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

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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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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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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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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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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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.

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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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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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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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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.

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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