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48 Hour Flash Sale – Reserve your spot at one of 6 Federal Tax Update Seminar locations at $499

eTax Alerts

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 the 60-month lookback and how to flag the trap in time.

Recent Etax Alerts

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
Dice spelling out wealth tax.

As Wealth Taxes Gain Steam, a New Study Finds the U.S. Code Is Already the Most Progressive in the OECD

8 min read
Wealth taxes are back on the agenda, but a Fraser Institute study finds the U.S.
Business man being saved from drowning in viruses and debt.

Triage Your Client List Before the July 10, 2026 Kwong Deadline

2 min read
The July 10, 2026 Kwong deadline is closing. Learn how to triage your client list

IRS Launches Centralized Fraud Reporting Hub

3 min read
The IRS launched a centralized fraud reporting hub with four reporting categories. Guide your clients

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