Tax Insights
Practical tax education from a practicing CPA. Evergreen articles, analysis, and guidance for tax professionals who want to stay sharp.
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The Journey from Schedule C to 1120-S: S Corp Election Guide for Tax Pros
Guide your clients through the transition from Schedule C to an S Corp. Learn about IRS…
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The “No Tax on Overtime” Headache: Why Your Client’s W-2 Might Be Wrong
The OBBBA overtime exemption sounds simple, but W-2s are messy. Learn why the ‘no tax on…
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Lo Que las Distribuciones de Jubilación Pueden Revelar Durante la Temporada de Impuestos
Descubra cómo identificar oportunidades de excepción a la penalidad del 10% por retiro anticipado bajo la…
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What Early Retirement Distributions Can Reveal at Tax Time
When you see a 1099-R for a client under 59 1/2, ask the next question. The…
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Shareholder Basis & Form 7203: A Complete Guide for Tax Pros (2026 Update)
Master S Corp shareholder basis tracking and Form 7203 compliance in 2026. Step-by-step guidance on ordering…
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The “No Tax on Tips” Zelle Trap: Why Your Clients Might Miss the Deduction
Are your clients missing deductions due to the “no tax on tips” headlines? Learn the Zelle…