Publications & Coverage

When the nation's leading publications need analysis on the latest tax issues, they turn to the world's leading tax experts. Take a look at some recent articles featuring quotes from The Tax Institute experts, as well as our original work, published in a variety of traditional and new media outlets.

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In The News

4 New Ways You Can Avoid Fines For Not Having Health Insurance

The Tax Institute's Alison Flores talks to Kaiser Health News in this article about four additional hardship exemptions for the health insurance penalty. The penalty often surprises people when they file their tax returns.

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In The News

Tips for filing taxes close to deadline

"The failure to file penalty is 10 times more than the failure to pay penalty," The Tax Institute's Executive Director Kathy Pickering explains to KATV. "The best advice is pay what you can as soon as you can, and set up a payment plan to pay off the rest of it."

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In The News

IRS warns about aggressive phone scams

As the IRS issues scam warnings to taxpayers, The Tax Institute's Executive Director Kathy Pickering emphasizes that the IRS would never ask you to put money on iTunes cards to pay off a debt.

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In The News

Still need to file? Tax tips before Tuesday deadline

The Tax Institute's Andrew Phillips gives KMBC tax tips for last-minute filers in 2018 -- and recommends that taxpayers do their homework now for tax reform changes that go into effect for next year's taxes.

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If You Still Haven’t Filed Your Taxes — Read This

"If you're having trouble with the numbers or even a little anxiety, find the help you need," urges The Tax Institute's Catherine Martin in this LifeZette article offering filing tips for 2017.

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It's Super Easy to File for a Tax Extension Before Tax Day 2018. Here's How.

Tax experts, like The Tax Institute's Gil Charney, tell Money that you should not avoid filing your taxes because you don’t have the money to pay.

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In The News

Tomorrow is the deadline to file taxes

The Tax Institute's Executive Director Kathy Pickering offers some last-minute tax-filing tips for 2017 tax returns.

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Your taxes are due this week – here are 11 ways to save on your bill

The Tax Institute's Andrew Phillips gives some advice about tax-trimming measures you shouldn’t overlook.

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Retirement: Planning ahead to avoid higher Medicare premiums

The Tax Institute's Gil Charney talks to the Chicago Tribune about Medicare surcharges, which "can be hard to eliminate, but you can mitigate it," by paying attention to modified adjusted gross income.

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In The News

5 ways to claim your pets on your tax return

The Tax Institute's Alison Flores talks to Moneyish about how pets can fetch some tax breaks in narrow circumstances, like if you have a service animal or foster a pet from an IRS-approved nonprofit.

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A millennial’s guide to filing your taxes -- What you need to know

The Tax Institute's Executive Director Kathy Pickering talks to ABC News about a comprehensive set of tax tips for millenials -- from gathering tax records, to dependents, to retirement planning.

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Tax Help for Each Kind of Procrastinator

"To help alleviate the stress associated with filing your tax return ... Use a customized checklist to ensure you don’t miss any necessary documents." The Tax Institute's Andrew Phillips shares this tip and more for the tax procrastinator.

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Brookville H&R Block Tax Tips: How to Fill Out a W-4 to Avoid Tax Reform Surprises

The Tax Institute's Jackie Perlman explains why taxpayers should update their Form W-4 with employers to get their withholding right and avoid tax surprises.

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Thinking of freelancing? Here's what the new tax law does for you

The idea of striking out on your own after being a salaried employee can be enticing. The Tax Institute's Nathan Rigney talks with CNN Money about the tax implications.

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In The News

Here's How Long You Should Keep Your Tax Returns, According to Experts

The Tax Institute's Gil Charney gives some advice to Money about using technology to hang on to tax records.

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What's the Difference Between a Tax Credit, Tax Deduction, and Tax Exemption?

The Tax Institute's Gil Charney contributes to this Money article explaining the differences among common tax terms: credits, deductions, and exemptions.

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Hefty Income Hikes Medicare Costs as Surcharges Kick In

The Tax Institute's Gil Charney talks with Kiplinger's Personal Finance about ways to mitigate Medicare surcharges, including using Roth accounts.

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Smart Moves for Your 2017 Tax Return

The Tax Institute's Gil Charney explains in this article with Kiplinger's Personal Finance that if taxpayers prepaid a portion of their 2018 property taxes, they should keep a copy of the assessment in case of an audit.

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11 tax deductions and other ways to cut your 2017 tax bill

The Tax Institute's Andy Phillips talks with CNN Money about 11 smart moves taxpayers should consider to reduce their tax bill, including IRA contributions and other itemized deductions.

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Tax Reform and the Laundry/Linen Industry

The Tax Institute's Mike Slack talks with American Laundry News about how the Tax Cuts and Jobs Act will affect the laundry and linen industry, including the lower corporate tax rate and payroll tax changes.

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Family finances: What the new tax law means for families

Talking with The Chicago Tribune, The Tax Institute's Jackie Perlman reminds taxpayers that the rules to qualify for the child tax credit didn't change under the new tax law, and provides some helpful tips about the credit.

