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.

Collection due process hearing compared with the Collection Appeals Program, showing Form 12153 and Form 9423 rights
August 6, 2026 · IRS Resolution

Collection Due Process Hearing: CDP vs CAP 2026

A collection due process hearing stops IRS levy action and preserves Tax Court review. Compare CDP and CAP deadlines, forms, and rights…

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Royalty income tax guide for 2026 from Tax Expert Today, showing ordinary rates, 15 percent percentage depletion, and Texas severance tax rates
August 5, 2026 · Tax Planning

Royalty Income Tax: What Owners Owe in 2026

Royalty income tax explained for 2026: Schedule E versus Schedule C, depletion, severance tax on the 1099-MISC, trust rates, and estimated payments.

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Moving from California to Florida taxes guide cover from Tax Expert Today
August 4, 2026 · Tax Planning

Moving From California to Florida Taxes: 2026 Guide

Moving from California to Florida taxes your income differently only once residency ends. What California still taxes, and what Florida changes.

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Form 5471 reporting for a foreign corporation in 2026, showing the nine filer categories, the $10,000 per year penalty under section 6038, and the audit window that stays open until the form is filed.
August 4, 2026 · International Tax

Form 5471: Who Must File and 2026 Penalties

Form 5471 reports your interest in a foreign corporation. See the nine filer categories, the 2026 penalty rules, and how to fix…

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Convenience of the employer rule 2026: when your old state still taxes wages you earn in Florida
August 3, 2026 · Tax Planning

Convenience of the Employer Rule: Florida 2026

The convenience of the employer rule lets New York tax wages you earn in Florida. Which states apply it, the home office…

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Texas vs Florida taxes comparison for business owners and high earners
August 3, 2026 · Tax Planning

Texas vs Florida Taxes: 2026 Comparison

Texas vs Florida taxes for 2026: neither state taxes income, but the franchise tax and corporate income tax treat your business very…

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Selling a business taxes: capital gains and QSBS guide from Tax Expert Today
August 2, 2026 · Tax Planning

Selling a Business Taxes: QSBS Rules for 2026

Selling a business taxes split into ordinary income, recapture, and capital gain. See the 2026 allocation rules and the new Section 1202…

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The Penalty Abatement Report 2026 cover, Tax Expert Today Research Report 2026-02
August 2, 2026 · Research

IRS Civil Penalties Assessed and Abated: 2026 Report

IRS Data Book figures show 46,748,796 individual civil penalties assessed in FY2025 and 8.3 percent abated. See IRS civil penalties assessed and…

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IRS audit reconsideration 2026: reopening a closed IRS assessment
August 2, 2026 · IRS Resolution

IRS Audit Reconsideration: Reopen a Closed Audit

IRS audit reconsideration reopens a closed audit assessment when new information exists. Learn who qualifies, when it is barred, and what stops…

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Form 8332 guide for claiming a child after divorce, Tax Expert Today LLC, Naples Florida
August 1, 2026 · Tax Planning

Form 8332: Claiming a Child After Divorce 2026

Form 8332 lets a custodial parent release the child tax credit to the other parent. What it moves, what it cannot move,…

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