Tax Newsletter: Summary of Q&A from Tax Seminars


In This Issue Issue 1: Treasury Reviewing Planned Changes to Tax Professional Ethics Rules The U.S. Treasury Department is currently reviewing proposed updates to ethics standards for tax professionals who represent clients in matters involving the Internal Revenue Service. IRS efforts include correction or removal of those sections of the Circular 230 that have proved […]

Tax Newsletter December 2021

In This Issue Issue 1: How A Client’s Custody Situation Affect Their Advanced Child Tax Credit Payments Issue 2: Social Security Numbers for Amish Children – IRM Issue 3: NTA Blog: Decoding IRS Transcripts and the New Transcript Format Tax Planning Opportunities Issue 4: Flexible Spending Arrangements Issue 5: What Do We Need to […]

Tax Newsletter November 2021

The Fall Virtual Tax Seminars were a success! We summarized all of your Q&A from the 6 sessions below.  We have 5 open sessions left for the Year-End, don’t wait to claim your spot. Virtual Tax Seminar Information is available here: Year-End Tax Seminars In This Issue Issue 1: Starting October 28, 2021, a New […]

Tax Newsletter September 2021

Paid Leave Vaccination

Reminder: Register for the Virtual Tax Seminars: Each session includes 7 hours of Tax Law and 1 hour of Ethics Virtual Tax Seminar Information is available here: Fall & Year-End Tax Seminars In This Issue Paid Leave Credits Available for Providing Leave to Employees Caring for Individuals Obtaining or Recovering from COVID Immunization R. 3684: To […]

Tax Newsletter July 2021

Child Tax Credit

Reminder: Early Registration Discount for the Virtual Tax Seminars ends August 14th. Save $139 Virtual Tax Seminar Information is available here: Fall & Year-End Tax Seminars Check out our webinar schedule here: Webinar Schedule Purchase the Unlimited Webinar Package for $199  In This Issue Do You Need to Trace Your Clients Stimulus Payment that they Never Received? […]

Tax Newsletter June 2021


American Rescue Plan – Tax Credits Available to Provide Paid Leave to Employees Receiving the COVID-19 Vaccine Also: Treasury and IRS Provide Guidance on Tax Relief for Deductions for Food or Beverages from Restaurants Investing in the IRS and Improving Tax Compliance – American Family Plan Proposal IRS Releases Updated Practice Unit on Reasonable Cause […]

Tax Newsletter May 2021

2021 Tax Laws

In This Issue Introduction to President Biden’s “Made in America Tax Plan” What is a “Restaurant” for Purposes of the 2021-2022 100% Food/Beverage Deduction? IRS to Recalculate Taxes on Unemployment Benefits IRS Updates its Frequently Asked Questions About Lost, Stolen EIP2’s Legislation Introduced to Keep Eyes on the Summer IRS Appeals Requires Employees to Offer […]

Tax Newsletter April 2021 Part 2

May 17 2021 Tax Deadline

Are you Prepared for the May 17, 2021 Tax Deadline? In This Issue Additional guidance on the New American Rescue Plan Act of 2021 New webinars coming in June! In the meantime, check out our webinar schedule.  Key Things to Act on at this Time: Changes between and House and Senate are discussed. Hold all […]

Tax Newsletter April Part 1

American Rescue Plan Act 2021

Additional guidance on the American Rescue Plan Act of 2021. This mid-month newsletter covers only part of the changes under the New Law.  Part 2 will arrive around April 1, 2021.  Key Things to Act on at this Time: Changes between and House and Senate are discussed. Do not amend returns due to the ARPA […]

Tax Newsletter March 2021

IRS Forms

Your Guide to the 2021 Tax Season How is your tax season going? Do you have new tax preparers on your team who might need a refresher? Check out our summer Tax Boot Camp series on the webinar schedule. Or sign up for the Unlimited package now for $199. In This Issue Issue 1A: IRS Commissioner […]