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IRS wants to streamline tax disputes with new focus on alternative programs
Alternative Dispute Resolution Program Management Office formed.
The last-minute IRA dash before Tax Day is real
Contributions to IRAs are up significantly this season for the 2023 tax year, according to Fidelity.
Most US adults fear outliving their money more than death
Concerns about inflation, Social Security, and taxes are stoking Americans’ financial anxiety, Allianz Life survey shows.
Nearly half of US filers put off tax prep
A survey of more than 1,000 US adults offers glimpses of tax stress and procrastination as the April filing deadline looms.
Florida RIA rolls out tax and accounting service
Graham Capital has a new sister firm, focused on bookkeeping and tax preparation, led by a professional with three decades of experience.
Tax hike alone won’t save Social Security, think tank warns
Proposed bill to raise taxes on high earners isn’t enough to fix program's brewing solvency challenge, according to new report.
A future without 401(k)s? Advisors don’t like that one bit
401(k) accounts encourage workers to save, and changing the tax preferences could have a deleterious effect on retirement investing, advisors say.
Advisors run through tax season checklist
Rushing to file early can lead to having to amend tax forms later on, advisors say.
Advisors expect record federal debt to result in higher taxes
'As an advisor, the national debt is a very concerning issue, especially with younger clients that have a longer time horizon, because the bill is eventually going to come due,' an advisor says.
Welcome to the ‘Millionaire’s Tax’
State launches 9% rate for high earners.
How to prepare now for a better tax year in 2014
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
