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ClientWhys provides the most comprehensive coverage of our ever-changing and evolving tax laws, regulations, rulings, filing procedures and troublesome areas, such as the Health Care provisions, debt relief and foreclosure, and the constant line up of new provisions each year.

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2017 California Tax Return Preparer (CRTP) 20-Hour Bundle

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The Tax Professionals Blog

Preserving Capital Loss Carryovers

The question frequently arises whether or not an individual must file a return, even if not otherwise required to file, in order to preserve a capital loss carryover.

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Don’t Overlook Medical Dependents

Medical expenses paid for dependents may be deducted by a taxpayer. To claim these expenses, the person must have been a dependent (qualified child or qualifying relative) either at the time the medical services were provided or at the time the expenses were paid.

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How to handle multiple 401(k) accounts during tax time

It is not uncommon for individuals to have multiple employers, each with a 401(k) plan. This can possibly create a situation where the employee makes an excess elective deferred compensation contribution. The maximum annual contribution is $18,000 ($24,000 if age 50 and over).

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