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ENDS MONDAY – Enjoy discounts on Conferences, Federal & California Tax Update Seminars and Credit Packages

eTax Alerts

One Missing W-9 Can Trigger Two Years of Backup Withholding

4 min read
Final regs set when payment apps must backup withhold on sellers. A missing W-9 can trigger withholding that carries into the next year.
A W-9 tax form alongside an IRS instruction sheet is placed on a wooden table, indicating tax preparation activity.

Recent Etax Alerts

Disaster Casualty Losses and Wildfire Relief Payments Finally Land in the Code

6 min read
Disaster casualty loss relief is finally in the Code, retroactive to 2025. Learn the AGI-floor
Investment in knowledge, student loans, scholarships. Credit to pay for university education. Tuition fee. College scholarship.

Student Loan Payments and the 401(k) Match: An Opportunity to Help Employer Clients

7 min read
Help employer clients keep workers' retirement match intact. Learn how SECURE 2.0's student loan match
American US dollars money bills and US social security number card close up

The 2026 Social Security Trustees Report

8 min read
The 2026 Trustees Report is the first to absorb OBBBA. Learn what changed on the

The California Refund Theory That Never Had a Chance (Kim v. United States, No. 1:26-cv-00157 (Fed. Cl. May 21, 2026)

2 min read
The state-citizen-only tax dodge resurfaces in Kim v. United States, and the court dismisses it

Employer Contributions to Trump Accounts: Proposed Regulations Tell Employers How

7 min read
Employers can now fund Trump accounts up to $2,500 per employee tax-free. Proposed regs spell
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

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