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IRS Proposes Tweaks to R&D Tax Credit Form

September 21, 2023

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

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Consider These Two Common Strategies to Optimize Your Taxes

September 19, 2023

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

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Taking a Break Doesn’t Always Mean Unplugging

August 6, 2021

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,…

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Preparing for Medical Expenses in Retirement

October 2, 2020

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…

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4 Ways to Invest in Employee Mental Health

September 30, 2020

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.…

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How To Prepare For Rising Stress Ahead

September 16, 2020

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…

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E-filing of Form 1040-X Coming This Summer

June 28, 2020

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…

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