Tax Pro Center

Search the Tax Pro Center

Latest tax and accounting news and tips

  • Tax Law and News
  • Client Relationships
  • Practice Management
    • Grow your practice
    • Training
    • Workflow tools

    Popular Posts

    congressLower Tax Rates Under Tax Reform Bill: What Tax Practitioners Need to Know
    congressGovernment Shutdown Averted and Tax Provisions Providing Tax Relief Passed

    Recent Posts

    IRS and tax professionalsTax Day Update: IRS Extends Tax Deadline to April 18
    e-file taxes - tax concept - a collage of isolated words in vintage grunge metal letterpress typeTax Day Update: Intuit ProConnect is Accepting E-Filed Tax Returns
  • Intuit® ProConnect™ News
  • Search the Tax Pro Center

    Latest tax and accounting news and tips

Search the Tax Pro Center

Latest tax and accounting news and tips

Tax Pro Center > Articles by: Robert Westley, CPA/PFS, CFP®

Robert Westley, CPA/PFS, CFP®

Robert Westley, CPA/PFS, CFP®

Robert is a second vice president and financial planner at The Northern Trust Company in New York City. He specializes in the development, implementation and oversight of financial, estate and tax plans for high-net-worth individuals, senior executives and Manhattan’s most affluent families. Robert is an active member of the AICPA and the New York State Society of CPAs, and currently serves on the AICPA’s Personal Financial Specialist Credential Committee.

