HAHAHAHAHA... you know that return that you thought was pretty much done except for the couple of questions you had to the client and then the client finally answers you and you realize... HAHAHAHAHA... that the return really isn't pretty much done... HAHAHAHAHAHA...

Medicaid planning with a Trust. Be sure to get it right. #Tax #retirement #Trust journalofaccountancy.com/news/2023/oct/…

Four Strategies for Donating a Home to Charity #tax #Trust wealthmanagement.com/philanthropy/f…

Arizona to begin paying the "Arizona Families Tax Rebate" #SALT #Tax azdor.gov/individuals/ar…

🚨Breaking Tax News🚨 Retirement-related inflation adjustments have just been released by the IRS. Key numbers for 2024 include... 🔸IRA contribution limit: $7,000 (⬆ $500) 🔸401(k) salary deferral limit: $23,000 (⬆ $500) 🔸Max SEP IRA contribution: $69,000 (⬆ $3,000) 🔸Max

Year-End Strategy for Clients With Unused GST Tax Exemptions #trust #tax wealthmanagement.com/estate-plannin…

filing season 2023 #TaxTwitter

With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and the paperwork. Thanks to @Justinmilleresq for his help! #tax #estateplanning #gifts #familyloan #interestrates forbes.com/sites/kellyphi…

IRS with another year-end notice.... EIN online application closed December 27-January 2. #TaxTwitter #IRS irs.gov/businesses/sma…

Imagine being a business finally deciding to repay ERC now at 80% with no penalties, no interest, full wage deduction, and keep the refund interest --- only to be denied for the program because the IRS has enforcement information already. See #6 & 7 below. Tough way to find out.

Remember, 1099s & W2s due Jan 31!! Kelly Phillips Erb Tracy Accounting Today Kay Bell Sylvia F. Dion Parker Tax Pro Library Cari Weston, CPA Jina Etienne CPA CGMA CDE® (she/her) TaxBuzz.com Deborah Fox, CPA Brian Streig, CPA Melinda Nelson CPA Phyllis Jo Kubey Jan Roberg @yourfavecpa Tyler Mcbroom Ed Zollars, CPA

IRS has implemented advanced analytics and AI to identify fraudulent ERC & people are going to get nailed on this like crazy for the next five or so years. - Per Darren Guillot former IRS deputy commissioner - h/t Richard C Crain

😂CLIENT TAX DOCUMENTS in TAX SEASON #TaxTwitter

Financial Planning for Families With Disabilities wealthmanagement.com/estate-plannin…

IRS updates Form W-9. Last update was in 2018. #TaxTwitter #IRS irs.gov/pub/irs-pdf/fw…

the eclipse forcing every accountant out of the office for the first time this year

🚨Multiple clients just received IRS identity verification letters for 2023 tax return filing.. WHAT IS HAPPENING IRS !?!?! looking at a crash landing to this tax season #TaxTwitter #IRS

Reminder of all the #Tax changes coming.. TCJA expiring. #TaxTwitter bakertilly.com/insights/june-…

What an amazing summer read... Thanks for sharing your story. Rex Chapman🏇🏼

1/? 🚨SECURE Act FINAL Regs are here!🚨 I honestly can't remember a time when advisors, tax pros and "mom and pop" investors more eagerly awaited news from the IRS. But more than 4 1/2 years after SECURE was passed, we now have some definitive answers to key Qs. A thread...