|
Saving for College?
by LeAnn Luna
Section 529 plans are a tremendous education savings vehicle, but advisors should be aware of two competing options — the Roth IRA and Education Savings Accounts (ESAs).
Worker Classification — Is Congress Ready to Take Action?
by Annette Nellen, CPA/Esq.
Worker classification has been a longstanding problem for workers, employers and the government. Focus on the federal tax gap has brought renewed interest to the problem.
Estate Planning and IRAs: Selecting a Traditional IRA Beneficiary
by Deborah Ziolkowski, MST/CRTP
Stretching out opportunities to maximize beneficiaries’ continued tax deferral of the IRA.
Ease the Burden of Busy Season
by Gerri Chanel/Journal of Accountancy
Practical tips from firms that have learned how to make their annual ‘trial by fire’ less stressful and more productive. |