  • Most Recent
  • Most Popular
  • Category
    • Tax Law and News
    • Client Relationships
    • Practice Management
    • Intuit® ProConnect™ News
  • Author
    • Adeline Bertrix
    • Akilah Curtis, CPA
    • Alan Crouse, CPA
    • Alexandra Halbeck
    • Alicia Robinson
    • Alistair M. Nevius, J.D., Journal of Accountancy
    • Amber Zable
    • Amy Clark
    • Amy Engler
    • Andrea Parness, CPA
    • Andrew Newman
    • Andrew Poulos, EA, ABA, ATP
    • Angela Doheny
    • Anita Robinson, EA, NTPI Fellow, Oregon LTC
    • Annabella Green, SPHR, SHRM-SCP, AAAPM
    • Annette Nellen, CPA, CGMA, Esq.
    • Anthony Hunt
    • Ashley Wilson
    • Barry MacQuarrie, CPA
    • Barry Pennett
    • Becca Decker
    • Betsy Scuteri
    • Bianca Lee
    • Brady Lievens
    • Brady Suggs
    • Bruce T. Andersen, CPA
    • Bryan Cytron
    • Bryan Tritt
    • Byron Hebert, CPA, CTP
    • Byron Patrick, CPA.CITP
    • Cathy Iconis, CPA
    • Catina Tongish, EA
    • Cavanaugh Nweze
    • CeCe Morken
    • Charles Costa
    • Charlie Russell
    • Chris Bushong
    • Chris Hodge
    • Christiane Hile
    • Christopher Denton
    • Christopher Ragain, CPA/PFS
    • Corey Eulas
    • Daniel D. Morris, CPA, CGMA, TEP
    • Daniele Griffith, JD
    • Danny Tack
    • Darrell Layman, CPA
    • Darren Root, CPA, CITP, CGMA
    • Dave Johnson, CPA
    • Dave Venard, EA
    • David Bergstein, CPA, CITP, CGMA
    • David S. Oransky, CPA/PFS, CFP, RLP
    • David Williams
    • Dawn Brolin, CPA, CFE
    • Debbie Ames, PHR
    • Deborah Holloway
    • Debra Hammer
    • Debra Kilsheimer
    • Diana Briceno
    • Diana Mackie Wertz
    • Donald P. Wisehart, ASA, CPA/ABV/CFF, CVA, MST
    • Dorinda DeScherer
    • Doug Duncan
    • Eileen Reichenberg Sherr, CPA, CGMA, Journal of Accountancy
    • Elizabeth Hale, CPA
    • Elizabeth Joyce
    • Erick Cutler
    • Eva Velasquez
    • Farhad Rizvi
    • Fernando Barraza, CPA
    • Firm of the Future Team
    • Frank Abagnale
    • Fredric D. Leffler, CPA, MBA
    • Gin Goodman
    • Greg Goldfarb
    • Greg Martin
    • Hal Rosen, CPA
    • Heather Satterley, EA
    • Hector Garcia, CPA
    • Intuit ProConnect Team
    • IntuitAngie
    • Jackie Meyer, CPA, CTC
    • James R. Adelman, EA
    • Jasen Stine
    • Jeff Borschowa
    • Jeff Stimpson, Accounting Today
    • Jeff Tubaugh, CPA
    • Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
    • Jerry Love, CPA
    • Jim Bourke, CPA.CITP, CFF, CGMA
    • Jim Buffington, CPA
    • Jim Johnson, CPA
    • Jim McGinnis
    • Jim Streets, CPA
    • Joe Carufe
    • Joe Woodard
    • Joel Hodges, CPA
    • Jon Bickerton, CPA
    • Jordan MacAvoy
    • Jorge Olavarrieta
    • Josh Lance, CPA, CGMA
    • Juan Macias, EA
    • Karen Mattull, SPHR, SHRM-SCP
    • Karla Huerta
    • Kathleen Lach, CPA Magazine
    • Katie Tolin
    • Kelly Hathaway
    • Kessla Sloan
    • Kevin Reinard
    • Kim Amsbaugh
    • Krista Holub
    • Larry Gutierrez, CISSP
    • Laura Wooten
    • Laurence Sarner, EA
    • Liz Armbruester
    • Liz Farr, CPA
    • Lori Niederlehner, CPA, SPHR, AAAPM, SHRM-SCP
    • Luis Loor Jr.
    • Majaliwa Bass
    • Mariette Martinez, EA
    • Marjorie Adams
    • Marty McCutchen, CPA
    • MB Raimondi, CPA, CITP, MS Taxation
    • Melanie Milton
    • Melissa Lin
    • Michael Cohn, Accounting Today
    • Michael Fleming
    • Michelle A. Johnson, CPA
    • Michelle Hammond, CPA, MBA, CGMA
    • Mike D'Avolio, CPA
    • Nade Murray
    • Natalie Pinon
    • Nima Patel
    • Pam Welsh
    • Pat Porter
    • Patti Newcomer
    • Paul Bonner, Journal of Accountancy
    • Peter Cullen, CPA
    • Peter Horadan
    • Philip Taylor
    • Ramiro Alarcon
    • Randall Balthrop
    • Robbie Randall
    • Robert Westley, CPA/PFS, CFP®
    • Roger Russell, Accounting Today
    • Ron Levi
    • Ronald Baker
    • Rose Moore, CPA
    • Ross Olson
    • Sally P. Schreiber, J.D., Journal of Accountancy
    • Sandi Leyva, CPA
    • Sandra Wiley, Journal of Accountancy
    • Sara Russell
    • Scott Cytron
    • Scott Sloan, CPA
    • Shane Ratigan
    • Shawn McMorrough
    • Sheila Kilbride
    • Sherry Woodard
    • Sidney Kess, CPA Magazine
    • Stacey Chase
    • Stacy Kildal
    • Stephanie Cuningkin, CPA
    • stephatintuit
    • Stephen L. Nelson, CPA
    • Steve Bieber
    • Steve Eubanks, EA
    • Susan Tinel, EA
    • T. Steel Rose, CPA, CPA Magazine
    • Tara Stratton
    • Thomas J. Williams, EA
  • Subscribe to this
Tax Law and News

Nondeductible IRA Contributions and Completing Form 8606

September 13, 2017October 17, 2017 / Robert Westley, CPA/PFS, CFP®
Couple With Financial AdvisorIncreasingly, individuals bear more of the responsibility for accumulating the resources needed for consumption in retirement. As employer-sponsored defined benefit plans decline in popularity, a greater emphasis is placed on employees to save at levels that are sufficient enough to...

