Form 6765 Project-Level Reporting: How to Complete the Redesigned R&D Credit Form in 2026 The IRS fundamentally redesigned Form 6765 — the Credit for Increasing
Form 8300 Cash Reporting: A CPA's Guide to Compliance for Business Clients Any trade or business that receives more than $10,000 in cash in a single transaction
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
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Section 409A Compliance: A CPA's Guide to Nonqualified Deferred Compensation Rules Section 409A of the Internal Revenue Code governs virtually every nonqualifie
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
R&D Tax Credit Section 41 for Small Businesses: The CPA's Complete Guide The Research and Development Tax Credit under IRC §41 is one of the most underutilized
Section 163j Business Interest Limitation: OBBBA Planning Guide for CPAs The One Big Beautiful Bill Act OBBBA made two significant changes to the Section 163j b
Section 179D Energy Efficient Commercial Building Deduction: The CPA's Guide The Section 179D deduction allows commercial building owners — and, uniquely, the d