CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Subscribe
Login
Main Menu
Main Menu
Account
Cart

eTax Alerts

A Missing Sentence Costs a $4.42 Million Deduction (Wells v. Comm., T.C. Memo 2026-49 (June 10, 2026)

11 min read
Wells v. Comm. shows how a picture-perfect donation loses a $4.42M deduction over one missing line. See the CWA rules and penalty escape.

Recent Etax Alerts

The Treasury Department exterior

Saver’s Match Replaces the Saver’s Credit in 2027

4 min read
Starting in 2027, the Saver's Credit becomes real money. Learn how the 50% Saver's Match
California capitol building

California Corner: California Clarifies When a Discretionary Trust Becomes Taxable

2 min read
FTB Legal Ruling 2026-01 clarifies when California can tax an out-of-state trust with a resident

The Tax Practitioner’s Role in Preventing Medicaid Gifting Mistakes

8 min read
The gift tax annual exclusion is no Medicaid safe harbor. Learn how routine gifts trigger

Seven Million Trump Accounts and Counting — A Gift Tax Safe Harbor and Stock Donation Announcement

9 min read
Trump accounts are live and a new IRS safe harbor spares most cash gifts from

Medi-Cal’s Asset Limit Is Back: The 2026 Gifting Conversation for California Clients

7 min read
Medi-Cal's asset limit returns in 2026. Learn why California's transfer-penalty rules make the gifting conversation

OPR Eyes AI Use in Tax Practices Through a Circular 230 Lens (OPR Alert 2026-19)

6 min read
AI is already in nearly every practice. OPR Alert 2026-19 adds no new rules to

Don't Miss It