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The Smart Tax Tips Smart People Need to Know

The Tax Institute's Catherine Martin dives into common life situations that require taxpayers to take a fresh look at their tax strategy, in this interview with LifeZette.

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Check Your Withholding Math or Risk a Painful Tax Shock

The Tax Institute's Gil Charney provides a hypothetical to the Wall Street Journal, to demonstrate how a taxpayer's withholding might be affected by the Tax Cuts and Jobs Act.

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Brookville H&R Block Tax Tips: Virtually All Taxpayers Affected by Tax Reform

The Tax Institute's Executive Director Kathy Pickering talks with Explore Jefferson PA about how the Tax Cuts and Jobs Act will require all taxpayers to re-evaluate their tax strategies to ensure they get the best outcome.

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Social Security benefits stolen by hackers, leaving families with bill

The Tax Institute's Gil Charney explains how tax reporting works with Social Security benefits.

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Tips from H&R Block's Tax Institute to avoid scams, get the most out of your refund

The Tax Institute's Andy Phillips talks with KSHB about how taxpayers can avoid scams and maximize their refunds this tax season. Tips include using the correct filing status and applying for the Earned Income Credit.

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In The News

Ding Dong! The Obamacare Tax Penalty Is(n’t) Dead

In this article for California Healthline, The Tax Institute's Alison Flores clarifies that taxpayers must either qualify for an ACA exemption or they'll be subject to the healthcare penalty.

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Check your paycheck. You may have more money this month.

NBC news quotes The Tax Institute's Jackie Perlman about whether taxpayers need to fill out a new Form W-4 based on the Tax Cuts and Jobs Act.

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Biggest Tax Mistakes Millennials Make

Talking with The Street, The Tax Institute's Jackie Perlman says that many younger filers just don't know that they need to file a tax return.

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The New Tax Law: Medical-Expenses Deduction

The Tax Institute's Gil Charney talks with the Wall Street Journal about how the Tax Cuts and Jobs Act made the medical expense deduction a little more generous for taxpayers.

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Everything You Should Know About Tax Refunds

The Tax Institute's Jackie Perlman clarifies tax return facts in this article with U.S. News and World Report.

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Estimate your refund and get a jump-start on your 2017 taxes

The Tax Institute's Jackie Perlman provides helpful insight on how to use tax forms and withholding to estimate tax refunds.

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Tax reform: It’s not just for IBM

In this piece on tax reform by the Durango Herald, The Tax Institute's Michael Slack talks about how the new 20% business income deduction is meant to help small and large businesses.

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How to Get Ready for a Tax Preparer

In this Consumer Reports article, The Tax Institute's Gil Charney talks about how taxpayers should get organized before meeting with a tax preparer.

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Higher Standard Deduction Means Fewer Taxpayers to Itemize

In this article for AARP, The Tax Institute's Alison Flores talks about the elimination of certain itemized deductions under the new tax law, and how taxpayers should review their new options.

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IRS Advisory Council names new members

This Accounting Today article announces the appointment of The Tax Institute's Ben Deneka to the IRS Advisory Council.

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Will enough tax be withheld from your paycheck? Good question

The Tax Institute's Executive Director Kathy Pickering talks with CNN Money about how tax reform under the TCJA means it's time for taxpayers to review their Form W-4 withholding.

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Column: New tax laws may kill the beach house dream

The Tax Institute's Alison Flores discusses with Reuters the downside to holding a beach home as a business -- including paying more capital gains tax.

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What to expect when Trump's tax law takes effect

The Tax Institute's Executive Director Kathy Pickering discusses with The Hill some of the complexities in estimated taxes after the TCJA takes effect and before the IRS issues further guidance.

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Tax cut arrives, and Americans ask what’s in it for them – and for country

The Christian Science Monitor quotes The Tax Institute's Executive Director Kathy Pickering, who offered advice that taxpayers should seek professional tax advice and start W-4 planning.

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Federal Tax Plan: Health Care Expenses, Property Taxes

CBS Chicago quotes The Tax Institute's Executive Director Kathy Pickering about how the new tax plan could make it easier for people with significant medical bills to get a tax break.

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Six Ways to Make the New Tax Bill Work for You

Bloomberg quotes The Tax Institute's Executive Director Kathy Pickering on maximizing itemized deductions, including unreimbursed employee expenses, before the end of 2017.

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Big tax bill prompts last-minute tax tips for 2017

The Detroit Free Press quotes The Tax Institute's Executive Director Kathy Pickering on advice to maximize charitable contributions before the end of 2017.

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Year-end tax moves to make now

The Tax Institute's Executive Director Kathy Pickering offers a tax tip to CNBC about deductible medical expenses.

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How fire victims can claim the casualty loss deduction

The Tax Institute's Nathan Rigney talks with the San Francisco Chronicle about how fire victims can claim the casualty loss on their 2016 or 2017 returns.

