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2026 Post-Filing Season Update2025 Tax Year-in-Review2025 Year-End Tax PlanningOne Big Beautiful Bill Act (Signed Into Law July 4, 2025)2019 Year-End Tax Planning
IRS Launches Digitally Authenticated Tax Compliance Report (IR 2026-97)
The IRS launched a digitally authenticated Tax Compliance Report available through the IRS Individual Online Account. Taxpayers can obtain and download the report when applying for a job, a loan, a go...
The IRS launched a digitally authenticated Tax Compliance Report available through the IRS Individual Online Account. Taxpayers can obtain and download the report when applying for a job, a loan, a go...
Rates Used in Computing Special Use Value Issued (Rev. Rul. 2026-14)
The 2026 interest rates to be used in computing the special use value of farm real property for which an election is made under Code Sec. 2032A were issued by the IRS.In the ruling, the IRS lists th...
The 2026 interest rates to be used in computing the special use value of farm real property for which an election is made under Code Sec. 2032A were issued by the IRS.In the ruling, the IRS lists th...
IRS Creates New Office to Handle Conservation Easement Cases (IR 2026-95)
The IRS has announced a new Office of Conservation Easements to improve how conservation easement cases are handled and to provide more consistent tax administration. The new office will bring togethe...
The IRS has announced a new Office of Conservation Easements to improve how conservation easement cases are handled and to provide more consistent tax administration. The new office will bring togethe...
IRS Reminds Taxpayers to Protect Client Data With Written Information Security Plan (IR 2026-92)
The IRS and Security Summit partners reminded tax professionals to protect client data with a Written Information Security Plan. Under the Gramm-Leach-Bliley Act, tax and accounting professionals are ...
The IRS and Security Summit partners reminded tax professionals to protect client data with a Written Information Security Plan. Under the Gramm-Leach-Bliley Act, tax and accounting professionals are ...
IRS Warns Taxpayers to Beware of Charitable Donation Scams and Improper Deduction Claims (Tax Tip 2026-58)
The IRS has reminded taxpayers to be careful when making charitable donations because scams can lead to financial loss and incorrect tax deductions. The agency said scammers often create fake charitie...
The IRS has reminded taxpayers to be careful when making charitable donations because scams can lead to financial loss and incorrect tax deductions. The agency said scammers often create fake charitie...
IRS Reminds Taxpayers to Keep Records of Charitable Donations (Tax Tip 2026-57)
The IRS has reminded taxpayers who make charitable donations to keep complete and organized records of their contributions throughout the year. The agency said good records can make filing a tax retur...
The IRS has reminded taxpayers who make charitable donations to keep complete and organized records of their contributions throughout the year. The agency said good records can make filing a tax retur...
IRS Expands Business Tax Account With New Online Features (IR 2026-87)
The IRS has added new features to its Business Tax Account (BTA) to help eligible businesses and organizations manage their federal tax responsibilities online. The agency said users can now view mo...
The IRS has added new features to its Business Tax Account (BTA) to help eligible businesses and organizations manage their federal tax responsibilities online. The agency said users can now view mo...
IRS Highlights Role of Whistleblowers in Tax Administration (IR 2026-84)
The IRS has highlighted the important role of whistleblowers in exposing fraud, reducing the tax gap and strengthening compliance. The National Whistleblower Day, on July 20, commemorates the nationâ€...
The IRS has highlighted the important role of whistleblowers in exposing fraud, reducing the tax gap and strengthening compliance. The National Whistleblower Day, on July 20, commemorates the nationâ€...
IRS Increases Optional Standard Mileage Rate for the Remainder of 2026 (Announcement 2026-11)
The IRS has announced an increase in the optional standard mileage rate for the remainder of 2026. Optional standard mileage rates are used by employees, self-employed individuals, and other taxpayers...
The IRS has announced an increase in the optional standard mileage rate for the remainder of 2026. Optional standard mileage rates are used by employees, self-employed individuals, and other taxpayers...
IRS Updates Premium Tax Credit Table, Required Contribution Percentage (Rev. Proc. 2026-26)
The IRS has updated the applicable percentage table used to calculate an individual’s premium tax credit and required contribution percentage plan years beginning in calendar year 2027. The percenta...
The IRS has updated the applicable percentage table used to calculate an individual’s premium tax credit and required contribution percentage plan years beginning in calendar year 2027. The percenta...
Final Regulations on QDOTs Issued (TD 10050)
Final regulations under Code Sec. 2056A have been adopted, applicable specifically to the estates of decedents that are passing property in a qualified domestic trust (QDOT) to (or for the benefit o...
Final regulations under Code Sec. 2056A have been adopted, applicable specifically to the estates of decedents that are passing property in a qualified domestic trust (QDOT) to (or for the benefit o...
