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Defending R&D Credits

Article This article highlights and analyzes some recent decisions concerning the research and development (R&D) tax credit and IRS administrative practices when auditing R&D credit claims, most notably the Union Carbide decision in the Tax Court
Published on January 28, 2011

Tax Law Changes Delay Start of Filing Season for Some Taxpayers

Article The IRS has warned taxpayers that it will not be accepting certain 2010 individual tax returns until mid- or late February, due to tax law changes enacted by Congress late in 2010. Taxpayers affected include all those who itemize deductions on Schedule A, as...
Published on February 01, 2011

When Is a U.S. LLC a Partnership for U.S. and U.K. Tax Purposes

Article ...the United States as a partnership. This item examines how profits and losses of a U.S. LLC will be taxed on a U.K. resident’s U.K. tax return
Published on January 13, 2012

Diversifying Concentrated Positions in the Most Tax-Efficient Manner

Article This item explores techniques that may be used to the advantage of investors wishing to diversify concentrated securities positions in a tax-efficient manner
Published on January 13, 2012

EGTRRA and JGTRRA Tax Rates Extended for Two Years in Lame Duck Session

Article The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 has provisions from four of the five tax areas that were considered to be important for Congress to address...
Published on February 03, 2011

Taxable to Tax Free Can It Be Done

Article Most people who understand a bit about taxes would understandably say there’s nowhere to do it. But as of this year, there is a way to do it and knowing the how and where can be...
Published on January 28, 2011

IRS Taking Firm Approach to Ozone-Depleting Chemical Excise Tax Compliance

Article The IRS has recently reinvigorated its examination of the ozone-depleting chemicals tax, adopted a strict interpretation of the regulations, and instituted a laboratory testing program to detect ODCs in printed circuit boards
Published on January 28, 2011

Software and California Sales and Use Tax

Article This item addresses the sales and use tax implications of canned software (prewritten programs) under two recent California cases in light of that state's current statutory scheme
Published on April 20, 2012

Reporting Uncertain Tax Positions

Article This item explores the differences between financial statement reporting and federal income tax return disclosure in preparing for disclosure of uncertain tax positions on the Schedule UTP
Published on June 16, 2011

Planning for the Unearned Income Medicare Contribution Tax

Article The unearned income Medicare contribution tax is scheduled to come to life at the end of next year, and it may have a significant impact on some taxpayers
Published on January 13, 2012

Analyzing the Tax Implications of Grants Received for Investment Tax CreditEligible Property

Article The recent availability of grants in lieu of the production tax credit (Sec. 45) and the investment tax credit (Sec. 48) has become a well-documented source of funding for the installation of certain energy property
Published on July 13, 2012

One Reorganization, Two Tax Years, One Practical Solution

Article This item considers what is the proper time to report the transaction if a reorganization spans different tax years
Published on October 04, 2011

A Blended Approach to Teaching Tax Writing Skills

Article This column describes how a group of tax professionals, one of whom is also an adult learning specialist, collaborated with a writing consultant to create a distinctive training experience for CPAs on how to write for the...
Published on July 20, 2011

2010 Tax Software Survey

Article The Journal of Accountancy and The Tax Adviser conducted a survey of AICPA members who prepared 2009 tax returns for a fee to determine which tax preparation software products were the most popular, what aspects of...
Published on January 28, 2011

Planning for the New Medicare Taxes

Article The recently passed 2010 health care reform legislation added two additional Medicare taxes intended to help pay for the new legislation. This item looks at the details of both the 3.8% investment income tax and the 0.9% hospital insurance tax...
Published on December 01, 2010

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