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Overview of Key Tax Provisions of Health Care Reform Acts (HR3590 and HR4872)

The health care reform acts, HR3590 and HR4872, make sweeping changes to key individual and business tax provisions, most of which have delayed effective dates. The Tax Institute has put together a summary of these provisions. Read More Health Care Estimator for Business

"Jobs Bill" – New Form W-11

In News Release IR-2010-43, the IRS announced the release of new Form W-11, Hiring Incentives to Restore Employment (HIRE) Act Employee Affidavit, to confirm that an employee is a qualified employee for the special payroll tax exemption of the employer's share of certain social security taxes on wages under the HIRE Act. Read More

Audit Facts and Tips: Who Gets Audited and What Happens

Tax season is over; your clients have filed their returns and paid the balances or received their refunds. So they are in the clear with no audit worries, right? No, that's not necessarily true. Read More

To Roth or Not to Roth

Planning for retirement is more important and challenging than ever in today's economic climate, so it's not surprising that we've seen a lot of interest in this topic. Beginning in 2010, there are more options than ever before for many clients. Due to the Tax Increase Prevention and Reconciliation Act of 2006 (TIPRA), 2010 is the first year that the $100,000 modified adjusted gross income limit for Roth conversions will no longer apply. Read More

Energy Tax Credits For Homeowners

Now that the winter (and tax season) is over, taxpayers' thoughts may be turning to home improvements. Read More

California: 2009 Tax Changes for Mortgage Debt Cancelation

California has enacted legislation that largely conforms California law to the federal tax provision that allows taxpayers to exclude from tax certain income from mortgage debt that is forgiven through foreclosure or debt restructuring. Read More

Unemployment Insurance in 2010

Due to the current level of extended benefit payments and exhaustion of state unemployment trust funds, ... Read More

State Tax Issues

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Tax Law Changes

For an overview of key tax law changes, The Tax Institute created a couple of quick reference cards. These cards in PDF format detail information such as who's affected, when they're effective and what actions need to be taken. Available quick reference cards:
To access in-depth information on specific tax law changes, sign in to the Tax Research Center.
 
Question of the Week
Q: When a client purchases a principal residence, there may be some delay between closing on the purchase and moving into the residence. For instance, one client's new home was damaged by a flood that occurred right after closing and the client took a couple of weeks to repair the property before moving in. In another instance, the client moved most of her furniture to her new residence right away, but could not actually move into the house for about six weeks because her child was very ill. Do these delays count toward "nonqualified use" under the recent change to the tax law?

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Health Care Estimator - Business
Use this estimator to help business clients understand the potential financial impacts of the health care legislation on their business.
Quick Links
The Tax Institute has compiled useful tax-related links to assist you.
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