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How CPAs Should Handle Form 1099-DA Crypto Broker Reporting for 2025 Returns For the first time in the 2026 filing season, centralized digital asset brokers — C
CPA E&O Insurance: Is Your Professional Liability Coverage Adequate? Most CPA firms carry professional liability coverage — but carrying a policy and carrying a
SALT Cap $40,000 Planning Window: Year-by-Year Strategies Before the 2030 Sunset OBBBA's $40,000 SALT cap is not permanent — it carries a 2030 sunset, after whi
Mega Backdoor Roth in a Solo 401k: CPA Strategy Guide The mega backdoor Roth strategy lets a self-employed client move up to $46,500 of after-tax dollars into a
Trade Credit Insurance in a Tariff Era: What CPAs and Brokers Need to Know Trade credit insurance/glossary/trade-credit-insurance reimburses a business for acco
IRS Micro-Captive 831b Listed Transaction: What CPAs and Insurance Brokers Must Know in 2026 The IRS finalized regulations on January 10, 2025 T.D. 10022, 90 Fe
Car Loan Interest Deduction OBBBA Schedule 1A: What CPAs Need to Know The One Big Beautiful Bill Act OBBBA added a new above-the-line deduction for qualified mo
Estate and Gift Tax Planning Under the OBBBA $15M Exemption: CPA Strategy Guide The One Big Beautiful Bill Act OBBBA permanently raised the federal unified esta
SALT Cap at $40,000: How OBBBA Changes the State Tax Deduction for Your Clients The One Big Beautiful Bill Act OBBBA raised the SALT deduction cap from $10,000
Trump Accounts MAGA Accounts: CPA Guide to the New OBBBA Savings Vehicle The One Big Beautiful Bill Act OBBBA created a new federal savings account for children