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In the News

Playbook for 2026: Employers are shifting gears on benefits. Here’s what’s changing
In the News
May 24, 2021
Joe Biden Wants to Tax the Wealthy without Creating a Wealth Tax, Even Though It’s Overwhelmingly Popular
  • Features Bill Smith
  • BUsiness Insider
May 24, 2021
Joe Biden Wants to Tax the Wealthy without Creating a Wealth Tax, Even Though It’s Overwhelmingly Popular
    In the News
    May 18, 2021
    Q1 Labor Stats Show Low Quit Rate in Finance
    • Philip Noftsinger, Blockworks
    May 18, 2021
    Q1 Labor Stats Show Low Quit Rate in Finance
      In the News
      May 18, 2021
      IRS Starts Refunds for Tax Returns Claiming Unemployment Benefits
      • Steve Henley, Accounting Today
      May 18, 2021
      IRS Starts Refunds for Tax Returns Claiming Unemployment Benefits
        In the News
        May 14, 2021
        Not Ready to File Your Taxes? Filing for an Extension Can Help You Owe ‘Significantly Less,’ Accountants Say
        • Dan Seff, CNBC Grow
        May 14, 2021
        Not Ready to File Your Taxes? Filing for an Extension Can Help You Owe ‘Significantly Less,’ Accountants Say
          In the News
          May 13, 2021
          What’s Behind Friday’s Disappointing Jobs Data?
          • Philip Noftsinger, Blockworks
          May 13, 2021
          What’s Behind Friday’s Disappointing Jobs Data?
            In the News
            April 27, 2021
            How High Should Biden Raise the Capital Gains Tax? It’s Complicated, Experts Say
            • Features Bill Smith
            • NBC News
            April 27, 2021
            How High Should Biden Raise the Capital Gains Tax? It’s Complicated, Experts Say
              In the News
              April 23, 2021
              New RMD Rules Can Be Unfriendly to Wealthy Clients
              • Robert Caron, Financial Advisor Magazine
              April 23, 2021
              New RMD Rules Can Be Unfriendly to Wealthy Clients
                In the News
                April 15, 2021
                The Challenges Caused by Postponing the April 15 Filing Deadline
                • Features Bill Smith
                • Bloomberg Tax
                April 15, 2021
                The Challenges Caused by Postponing the April 15 Filing Deadline
                  In the News
                  April 08, 2021
                  Biden’s Plan to Overhaul Tax Code Would Close Offshore Tax Loopholes
                  • Features Bill Smith
                  • NBC News
                  April 08, 2021
                  Biden’s Plan to Overhaul Tax Code Would Close Offshore Tax Loopholes
                    In the News
                    March 31, 2021
                    Headed in New Directions
                    • Heather Winiarski, Accounting Today
                    March 31, 2021
                    Headed in New Directions
                      In the News
                      March 24, 2021
                      How Tax Planning for Business Clients Got a Boost from COVID-19 Relief
                      • Features Bill Smith
                      • Financial Advisor
                      March 24, 2021
                      How Tax Planning for Business Clients Got a Boost from COVID-19 Relief
                        In the News
                        March 22, 2021
                        6 Legal Tax Shelters to Consider
                        • Features Bill Smith
                        • U.S. News & World Report
                        March 22, 2021
                        6 Legal Tax Shelters to Consider
                          In the News
                          March 22, 2021
                          Child Tax Credit for $3,600: When will payments come and how often?
                          • Joanna Powell, CNET
                          March 22, 2021
                          Child Tax Credit for $3,600: When will payments come and how often?
                            In the News
                            March 15, 2021
                            How the COVID-19 Relief Bill Will Help Employers with Payroll
                            • Features Bill Smith
                            • Yahoo! Finance
                            March 15, 2021
                            How the COVID-19 Relief Bill Will Help Employers with Payroll
                              In the News
                              March 12, 2021
                              Qualified Opportunity Zones: Delayed Timelines and Tracking Changes
                              • Chris Hanewald, Bloomberg
                              March 12, 2021
                              Qualified Opportunity Zones: Delayed Timelines and Tracking Changes