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Publications

The Tax Cuts and Jobs Act: Five scenarios

This paper from The Tax Institute presents five scenarios to demonstrate how varying fact patterns could result in tax savings and tax increases under the Tax Cuts and Jobs Act (TCJA).

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How to avoid getting scammed come tax time

The Tax Institute's Nathan Rigney talks with CNBC about common tax scams, and the reality about how the IRS will contact taxpayers.

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File Your Tax Return Already!

The Tax Institute's Alison Flores talks with The Street about last-minute tax filing for extended returns, including tips about this year's IRS disaster relief provisions, payment plans, and taking the time to search for credits and deductions.

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Here’s How Tax Reform Could Squeeze the Middle Class

The Tax Institute's tax law and policy experts team up with Bloomberg News to analyze how tax reform could potentially affect the middle class, through five scenarios. The article looks at popular deductions, tax-advantaged savings accounts, tax rates, and more.

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IRS penalizes more earners for mistakes, underpayment in estimated tax filings

The Tax Institute's Nathan Rigney talks with USA Today about some of the possible reasons why the IRS is penalizing nearly 33% more Americans for making mistakes or missing estimated tax filings.

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Veto override to leave many Kansans owing more tax than anticipated

The Tax Institute's Andy Phillips talks with KMBZ about the impact of the new Kansas income tax law, which means that many taxpayers with pass-through income (like LLCs and partnerships) will owe more tax than they did in previous years. Phillips suggests making estimated tax payments to alleviate the impact.

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New Kansas Income Tax Law Means Changes For Small Businesses — And Paychecks

The Tax Institute's Andy Phillips talks with The Marysville Advocate about the new Kansas income tax law. He suggests workers should increase their withholdings and businesses should check to see if their tax payments need to be updated.

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Everything You Need to Know About Your Kid's Summer Job and Taxes

The Tax Institute's Jackie Perlman talks with The Street about tax implications for teens who take summer jobs.

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How the new state tax law affects you

The Tax Institute's Jackie Perlman talks with the Lawrence Journal-World about how a new Kansas tax law will affect state residents -- and the special impact on taxpayers with business income other than wages.

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What Kids Starting Jobs Should Know About Taxes

The Tax Institute's Jackie Perlman talks with Kiplinger about the important items teens should know when they start working, including how many exemptions to claim on Form W-4.

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Retirees, Survive and Thrive in the Gig Economy

The Tax Institute's Mike Slack talks with Kiplinger about tax tips for gig economy workers, including record-keeping and self-employment taxes.

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How to handle tax filings for 401K, retirement plan

The Tax Institute's Executive Director Kathy Pickering talks with WBRZ-2, Baton Rouge, LA, about retirees and their continuing obligation to file tax returns, even if their only income is from their retirement plan.

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Meeting the Deadline: How to handle taxes if you're retired

The Tax Institute's Executive Director Kathy Pickering talks with Local SYR about the tax treatment for Social Security and other retirement benefits.

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Meeting the Deadline: Filing taxes with two or more jobs

The Tax Institute's Executive Director Kathy Pickering talks with Local SYR about tax considerations for self-earners, AirBNB hosts, and other gig economy taxpayers.

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Tax Deductions You Never Knew Existed

The Tax Institute's Executive Director Kathy Pickering talks with CNBC about deducting donated household items, gambling losses, and more.

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Have you filed your taxes? Time is running out

The Tax Institute's Executive Director Kathy Pickering talks with The Press-Enterprise about late return filers and other information for submitting tax returns on time.

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Claim your fantasy football losses: Even tiny tax breaks can add up

The Tax Institute's Jackie Perlman weighs in with USA Today on deducting "tiny" tax items, such as gambling losses, personal property taxes paid, and medical expenses.

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Need a Tax Extension? 5 Things You Should Know

The Tax Institute's Glenn Brown comments to The Fiscal Times about how to easily file for an extension on an individual tax return.

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5 things to know about late-season tax returns

The Tax Institute's Nathan Rigney talks with the New Hampshire Register about common characteristics of taxpayers who wait to file a return in the last two weeks of the tax season, as well as the penalties for those who don't make the deadline.

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When to Toss Tax Records

In an interview with Kiplinger, The Tax Institute's Gil Charney weighs in on how long to keep tax records, including returns and supporting documents.

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Tax madness: What cash payouts can be taxable?

The Tax Institute's Mike Slack comments to the Detroit Free Press about how cash gambling winnings, hobby income, forgiven debt, and more are taxable income.

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3 Ways to Maximize Your Tax Refund

The Tax Institute's Gil Charney talks with U.S. News & World Report about ways to maximize tax refunds through saving, contributions to retirement accounts, and charitable giving.

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Who's leaving $1 billion on the table?

The Tax Institute's Jackie Perlman talks with the Detroit Free Press about unclaimed tax refunds and offers advice to taxpayers who are owed a refund for a prior year.

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What to Do if You Can't Pay Your Tax Bill

U.S. News & World Report talks with The Tax Institute's Lynn Ebel about why some taxpayers are unable to pay their bill, the consequences for failing to pay, and the possible alternative payment options.

