Tax Strategy Scan: Follow the 1040

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.


9 Habits of Effective Audit Committee Members

Audit committees are responsible for wading through the gray area in every company with respect to the law, best practices and business ethics.


Trump and Clinton Debate Economics

Although I live a few miles from Hofstra University, the site of Monday night’s Presidential debate, I didn’t have a ticket to the event. Instead, I spent the time trying to get to the Marriott next door, where viewers were promised the chance to meet one of the candidates afterward.


Republicans Oppose Treasury’s Estate Tax Proposals

A group of 41 Senate Republicans is urging the Treasury Department to drop proposed regulations that would eliminate a popular tax strategy for minimizing estate and gift taxes.


Investors Express High Confidence in Auditors

An overwhelming majority of American investors are confident in the integrity of the U.S. capital markets, including audited financial reports and independent auditors, according to a new survey by the Center for Audit Quality.


BDO Names New Audit Quality Chief

BDO USA LLP has named Christopher Tower as the firm’s new national managing partner for audit quality and professional practice.


How Seniors Can Cope with the Higher Post-2016 AGI Floor Beneath Medical Expenses

With summer now behind us, it’s time for older taxpayers—those ages 65 and above—to consider how they will be affected by the higher post-2016 floor beneath medical expenses.


AICPA Fights Executive Impersonation

The American Institute of CPAs has issued a new report on the growing threat of “executive impersonation,” in which criminals claiming to be corporate executives convince employees to send them sensitive documents and company information.


Trump and Clinton Tax Positions Tighten

As both major Presidential candidates’ campaigns get into full gear, some of their positions on tax have become clearer, while others are still up in the air.


Clinton Tax Plan Grows $550 Billion in Policy Group's Report

Hillary Clinton wants roughly $550 billion in new taxes and fees over the next decade—affecting investment partnerships, large estates and banks—that have received little to no public discussion from her campaign, a report from a Washington-based policy group shows.