Blog

The era of aggressive claims under the Employee Retention Credit (ERC) is shifting into enforcement overdrive. With the IRS intensifying audits and recovery efforts, tax professionals must proactively navigate eligibility, documentation, and compliance.

The new U.S. remittance transfer tax—a 1% excise tax effective January 1, 2026—creates immediate planning and compliance work for firms serving clients who send money abroad

As the 2026 tax season approaches, CPAs are rethinking their tax research tools. Between unreliable ChatGPT answers and overpriced legacy databases, the profession is ready for change.

As the 2026 tax season approaches, CPAs are rethinking their tax research tools. Between unreliable ChatGPT answers and overpriced legacy databases, the profession is ready for change.

Discover how next-generation AI tax deduction finders are transforming the way CPAs and individuals uncover hidden savings.

With new rules on the horizon, year-end is a critical window for charitable giving. In this blog, we dive into tax-efficient giving strategies (bunching, donor-advised funds, qualified charitable distributions, gifting appreciated assets, etc.)

As the calendar turns toward year-end, CPAs face critical decisions about depreciation, capital expenditures, and timing. Mistiming a purchase or misapplying bonus depreciation can cost clients real dollars.

Effective year‑end tax planning begins with understanding your current situation. The IRS emphasizes that taxpayers should organize their records throughout the year and check their tax withholding to ensure they’re neither under‑ nor over‑withholding

As the calendar year winds down, CPAs and taxpayers have an opportunity to make moves that could affect next year’s tax bill. The IRS reminds taxpayers that the U.S. tax system operates on a pay‑as‑you‑go basis, so checking your withholding during the year is important to avoid a surprise bill or an unnecessarily large refund.

As we approach the final quarter of 2025, CPAs have a prime opportunity to deliver value to clients, guide year-end decisions, and strengthen advisory relationships.