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In a recent News Release, the IRS reminded taxpayers and tax practitioners that they will be asked to verify their identities when calling the IRS. Taxpayers should have the following information ready: Social Security Numbers (SSNs) and birth dates of those listed on the return; an Individual Taxpayer Identification Number (ITIN) if obtained in lieu of an SSN; filing status; the prior-year tax return; a copy of the tax return in question; and any IRS letters or notices. Before calling the IRS about a client, practitioners should have the following information handy verbal or written authorization from the client to discuss the account; the ability to verify the client's name, SSN/ITIN, tax period, and forms filed; a Preparer Tax Identification Number (PTIN); and a completed and signed Form 8821 or Form 2848. News Release IR 2018-28...

Monday, 12 February 2018

ACA reporting deadline reminders

As it did last year, the IRS has extended the deadline from January 31 to March 2 for employers and insurers to furnish individual statements on 2017 health coverage and full-time employee status (Forms 1095-B and 1095-C). The new guidance does not extend the deadlines for submitting the forms, along with Forms 1094-C and 1094-B, to the IRS. Those deadlines remain February 28, 2018, for paper forms and April 2, 2018, for electronic filings. Those submitting paper forms should take note that the IRS filing deadline precedes the date for providing the forms to individuals...

Providing financial services in the areas of business turnaround, restructuring and bankruptcy requires strategic thinking, critical insight and relevant expertise. Because of her advanced knowledge in those functions, the Association of Insolvency and Restructuring Advisors (AIRA) announced the certification of Chantal Eikey, CPA as a certified insolvency and restructuring advisor (CIRA). To receive the CIRA certification, Eikey successfully completed an in-depth, three-part financial insolvency and restructuring exam which covered all aspects of bankruptcy and reorganization, including managing financial turnaround and bankruptcy cases, reorganization plan development, insolvency accounting, financial reporting and related tax issues. In addition, all CIRA recipients must have a minimum of five years of accounting or financial experience, and have completed, within the last eight years, 4,000 hours of specialized insolvency and reorganization experience...

Rehmann announced today that Tom Winkelman, CPA was promoted to principal in the firm’s Grand Rapids, Mich. office. He provides attest services to both medium and large-sized clients as well as non-traditional services, including consulting, financial statement analysis and planning, with a focus on manufacturing, construction and higher-education clients. Winkelman has worked in public accounting since 2005 and joined Rehmann in 2010...

Rehmann announced today that Tim Rossow, CPA, MST was promoted to principal in the firm’s Boca Raton, Fla. office. Rossow has experience providing international tax services and financial planning to high net worth clients, and also focuses on expat taxation, and corporate and partnership planning. Rossow has worked in public accounting since 2002...

Rehmann announced today that Mark R. Taylor, CPA, CFP®, CHFC was promoted to principal in the firm’s Grand Rapids, Mich. office.   Taylor began his public accounting career in 1985 and has experience performing accounting services for small business and individual tax clients...

Rehmann announced today that Kris Burak was named principal in its Lansing office. Kris has extensive experience in the fixed income arena and has been featured in articles in “Trust & Estates” magazine, WSJOnline.com, CBSMarketWatch.com and “Kiplinger...

Rehmann announced today that Kim Lindsay, CPA, CGMA was named principal in its Grand Rapids, MI office. Lindsay is the primary business advisor for a multitude of governmental clients, leading financial statement audit, single audit and outsourced CFO engagements. Prior to joining Rehmann, Lindsay was a principal with a regional Michigan accounting firm where he spent most of his time auditing and consulting with closely-held businesses and governmental units. He was also in charge of the firm’s quality control process and procedures...

Rehmann announced today that Douglas Barber, CFP®, CLU®, LUTCF was promoted to principal in the firm’s Jackson, Mich. office. Barber is a Certified Financial Planner™ practitioner and financial advisor for Rehmann Financial. He serves clients in the Jackson and Ann Arbor areas...

Rehmann announced today that Debra Kiteley, CPA was promoted to principal in the firm’s Cheboygan, MI office. Kiteley focuses on assisting clients with income tax planning and tax compliance for high net worth individuals, S-corporations, investment, real estate and operating partnerships. Kiteley has extensive experience serving families in the areas of individual income tax, trust, estate, gift, charitable planning and IRS audits. She also has experience serving privately held business entities in the areas of business income tax planning including restructurings, reorganizations and IRS audits...

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