Newsletters
Tax Alerts
Tax Briefing(s)

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Prepare Your Kids for Financial Independence
  • New IRS Ruling May Rescue Estate Plans
  • Tax Court Approves 100% Business Meal Deduction

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Ginnie Mae Funds for Your Retirement
  • Tax Credits Beat Deductions
  • R&D Tax Credits for Small Companies

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • College Costs Really Are Increasing Again
  • Start FAFSA Planning Earlier
  • Asset Allocation in 529 Plans
  • Outlining the Trump Tax Plan
  • How Small Business Retirement Plans Compare

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Calculating Retirement Needs
  • Taxable Versus Tax-Deferred Accounts
  • Small Companies Can Do Well While Doing Good

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • The Third Best Investment You Can Make
  • Prenups Can Serve Many Purposes
  • Solo 401(k) Plans for Companies Without Employees

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Tax-Wise Portfolio Rebalancing
  • Social Security Strategies That Still Work
  • With Retirement Plans, SIMPLE May Be Better

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Dealing with an IRS Audit
  • Deciding About a Vacation Home
  • ESOPs as Retirement Plans

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Playing Defense as Stock Prices Soar
  • Holding Down Premiums for Medicare Part B
  • Safe Harbor 401(k) Plans for Small Companies

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • After-Tax Dollars in Traditional IRAs
  • "Combo" Products for Long-Term Care Coverage
  • Defined Benefit Plans for (Very) Small Companies

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Be Cautious With Hard-to-Value IRAs
  • The "Other" Exchange Traded Funds
  • Profit Sharing Plans for Your Small Business

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Seeking a Stable Retirement
  • Foreign Stock Funds Can Be Doubly Taxing
  • Automatic Enrollment Retirement Plans

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • More Certainty for Year-End Tax Planning
  • Year-End Planning for Itemized Deductions
  • Year-End Planning for Deducting Taxes Paid
  • Year-End Planning for Charitable Donations
  • Year-End Planning for Medical Deductions
  • Year-End Retirement Tax Planning
  • Year-End Business Tax Planning

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Financial Steps to Take After a Child is Born
  • Investing in Gold Can Be Taxing
  • What Goes Into a Wellness Program?

The Client Bulletin is a monthly newsletter published by the AICPA and provides tax tips and tax law changes that are relevant to the Individual and Small Business Owners.   The current Bulletin includes the following articles:

  • Customization Comes to Target-Date Funds
  • Drawing Down Your Portfolio in Retirement
  • Setting Paid-Time-Off Policies

Tax writers in Congress are set to begin debating and writing tax reform legislation. On September 27, the White House and GOP leaders in Congress released a framework for tax reform. The framework sets out broad principles for tax reform, leaving the details to the two tax-writing committees: the House Ways and Means Committee and the Senate Finance Committee. How quickly lawmakers will write and pass tax legislation is unclear. What is clear is that tax reform is definitely one of the top issues on Congress’ Fall agenda.


As millions of Americans recover from Hurricanes Harvey, Irma and Maria, Congress is debating disaster tax relief. The relief would enhance the casualty loss rules, relax some retirement savings rules, and make other temporary changes to the tax laws, all intended to help victims of these recent disasters. At press time, a package of temporary disaster tax relief measures is pending in the House. The timeline for Senate action, however, is unclear.


IRS Exam staffing in fiscal year (FY) 2016, the latest tax year with statistics available, reached a 20-year low. As a result, the Treasury Inspector General for Tax Administration (TIGTA) has reported that the IRS undertook fewer audits.


IRS Chief Counsel, in generic legal advice (AM-2017-003), recently described when a qualified employer may take into account the payroll tax credit for increasing research activities. The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) created the payroll credit aimed at start-ups with little or no income tax liabilities. This tax break allows taxpayers to get the cash benefit of the payroll tax credit sooner as they reduce their payroll tax liability as payroll payments are made, instead of having to wait until the end of the quarter to receive the credit.


Yes, however, there are special timing rules for foreign adoptions. These rules differ from the timing rules for domestic adoptions and impact when you may claim qualified adoption expenses.


As an individual or business, it is your responsibility to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important federal tax reporting and filing data for individuals, businesses and other taxpayers for the month of October 2017.