Tax Planning

Taxes April 1, 2026 

While you’re still in tax mode, use the completion of your 2025 taxes as impetus to begin proactive planning in 2026.

Tax Planning March 4, 2026 

Several One Big Beautiful Bill Act provisions affect taxable income reported on 2025 returns filed in 2026, making a thorough review essential to avoid missed savings or compliance issues.

Tax Planning March 3, 2026 

As tax season ramps up, many homeowners who installed solar panels last year are discovering that qualifying for the federal solar tax credit is not always as straightforward as they expected.

Tax Planning February 18, 2026 

H.R.1, the One Big Beautiful Bill Act, made several changes to the tax rules for charitable contributions, including a new charitable contribution deduction for non-itemizers effective starting in 2026.

CPA, JD, LLM, Mark A. Luscombe, JD, LLM, CPA

Taxes February 18, 2026 

The platform replaces snapshot-based monitoring with continuous visibility into IRS account activity.

Isaac M. O'Bannon

Taxes January 26, 2026 

The IRS today opened the 2026 tax filing season and began accepting and processing federal individual income tax returns for tax year 2025.

Taxes November 12, 2025 

In 2026, leading finance organizations will operate more like analytics consultancies, using real-time tax, margin, and compliance data to guide daily decisions.

OBBBA Tax Act November 12, 2025 

Planning is even more important this year, ahead of the adoption of tax law changes effective this year and next.

Taxes September 23, 2025 

While many accounting professionals are familiar with the benefits of a cost segregation study for investment assets acquired during life, fewer recognize the value this tool brings in the context of estate or trust administration.

Technology September 23, 2025 

TaxPlanIQ announced Sept. 23 partnerships with Liberty Tax and Elite Resource Team, putting tax planning tools in the hands of tax preparers and wealth managers around the country.

Jason Bramwell

Accounting Technology Lab Podcast September 11, 2025 

Randy Johnston and Brian Tankersley, CPA, take a look at the Blue J AI-powered professional tax research platform. Blue J’s generative AI solution is designed to be conversational. Getting comprehensive, human-like answers to your tax questions is as fast and easy as asking a colleague, making it a resource your team will actually want to...…

Brian Tankersley, Randy Johnston

Accounting October 14, 2025  Sponsored

Retirement planning is not one-size-fits-all—it evolves through distinct stages of life and business ownership. This course explores key milestones and strategies to help individuals and small business owners prepare for a secure and efficient retirement.