Advanced Energy Property Credits: A Complete 48C Workflow for Small CPA Firms
Advanced Energy Property Credits: A Complete 48C Workflow for Small CPA Firms
Advanced Energy Property Credits: A Complete 48C Workflow for Small CPA Firms

Advanced Energy Property Credits: A Complete 48C Workflow for Small CPA Firms

Oct 16, 2025

Tax Credits & Incentives

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What the 1099-K Expansion Changes in Your Workflow This Season
What the 1099-K Expansion Changes in Your Workflow This Season
What the 1099-K Expansion Changes in Your Workflow This Season

What the 1099-K Expansion Changes in Your Workflow This Season

Oct 14, 2025

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1099-K

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IRS 2026 Inflation Adjustments
IRS 2026 Inflation Adjustments
IRS 2026 Inflation Adjustments: What Tax Firms Need to Know for 1040 Filers

IRS 2026 Inflation Adjustments: What Tax Firms Need to Know for 1040 Filers

Oct 10, 2025

IRS Forms & Filing

IRS 2026

1040 Filing

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Evolving SALT Cap Workarounds
Evolving SALT Cap Workarounds
Evolving SALT Cap Workarounds: How Small CPA Firms Can Streamline Pass-Through Entity Taxes

Evolving SALT Cap Workarounds: How Small CPA Firms Can Streamline Pass-Through Entity Taxes

Oct 9, 2025

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TaxTech

Form 709
Form 709
How CPA Firms Can Avoid Gift Tax Surprises with Early Form 709 Planning

How CPA Firms Can Avoid Gift Tax Surprises with Early Form 709 Planning

Oct 7, 2025

Tax & Compliance

Form 709

Gift Tax

CPA Firm Practice Management

Tax Planning

Form 941
Form 941
Mastering Form 941: Workflows for Small CPA Firms

Mastering Form 941: Workflows for Small CPA Firms

Sep 30, 2025

Tax & Compliance

Form 941

IRS Forms & Filing

TaxWorkflows

Section 199A
Section 199A
What Happens to Section 199A After 2025? A CPA’s Guide to the Sunset

What Happens to Section 199A After 2025? A CPA’s Guide to the Sunset

Sep 23, 2025

Updates

Section 199A

TCJA Sunset

Tax Planning & Advisory Best Practices

OCR Limitations in Tax Prep: 1099s, K-1s & Schedule C
OCR Limitations in Tax Prep: 1099s, K-1s & Schedule C
OCR Limitations in Tax Prep: 1099s, K-1s & Schedule C

OCR Limitations in Tax Prep: 1099s, K-1s & Schedule C

Sep 17, 2025

Tax Automation & Technology

OCR & Data Capture

TaxWorkflows

AI in Tax

Navigating State Conformity After the TCJA Sunset
Navigating State Conformity After the TCJA Sunset
Navigating State Conformity After the TCJA Sunset

Navigating State Conformity After the TCJA Sunset

Sep 16, 2025

TCJA Sunset

Tax Law & Policy

Federal vs state conformity

TaxWorkflows

TaxTech

DeFi Yield Tax Gaps
DeFi Yield Tax Gaps
DeFi Yield Tax Gaps: Practical Strategies for CPA Firms

DeFi Yield Tax Gaps: Practical Strategies for CPA Firms

Sep 10, 2025

DeFi & Digital Assets

Cryptocurrency

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Tax Strategy

TaxInsights

Data mapping
Data mapping
How Data Mapping Transforms Tax Compliance for CPA Firms

How Data Mapping Transforms Tax Compliance for CPA Firms

Sep 5, 2025

Tax & Compliance

Data Mapping

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IRS 2026

Digital Asset Tax
Digital Asset Tax
Navigating Digital Asset Tax: Smarter Workflows for CPAs

Navigating Digital Asset Tax: Smarter Workflows for CPAs

Sep 3, 2025

Digital Assets

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Cybersecurity

Cryptocurrency

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TaxWorkflows

Form 5471 & 8858
Form 5471 & 8858
Form 5471 & 8858: Essential Compliance Insights for CPA Firms

