The question asking if an individual is a dependent or if they might file on their own as an independent taxpayer has always been an issue. In recent years this…
Why is March 6 important when dealing with trustees who are in control of complex trusts? March 6 becomes a very important date for the trustee of a complex trust…
Located in a remote part of Pakistan, K2 is the earth’s second-highest mountain and the most difficult to climb. Although it’s not as high as Mount Everest, K2 is more…
This week’s blog focuses on the importance of exercising due diligence when taking on new tax clients by asking questions regarding their previous tax returns that could impact current tax…
Join 2,300 of your colleagues and get notified when a new post is added.
Subscribe to the Blog
Tom O’Saben issues a first week of filing season report card for this year’s tax season. For clients so far this tax season they receive an “A” for being well…
In this week’s blog, Tom O’Saben discusses the new RMD tables for 2022 that impact how much must be withdrawn from IRAs and qualified plans each year. Tom also reminds…
