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 […]
Tax Newsletter – October 2025
Tax Newsletter – October 2025 In this Month’s Issue: Issue 1 – Tips Codes Released Early for 2026 Use Issue 2 – IRS Commissioner Discusses Filing Season Prediction Issue 3 – IRS Guidance on § 174 Research Costs Issue 4 – Treasury Announces Federal Government Will Phase Out Paper Checks on September 30th Issue […]
Tax Newsletter – September 2025
Tax Newsletter – September 2025 In this Month’s Issue: Issue 1 – IRS Commissioner on filing season outlook Issue 2 – No 2025 changes to info returns or withholding (OBBBA) Issue 3 – Direct File program in doubt Issue 4 – Commissioner Billy Long removed Issue 5 – Iowa adopts rules for preparers Issue […]
Tax Newsletter – August 2025
Tax Newsletter – August 2025 Join Us for the August 19 webinar for more info that has been issued on the One Big Beautiful Bill (OBBBA). The August 21 Quarterly Tax Update: Part 2 webinar will also provide additional guidance. Some information is in this newsletter, but we will expand on these topics later in […]