AUTHREP Changed July 15
Since July 15, the "Authorize a Representative" service in EFILE, accessed through tax software, will no longer be available. Tax professionals must now use the Represent a Client (RAC) portal to request online access to a client’s account.Medical Claims in the Year of Death
A special rule applies to claiming medical expenses when a taxpayer dies.
Join the Knowledge Bureau Team!
We are expanding and hiring! Check out our available opportunities on our careers page.
Entrepreneur Jody Steinhauer Discusses Change Leadership At DAC
Jody Steinhauer brings her insight into the power of change to the 2014 Distinguished Advisor Conference as part of High Net Worth Client Spotlight: Giving Back Makes Good Business Sense.
Shyness and Presence
In her book, Empower Your Presence, Catherine Bell illustrates how even the quality trait “shy” can magnify your presence positively.
Manage Family Business Dynamics
Learn to remove obstacles to financial decision making in working with family businesses. Enrol in Advising Family Businesses and be on the path to earning your DFA-Bookkeeping Services Specialist™ or MFA-Succession and Estate Planning Specialist™ designation.
DAC: Only 5 More Days to Catch the Early Bird
Ensure you register by June 30 to save $550 on registration fees. Don’t miss the opportunity of an incomparable educational experience November 9-12 in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.
