Jul 10, 2026
In this episode:
- Premium tax credit changes affecting Marketplace health coverage enrollees.
- Long-term care insurance premium deductions and new retirement plan withdrawal rules.
- A proposed Newborn Tax Credit and updates to ABLE accounts.
- IRS partnership audit trends and lingering ERC (Employee Retention Credit) claim...
Jun 29, 2026
In this episode:
- Federal Scholarship Tax Credit (2027) — Up to $1,700 non-refundable credit for K–12 scholarship donations; no income limits; requires state opt-in
- Cryptocurrency staking rewards — Tokens taxable as income upon receipt; deferral legislation proposed but not yet law
- 1099-DA reporting (2027) —...
Jun 12, 2026
In this episode:
IRS call strategies – A tip for getting through when the IRS won't accept calls
• Tax identity theft – How fraudsters file returns using stolen Social Security numbers
• Qualified Small Business Stock (QSBS) – A little-known tax exclusion that could eliminate gains for eligible investors
•...
May 29, 2026
In this episode:
- A recent court case that could allow some taxpayers to recover certain IRS penalties and interest assessed during the COVID-era, and what steps may be available to protect refund claims.
- The growing problem of erroneous IRS and state tax notices, including what taxpayers should do before reacting to...
May 15, 2026
In this episode:
- 2026 Tax Legislation Outlook — No major tax changes expected this year; budget reconciliation and new proposals remain largely on hold.
- Retirement Savings Updates — Expanded 401(k) investment options (real estate, private equity), new IRA access for those without workplace plans, and spousal IRA...