Individuals

Individuals

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Building a Profitable Cash Flow Forecasting Service

As firms across the US invest in cash flow forecasting technology, the accounting profession seems to be responding to an underserved demand among small business clients.
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Dec 3rd 2019
Individuals with traditional IRAs need to familiarize themselves with strict rules that kick in once they turn 70 1/2, the age at which...
Nov 15th 2019
In sixteen previous columns, I discussed my use of “tax tidbits” to enliven conversations when talking taxes with clients, speaking to...
Nov 18th 2019
A divorced taxpayer in a new Tax Court case, Rosenberg, TC Memo 2019-124, 9/19/19 , failed to meet the letter of the law. The exception to...
Nov 8th 2019
Do you have clients who are avid gamblers? If they incur losses from their gambling activities, at least they may be able to salvage a...