The 2025 tax law impacts estate planning for everyone, from young professionals to retirees. Here are 10 reasons to review ...

Estimating taxes accurately is crucial for financial planning, and using Excel templates can significantly simplify this process. ... Helps in planning tax strategies around investment activities. 7.

In a recent Accounting Today webinar on tax planning, Harris and Schwab also highlighted the complexities of the Clean Vehicle Credit, ... The IRS has issued a revised template, 28 pages in length, ...

Tax pros also now need to report any security event affecting 500 or more people to the Federal Trade Commission no later than 30 days from the date of discovery, as well as report the incident to an ...

An honest conversation can determine if your CPA is able to meet your tax planning needs, and if so, you should get prepared yourself, CPA Bruce Willey says. Kiplinger. Save up to 74%.

Accounting for 100% of your client's assets will improve the financial plan. Here are 4 key tax form forensic opportunities for a financial advisor. 1. Form 1040 a. Line 2a, ...

Here’s a list of tasks to check off before tax time, ... Retirement Plan Tax-Prep Checklist. Watch these deadlines and don’t forget your RMDs. By Barbara Weltman. Updated December 18, 2023.

3) Finally, tap company retirement-plan accounts and IRAs. Save Roth IRA assets for last. The Logistics of Withdrawal Sequencing. The sequence in which you tap your accounts will help you ...