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The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.
March 19
Friedlich Law Group -
Up in smoke; contingency planning; disaster strikes; and other highlights from our favorite tax bloggers.
March 17
Matters Editorial -
The IRS managed to get through last filing season despite extensive budget and staffing cuts, according to a GAO report, but is facing tax changes this year.
March 16 -
The new IRS Tax Withholding Estimator accounts for changes to tax credits and deductions introduced by the One Big Beautiful Bill Act.
March 12 -
The firms that are starting to feel a real difference in the busy season are not working harder; they are redesigning the way the audit process runs.
March 11
Crunchafi -
The IRS's changes in its instructions for claiming the new tax deduction for tips is making it more difficult for self-employed and gig economy workers.
March 10 -
Here's a tip; what a relief; established client base; and other highlights from our favorite tax bloggers.
March 10
Matters Editorial -
More than 830,000 taxpayers have received notices saying their tax refunds are being delayed due to an executive order requiring electronic payments.
March 10 -
AI has emerged as a potential force multiplier, but can it augment capacity in a way that is sustainable and responsibly governed?
March 10
UHY -
What are taxpayers currently asking their preparers?
March 10 -
The Internal Revenue Service will have extended weekday and Saturday hours this spring through April 30 despite recent closures of several TACs.
March 6 -
Volunteer Income Tax Assistance sites serve as the front line of tax compliance for low- and moderate-income taxpayers. The 2026 filing season has introduced several recurring issues that require heightened diligence by site coordinators and student volunteers.
March 5 -
New tax changes; love it or hate it; tax spirit animal; and other highlights from our favorite tax bloggers.
March 3
Matters Editorial -
The IRS terminated its collective bargaining agreement with the National Treasury Employees Union, which represents most IRS and Treasury Department employees.
March 2 -
The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.
March 2 -
Preparers are helping clients navigate OBBBA deductions and other pressing concerns.
February 27 -
The latest data from the Internal Revenue Service on the current tax season shows the size of refunds significantly outpacing last year.
February 25 -
Cryptocurrency disposals; cosmetic compliance; paper or plastic; and other highlights from our favorite tax bloggers.
February 24
Matters Editorial -
While most taxpayers tend to procrastinate on doing their taxes, they're even more hesitant to trust artificial intelligence to do their taxes for them.
February 18














