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.

Alimony taxes after divorce and how the 2019 change split the rules into two regimes
July 18, 2026 · Tax Planning

Alimony Taxes After Divorce: 2026 Rules

Alimony taxes hinge on one date: agreements executed after December 31, 2018 are not deductible and not taxable, while earlier orders stay…

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Fractional CFO cost versus a full-time CFO comparison, Tax Expert Today
July 17, 2026 · CFO Advisory

Fractional CFO Cost vs a Full-Time CFO (2026)

Fractional CFO cost explained: how it compares to a full-time CFO salary plus benefits and overhead, and how to size CFO support…

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IRS passport revocation CP508C notice guide 2026
July 16, 2026 · IRS Resolution

IRS Passport Revocation: CP508C Notice 2026

IRS passport revocation can deny or revoke a passport when tax debt tops $66,000 in 2026. See how the CP508C notice works…

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Texas LLC taxes 2026 guide cover showing the no-tax-due threshold and federal tax layers
July 15, 2026 · Tax Planning

Texas LLC Taxes: What Owners Owe in 2026

Texas LLC taxes explained for 2026: no state income tax, but franchise tax above $2,650,000, federal pass-through rules, and sales tax permits…

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Florida estate planning for new residents in 2026: no state estate tax, but old-state trusts, the elective share, and homestead rules still apply
July 15, 2026 · Tax Planning

Florida Estate Planning for New Residents 2026

Florida estate planning changes when you move: no state estate tax, but old-state trusts, the 30 percent elective share, and homestead rules…

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California exit tax myths vs reality 2026
July 15, 2026 · Tax Planning

California Exit Tax: Myths vs Reality (2026)

California exit tax explained: the wealth tax bills never passed, but residency rules and California source income still follow you after you…

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FBAR versus Form 8938 comparison: FinCEN Form 114 at a $10,000 threshold versus FATCA Form 8938 starting at $50,000
July 14, 2026 · International Tax

FBAR vs Form 8938: What Is the Difference in 2026

FBAR vs Form 8938 in 2026: how the two foreign-account reports differ, who must file each, the thresholds, the penalties, and whether…

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July 14, 2026 · Research

IRS Offer in Compromise Acceptance Rate Falls to a Ten Year Low: The TET Research Report

IRS offer in compromise acceptance rate fell to 14.1% in FY2025, a ten year low. Original analysis of IRS Data Book figures…

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Florida asset protection for new residents in 2026: the homestead shield, tenancy by the entirety, and what changes the day you move to Florida
July 13, 2026 · Tax Planning

Florida Asset Protection for New Residents 2026

Florida asset protection shields your homestead, entireties accounts, and retirement, but a 1,215-day bankruptcy rule limits new residents at first.

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Unfiled tax returns how to catch up 2026 IRS resolution guide
July 13, 2026 · IRS Resolution

Unfiled Tax Returns: How to Catch Up 2026

Unfiled tax returns do not disappear. See how the IRS Substitute for Return works, how many years to file, and how to…

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