by Sara Raby | Oct 5, 2026 | blog, Corporate Tax Services, Flow-Through Tax Services, Individual Tax
The Treasury announced on October 1, 2026, that it had completed automatic enrollment for Trump Accounts. According to the announcement, every eligible child under age 18 with a valid Social Security number now has an account, including more than 60 million children... 
by Sara Raby | Oct 1, 2026 | blog, Individual Tax
A vehicle purchase can now bring a federal income tax deduction for interest on the loan. But a familiar brand, a “new” listing at the dealership, or a large monthly payment does not establish that the interest qualifies. The IRS has finalized regulations for the car... 
by Sara Raby | Sep 17, 2026 | blog, Individual Tax
For founders, early employees and investors, a successful Section 1202 analysis can produce an extraordinary federal tax result. But federal qualification is increasingly only one part of the exit calculation. Several states do not recognize the federal Qualified... 
by Sara Raby | Sep 9, 2026 | blog, Cannabis Tax, Corporate Tax Services, Life Sciences Tax, Tax Credits, Technology Tax
Taxpayers who need to prove their federal tax compliance now have a faster way to obtain and share that information. On August 20, 2026, the IRS announced a new digitally authenticated Tax Compliance Report available through the IRS Individual Online Account. The... 
by Sara Raby | Sep 1, 2026 | blog, Cannabis Tax, Corporate Tax Services, Life Sciences Tax, Tax Credits, Technology Tax
Discovering that California collected too much tax is frustrating enough. Discovering the error years later, after the normal refund deadline has expired, can make the situation appear unrecoverable. A new Franchise Tax Board ruling provides an important exception in...