Full Story

Client Relationships

Tax Return Triggers for Basic Estate Planning

March 17, 2017October 17, 2017 / Robert Westley, CPA/PFS, CFP®
tax professional with clientsToday’s landscape calls for tax practitioners to add value to a client’s experience beyond solely preparing their tax filings. Proactively identifying issues and uncovering opportunities are at the core of this practice. When it comes to estate planning – an...

Full Story

Tax Law and News

To Claim or Not to Claim: When Should Your Clients Take Social Security?

December 23, 2016October 17, 2017 / Robert Westley, CPA/PFS, CFP®
Couple With Financial AdvisorDeciding when to collect Social Security benefits has become an essential financial consideration for most American families. Yet, Social Security is often misjudged by many of its beneficiaries. Tax professionals who work with retirees know their clients are often inclined...

Full Story



Solutions engineered
to save you time

Learn more
Sign in

ProConnect Tax Online

Lacerte

ProSeries

Key Tools & Resources

Above the Forms
with CeCe Morken

CeCe Morken, EVP & GM of ProConnect, shares her strategic view

Tax Reform

Find out how tax reform impacts you & your clients

Training and Webinars

Prepare for the upcoming tax season with free training & webinars

Firm of the Future

Learn how to transform your practice into a Firm of the Future

How to Start a
Professional Tax Practice

Learn how to start your own professional tax practice

Tax Fee Wizard

Decrease the dilemma of setting your tax preparation fees

Self-Employed Clients

Learn about the self-employed workforce & their tax requirements

Fraud and Security

Information to help keep your & your clients' data secure

  • Blog Post Archive

  • Blog Site Map

  • Press Center

  • Disclaimer

    © 2016 Intuit Inc. All rights reserved. Intuit, the Intuit logo, ProConnect and Lacerte among others, are trademarks or service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    The views expressed on this site are those of the authors, and not necessarily those of Intuit. Third-party authors may have received compensation for their time and services. This site does not provide legal, financial, accounting or tax advice. The content on this site is “as is” and carries no warranties. Intuit does not warrant or guarantee the accuracy, reliability, and completeness of the content on this site.

ProConnect Lacerte
ProConnect Lacerte
  • Lacerte Overview
  • Lacerte Tax Modules
  • Lacerte Features
  • Lacerte Add Ons
  • Lacerte Data Conversion
  • Lacerte Support
  • Lacerte Training
  • Lacerte FAQ
  • Lacerte Reviews
  • eSignature Plus Payments for Lacerte
  • Link for Lacerte
  • Lacerte Referral Program
ProConnect Tax Online
ProConnect Tax Online
  • ProConnect Tax Online Overview
  • ProConnect Tax Online Features
  • ProConnect Tax Online Resources
  • ProConnect Tax Online Data Conversion
  • ProConnect Tax Online FAQs
  • ProConnect Tax Online Reviews
  • eSignature for ProConnect Tax Online
  • Link for ProConnect Tax Online
  • ProConnect Tax Online Referral Program
ProConnect ProSeries
ProConnect ProSeries
  • ProSeries Overview
  • ProSeries Features
  • ProSeries Packages
  • ProSeries Add Ons
  • ProSeries Resources
  • ProSeries New User Center
  • ProSeries Data Conversion
  • ProSeries EFIN and PTIN
  • ProSeries Support
  • ProSeries Training
  • ProSeries FAQs
  • ProSeries Reviews
  • eSignature for ProSeries
  • Link for ProSeries
  • ProSeries Referral Program
Additional Resources
Additional Resources
  • Training Home
  • Affordable Care Act
EasyAcct Write Up
EasyAcct Write Up
  • EasyAcct Overview
  • EasyAcct FAQs
Featured Services
Featured Services
  • Client Connection Suite
  • Client Benefit Suite
  • Pay-by-Refund
Accountant Solutions
Accountant Solutions
  • QuickBooks Online Accountant
Certified by nResult Security Certification of the TurboTax Online application has been performed by C-Level Security Reviewed by TRUSTe, Site Privacy Statement

Authorized e-file Provider