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02.22.19

VIEWpoint Issue 1 | 2019

09.20.18

2018-2019 Tax Planning Guide

07.18.18

VIEWpoint Issue 2 | 2018

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An Executor’s Federal Tax-Filing Obligations

03.31.16
Along with their many other obligations, executors (or personal representatives) of estates must ensure that all applicable tax returns are filed. The required federal returns include the decedent’s final income-tax return and, in some cases, an es...
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12 Tax Scams to Consider in 2016

03.17.16
The Internal Revenue Service (IRS) issued its annual “Dirty Dozen” list of tax scams, reminding taxpayers to use caution and protect themselves against these schemes. This year’s 12 common tax scams include: Identity Theft Identity theft occurs...
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3 Income-Tax-Smart Gifting Strategies

03.15.16
If your 2015 tax liability is higher than you’d hoped and you’re ready to transfer some assets to your loved ones, now may be the time to get started. Giving away assets will, of course, help reduce the size of your taxable estate. But with incom...
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Internal Auditors See Modest Raises

03.11.16
A recent study conducted by the Institute of Internal Auditors (IIA) shows the median salaries for U.S. internal audit positions have decreased despite the modest pay raises received this past year. Surveying 10 internal audit positions, the 2015 int...
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