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Eliot Ullman is quoted in an article about the Earned Income Tax Credit that appeared on the Alert Investor web site on March 27, 2017.


Michael Eisenberg comments on uncertainty over the Affordable Care Act's health insurance coverage requirement and tax related penalty in the February 24, 2017 California Healthline syndicated column Ask Emily. 


Michael Eisenberg explains why it's important to keep your tax returns for a long time in this January 20, 2017 article by The Washington Post.


Consider the recreational or educational activities available when deciding where to retire advises Michael Eisenberg in this January 9, 2017 article in the Journal of Accountancy.


Michael Eisenberg offers advice on harvesting your losses in this December 20, 2016 article published by American Funds.


Michael Eisenberg offers insight on the current rise in the personal financial satisfaction level in this October 27, 2016 article from the Journal of Accountancy.


Why not use social media to garner envy over how you've accomplished a financial milestone rather than just posting photos of your latest vacation?  Michael Eisenberg suggests a different outlook on using social media in a September 1, 2016 article by the AICPA.


This article from the September 1, 2016 Los Angeles Times reveals how most high school and college students are woefully unprepared to handle financial tasks such as saving, budgeting, managing credit or investing.


While the Personal Financial Satisfaction Index (PFSi) is up, Michael Eisenberg is cautious of political instability in a July 28, 2016 article published in the Journal of Accountancy.


Michael Eisenberg and Innovative Wealth Advisors are quoted in this June 28, 2016 U.S. News & World Report article on how to baby step your way to savings.


Here's an overview of the economic issues surrounding the Brexit, and what this historic decision could mean for the United Kingdom, world trade, and international investors.


Michael Eisenberg and Miller Ward & Company are mentioned in this May 31, 2016 article which appeared on mainstreet.com.


While Personal Financial Satisfaction has dipped recently, Michael Eisenberg explains the importance of staying focused in a report issued April 27, 2016 by the AICPA.


Michael Eisenberg is quoted in this April 28, 2016 CNBC.com article about how earning an allowance can teach kids a lesson in financial responsibility.


Michael Eisenberg and Miller Ward & Company were mentioned in a USA TODAY article which appeared on February 19, 2016 about how to choose a tax preparer.


Michael Eisenberg is prominently quoted in this January 19, 2016 Los Angeles Times story on how the latest Powerball winner is proceeding with caution as to how to protect and make the best use of his financial windfall.


In early 2016 President Obama signed a stopgap highway bill that included changes to the income tax laws.


Tax writers in Congress are set to begin debating and writing tax reform legislation. On September 27, the White House and GOP leaders in Congress released a framework for tax reform. The framework sets out broad principles for tax reform, leaving the details to the two tax-writing committees: the House Ways and Means Committee and the Senate Finance Committee. How quickly lawmakers will write and pass tax legislation is unclear. What is clear is that tax reform is definitely one of the top issues on Congress’ Fall agenda.


As millions of Americans recover from Hurricanes Harvey, Irma and Maria, Congress is debating disaster tax relief. The relief would enhance the casualty loss rules, relax some retirement savings rules, and make other temporary changes to the tax laws, all intended to help victims of these recent disasters. At press time, a package of temporary disaster tax relief measures is pending in the House. The timeline for Senate action, however, is unclear.


IRS Exam staffing in fiscal year (FY) 2016, the latest tax year with statistics available, reached a 20-year low. As a result, the Treasury Inspector General for Tax Administration (TIGTA) has reported that the IRS undertook fewer audits.


IRS Chief Counsel, in generic legal advice (AM-2017-003), recently described when a qualified employer may take into account the payroll tax credit for increasing research activities. The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) created the payroll credit aimed at start-ups with little or no income tax liabilities. This tax break allows taxpayers to get the cash benefit of the payroll tax credit sooner as they reduce their payroll tax liability as payroll payments are made, instead of having to wait until the end of the quarter to receive the credit.


Yes, however, there are special timing rules for foreign adoptions. These rules differ from the timing rules for domestic adoptions and impact when you may claim qualified adoption expenses.


As an individual or business, it is your responsibility to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important federal tax reporting and filing data for individuals, businesses and other taxpayers for the month of October 2017.