With tax season almost behind you, it’s time to look for more ways to help clients strengthen their financial posture for the rest of 2016, and into the future.       Home  |  Subscribe       Guide to Financial Planning   Mar 31, 2016       Top Stories   Tax Alpha: Step One After Tax Season: Optimize Their Retirement   With tax season almost behind you, it’s time to look for more ways to help clients strengthen their financial posture for the rest of 2016, and into the future. READ MORE »   Permanent Qualified Small Business Stock Exclusion Encourages Funding by ROGER RUSSELL   While it has been around in a variety of forms since 1993, the exclusion for Qualified Small Business Stock Gains under section 1202 of the Tax Code didn’t really come into its own as a tax benefit until the exclusion rate increased to 100 percent in 2010. READ MORE »   Art of Accounting: A Tale of Two Clients – One Rich and One Poor by EDWARD MENDLOWITZ   Some time ago I had breakfast with a client who was not able to make ends meet but was fortunate to have his brother-in-law send him monthly checks so he and his wife could get by without any pressure. READ MORE »       Stop Failing at Financial Planning by JOHN NAPOLITANO   A half-hearted approach is not enough for these services. READ MORE »   IRS Delays Estate Basis Reporting Due Date by MICHAEL COHN   The Internal Revenue Service has issued a notice delaying the estate basis reporting due date from March 31 until June 30, 2016. READ MORE »   Taxing March Madness Pools Is Not a Slam Dunk by MICHAEL SONNENBLICK   It’s March and the college basketball tournament season is upon us. It is estimated that over $12 billion will be wagered on the NCAA tournament (compared with $10 billion on the Super Bowl). READ MORE »   Tax Season Prompts Focus on Financial Planning by MICHAEL COHN   Close to half of U.S. investors assess their broader wealth and financial situation during tax season, according to a new survey. READ MORE »   Tax Strategy by GEORGE G. JONES AND MARK A. LUSCOMBE   The Treasury’s latest Green Book points to available ‘tax loopholes’ READ MORE »   Presidential Candidates' Tax Plans Narrow as They Drop out of Race by MICHAEL COHN   The number of presidential candidates has been steadily winnowing down in recent weeks as they suffer defeats in the primaries and caucuses, and so too their tax plans have been falling by the wayside. READ MORE »           Recent Videos   Tax Breaks for Families   Kerri Swope of Care.com HomePay talks in this video about some of the tax breaks that are available to families, such as the Child and Dependent Care Credit.VIEW »   Nanny Taxes and Home Employment   Kerri Swope of Care.com HomePay discusses Nanny Taxes and why families should be concerned about them.VIEW »   SEE ALL VIDEOS »         Slideshows   The Fastest-Growing Firms in the U.S.   The firms with the highest 2015 revenue growth from our Top 100 Firms/Regional Leaders list READ MORE »   6 Ways to Attract and Retain Millennial CPAs   Millennials have a very different set of priorities when deciding where they want to work than previous generations. Employers need to ensure they are tailoring their organizations in order to find and keep millennial talent. Here are some suggestions from Henner Schliebs, VP and head of finance audience marketing at SAP. READ MORE »   SEE ALL SLIDESHOWS »       Contact Us   Michael Cohn Editor-in-Chief, AccountingToday.com [email protected] Phone: 212.803.8859   Jack Lynch Publisher, Accounting Today, Accounting Technology & Tax Pro Today [email protected] Phone: 212.803.8803         FOLLOW US:     @AccountingToday     Facebook       For more information about reprints and licensing content from Accounting Today, please visit www.SourceMediaReprints.com or contact PARS International Corp. (212) 221-9595.   You are currently subscribed to Guide to Financial Planning as: [email protected]. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia