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New York — EMoney Advisor has released the latest version of its Web-based AdvisorPlatform planning software, which includes the ability to get live client net-worth statements nightly that advisors can submit to banks on behalf of clients who need to verify their assets quarterly for lines of credit.
April 4 -
by George G. Jones and Mark A. Luscombe
April 4 -
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NATIONAL SALES TAXES HIT RECORD LEVELS IN 2003: The sales tax rates levied by states, counties, cities and districts reached all-time highs in 2003, resulting in the largest overall increase in more than a decade, according to a report by tax technology company Vertex Inc.
March 15 -
Washington — The Treasury Department and the Internal Revenue Service say that they will propose regulations regarding the treatment of amounts that facilitate certain tax-free and taxable transactions and other restructurings, and that are required to be capitalized under Code Section 263.
March 15 -
New York — AccountMate, a developer of modifiable accounting and business management software for mid-market companies, is now offering a human resources solution through a new partnership with Ascentis and its AHROffice product.
March 15 -
by George G. Jones and Mark A. Luscombe
March 15 -
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SOFTWARE GLITCH THAT CAUSED E-FILE REJECTS FIXED: A computer glitch that caused thousands of e-filed tax returns to be rejected in the first days of the filing season has been fixed, the Internal Revenue Service said.
February 23 -
by George G. Jones and Mark A. Luscombe
February 23 -
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IRS Consolidates EITC in Single Office, Reminds Taxpayers to Check Eligibility: The Internal Revenue Service said that it consolidated its earned income tax credit management activities within a single EITC office as part of efforts to improve the accuracy of tax returns and to improve the agency’s internal processing procedures.
February 8 -
by George G. Jones and Mark A. Luscombe
February 8 -
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TREASURY, IRS MOVE TO CURB OPINION LETTERS, IMPROVE DISCLOSURE: The Treasury Department and the Internal Revenue Service announced measures that are expected to have a chilling effect on the use of opinion letters that are drafted by accountants and attorneys, amid other measures aimed at increasing the transparency and disclosure of information to the IRS.
January 22 -
by George G. Jones and Mark A. Luscombe
January 22 -
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GRASSLEY, BAUCUS INTRODUCE FUEL FRAUD PREVENTION ACT: Sen. Chuck Grassley, R-Iowa, chairman of the Committee on Finance, and ranking member Sen. Max Baucus, D-Mont., have introduced the Fuel Fraud Prevention Act.
January 12 -
St. Louis -- Citing better cost controls in its tax business, tax-prep giant H&R Block Inc. posted second-quarter profits of $10.4 million for the period ended Oct. 31, 2003, compared with a loss of $37.3 million for the same period a year earlier.
January 12 -
by George G. Jones and Mark A. Luscombe
January 12