eTax Alerts
6 min read
Disaster casualty loss relief is finally in the Code, retroactive to 2025. Learn the AGI-floor bypass, the non-itemizer deduction and 139M.
Recent Etax Alerts
8 min read
The gift tax annual exclusion is no Medicaid safe harbor. Learn how routine gifts trigger
9 min read
Trump accounts are live and a new IRS safe harbor spares most cash gifts from
7 min read
Medi-Cal's asset limit returns in 2026. Learn why California's transfer-penalty rules make the gifting conversation
6 min read
AI is already in nearly every practice. OPR Alert 2026-19 adds no new rules to
8 min read
Wealth taxes are back on the agenda, but a Fraser Institute study finds the U.S.
2 min read
The July 10, 2026 Kwong deadline is closing. Learn how to triage your client list
