How to Avoid Taxes and Penalties on Excess IRA Contributions

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Essential Tax Tips for IRAs

Horsesmouth Essential: Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here's what you need to know.

9 Questions Clients Should Ask CPAs at Tax Time

As the quarterback of your clients’ advisory team, you need to prepare them for the rigors of tax season. Talk to clients about their tax situation this month and send them off to their CPAs with these nine questions and your business card. Not only will your clients feel taken care of, but you may cultivate a great new referral source.