Tax

Advisors must help clients plan their deaths

As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.

By Melissa Shin |June 28, 2012

6 min read

Educate clients about advance care directives

Wanda Morris’s father-in-law spent the last month of his life strapped into a chair.

By Melissa Shin |June 27, 2012

2 min read

IRS offers tax amnesty to Americans in Canada

The Internal Revenue Service has announced a plan to help U.S. citizens living overseas, including dual citizens, catch up with tax filing obligations.

By Melissa Shin |June 26, 2012

3 min read

Lunchtime Takeaway: Who cheats on their taxes?

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 22, 2012

1 min read