AppZen introduces AI system for audit analysis

Mastermind Analytics identifies spending risks, provides benchmarks on demand, and gives finance teams more visibility into behavior patterns.

AppZen introduces AI system for audit analysis


Tax Strategy Scan: A Trump Cheat Sheet

A planner’s guide on what clients should do before and after the president-elect takes office. Plus, why the timing may be right for the “beaten-stock strategy.”


Estate Tax Repeal under Trump Would Benefit President, Cabinet

President-elect Donald Trump, who won the hearts and minds of millions of working-class voters, may help deliver a multibillion-dollar bonanza to America’s wealthiest families.


AICPA Wants IRS to Withdraw Estate Tax Proposals

The American Institute of CPAs is asking the Internal Revenue Service and the Treasury Department to withdraw and, if necessary, re-propose their rules for the valuation of interests in corporations and partnerships for estate, gift and generation-skipping transfer tax purposes.


Year-End Tax Tips

Steps to take before the New Year for a better tax return in 2017 (text version)


Tax Strategy Scan: Thinking Outside the Box on RMDs

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


Election-Driven Expats May Want to Reconsider

If your clients are upset by the outcome of the election, there are some things they should know before they book a one-way ticket out of the country.


Boeing Tax Break Is Illegal, WTO Says

Boeing Co. received an illegal tax break from Washington state as part of $8.7 billion in aid to assemble the 777X and manufacture the jetliner’s carbon-fiber wing there, the World Trade Organization said.


Tax Strategy Scan: Paying Early for Better Returns

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


Household Employment Tax Changes May Be Coming under Trump

Donald Trump’s incoming administration may decide to make some changes in tax policy for household employers and employees, including an idea that Trump credited to his daughter Ivanka to allow parents to deduct childcare expenses from their taxes.