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Illinois Takes Step Closer to Graduated Income Tax Rates

Illinois took one more step closer to adopting graduated personal income tax rates. State lawmakers ended the last week of their regular session by: agreeing to put a constitutional amendment before...

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Pattillo, Brown & Hill LLP Strengthens Audit Capabilities with the Addition...

Strengthening audit capabilities Wolters Kluwer Tax & Accounting today announced that Pattillo, Brown & Hill LLP, one of the oldest and most respected accounting firms in the Southwest, has...

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Wolters Kluwer Tax & Accounting Experts Help 2019 AICPA Engage Conference...

  Wolters Kluwer Tax & Accounting Experts Help 2019 AICPA Engage Conference Participants Prepare Their Firms for Imminent Change Speakers to address the impact of exponential technology change on...

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Using A Knowledge-based Audit Methodology To Overcome Common Audit Missteps-...

Wolters Kluwer Tax & Accounting Highlights How a Knowledge-based Audit Methodology Can Help Overcome Common Audit Missteps  Cathy Rowe, CPA, CA and Director of Accounting and Audit Product...

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IRC §1202 Exclusion May Affect Decision to Convert S Corporation to C...

Shareholders who are considering converting their S corporation to a C corporation might think IRC §1202 seals the deal. While the 1202 exclusion of gain on qualified small business stock is very...

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Oregon Corporate Activity Tax Enacted

Oregon enacted legislation: creating a Corporate Activity Tax (CAT) on certain gross receipts; and reducing the personal income tax rates for the lowest three brackets. Oregon will impose the CAT...

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Bipartisan IRS Reform Bill Awaits Trump’s Signature

Congress has approved a bipartisan IRS reform bill, which now awaits President Trump’s signature. Bipartisan IRS Reform The bipartisan Taxpayer First Act of 2019 (HR 3151) would reform the IRS for the...

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New Mexico Adopts Mandatory Combined Reporting

Beginning in 2020, New Mexico combined reporting will be mandatory for corporations that are members of a unitary business group. New Mexico has an exception, however, for corporations that properly...

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What’s Happening to State Capital Stock and Net Worth Taxes?

Illinois joined a growing number of states that are phasing out and repealing taxes measured by capital stock or net worth. What Is a Capital Stock or Net Worth Tax? The Illinois tax is commonly known...

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States Seek Workarounds to SALT Deduction Limitation

States continue to pursue workarounds to the federal Tax Cuts and Jobs Act $10,000 state and local tax (SALT) deduction limitation. State attempts at circumventing the SALT cap include: Creation of...

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How the SALT Deduction Limit Affects the Tax Benefit Rule

The state and local tax deduction limit (SALT) may affect treatment of tax refunds from years when SALT is in effect under the tax benefit rule. The IRS has provided four examples of the how the SALT...

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Kiddie Tax Problems Affecting Scholarships Recipients and Native Americans

Recipients of taxable scholarships and Native American per capita distributions have been surprised with higher tax liabilities due to changes in the kiddie tax rules. The Tax Cuts and Jobs Act (TJCA)...

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Wyoming Corporate Income Tax Bill Fails

A bill introduced in the Wyoming 2019 legislative session that would have imposed a corporate income tax on specified business has failed. The bill would have imposed a corporate income tax on:...

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Taxes as a Wedding Crasher? Wolters Kluwer Tax & Accounting Experts Talk...

Wedding bells are ringing this summer Wedding season has begun and as the flowers are ordered and the menu finalized, another important aspect of a successful wedding plan should also include a look at...

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60-Day Rollover Rule – Waivers and Self-Certification

A taxpayer who misses the 60-day deadline for a retirement plan or IRA rollover might qualify for a hardship waiver.  Historically, that meant getting a private letter ruling, but today taxpayers can...

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Reading the Tea Leaves on The Fourth of July: Taxes and Tea, Then and Now

The taxing of tea before and after the American Revolution Many historians point to the British Tea Act of 1773 and the subsequent Boston Tea Party on December 16th of that same year as finally uniting...

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Oregon Adopts Partnership Audit Procedures

Oregon adopted partnership audit procedures to bring Oregon into conformity with the federal centralized partnership audit regime. The federal partnership audit provisions were adopted in the...

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New York Directs Disclosure of State Returns to Congress

A new New York law directs the state tax commissioner to disclose state tax returns to certain U.S. Congressional Committees. The disclosure requirements apply to state returns and reports filed by:...

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Wolters Kluwer Launches TaxWise® Mobile

New Taxwise interface supports remote tax preparation work Wolters Kluwer Tax & Accounting announced the launch of TaxWise® Mobile, a new mobile interface designed to streamline tax preparation for...

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2020 Draft Form W-4, Employee’s Withholding Allowance Certificate, Makes...

Draft 2020 Form W-4, Employee’s Withholding Allowance Certificate, makes significant changes to the prior form. In particular, the 2020 form: takes a five step approach; requires that the taxpayer...

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