Tax Practice News
What Your Team is Telling AI
Dana’s growth plan looked solid on paper. But an anonymous AI critique exposed the risks: an overstretched team, a mid-season workflow launch, and looming deadline burnout.
Oct 1, 2026
Busy Season Is Your Best Sales Season
Tax season gives firms something priceless: client trust and a full financial picture. Growing firms turn that access into advisory opportunities instead of just chasing forms.
Sep 29, 2026
Your LLC Members Might Owe Self-Employment Tax After All
The limited partner SE tax exception just got more complicated. A once-simple strategy for shielding distributive income from self-employment tax may no longer be so simple.
Sep 24, 2026
The IRS Lost a Case Over a Postmark
A new Tax Court ruling may change the familiar "I never got the IRS letter" excuse. The decision gives practitioners a practical, repeatable way to challenge IRS notices when delivery can't be proven.
Sep 22, 2026
Did Opportunity Zone Investment Just Get Harder?
Opportunity zone investing long operated on an honor system: investors rolled capital gains into qualified funds, held them long enough, then largely waited. With limited reporting and enforcement, many treated it as a set-and-forget strategy.
Sep 17, 2026
