Congress’s Bipartisan Budget Act was enacted in November. As a result, two strategies for Social Security planning are no longer options for retirees. As a tax professional, here is what you need to know.
Displaying: Surgent Tax & Accounting Blog
Updates, Get Your Updates: Federal Tax Changes for 2015
The end of the year has arrived, and April is only a few months away. As tax season approaches, getting the low-down on 2015 tax changes is crucial. Check out our latest blog post to learn more about specific tax updates that will affect how your clients prepare for the 2016 tax season.
Financial Planning for 2016
With the holidays rapidly approaching, it’s time for wrapping up year-end finances and charting a financial plan for the new year. Read our latest blog post to prepare for client questions and New Year’s financial resolutions that might come your way this holiday season!
The Need to Know About Divorce-Related Financial Issues
While studies show that divorce rates are steadily declining in the United States, research reflects that almost half of all marriages in the U.S. still end in annulment or divorce. To help your clients avoid divorce-related financial pitfalls, take a look at our latest blog.
How to Boost Your Client Service Model
In Surgent's latest blog, learn more about how to sell your services to prospective clients while continuing to nurture relationships with current clients.
How to Work With Different Personalities
Surgent’s blog discussing helpful ways to work with diverse environments in a productive work place.
5 Desired Traits of Entry-Level Auditors
Surgent’s blog, 5 Desired Traits of Entry-Level Auditors, discusses the characteristics needed to become successful as a tax professional.
What You Should Know About the Internet Tax Freedom Act
The Internet Tax Freedom Act (ITFA) was enacted by Congress and signed by President Bill Clinton in 1998 with the intent of preventing Internet access from being taxed by local and state governments.
Federal Perkins Loan Program Expires
Federal Perkins Loan Program expired in September. As a result, many students will have to take a different approach to financial aid. As a tax professional, here is what you need to know.
Social Security and Women, Relationship Status: It’s Complicated
Because average wages for women are still less than that of their male counterparts, an income-based benefit like Social Security is less for women. We have highlighted how some of the more specific wording and rules may leave women with less than they should be entitled to.