News

Employers large and small must be alert to the growing threat of business identity theft. Continue Reading

Strong passwords are a commonly overlooked step in protecting personal tax and financial data. Continue Reading

Federal law requires tax professionals to create and use a written information security plan to protect clients’ data. Continue Reading

This holiday season don’t let the cybergrinches steal your money or your identity. Continue Reading

The IRS and its partners urge the public to shop safely by securing their computers and mobile phones. Continue Reading

Helping your tax clients get the most out of their tax situation could come down to making smart investments choices. Learn how to keep your clients on track by avoiding common investment mistakes. Continue Reading

Special needs trusts are a valuable planning tool for families that include a person with a disability. Here are tips for successfully managing this kind of trust by coordinating a team of professionals, planning for the future and helping clients navigate public benefits. Continue Reading

The implications of the large increase in the estate and gift tax exemption are complex and affect estate planning for everyone, not just the small percentage of the population who will still file estate tax returns. Continue Reading

When filling out financial aid applications, students and families may need to get tax information to complete the Free Application for Federal Student Aid form. The IRS Data Retrieval Tool is available to use with the 2019‒2020 FAFSA Form. This tool is the fastest, most accurate way to input tax return information into the FAFSA form. Continue Reading

Taxpayers should watch for new versions of two tax-related scams. One involves Social Security numbers related to tax issues. The other threatens taxpayers with a tax bill from a fictional government agency. Here are some details about these scams to help taxpayers recognize them. Continue Reading