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Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

General Tax Policy

“Shall we play a game?”

“Tax cheats beware. The machines are watching.”...

SALT, Financial Transactions Taxes, and a Slowdown In State Tax Growth

Adding a pinch of SALT before Super Tuesday....

Patience, Permanence, and Confusion

AEI’s Mathur: Let the dust settle before judging the TCJA’s corporate tax cuts....

Let The Dust Settle On The TCJA Before Judging Its Effectiveness

TPC’s Steve Rosenthal and American Enterprise Institute resident scholar Aparna Mathur recently debated the corporate tax provisions of the 2017 Tax Cuts and Jobs Act......

Digital Tax Talks and Agricultural Purchase Promises

At the G20 meeting, most financial leaders appear ready for a global minimum digital tax. The US is not....

Non-profits, Caregivers, Carbon Capture, and State Tax Developments

Do tax-exempt non-profits have a future?...

Expanding The EITC To Include Family Caregivers

A handful of the remaining Democratic presidential candidates remain committed to increasing the earned income tax credit (EITC), particularly for workers without children at home......

Are Tax Breaks For Non-Profits And Their Donors Worth Saving?

The special tax treatment Congress has granted to non-profits and tax deduction it gives their donors are broken. So broken, in fact, that it is......

“Someone’s knockin’ at the door…”

“Somebody’s ringin' the bell.” It’s the IRS!...

Did TCJA’s Corporate Rate Cuts Work As Promised? No Signs Yet.

Last week , I debated American Enterprise Institute resident scholar Aparna Mathur on the question of whether the corporate income tax rate cuts from the......

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