Preparing for a New Reality
Federal tax law never changes quietly. Each new statute, sunset, or adjustment sends ripples through planning, compliance, technology, client expectations, and even the emotional landscape of tax practice. The theme of this issue—federal tax law update—reflect... Jeremy Wells, EA, CPA
2025 and 2026 by the Numbers
Many numbers we use in our profession are indexed for inflation. The effective date for many of these inflation calculations is August 31st. This chart contains the amounts for 2025 and 2026 for many items we deal with on a regular basis. These amounts are th... Compiled by David L. Mellem, EA
Tax Appointment Worksheet
The Tax Appointment Worksheet is a tool to help you gather the needed information for the 2025 tax return. The 2025 worksheet will reflect the changes made by the One Big Beautiful Bill Act. Compiled by Mary Mellem, EA