IRS Reminds Businesses About Tax Rules for Seasonal and Part-Time Employees (Tax Tip 2026-53)
The IRS has reminded businesses that seasonal and part-time employees must generally follow the same federal tax withholding, Social Security and Medicare tax rules as full-time employees. The agency ...
The IRS has reminded businesses that seasonal and part-time employees must generally follow the same federal tax withholding, Social Security and Medicare tax rules as full-time employees. The agency ...
IRS Advises Newly Married Couples to Update Tax Information Before Filing Season (Tax Tip 2026-54)
The IRS has advised newly married couples to update their tax information before the next tax filing season. The agency said marriage can change a couple's taxes, so taking a few simple steps now can ...
The IRS has advised newly married couples to update their tax information before the next tax filing season. The agency said marriage can change a couple's taxes, so taking a few simple steps now can ...
IRS Explains Taxpayers’ Right to Challenge IRS Decisions and Be Heard (Tax Tip 2026-51)
The IRS has reminded taxpayers that they have the right to question an IRS decision if they believe it is incorrect. This right is part of the Taxpayer Bill of Rights and helps make sure taxpayers a...
The IRS has reminded taxpayers that they have the right to question an IRS decision if they believe it is incorrect. This right is part of the Taxpayer Bill of Rights and helps make sure taxpayers a...
National Taxpayer Advocate Releases FY 2027 Objectives Report to Congress (IR 2026-79)
The National Taxpayer Advocate has released the Fiscal Year 2027 Objectives Report to Congress, concluding that the IRS generally conducted a successful 2026 filing season despite significant operatio...
The National Taxpayer Advocate has released the Fiscal Year 2027 Objectives Report to Congress, concluding that the IRS generally conducted a successful 2026 filing season despite significant operatio...
CA - District tax changes announced
California district (local) sales and use tax rate changes, effective October 1, 2026, are announced. District tax rate changes by city (outside and within Los Angeles County) are listed, as well as c...
California district (local) sales and use tax rate changes, effective October 1, 2026, are announced. District tax rate changes by city (outside and within Los Angeles County) are listed, as well as c...
CO - Guidance for utilities updated
Colorado updated its sales and use tax guidance for utilities. The guidance explains that gas and electric service furnished and sold for commercial consumption, steam consumed or used by the purchase...
Colorado updated its sales and use tax guidance for utilities. The guidance explains that gas and electric service furnished and sold for commercial consumption, steam consumed or used by the purchase...
CT - Guidance provided on 2026 legislation that affects conformity to IRC sec. 174 and IRC sec. 174A
Guidance is provided regarding 2026 legislation that modified Connecticut's conformity to IRC Sec. 174 and IRC Sec. 174A. IRC Sec. 174 was substantially amended in 2025 by OBBBA (Federal P.L. 119-121)...
Guidance is provided regarding 2026 legislation that modified Connecticut's conformity to IRC Sec. 174 and IRC Sec. 174A. IRC Sec. 174 was substantially amended in 2025 by OBBBA (Federal P.L. 119-121)...
DE - Film credit, increase in cigarette and tobacco taxes proposed
Delaware Gov. Matt Meyer delivered a presentation for his fiscal year 2027 budget that includes proposals to increase taxes on cigarettes and other tobacco products and to establish a film tax credit....
Delaware Gov. Matt Meyer delivered a presentation for his fiscal year 2027 budget that includes proposals to increase taxes on cigarettes and other tobacco products and to establish a film tax credit....
DC - Guidance for appealing FMV by recorder issued
The District of Columbia has issued guidance discussing the procedure for appealing determinations of fair market value (FMV) by the recorder of deeds for imposing recordation and/or transfer taxes fo...
The District of Columbia has issued guidance discussing the procedure for appealing determinations of fair market value (FMV) by the recorder of deeds for imposing recordation and/or transfer taxes fo...
FL - Highlands County tourist development tax reporting change discussed
Applicable to tourist development tax collected on or after October 1, 2026, collection and administration of the 5% Highlands County tourist development tax imposed on transient rentals is transferre...
Applicable to tourist development tax collected on or after October 1, 2026, collection and administration of the 5% Highlands County tourist development tax imposed on transient rentals is transferre...
GA - DNA testing services found nontaxable while kits taxed
Georgia ruled that a taxpayer’s DNA testing services sourced to Georgia are not subject to sales and use tax, that the services and specimen-collecting kits do not create a taxable bundled transacti...
Georgia ruled that a taxpayer’s DNA testing services sourced to Georgia are not subject to sales and use tax, that the services and specimen-collecting kits do not create a taxable bundled transacti...
HI - Dismissal of declaratory challenge to tax directive vacated
The Hawaii Intermediate Court of Appeals vacated a dismissal of a declaratory judgment action challenging the Department of Taxation's Administrative Directive No. 2021-01, because state law prohibiti...
The Hawaii Intermediate Court of Appeals vacated a dismissal of a declaratory judgment action challenging the Department of Taxation's Administrative Directive No. 2021-01, because state law prohibiti...
