In The News
The Tax Institute is renowned and respected for its world-class research and provides H&R Block with a unique advantage that ensures our tax professionals have access to the most extensive and current research and information available anywhere.
Given the quality and depth of the research provided by The Tax Institute, it has become highly regarded within the tax preparation and accounting industry, and is frequently quoted in the press.
Kathy Pickering, Executive Director, was quoted in a Savvy Sugar article about Tax Tips for new homeowners.
Jackie Perlman, Principal Analyst, was quoted in a CNBC article about Finding last minute savings on your 2012 taxes.
Jackie Perlman, Principal Analyst, was quoted in a Bloomberg Businessweek in a story entitled How to Get Ready for an IRS Audit.
Kathy Pickering, Executive Director, was quoted in a Savvy Sugar story entitled Tax Updates and Benefits for Going Green.
Jackie Perlman, Principal Analyst, was quoted in a CNN Money story entitled Marring ruling could save same-sex couples thousands.
Kathy Pickering, Executive Director, was quoted in a The Street article outlining 10 Tax Tips for Newlyweds.
Gil Charney, Principal Analyst, was quoted in a Wall Street Journal article about Tax Tips for Life's Big Changes.
Lindsey Buchholz, Lead Analyst, was quoted in a Fox Business article about Tax Tips for College Students to Avoid Mistakes.
Gil Charney, Principal Analyst, was interviewed by CNN Money for a story entitled The IRS wants to tax your illegal income.
Alison Flores, Lead Analyst, was interviewed by Market Watch for a story about The gay-marriage tax penalty.
Jackie Perlman, Principal Analyst, was quoted in a Wall Street Journal article about withholding.
Kathy Pickering, Executive Director, was quoted in an article entitled Your Next Healthcare Advisor Might Be Your Tax Guy.
Kathy Pickering, Executive Director, was interviewed by the Market Watch for an article entitled The taxman is now playing doctor: How today's tax returns will impact tomorrow's medical bills.
Kathy Pickering, Executive Director, and Jackie Perlman, Principal Analyst, were both interviewed by the Associated Press for a story about Expiring credits, deductions extended by Congress.
Gil Charney, Principal Analyst, was quoted by the Financial Times in a story about Strange Tax Deductions.
Kathy Pickering, Executive Director, was interviewed for a Financial Times article about 5 mistakes that could get you audited.
Kathy Pickering, Executive Director, was interviewed by Reuters for a story entitled Don't count on that early tax refund.
Jackie Perlman, Principal Tax Research Analyst, was interviewed by Morning Star about Family-Friendly Tax Breaks at Risk From Fiscal Cliff.
Kathy Pickering, Executive Director, was interviewed by POLITICO about whether the IRS can handle the Obamacare workload.
Jackie Perlman, Principal Tax Research Analyst, was interviewed by Wisconsin Public Radio about how the Fiscal Cliff will affect Wisconsin families.
Gil Charney, Principal Tax Research Analyst, was interviewed by AARP about 2013 tax laws.
Lindsey Buchholz, Lead Tax Research Analyst, was interviewed by Market Watch about the Fiscal cliff and increased threshold for medical expense deductions.
The Tax Institute at H&R Block was quoted in a Huffington Post article about the Fiscal cliff: Looming tax hikes stoke uncertainty.
Kathy Pickering, Executive Director, was interviewed by Reuters for an article entitled Dear Mr. President: Do this first for consumers.
Roland Sabates, Manager, was interviewed by the Wall Street Journal for an article about the New limits for Coverdell accounts.
Kathy Pickering, Executive Director, was interviewed by Reuters about year-end tips to trim 2012 tax bills.