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How to Avoid Tax Scams

The Tax Institute's Nathan Rigney offers tips to U.S. News & World Report to help prevent scammers from using confidential taxpayer information to file returns.

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6 Tips to Avoid Costly Tax-Filing Mistakes

Writing for United Way's blog, The Tax Institute's Executive Director Kathy Pickering describes common tax-filing mistakes and how to avoid them.

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New fraud protections delayed Earned Income Tax Credit filings

The Pueblo Chieftain quotes The Tax Institute's Executive Director Kathy Pickering about delayed refund payments based on new identity fraud protection measures for taxpayers who claimed the earned income tax credit.

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7 Common Tax Mistakes That Could Cost You Thousands

The Fiscal Times talks with The Tax Institute's Jackie Perlman about the impact of common return filing mistakes, including failing to itemize deductions and choosing an incorrect filing status.

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The best tax tips for freelancers

The Tax Institute's Gil Charney talks with CNBC about business expense deductions, along with other helpful hints on paying self-employment taxes and saving for retirement for independent contractors and workers with a side gig.

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3 Tax Tips For Those In The Sharing Economy

The Tax Institute's Mike Slack talks to a Forbes contributor about essential tax knowledge for workers and drivers in the gig economy: understand mileage rules, correctly report income, and don't forget to make estimated tax payments.

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Seven reasons to start your taxes early

Fidelity speaks with The Tax Institute's Gil Charney about the importance of not procrastinating on taxes -- starting early can save money and stress.

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Make less than $54K? Consider this underused tax break

The Earned Income Tax Credit is a valuable but commonly overlooked credit. The Tax Institute's Executive Director Kathy Pickering explains more about the credit to The Associated Press.

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How to Handle Gambling Wins and Losses This Tax Season

The Street talks to The Tax Institute's Nathan Rigney about the tax rules for reporting gambling wins and losses.

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Tips for Taxpayers to avoid Identity Theft

There is no fool-proof way to stop identity theft, so The Tax Institute's Executive Director Kathy Pickering explains the Top 8 tips taxpayers can use to help protect their personal information, in an interview with News 8 WTNH.

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7 Reasons to Do Your Taxes Right Now

The Fiscal Times talks to The Tax Institute's Alison Flores about reasons why filing taxes earlier can be better than waiting, such as reduced stress and earlier refunds.

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The one scenario where it could make sense to pay your taxes on a credit card

MarketWatch talks to The Tax Institute's Jackie Perlman about the pros and cons of paying taxes on a credit card. If you're responsible with credit cards, it may not be a good idea.

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If You Had an Obamacare Plan in 2016, Do This One Thing Now

Money Magazine talks to The Tax Institute's Lindsey Buchholz about smart moves people should make if they received too much in advanced premium tax credits under the ACA.

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2017 Tax Tips for Homeowners

The Tax Institute's Nathan Rigney talks with Unison about common mistakes and questions that come up for home owners filing their taxes.

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How to report major life changes to the IRS

CNBC interviews The Tax Institute's Gil Charney about major life changes and their tax effects, such as getting married, widowed or divorced; having a baby; and picking up a side job.

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6 Red Flags That Might Get You Audited by the IRS

The Fiscal Times interviews The Tax Institute's Gil Charney about common tax audit triggers, such as leaving income off a return, being self-employed, and making ACA-related mistakes.

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How to Get Ready for E-Filing Opening Day

TheStreet talks to The Tax Institute's Jackie Perlman about issues trending for the 2017 tax season, including new due dates, PATH Act refund delays, and tips to guard against tax identity theft.

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How to Save Your Tax Refund for Retirement

U.S. News & World Report interviews The Tax Institute's Gil Charney about steps taxpayers can take to save their tax refunds in an individual retirement account, which could allow them to claim a tax deduction and enjoy deferred taxes.

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How Moving to a New Home Affects Your Taxes

The Tax Institute's Nathan Rigney talks to U.S. News & World Report about the tax implications of three situations: moving to a new state, buying a home, and selling a home.

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1.7 Million Families Just Lost a Big Tax Break

Money Magazine interviews The Tax Institute's Jackie Perlman about the tuition and fees deduction, which Congress didn't renew. The change will affect a subset of taxpayers, but other education-related tax credits remain in effect.

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How to Claim the Retirement Saver’s Credit

U.S. News & World Report talks to The Tax Institute's Gil Charney about a little-known tax credit for low- and moderate-income taxpayers who contribute to a 401(k), IRA, or myRA.

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Delays expected for some filing their 2016 tax returns

The Niagara Gazette quotes The Tax Institute's Executive Director Kathy Pickering about refund delays that taxpayers should expect in the 2017 tax season, due to the PATH Act, and how taxpayers can plan ahead.

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How to Qualify for Retirement Savings Tax Breaks

U.S. News & World Report talks to The Tax Institute's Gil Charney about income phaseouts and tax strategies for different types of retirement savings vehicles.

