Jeff Stimpson

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IRS Offers Help With Quarterly Taxes

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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

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Extensions have more to do with paperwork than with deductions.

IRS Will Not Process Returns Of Uninsured Clients

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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?

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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?

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Despite glowing publicity, converting retirement plans can have pitfalls.

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

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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

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

What To Tell Clients About HSAs And Taxes

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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

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

Smart End-of-Year Tax Moves For Clients

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These are some strategies to consider as you get your clients' assets in order for the coming tax year.

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