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.

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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IRS bank levy release 2026 guide: the 21-day rule, how to request a release, and how to recover frozen funds
June 25, 2026 · IRS Resolution

IRS Bank Levy Release: Recover Your Funds 2026

An IRS bank levy release lifts the freeze on your account. Learn the 21-day rule under IRC 6332, how to request a…

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IRS installment agreement options 2026 guide cover, Tax Expert Today
June 22, 2026 · IRS Resolution

IRS Installment Agreement Options: Form 9465 2026

An IRS installment agreement lets you pay tax debt over time. Compare guaranteed, streamlined and partial-pay plans, Form 9465 vs online setup,…

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How to stop an IRS wage garnishment in 2026 - Tax Expert Today
June 18, 2026 · IRS Resolution

How to Stop an IRS Wage Garnishment 2026

How to stop an IRS wage garnishment: how much the IRS can take under Pub 1494, how to release a wage levy…

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IRS CP504 notice 2026 — notice of intent to levy your state tax refund
June 15, 2026 · IRS Resolution

IRS CP504 Notice: Intent to Levy Explained 2026

An IRS CP504 notice warns the IRS intends to levy your state tax refund. Why it is not the final notice, what…

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