CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

The 2026 Summer Federal Tax Update is here – Get ahead of client questions with mid-year insights

eTax Alerts

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The July 10, 2026 Kwong deadline is closing. Learn how to triage your client list and decide who should file a protective Form 843 refund claim.

Recent Etax Alerts

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Because of changes to the withholding tables, the IRS is generally waiving the penalty for

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Final §199A Regs Help Clarify the De Minimis Rule for a Business with SSTB Income (REG-107892-18)

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The 20% QBI deduction is only allowed for qualified trade or business income. The bothersome

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A staff meeting to begin another tax season is a good idea whether your staff

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One of our Tax Update attendees generously provided a client letter for you to use. 

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There are more than 100 changes in the Tax Cuts and Jobs Act taking affect

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