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Make these last-minute tax moves before it's too late

The Tax Institute's Executive Director Kathy Pickering talks to CNBC about some common and valuable tax moves to make before year's end, including making charitable contributions and reducing taxes for qualified medical expenses.

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It Is Not Too Late to Lower Your 2016 Taxes

The Fiscal Times interviews The Tax Institute's Jackie Perlman about last-minute tax-saving tips ahead of 2017 and a few changes to expect for the upcoming tax season.

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If You Have a Holiday Job, You Might Have to Pay Income Taxes

The Tax Institute's Gil Charney talks to Consumer Reports about the rules for people with seasonal jobs, second jobs, and cash income: They'll all owe taxes.

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Avoid Holidaying in Tax Hell: Tips to Write Off Your Next Vacation

The Observer talks to The Tax Institute's Executive Director Kathy Pickering about the dos and don’ts of tax deductions when it comes to business travelers who bring the family along.

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Say Goodbye to These 4 Tax Breaks Next Year

The Fiscal Times interviews The Tax Institute's Jackie Perlman about four popular tax breaks -- three for homeowners and one for students -- that are likely to be cut or capped next year.

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With Trump, tax changes possible, so do these things now

The Detroit Free Press asks The Tax Institute's Executive Director Kathy Pickering about what could happen in 2017, and several smart tax moves to make before 2016 is over.

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6 End-of-Year Tax Moves to Make Now

U.S. News & World Report features analysis from The Tax Institute's Gil Charney on smart year-end tax-reduction strategies, including tax-loss harvesting, shifting income and payments, and maximizing tax deferrals.

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Retirement: Charitable donations and other year-end tax tips

Kiplinger interviews The Tax Institute's Jackie Perlman about a tax break that allows seniors to donate up to $100,000 to charity directly from their IRAs. Because even small donations lower AGI, it's a useful tax break for seniors who no longer have enough deductions to itemize.

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How to Reduce Your State Tax Bill in Retirement

The Tax Institute's Gil Charney talks to Kiplinger about how states tax different income sources for retirees -- and how good planning can help.

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How The “Experts Behind the Experts” at the H&R Block Tax Institute Support the World’s Largest Consumer Tax Services Provider

CardRates.com profiles The Tax Institute, which provides unique value to H&R Block clients and tax professionals through expert research and analysis, timely and relevant insights, and important tax tips leading up to the 2017 tax filing season.

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Smart Year-End Tax Moves to Limit Your 2016 Tax Bill

Kiplinger interviews The Tax Institute's Jackie Perlman about a valuable tax break that allows seniors age 70½ and older to donate up to $100,000 from their IRAs directly to charity.

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Slideshow: Year-end Tax Moves You Could Easily Overlook

CNBC.com interviews The Tax Institute's Executive Director Kathy Pickering about medical expense benefits that reduce tax burden, including spending and savings accounts for health-related expenses, or the medical expense deduction.

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Reap the tax benefits of charitable donations

CNBC.com interviews The Tax Institute's Executive Director Kathy Pickering about how year-end charitable contributions can bring tax benefits in April.

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CPA Insider: What you need to know to bring a nonfiler back into compliance

H&R Block's Jim Buttonow discusses the most common topics that come up for tax professionals when their clients need to get back into filing compliance, such as how far back to file, penalty issues, payment-plan options, and IRS tools to help file an accurate return.

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Last-Minute Tax Extension Filing Tips

TheStreet interviews The Tax Institute's Jackie Perlman about tax tips for people who filed 2016 return extensions, including rules for small business retirement funds and IRS payment plans.

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Six Tax-Saving Tips To Complete By Year-End

FidelityVoice interviews The Tax Institute's Gil Charney about important tax moves to make now -- as well as the importance of comprehensive, year-round tax planning.

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The Tax Institute's executive director selected for IRS Electronic Tax Administration Advisory Committee (ETAAC)

Kathy Pickering, executive director of The Tax Institute and vice president of regulatory affairs at H&R Block, was selected for ETAAC, which advocates for electronic tax administration initiatives at the IRS, including paperless filing, and preventing identity theft and refund fraud.

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The Cost of Buying and Selling Your Tiny Dream House

The Billfold interviews The Tax Institute's Jackie Perlman about how property and real estate taxes may apply to owners of  mobile and tiny homes.

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Susan Tompor: Baby boomers, like Cher, must study IRA rules

In a Detroit Free Press column, The Tax Institute's Jackie Perlman discusses some of the rules and complexity involved in taking required minimum distributions from retirement accounts.

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Avoid the Penalty for Early Withdrawals From Your IRA

Kiplinger interviews The Tax Institute's Gil Charney about strategies taxpayers can use to avoid the 10 percent penalty on early withdrawals from their IRAs, including taking substantially equal periodic payments, or SEPPs.

