Every issue we’ve sent, in one place. Published the first and third Tuesday of each month.
Form 1099-DA expands for tax year 2026: brokers must now report cost basis on many digital asset sales. Assets bought before 2026 or moved between platforms still depend on your own records.
Read MoreBonus depreciation is back at 100% and Section 179 now covers up to $2.56 million. Here is what the placed-in-service deadline means for equipment decisions this quarter.
Read MoreTrump Accounts became fundable in July 2026, joining 529 plans and custodial Roth IRAs as options for children’s savings. Each account answers a different question.
Read MoreComparing the SEP-IRA, SIMPLE IRA, and Solo 401(k) under 2026 contribution limits, including deadlines and employee coverage requirements.
Read MoreHow the IRS selects returns for examination, the patterns that elevate a return’s score, and the documentation that supports a position.
Read MoreSection 1202 now runs two parallel regimes. Which applies depends on whether the stock was issued before or after July 4, 2025.
Read MoreCapital gain, depreciation recapture, and net investment income tax can all apply at once. The deferral options must be arranged before closing.
Read MoreParticipants with prior-year wages above $150,000 lose the pretax catch-up, which raises taxable income in ways worth planning around.
Read MoreRental losses are passive by default and often suspended. Several exceptions allow a current deduction, each with its own documentation burden.
Read MoreTwo deductions run through 2028, with income phase-outs and payroll tax rules that are widely misread.
Read MoreOur team is ready to help with tax planning, preparation, and year-round strategy.
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