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.

Navy title card reading The IRS 90 Day Letter, explaining that a notice of deficiency is not a bill but the document that opens the United States Tax Court before the tax is assessed
August 31, 2026 · IRS Resolution

IRS Notice of Deficiency: The 90-Day Letter 2026

An IRS notice of deficiency is the 90 day letter. What CP3219A, CP3219N and Letter 3219B mean, the petition deadline, and what…

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Navy title card reading The Texas Resale Certificate, noting that Form 01-339 is furnished to the supplier and never filed with the state and that it decides which party pays the sales tax on review
August 31, 2026 · Tax Planning

Texas Resale Certificate: Rules and Traps 2026

A Texas resale certificate is Form 01-339, given to your supplier and never filed with the state. What it covers, and who…

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Navy title card reading Business Owner Divorce Taxes, noting that the transfer of a company interest is tax free under IRC section 1041 and that the tax appears later in the redemption structure, the suspended losses and the S corporation election
August 31, 2026 · Tax Planning

Business Owner Divorce Taxes: 2026 Rules

Business owner divorce taxes explained: the IRC 1041 transfer is tax free, but the redemption structure, suspended losses, and S election create…

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Net unrealized appreciation 2026 rules, Tax Expert Today
August 31, 2026 · Tax Planning

Net Unrealized Appreciation: 2026 NUA Rules

Net unrealized appreciation in 2026: the lump-sum test, the penalty on basis, the breakeven against a rollover, and no step-up at death.

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Short term rental tax loophole 2026 guide from Tax Expert Today, Naples Florida
August 28, 2026 · Tax Planning

Short Term Rental Tax Loophole: 2026 Rules

The short term rental tax loophole in 2026: the seven-day test, material participation, the Section 280A trap, and the recapture that makes…

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Navy title card reading The California Mental Health Tax After You Move, noting the flat 1 percent above one million dollars under R and TC section 17043
August 27, 2026 · Tax Planning

California Mental Health Tax After a Move 2026

California mental health tax adds 1 percent above $1,000,000. How R&TC 17043 lands on Form 540NR in the year you leave, and…

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IRS examination stages from the first letter and Information Document Request through Form 4549, the 30-day letter, and the 90-day notice of deficiency
August 27, 2026 · IRS Resolution

What Happens If You Get Audited by the IRS 2026

What happens if you get audited by the IRS: the letters, the IDR, Form 4549, the 30-day letter and the 90-day letter,…

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Navy title card reading Closing a Business in Texas, noting that the Texas Comptroller clears the franchise tax account before the Secretary of State will accept the Certificate of Termination
August 26, 2026 · Tax Planning

Closing a Business in Texas: Tax Steps for 2026

Closing a business in Texas needs Comptroller clearance before the Secretary of State will accept termination. Final reports, payroll, and asset tax…

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Navy branded title card reading New Jersey Exit Tax 2026 from Tax Expert Today
August 26, 2026 · Tax Planning

New Jersey Exit Tax: What Selling Costs 2026

The New Jersey exit tax is not a tax. It is a withholding at closing, and the right GIT/REP box can stop…

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California remote work tax explained, showing that Revenue and Taxation Code section 17951 sources a nonresident's wages to the place where the services are performed rather than to the location of the California employer
August 25, 2026 · Tax Planning

California Remote Work Tax After Moving 2026

California remote work tax follows where you work, not where your employer sits. R&TC 17951 sourcing, the workday ratio, and stopping CA…

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