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CPA Insider: What you need to know to help clients with an IRS extension to pay agreement

H&R Block's Jim Buttonow outlines 12 facts about IRS extension to pay agreements for tax professionals whose clients just need a little more time to pay. Facts include details about payment terms, the benefits of establishing an agreement, and how to request one.

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Why You Should Think About Your 2016 Income Tax Now

Consumer Reports interviews The Tax Institute's Gil Charney about strategies taxpayers can pursue to reduce taxes before it's time to file, including contributing to tax-advantaged accounts or adjusting their withholding.

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10 homeowner tax breaks you should be taking advantage of

MarketWatch interviews The Tax Institute's Jackie Perlman about tax breaks for homeowners, including deductions for points on a home mortgage or refinance, and special benefits for first-time home buyers.

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Still Haven't Filed? These Tax Tips Can Help!

Parade interviews The Tax Institute's Nathan Rigney about tax tips for people who still need to file, and what they need to know about filing deadlines, frequently missed tax breaks, itemizing, and IRS payment arrangements.

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Taxpayers have until April 18 to file this year’s returns, thanks to Abraham Lincoln

The Kansas City Star interviews The Tax Institute's Executive Director Kathy Pickering in an article about the special circumstances surrounding the 2016 tax deadline, as well as filing and payment rules that still apply for all taxpayers.

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Tax tips for people working in the gig economy

The Washington Post interviews The Tax Institute's Jackie Perlman about tax-time tips for workers in the gig economy, including rules about when an individual's home office meets the standards to qualify for a tax deduction.

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Expert: Tax Time Does Not Have to be Stressful in California

KFBK News interviews The Tax Institute's Andy Phillips about ways that people in California and across the nation can reduce their tax bills, such as deducting home mortgage interest, property taxes, qualified medical expenses, and more.

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The 1095 Tax Form for Health Care Coverage: What You Need to Know

The New York Times interviews The Tax Institute's Lindsey Buchholz about the ACA-related Form 1095-C that many taxpayers with health insurance coverage from a large employer are receiving for the first time in 2016.

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5 Tax Benefits of Owning a Second Home

Realtor.com interviews The Tax Institute's Gil Charney about tax deductions for second homeowners, including deductions for home improvements and depreciation costs.

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Here’s When You Should Hire a Tax Pro

The Fiscal Times interviews The Tax Institute's Gil Charney about how taxpayers should choose a tax professional with specialized experience in their particular tax situations.

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Tax Breaks for People Over 50

U.S. News & World Report interviews The Tax Institute's Jackie Perlman about how older people can take advantage of certain tax benefits, such as a lower threshold for deducting medical expenses, and strategies to avoid tax on required minimum distributions.

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Accounting Today: States Work to Stay Afloat in a Sea of ID Theft

The Tax Institute's Ben Deneka explains measures that states are taking during the 2016 filing season to combat the rising tide of stolen identity refund fraud.

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Have money left in your flexible spending account? The clock is ticking!

Today.com interviews The Tax Institute's Jackie Perlman about the tax implications of flexible spending accounts, including the run-out period deadline to submit expenses for the previous year.

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When you should hire a tax pro

MarketWatch interviews The Tax Institute's Jackie Perlman about several factors that should trigger taxpayers to seek out the help of a tax professional, including high income, ACA tax credits, retirement, and rental and business activities.

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Tax Tips If You Made Money Through Airbnb

Consumer Reports interviews The Tax Institute's Mike Slack about tax challenges for people who rent out their homes on sharing-economy websites. They need to figure out whether to file, which form to file, and how to properly keep track of records.

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How Much Do US Presidents Pay in Taxes?

The Fiscal Times interviews The Tax Institute's Jackie Perlman about presidential tax returns, which don't benefit from any special exceptions under the tax code.

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Tax Tips for Those Who Make Money in the Gig Economy

The New York Times interviews The Tax Institute's Executive Director Kathy Pickering about the implications of "on-demand" work, which means that many taxpayers are self-employed. They have a more complex set of tax responsibilities -- plus some potential benefits.

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ABLE program provides tax-free savings for disabled children

The Associated Press interviews The Tax Institute's Executive Director Kathy Pickering about new ABLE accounts that allow parents of children with disabilities to save tax-free for their children's disability-related expenses.

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Publications

CPA Insider: 15 things you need to know when clients owe taxes to the IRS

H&R Block's Jim Buttonow explains 15 must-know facts for tax professionals helping any of the 18 million individual and business taxpayers who owe money to the IRS. These facts explain refund considerations, alternative payment options, penalty abatement, and more.

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In The News

The costly tax mistakes most people make

CNBC.com interviews The Tax Institute's Executive Director Kathy Pickering about mistakes that cause many taxpayers to leave an average of $400 on the table, by not claiming all the credits and deductions they could take.

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In The News

Don't overlook this tax credit for saving

CNBC.com interviews The Tax Institute's Alison Flores about the retirement saver's tax credit, which many eligible taxpayers are leaving unclaimed every year.

