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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
Publications

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
In The News

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.

www
Publications

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

The Tax Institute'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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.

pdf
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.

pdf
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.

www
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.

www
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.

www
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.

www
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.

www
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.

www
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.  

www
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.

www
Publications

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

The Tax Institute'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.

www
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.

www
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.

www
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.

www
Publications

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

The Tax Institute'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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
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.

pdf
Publications

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.

pdf
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.

pdf
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.

pdf
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.

Homepage

Connect with H&R Block