OBBBA Nonitemizer Charitable Deduction: What CPAs Need to Know for Standard Deduction Filers Starting in 2026, approximately 90% of individual filers — those wh
OBBBA Senior Deduction Planning Guide: Maximizing the $4,000 AGI Reduction for Clients Age 65+ The One Big Beautiful Bill Act created a new above-the-line deduc
OBBBA AMT Changes 2026: New Thresholds, Doubled Phase-Out Rate, and Who Gets Hit The One Big Beautiful Bill Act OBBBA made the alternative minimum tax meaningfu
Net Investment Income Tax Planning Strategies for 2026: A CPA's Guide to Reducing the 3.8% Surtax The 3.8% Net Investment Income Tax NIIT under IRC §1411 is a s
OBBBA Schedule 1A Deductions: Complete CPA Guide to All Four Above-the-Line Provisions The One Big Beautiful Bill Act OBBBA created four new above-the-line dedu
OBBBA Homeowner Tax Deductions in 2026: What CPAs Need to Advise The One Big Beautiful Bill Act OBBBA changed homeowner-related tax deductions in ways that will
OBBBA Charitable Giving Strategies for High-Income Clients in 2026 The One Big Beautiful Bill Act OBBBA simultaneously curtailed the charitable deduction for hi
The 2026 CPA Technology Stack: Best Software for Tax and Accounting Firms The core technology choices a CPA firm makes determine its capacity ceiling, service q
OBBBA 2/37 Rule: How the New Itemized Deduction Cap Affects High-Earning Clients The One Big Beautiful Bill Act H.R. 1, enacted 2025 introduced a stealth limita
QOZ 2026 Mandatory Gain Recognition: How to Prepare Your Clients Before December 31 Every capital gain that a client deferred into a Qualified Opportunity Fund/