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In The News

Tax Professionals Step Up to Advise on Health Care

Bloomberg BNA interviews The Tax Institute's Lindsey Buchholz about ways that tax professionals are educating their clients on ACA health care provisions, including advance tax credits, penalty exemptions, and health insurance enrollment.

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In The News

10 Financial Perks of Growing Older

U.S. News & World Report interviews The Tax Institute's Jackie Perlman about the financial benefits of aging, including special tax deductions, bigger retirement account limits, and Social Security payments.

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In The News

Are you exempt from penalties under Obamacare?

The Morning Call interviews The Tax Institute's Lindsey Buchholz about the tricky aspects of figuring out and claiming ACA exemptions for tax filing.

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In The News

Government trying to make it easier to save for retirement

The Associated Press interviews The Tax Institute's Executive Director Kathy Pickering about federal programs designed to encourage people to save more, including the saver's tax credit and the new myRA account.

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In The News

Converting Your Traditional IRA to a Roth: A Balancing Act

TheStreet interviews The Tax Institute's Gil Charney about the tax implications of traditional IRAs versus Roth IRAs.

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In The News

Five Tips For 2015 Tax Returns

The Fidelity Viewpoints team interviews The Tax Institute's Gil Charney about how to streamline return filing in 2016 -- starting with gathering all the necessary documents and filing as soon as possible.

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In The News

1099-C surprise: Canceled debt often taxable as income

CreditCards.com interviews The Tax Institute's Alison Flores in an article explaining why every year more than 6 million taxpayers who have successfully resolved credit card debts must report some portion of the forgiven debt as income on their federal income tax returns.

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In The News

The 6 Tax Deductions That Save You the Most Money

The Fiscal Times interviews The Tax Institute's Jackie Perlman about tax deductions that can go a long way for many taxpayers, from mortgage interest to various above-the-line deductions.

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In The News

Don't miss out on unusual charitable deductions

CNBC.com interviews The Tax Institute's Executive Director Kathy Pickering about charitable deductions that taxpayers sometimes overlook, and tips for correctly reporting and keeping track of charitable giving.

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In The News

Keep an eye out for new forms verifying health coverage

The San Francisco Chronicle interviews The Tax Institute's Lindsey Buchholz about three types of forms taxpayers will receive during the 2016 filing season, to verify their insurance coverage and comply with the Affordable Care Act.

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In The News

The 8 Most Common Tax Mistakes That Can Cost You Hundreds

The Fiscal Times interviews The Tax Institute's Jackie Perlman about the most common and costly mistakes that taxpayers make on their returns, according to an H&R Block study.

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In The News

Workers in New 'On Demand' Economy Face Different Tax Issues

The Associated Press interviews The Tax Institute's Executive Director Kathy Pickering about emerging tax implications for drivers and renters in the gig economy.

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Publications

Tax Notes: The ACA: It's a matter of timing

The Tax Institute's Lindsey Buchholz discusses administration of the Patient Protection and Affordable Care Act, exploring problems that arise when the return-filing season and health insurance open enrollment period are out of sync. Lindsey also discusses potential solutions that industry-government working groups have discussed, many of which would require legislative changes.

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Publications

Navigating the Maze of Dependent-Related Tax Benefits

This paper from The Tax Institute explores the law that applies across dependent-related tax benefits, provides scenarios that illustrate the complexity of taxpayers' real-life experiences, and provides a navigation guide for determining eligibility for dependent-related tax benefits.

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Publications

The Tax Adviser: Wynne's effect on state and local personal income taxes

The Tax Institute’s Kevin Martin discusses the U.S. Supreme Court's 2015 decision invalidating Maryland's personal income tax scheme, and analyzes how other state tax systems could be affected.

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In The News

14 Outrageous Tax Deductions the IRS Denied

The Fiscal Times interviews The Tax Institute's Jackie Perlman about curious tax deductions that didn't work out, from dentures to dance lessons.

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In The News

The popular tax breaks that could go away (yet again)

The Washington Post interviews The Tax Institute's Jackie Perlman about popular tax breaks that Congress is deciding whether to renew, from the state and local sales tax deduction, to mortgage debt relief.

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In The News

6 Popular Tax Breaks That Americans Need Congress to Renew

The Fiscal Times interviews The Tax Institute's Jackie Perlman about six popular tax benefits that won’t be available to taxpayers preparing their 2015 returns unless lawmakers extend them.

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In The News

Why You Can't Always Deduct Your Home Office

PC Mag interviews The Tax Institute's Mike Slack on common taxpayer misconceptions about deducting home office expenses.

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In The News

10 savvy year-end tax strategies

The Fidelity Viewpoints team interviews the Tax Institute's Jackie Perlman on steps taxpayers can take to reduce their overall tax bill at the end of the year.  

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Publications

Accounting Today: Parsing Jeb Bush’s Tax Plan

The Tax Institute’s Jackie Perlman and Alison Flores analyze three scenarios under Jeb Bush’s tax plan that show two families would see a tax savings, while a third taxpayer would pay more.

