Tax Newsletter December 2023

In this Issue: More Q & A from the Fall Virtual Series IRS Opens Annual Self-Certification and E-file Application URL Registration IRS Reduces Fees to Obtain or Renew a PTIN 1040 MeF Production Shutdown Schedule Employee Retention Credit Eligibility Checklist: Publication5887 Educational Assistance Programs Can Help Pay Workers’ Student Loans Reminder: Payers Filing Erroneous Information Returns […]

Tax Newsletter July 2023

bipartisan bill

In this Issue: Taxpayers Face Deadline to Claim Tax Year 2019 Refunds Authorized IRS e-file Providers/EROs information Concerning Fingerprints Helpful Information for the Military Personnel Client – Reminder for Us Bipartisan Bill Would Move Estimated Tax Deadlines to Quarterly Basis – NOT LAW YET – Heads Up Chief Counsel Advice Discusses FICA Refunds Form I-9 […]

Tax Newsletter November 2022


The December 2022 Newsletter will provide the remaining questions and answers from the Fall 2022 virtual sessions. In addition, 2023 inflation adjustments -selected issues and some tax planning opportunities issues. In This Issue: Our Fall Seminars Have Concluded – Part 1 of the Q and A Notice 2022-44 Special Per Diem Rates Effective October 1, […]

Tax Newsletter September 2022

Tax Relief

In This Issue: COVID Tax Relief Patiently Wailing for the New Circular 230 Update – Potential Changes Reminder: Fingerprint Card Cut-off Date for the e-file Application Summary of Tax Provisions in the Inflation Reduction Act (IRA) Tax Tip 2022-122, Tips on Closing a Business Court Authorizes Service of John Doe Summons Seeking the Identities of […]

Tax Newsletter June 2022

paper shredding

IRS Statement Concerning the Destruction of 30 million Information Returns Due to Software Limitations – Tax Year 2020 In This Issue: Study States Nearly Half of Tax Returns Can Be Prefilled New Partnership Audits on the Horizon No Step-up in Basis for Private Foundation’s Assets Form 941 – A Bit of History Final Foreign Tax […]

The Tax Considerations of Cryptocurrency: An Accountant’s Primer


Digital/Virtual/Cryptocurrency are an electronic representation of monetary value, an alternative asset. The market is highly volatile, and questions remain as to whether digital is a legitimate currency. This article will help you better understand cryptocurrency, as well as its tax implications. In its infancy, such items as Bitcoin and certain other digital currencies had a […]

January 2021 Newsletter COVID-19 Relief Bill with PPP Expansion

2021 Tax Law

Trump Signs COVID-19 Relief Bill with PPP Expansion Basics and Beyond is ready to provide an update on the newest COVID-19 bill signed into law. This webinar will review the COVID-19 Relief Bill: Coronavirus Relief Act of 2020, PPP loan funds and forgiveness, Business Meals, FFCRA, Employee Retention Credit, Tax Extenders, SBA Loans, etc. Join […]

Tax Newsletter: December 2020

form 8962

Important Update to the November Newsletter – Concerning Marketplace and Healthcare Subsidy – May Impact Your Client Please review the first page of the November Newsletter to get the background on this issue – here is what has happened thus far: The client’s return has been received but on where’s my refund – it says […]

TAX Newsletter: October 2020

As the October 15th tax deadline approaches, the 2020 filing season ends and we prepare for the 2021 season. Many are engaged in preparing the final 2020 returns and in some cases getting the client to provide those final pieces of information. October is also our annual TAX Boot Camp. This series of classes prepare […]

Tax Newsletter: September 2020

Tax Return form 1040

Tax Law Updates & News Once again news is abundant, so we had to pick and choose what we felt was most important to you and your practice. We’ll take a look at the New 1040. We will include last minute news in our fall seminars and more later in the year time-sensitive issues closer […]