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Tax Briefing(s)

2025 Post-Filing Season Update 2024 Tax Year in Review 2024 Post-Election Tax Policy Update 2019 Year-End Tax Planning

IRS Warns Taxpayers to Watch Out for Common Tax Scams (IR-2025-26)
The IRS released its annual Dirty Dozen list of tax scams for 2025, cautioning taxpayers, businesses and tax professionals about schemes that threaten their financial and tax information. The IRS iden...

IRS Expands Individual Online Account to Simplify Tax Filing (IR-2025-28)
The IRS has expanded its Individual Online Account tool to include information return documents, simplifying tax filing for taxpayers. The first additions are Form W-2, Wage and Tax Statement, and F...

IRS Informs Taxpayers of ABLE Accounts for Disability-Related Savings
The IRS informed taxpayers that Achieving a Better Life Experience (ABLE) accounts allow individuals with disabilities and their families to save for qualified expenses without affecting eligibility...

IRS Encourages Taxpayers to Use Refund Tool (IR-2025-25)
The IRS urged taxpayers to use the “Where’s My Refund?” tool on IRS.gov to track their 2024 tax return status. Following are key details about the tool and the refund process:E-filers can chec...

IRS Releases Excludable or Deductible Foreign Housing Expenses for 2025 (Notice 2025-16)
The IRS has provided the foreign housing expense exclusion/deduction amounts for tax year 2025. Generally, a qualified individual whose entire tax year is within the applicable period is limited to ma...

CA - Updated guidance issued on taxability of cell phones and other wireless telecommunication devices
Updated guidance is issued regarding the application of California sales and use tax to sales of cell phones, wireless telecommunication devices, and accessories sold with those devices. CDTFA Public...

CO - Event cancellation fee not subject to tax
The Colorado Department of Revenue has indicated that an event cancellation fee for the cancellation of an event that included catering services and the use of a banquet hall is not subject to state s...

CT - Tobacco products manufacturers notified of annual revision of required forms
Connecticut notifies tobacco products manufacturers of the annual revision of required forms that must be completed and filed with either the Connecticut Department of Revenue Services or the Office o...

DE - Budget proposes rate cuts, new brackets, tobacco tax increase
Delaware Gov. Matt Meyer released his budget for fiscal year 2026 that includes proposals to cut personal income taxes and create 3 new tax brackets. The budget also includes a proposal to increase th...

DC - New electronic filing requirements discussed
The District of Columbia has provided additional information regarding new electronic filing requirements for specific income taxpayers for the 2025 tax year. The regulation requires taxpayers, who ex...

FL - All Hillsborough County surtax collection resumes June 2025
Beginning June 1, 2025, dealers must resume collection of the following Hillsborough County discretionary sales surtaxes for Florida sales and use tax purposes:the 0.5% indigent care surtax; andthe 0....

GA - New 1 cap on local sales and use taxes among other changes
Georgia has revised various property tax, ad valorem, and sales and use tax laws. The changes:revise the definition of "estimated roll-back rate" for ad valorem taxation purposes to include specific...

HI - statutory provisions for appeals from tax appeal court conformed to judiciary procedures and clarified
Hawaii has enacted legislation conforming the statutory provisions for appeals from the Tax Appeal Court with the judiciary appeal procedures. Language specifying that an appeal from the Tax Appeal Co...

MA - Interest rates hold steady for the second quarter of 2025
The interest rates on the underpayment and overpayment of Massachusetts taxes are unchanged for the period April 1, 2025, through June 30, 2025.The rate for overpayments is 6%; andThe rate for underpa...

MN - Information provided on motor vehicle exemption for tribal members
The Minnesota Department of Revenue provided information for eligible residents of Minnesota Tribal reservations regarding the sales tax exemption on motor vehicle purchases. To qualify for the exempt...

MT - Claim deadline set for natural disaster property tax relief
Montana has enacted an amendment setting a deadline for filing a claim for property tax relief following a natural disaster. Taxpayers must file a claim for the adjustment to taxable value within 2 ye...

NJ - Tobacco distributor must use actual price
The New Jersey Tax Court determined that a taxpayer was a "distributor," under the Tobacco and Vapors Product Tax (TPT) Act, so was not required to purchase tobacco directly from a manufacturer to u...

NY - Individual entitled to earned income and child credits based on documents and testimony
An individual was eligible for the New York earned income credit (EIC) because credible testimony, combined with documents in the record, substantiated his reported income. In addition, a combination ...

NC - Taxpayer’s petition barred by state’s sovereign immunity
A taxpayer’s petition challenging a North Carolina sales and use tax assessment was barred by the doctrine of sovereign immunity because the petition was untimely filed. In this matter, the taxpayer...

PA - Administration launches online petition center for taxpayers to file appeals
Pennsylvania launched a new online platform to provide an improved tax appeals process for taxpayers. The new Board of Appeals Online Petition Center offers an improved user interface, a feature to ...

TX - Logging road construction and maintenance costs
The Texas Comptroller issued a private letter ruling that finds that a taxpayer's logging road construction and maintenance costs can be deducted as part of the taxpayer's cost of goods sold (COGS) wh...

VT - Rooms tax publication revised
Vermont released a revised version of its publication covering rooms taxes for business. The publication provides guidance to businesses regarding the circumstances under which the 9% rooms tax or the...

VA - Definitions of “educational purposes” and “institutions of learning” provided for exemption for public libraries or institutions of learning
Enacted Virginia legislation provides definitions of "educational purposes" and "institutions of learning" for purposes of the real property tax exemption for public libraries or institutions of l...

WA - Newspaper and digital content exemption subject to annual report requirement
A business claiming the Washington business and occupation (B&O) exemption for newspaper or digital content publication must file an annual tax performance report. If this requirement is not met, ...

WY - Order of application of property tax exemptions provided
Wyoming has enacted legislation specifying the order in which a taxpayer should apply property tax exemptions when multiple property tax exemptions apply to the same property. The legislation states t...

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