Posts by PBTSI

Stakeholders have until Oct. 31 to provide feedback on the proposed changes to Form 6765 the IRS unveiled on Friday. Click here to read the article

Roth IRA conversions could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments. Click here to read the article

FROM: Harvard Business Review While you can and should take breaks by stepping away from your devices and screens, you may not always have the time or the autonomy to do so. But if you choose the right screen-based breaks, they can provide you with similar benefits as the offline variety and help you take…

FROM: U.S. News You may think that you don’t need to worry about health care costs after you turn 65 and are eligible for Medicare. You can’t contribute to a health savings account after you enroll in Medicare, but you can use money you’ve built up in the account tax-free for even more expenses after…

FROM: Financial Management COVID-19 has disrupted every facet of our lives, and our collective mental health is no exception. In the world we’re in today, building a culture that’s both resilient and agile is an obvious source of competitive advantage. There’s absolutely no question that investing in a culture that supports mental and emotional wellbeing…

FROM: Smart Brief My area of focus is group culture and what it takes for individuals and groups to thrive. You should also be aware that individuals who have been traumatized are more likely to misinterpret events as threats, even though they aren’t, so as a result they’re more vulnerable to stress and their reactions…

FROM: The Tax Adviser The current system requires taxpayers to mail a paper amended return to the IRS for processing, and the IRS receives over 3 million of those forms each year. The new electronic option allows the IRS to receive amended returns faster while minimizing errors normally associated with manually completing the form. IRS…