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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
As the calendar flips to July, 2019 is already half over. Do you have money goals you wanted to accomplish this year? Continue Reading
Small improvements in a credit score and a clean, accurate report can have a big impact on your ability to borrow money at a low interest rate. Continue Reading
Helping clients plan their own funerals can ensure their wishes are carried out and reduce stress for family members at a difficult time. Among the factors to consider are cost, method of burial and funeral home preference. Continue Reading
As the big day approaches, the Oregon Society of CPAs has tips to make sure money issues don’t get in the way of happily ever after. Continue Reading
More than two-thirds of Americans plan to take a vacation this summer. Read up on these tips to help you and your family save money. Continue Reading