Jeff Stimpson

[1]  33 34 35 36 37 38 39 40   [41]

What To Tell Clients About The Estate Tax

by

The future of the "death tax" remains a political hot button--and an ongoing consideration for wealthy clients.

IRS Offers Help With Quarterly Taxes

by

The agency’s new info page aims to make sure advisor clients don’t fall behind in what they owe through the year.

October Has Become Tax Month For Many HNW Clients

by

Extensions have more to do with paperwork than with deductions.

IRS Will Not Process Returns Of Uninsured Clients

by

Reversing its stance from earlier this year, the IRS says it will block returns of those who don’t prove health coverage.

Is Your Client With A Side Job Paying Taxes?

by

A new survey has found that many people with part-time gigs never report the income.

Can A Roth Conversion Reduce Taxes For Affluent Clients?

by

Despite glowing publicity, converting retirement plans can have pitfalls.

CPAs Tell Advisors How To Save Clients Taxes On 401(k) RMDs

by

Here’s how to keep your clients' tax bills down when they make withdrawals.

Equifax Break-In May Produce Big Problems For Your Clients This Tax Season

by

Here's how you can help clients recover from tax-related ID theft.

What To Tell Clients About HSAs And Taxes

by

The increasingly popular accounts offer great potential for growing funds if taxes are handled properly.

If Your Client Suffers Hurricane Damage, These Tax Strategies Can Help

by

Be aware that the IRS extends filing deadlines for people in federally declared disaster areas.

[1]  33 34 35 36 37 38 39 40   [41]