Tax Newsletter – June 2026
Tax Newsletter – June 2026 Basics & Beyond Monthly Update Tax Newsletter June 2026 | Volume 9, Issue 6 June Highlights Heads Up! Protective Claim opportunity with Issue 1. We only have until July 10, 2026, to file protective claims due to the Kwong Case. Please take the time to review the case and assess […]
Tax Newsletter – May 2026
Basics & Beyond Monthly Update Tax Newsletter May 2026 | Volume 9, Issue 5 May Highlights Our second webinar after tax season, May 6, 2026, will delve into typical notices your clients may receive following the filing season conclusion. Discussion will center on when and how to respond. Each year IRS sends out […]
Tax Newsletter – April 2026
Tax Newsletter – April 2026 Basics & Beyond Monthly Update Tax Newsletter April 2026 | Volume 9, Issue 4 April Highlights Issue 1 includes the April 15 deadline for claiming 2022 refunds, and Issue 2 covers the IRS 2026 Dirty Dozen scams list that tax professionals, businesses, and taxpayers should watch closely. Navigation Tips: Click […]
Tax Newsletter – March 2026
Tax Newsletter – March 2026 Basics & Beyond Monthly Update Tax Newsletter March 2026 | Volume 9, Issue 3 New Postmark Rules Make sure to look at Issues 7 & 8. This is a nationwide change that could impact tax filings and the timing of the postmark dates if returns are mailed. Issue 7 & […]
Tax Newsletter – February 2026
Tax Newsletter – February 2026 Basics & Beyond Monthly Update Tax Newsletter February 2026 | (Volume 9, Issue 2) In this Month’s Issue Issue 1 – Treasury, IRS Issue Guidance on the Additional First Year Depreciation Deduction Amended as part of the One, Big, Beautiful Bill Issue 2 – Third-Party Network Regulations Proposed Issue 3 […]
Tax Newsletter – January 2026
Tax Newsletter – January 2026 Basics & Beyond Monthly Update Tax Newsletter January 2026 | (Volume 9, Issue 1) In this Month’s Issue Issue 1 – IRS Resumes Normal Activities Following the 2025 Lapse in Appropriations Issue 2 – Guidance for Individuals Who Received Tips or Overtime During Tax Year 2025 – Notice 2025-69 Issue […]
Q&A Summary – 2025 Year-End Tax Update
Year-End Seminar Q&A Newsletter December 2025 Some YE FAQs Q: Will “No Tax on Overtime” show up in a new W-2 box? A: For now, expect overtime to still be included in regular W-2 wage boxes, so you may need paystubs / payroll detail to support the deduction calculation. Issue 1 Q: If […]
Tax Newsletter – December 2025
Tax Newsletter – December 2025 (Volume 8, Issue 12) Year-End Seminars begin 12/2/25 FAQs – What’s New Under OB3 No tax on tips and overtime deductions for TY2025–2028 and what records workers should keep. See Issue 5. Revised Form 1099-K thresholds and what still counts as taxable marketplace income. See Issue 8. Year-end […]
2025 Fall Tax Update Q&A Summary
<!doctype html> Back to Archives Overview 1. TCJA Updates & OBBBA Changes 2. Centralized Partnership Audit Regime 3. Required Minimum Distributions & Penalty Updates 4. Estates & Gift Tax Updates 5. Pass-Through Entity Taxes & 2025 Updates 6. Ethics 7. Online Account Setup Basics & Ask the Expert Uncategorized Fall Seminar Q&A (by […]
Tax Newsletter – November 2025
Tax Newsletter – November 2025 (Volume 8, Issue 11) Year-End Seminars begin 12/2/25 FAQs – What’s New Under OBBB Inflation adjustments for TY2026 (standard deduction, brackets, AMT, estate exclusion, credits). See Issue 2. Clean Vehicle Credits program wind-down milestones and dealer reporting reminders. See Issue 8. Car Loan Interest Deduction reporting relief and […]