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A client dies. The estate may or may not owe federal estate tax. Either way, there’s work to do, and in many cases, a return to file.
Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, governs federal estate tax reporting for U.S. citizens and residents. The One Big Beautiful Bill Act (Public Law 119-21), signed July 4, 2025, raised t...
Finance leaders who came up through traditional accounting paths are entering a landscape where CFO competencies now extend well beyond technical precision.
Finance leaders who came up through traditional accounting and controllership paths are entering a landscape where technical precision is the floor, not the ceiling. The CFO is now expected to sit at the strateg...
An HSA funded consistently over a 30-year career and invested rather than spent can accumulate more tax-efficiently than almost any other account available. That’s not a hypothetical. It’s what the structure of the account makes possible.
Most clients don’t use it that way. What it takes to actually maximize it starts with the contribution limits, moves through the...
A gift tax return — Form 709 — trips up more practitioners more often than expected, partly because the filing trigger isn’t just about owing tax. A client made a large gift last year. Now the question lands on the desk: does this require a return?
Clients can owe nothing and still have a filing requirement. Others assume a return isn’t needed because they stayed un...
UWorld’s Comprehensive Exam Review Courses + Surgent’s Expansive Continuing Professional Education and Exam Prep Courses = A World-Class Solution to Redefine How Accounting and Finance Professionals Learn, Grow, and Succeed
Surgent Accounting & Financial Education is now part of UW...