regulations Hit Client Communications
When the IRS said it was tightening the rules around disclosure of your clients' tax return information, we bet you didn't know they would limit the ways you reach out to your own clients in one-to-one communications. Tax specialists Terry Myers and Dee DeScherer commiserate, and provide some tips on how to comply. Plus they share a client letter you can use to reach out to clients or prospects.
Tue, 1 Apr 2008 Help Your Clients Navigate a Troubled Stock Market
The volatility of the stock market increases tax planning opportunities, and makes your advice to clients more valuable than ever. Tax specialists Terry Myers and Dee DeScherer provide detail behind the opportunities and share a client letter you can use to reach out to clients or prospects.
Wed, 05 Mar 2008 More to the New Tax Law than Just Rebates
While your clients may only know they are likely to get rebate checks, the Economic Stimulus Act of 2008 includes new incentives for businesses to invest in new equipment and machinery in 2008.
Wed, 05 Mar 2008 REFUND OPPORTUNITY for Unmarried Couples (or Other Unrelated Supporters of Dependents)
Existing rules for dependency exemptions may now allow a taxpayer who supports an unrelated child to claim an exemption. Moreover, the rules are retroactive to 2005, creating possible refund opportunities for some clients. It is likely this change will be welcome news to some unmarried couples, among others.
Wed, 05 Mar 2008 Where's My Rebate Check?
Call them stimulus payments or tax credits or tax rebate checks, these are the checks your clients will be asking you about. Here are answers to common questions around the checks, as spelled out in the Economic Stimulus Act of 2008 and subsequent IRS guidance.
Thur, 07 Feb 2008 The AMT Fix Is In
TIME-SENSITIVE. Congress gave an early Christmas present to millions of middle-income taxpayers who were facing thousands of dollars in extra tax liabilities due to a drop in the AMT exemption amounts for 2007. But taxpayers still need to wait to file. (Includes links to Lacerte and ProSeries AMT news.)
Mon, 04 Feb 2008 IRS Issues Interim Guidance on New Tax Return Preparer Rules
The IRS recently issued guidance implementing a 2007 tax law change that toughens the tax return preparer penalty turning in part on the realistic possibility standard for the validity of tax positions.
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