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The Section 1202 Qualified Small Business Stock (QSBS) exclusion is one of the most powerful tax incentives available to startup founders, investors, and high-net-worth individuals

The IRS has officially ended its Direct File pilot program, signaling a major shift toward enhanced Free File partnerships and private sector innovation.

If you’re a tax professional or high-net-worth individual, the newly expanded state and local tax deduction (SALT) presents a unique planning window

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.