MA - Residential exemption denied when LLC holds record title
The Massachusetts Appeals Court reversed an Appellate Tax Board decision and held that a residential property tax exemption did not apply because the taxpayer was the limited liability company (LLC) t...
The Massachusetts Appeals Court reversed an Appellate Tax Board decision and held that a residential property tax exemption did not apply because the taxpayer was the limited liability company (LLC) t...
MN - Challenge to alternative minimum tax rejected
A taxpayer’s motion for partial summary judgment seeking an order that the Minnesota alternative minimum tax (AMT) was unconstitutional was denied because the taxpayer did not meet his burden of dem...
A taxpayer’s motion for partial summary judgment seeking an order that the Minnesota alternative minimum tax (AMT) was unconstitutional was denied because the taxpayer did not meet his burden of dem...
MT - Shareholder promissory notes were not straight debt
Taxpayers appealed a final decision by the Montana Department of Revenue (Department) denying a deduction for interest paid on shareholder promissory notes (Subject Transactions). The Department concl...
Taxpayers appealed a final decision by the Montana Department of Revenue (Department) denying a deduction for interest paid on shareholder promissory notes (Subject Transactions). The Department concl...
NJ - Net operating loss deduction temporarily capped
New Jersey is temporarily capping the corporate business tax net operating loss deduction at $1 million, for privilege periods ending on or after July 31, 2026 but before July 31, 2030. For privilege ...
New Jersey is temporarily capping the corporate business tax net operating loss deduction at $1 million, for privilege periods ending on or after July 31, 2026 but before July 31, 2030. For privilege ...
NY - Authorization for town of Cornwall to impose local hotel and motel tax extended for three years
Authorization for the town of Cornwall in Orange County, New York, to impose a local New York hotel and motel occupancy tax of up to 5% is extended to August 23, 2029. Previously, the authorization wa...
Authorization for the town of Cornwall in Orange County, New York, to impose a local New York hotel and motel occupancy tax of up to 5% is extended to August 23, 2029. Previously, the authorization wa...
NC: Guidance issued on weight-based snuff tax, alternative nicotine products tax, and inventory tax
Guidance is issued regarding recently enacted legislation, effective July 1, 2025, that changed the North Carolina excise tax rate methodology for snuff, imposed a new excise tax on alternative nicoti...
Guidance is issued regarding recently enacted legislation, effective July 1, 2025, that changed the North Carolina excise tax rate methodology for snuff, imposed a new excise tax on alternative nicoti...
PA - Beef processing not manufacturing under LTEA
The Commonwealth Court held that for purposes of the Local Tax Enabling Act (LTEA) a beef processor does not qualify for the manufacturing exemption. The taxpayer operated a large-scale beef-processin...
The Commonwealth Court held that for purposes of the Local Tax Enabling Act (LTEA) a beef processor does not qualify for the manufacturing exemption. The taxpayer operated a large-scale beef-processin...
TX - IDR services treated as insurance claims processing
Texas issued a private letter ruling stating that a taxpayer’s independent dispute resolution services under the federal No Surprises Act are taxable sales and use tax insurance services because the...
Texas issued a private letter ruling stating that a taxpayer’s independent dispute resolution services under the federal No Surprises Act are taxable sales and use tax insurance services because the...
VT - Updated guidance issued on use tax
Updated guidance is issued regarding the calculation, filing, and payment requirements of use tax. Additional topics discussed include filing and paying the use tax electronically, local option tax, a...
Updated guidance is issued regarding the calculation, filing, and payment requirements of use tax. Additional topics discussed include filing and paying the use tax electronically, local option tax, a...
VA - Reminder issued on upcoming sales tax holiday
The Virginia Department of Taxation has issued a reminder about the upcoming annual state sales tax holiday that runs from August 7 through August 9, 2026. During this period, consumers can buy a numb...
The Virginia Department of Taxation has issued a reminder about the upcoming annual state sales tax holiday that runs from August 7 through August 9, 2026. During this period, consumers can buy a numb...
WA - SST taxability matrix and certificate of compliance updated
Washington has updated its Streamlined Sales and Use Tax (SST) Agreement taxability matrix and certificate of compliance. The changes are effective August 3, 2026. Certificate of Compliance, Taxabilit...
Washington has updated its Streamlined Sales and Use Tax (SST) Agreement taxability matrix and certificate of compliance. The changes are effective August 3, 2026. Certificate of Compliance, Taxabilit...
WY - Property tax exemption standards rule amended
Wyoming adopted amendments to its rules regarding property tax exemption standards effective August 26, 2026. These amendments implement legislation effective July 1, 2026. This legislation made vario...
Wyoming adopted amendments to its rules regarding property tax exemption standards effective August 26, 2026. These amendments implement legislation effective July 1, 2026. This legislation made vario...
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