Form 5471 & 8858: Essential Compliance Insights for CPA Firms

Aug 29, 2025

Tax & Compliance

TaxWorkflows

IRS 2026

TaxTech

FORM 5471

FORM 8858

Internation Tax

Scedule K-1 processing
Scedule K-1 processing
Schedule K-1 Automation: A Technical Guide

Schedule K-1 Automation: A Technical Guide

Aug 27, 2025

K-1

TaxTech

Tax Strategy

TaxWorkflows

Tax & Compliance

Pass-Through Entity
Pass-Through Entity
Pass-Through Entity Tax Elections 2026 Explained for CPAs

Pass-Through Entity Tax Elections 2026 Explained for CPAs

Aug 22, 2025

PTET

Tax & Compliance

TaxTech

TaxInsights

AI Data Leaks
AI Data Leaks
How CPAs Can Prevent AI Data Leaks and Protect Client Data

How CPAs Can Prevent AI Data Leaks and Protect Client Data

Aug 20, 2025

AI - security

Tax Automation & Technology

FutureOfTax

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Estate Tax Changes
Estate Tax Changes
Estate Tax Changes 2026: What CPAs Need to Know

Estate Tax Changes 2026: What CPAs Need to Know

Aug 16, 2025

Tax Planning

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Estate Planning

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Estate Tax 2026

Exit Planning for Baby Boomer Clients
Exit Planning for Baby Boomer Clients
Exit Planning for Baby Boomer Clients: CPA Guide

Exit Planning for Baby Boomer Clients: CPA Guide

Aug 13, 2025

CPA Firm Practice Management

Exit planning & Succession

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TaxWorkflows

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How IRS Paperless Processing Will Impact Clients in 2026
How IRS Paperless Processing Will Impact Clients in 2026
How IRS Paperless Processing Will Impact Clients in 2026

How IRS Paperless Processing Will Impact Clients in 2026

Aug 6, 2025

IRS 2026

TaxTech

TaxWorkflows

CPA Firm Practice Management

FutureOfTax

TCJA Sunset
TCJA Sunset
2026 TCJA Sunset: What CPA Firms Need to Know

2026 TCJA Sunset: What CPA Firms Need to Know

Jul 30, 2025

Tax Law & Policy

CPA Firm Practice Management

Tax Automation & Technology

TCJA Sunset

Tax Planning and Advisory
Tax Planning and Advisory
How CPA Firms Can Use Tech for Tax Planning and Advisory

How CPA Firms Can Use Tech for Tax Planning and Advisory

Jul 23, 2025

Tax Planning & Advisory Best Practices

Tax Law & Policy

One Big Beautiful Bill
One Big Beautiful Bill
What the “One Big Beautiful Bill” Means for CPA Firms

What the “One Big Beautiful Bill” Means for CPA Firms

Jul 18, 2025

Big Beautiful Bill

Tax Law & Policy

Mastering Form 1040-ES
Mastering Form 1040-ES
Mastering Form 1040-ES: Guide for Small CPA Firms

Mastering Form 1040-ES: Guide for Small CPA Firms

Jul 8, 2025

Form 1040-ES

Compliance & Deadlines

ASC 840 to ASC 842
ASC 840 to ASC 842
Transitioning from ASC 840 to ASC 842: What CPAs Need to Know

Transitioning from ASC 840 to ASC 842: What CPAs Need to Know

Jun 19, 2025

Lease accounting

ASC 842

ASC 840

Compliance & Deadlines

ASC 606 Compliance: How AI Helps Manufacturing CPAs
ASC 606 Compliance: How AI Helps Manufacturing CPAs
ASC 606 Compliance: How AI Helps Manufacturing CPAs

ASC 606 Compliance: How AI Helps Manufacturing CPAs

Jun 11, 2025

ASC 606

Manufacturing Companies

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Compliance & Deadlines

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