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Publications

CPA Insider: Learn how to “speak IRS” to better help your clients

H&R Block's Jim Buttonow provides a crash course on often-confusing IRS terms and acronyms. Knowing these terms can help practitioners immediately get a clear picture of their client’s situation from the IRS’ point of view.

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Publications

CPA Insider: Be ready to answer these Affordable Care Act questions

The Tax Institute's Andrew Phillips and Jim Buttonow list the top questions that taxpayers will likely have regarding the tax ramifications of the Affordable Care Act for the 2015 filing season.

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Publications

The Tax Adviser: IRS Signals ACA compliance issues for 2015

H&R Block tax experts Lindsey Buchholz, Andrew Phillips, Jennifer Villarino, and Jim Buttonow outline 2014 updates to the Internal Revenue Manual that provide insight on the notices and enforcement methods the IRS will use to ensure that taxpayers comply with the Affordable Care Act.

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Publications

Accounting Today: Students, athletes -- and taxpayers?

The Tax Institute’s Jackie Perlman and Alison Flores examine a court ruling that could allow star college athletes to share in the money brought to their schools through athletics – and could mean tax implications for the athletes’ tax-free education and perks.

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Publications

CPA Insider: Know these penalty abatement realities to better help your clients

H&R Block's Jim Buttonow outlines need-to-know information for practitioners on IRS penalties and abatement procedures, and examines IRS procedural updates made in 2014 that streamline the process for requesting first-time penalty abatement.

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Publications

EA Journal: Preparing Accurate Returns in a Global Economy Means Knowing When to Put on Your Detective Hat

The Tax Institute’s Alison Flores lays out a three-step plan involving observation, logic, intuition, and inference, that could help tax practitioners prepare more accurate tax returns, especially for clients with foreign financial accounts or foreign assets.

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Publications

EA Journal: Tax questions related to estates

The Tax Institute’s Gil Charney answers questions from tax professionals on estate issues that can have significant tax implications after a taxpayer dies, including cancellation of debt, IRA distributions, and reporting stock sales.

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Publications

EA Journal: Tax questions related to international issues

The Tax Institute’s Gil Charney answers questions from tax professionals about issues for taxpayers who work or live abroad, including the foreign income exclusion, income from foreign trusts, and FBAR filing requirements.

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Publications

EA Journal: Tax questions related to 529 plans

The Tax Institute’s Gil Charney answers questions from tax professionals on qualified tuition plan (Section 529) distributions.

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Publications

EA Journal: Tax questions related to "related parties"

The Tax Institute’s Gil Charney answers questions from tax professionals on related party issues, including shareholder loans, meal and entertainment expenses, the self-rental rule, and prohibited transactions on a self-directed IRA.

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Publications

EA Journal: Mind the gap

The Tax Institute’s Alison Flores discusses IRS efforts to narrow the tax gap by addressing income underreporting, as well as tax professionals’ responsibilities when it comes to advising clients on properly reporting their income.

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Publications

EA Journal: The Intel on Federal Military Tax Protection under the SCRA

The Tax Institute’s Julie Sforza-Smith outlines the federal residency and income tax provisions under two laws that tax professionals should understand when helping military tax clients and their spouses.

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Publications

EA Journal: Tax questions related to inherited IRAs

The Tax Institute’s Gil Charney answers questions from tax professionals about inherited IRAs, including required minimum distributions, multiple designated beneficiaries, and the relationship of the beneficiary to the decedent.

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Publications

EA Journal: A grandmother's predicament

The Tax Institute’s Jackie Perlman explains the head of household filing status, which can provide tax benefits for taxpayers who meet the tests to use it. However, applying the tests to grandparents can be tricky.

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Publications

EA Journal: Tax questions related to lawsuits

The Tax Institute’s Gil Charney answers questions from tax professionals on reporting a settlement and back pay resulting from lawsuits.

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Publications

EA Journal: Tax questions related to cancellation of debt

The Tax Institute’s Gil Charney answers questions from tax professionals about cancellation of debt related to rental property foreclosures and short sales.

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EA Journal: Tax questions related to mortgages

The Tax Institute’s Gil Charney answers questions from tax professionals on the interest deductibility of a refinanced mortgage, and allocating mortgage interest and interest tracing.

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Publications

EA Journal: Who should jump on the PTIN bandwagon?

The Tax Institute’s Alison Flores discusses the details of preparer tax identification numbers (PTINs), including who needs a PTIN and what that means for tax practices.

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Publications

EA Journal: Shades of Gray: Revisiting Business Deductions (Part 2)

In the second article in a series, The Tax Institute’s Gil Charney explores the deductibility of certain expenses that taxpayers commonly present as business expenses, such as travel, special clothing, and research expenses.

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Publications

EA Journal: Hobby or Business? Tax Preparer Due Diligence (Part 1)

In the first of two articles in a series, The Tax Institute’s Gil Charney explores how to determine whether a taxpayer's expenses are the result of a business or a hobby – and the importance of making the right determination.

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