Tax planning notes, IRS updates & founder takes

Plain-English guidance from our team of tax advisors and consultants on the moves that matter most for business owners and families.

FBAR penalty calculator 2026 for willful and non-willful exposure under 31 USC 5321
July 10, 2026 · International Tax

FBAR Penalty Calculator 2026: Estimate Your Maximum Exposure

Estimate 2026 FBAR penalty exposure in seconds. Non-willful penalties reach $16,536 per year and willful penalties the greater of $165,353 or half…

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IRS CP2000 notice underreported income guide featured image
July 9, 2026 · IRS Resolution

IRS CP2000 Notice: Underreported Income 2026

An IRS CP2000 notice proposes changes when income reported to the IRS does not match your return. Learn what it means and…

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Florida domicile for executives and RSU tax in 2026, showing why a Florida move does not erase the old state's tax on your equity compensation
July 8, 2026 · Tax Planning

Florida Domicile for Executives: RSU Tax 2026

Florida domicile for executives does not erase the former state's tax on RSUs, options, and deferred pay. See how equity income is…

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IRS streamlined filing compliance procedures 2026: 0% penalty foreign offshore versus 5% domestic offshore
July 7, 2026 · International Tax

Streamlined Filing Compliance Procedures 2026

The IRS Streamlined Filing Compliance Procedures let non-willful taxpayers catch up on unfiled FBARs. Eligibility, the 5 percent penalty, and 2026 status.

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Dual state residency: the snowbird tax trap in 2026, showing why a Florida move alone may not stop the state you left from taxing you
July 6, 2026 · Tax Planning

Dual State Residency: The Snowbird Tax Trap 2026

Dual state residency can tax snowbirds in two states at once. Learn how domicile, statutory residency, and the 183-day test create the…

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IRS tax lien withdrawal Form 12277 guide 2026 featured image
July 2, 2026 · IRS Resolution

IRS Tax Lien Withdrawal: Form 12277 Guide 2026

An IRS tax lien withdrawal removes the public Notice of Federal Tax Lien under IRC 6323(j). How Form 12277 works, who qualifies,…

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Moving to Florida before selling a business in 2026: timing the domicile change and the deal to reduce state tax on the gain
July 1, 2026 · Tax Planning

Moving to Florida Before Selling a Business 2026

Moving to Florida before selling a business can cut state tax on the gain, but only if you time the domicile change…

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FBAR penalties 2026: non-willful up to $16,536 per report versus willful $165,353 or 50% of the account balance
June 30, 2026 · International Tax

FBAR Penalties 2026: Willful vs Non-Willful

FBAR penalties in 2026 reach $16,536 per year for non-willful violations and far more if willful. How the penalties work, Bittner, and…

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Florida residency audit 2026: defending a move to Florida using the domicile test and the 183-day statutory residency test
June 29, 2026 · Tax Planning

Residency Audit: Defending Your Move to Florida 2026

A state residency audit challenges whether you truly left your old state for Florida. Learn the domicile and 183-day tests, and how…

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IRS Currently Not Collectible (CNC) status 2026 guide
June 29, 2026 · IRS Resolution

IRS Currently Not Collectible (CNC) Status 2026

IRS Currently Not Collectible (CNC) status pauses collection when you cannot pay. Who qualifies, how to request it with Form 433-F, and…

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