Newsletter Articles
Why First-Time Business Owners Go Broke While Business is "Thriving."
High revenue can hide cash problems — learn to set tax reserves, plan reinvestment, and manage cash flow to stay solvent.
The IRS Quietly Installed a New Co-Worker — And They're Not Human
The IRS has deployed Salesforce’s Agentforce AI, speeding up case reviews and eliminating delays—meaning faster actions and fewer safety nets for clients with tax issues.
What Happens Now That the IRS is Awake Again?
The IRS is fully operational again, and collection activity is accelerating—here are the five key updates professionals must know to protect their clients.
Should Your Client Take a Personal Loan to Pay the IRS?
When clients panic over IRS debt, a personal loan swaps the IRS for high interest and rigid payments. Professionals: know the risks & discover better IRS alternatives.
Inside the IRS Wage Levy Formula
Discover how the IRS wage levy formula works, why it ignores real expenses, and how it impacts your clients’ financial stability.
Tax Debt and Travel: The IRS Can Cancel Your Passport
Under the FAST Act, taxpayers with over $64,000 in IRS debt risk passport denial or revocation. Learn how certification works and how to fix it fast.
Congress to the IRS: Show Your Work
Congress’s new IRS MATH Act requires the IRS to clearly explain math errors, show calculations, and set clear response deadlines, protecting taxpayers from confusion.
Inside the IRS’s Expanding Surveillance of Crypto Investors
The IRS is intensifying crypto oversight with AI and data tracking. What began as limited audits is now a powerful enforcement system ensuring every digital transaction is traceable.
The IRS Is Under New Management (Again): What Should You Expect?
The IRS names Frank Bisignano as CEO under Scott Bessent, signaling more leadership shifts, automation efforts, and likely delays ahead of the 2026 tax season.
Business Tax Debt: Like Individual Tax Debt But With Much Sharper Edges
Business tax debt hits harder than individual taxes, with payroll penalties and customer-facing IRS actions that can become personal.
The End of Paper Refunds and The Start of The Headaches
As the IRS ends paper refund checks in 2026, missing details and shifting rules could delay critical funds.
$190 Million Spent on 54 Different Systems, and Still No Progress: The IRS Attempts to Modernize
Despite $190 million spent, outdated IRS systems continue to delay cases and increase taxpayer risk.
She Signed the Return, He Hid the Income - Now What
When one spouse hides income, innocent spouse relief may protect the other from devastating IRS liability.
The Myth of the Unsellable Home with an IRS Lien
An IRS lien doesn’t make a home unsellable—knowing the rules can save the deal and protect equity.
The IRS Doesn’t Always Get the Last Word: An Introduction to IRS Appeals
The IRS isn’t always the final authority—Appeals offers clients a powerful second chance to challenge decisions.
The IRS Decides How Much Your Clients Can Spend...Mostly
The IRS uses strict financial standards to decide what your clients can afford—and when relief is denied.
The Truth About the IRS ‘Fresh Start Program’ (And Why Your Clients Still Ask About It)
The IRS “Fresh Start Program” isn’t what most clients think—here’s the truth tax professionals need to know.
The IRS Wants to Speed Up Audits — Here’s What’s Changing
The IRS’s LB&I Division is rolling out reforms to speed up large audits, expand AIR, and open more paths to early settlement.
The OBBBA Extends Government Authority on the ERTC
The OBBBA grants the IRS extended authority and penalties for ERTC claims in Q3 & Q4 2021. Know how this impacts late filers, audits, and promoters.
IRS Letter LT36: The Government is Coming for The Government
The IRS is sending LT36 notices to 500,000+ federal employees, signaling stricter enforcement under the FERDI program. Learn the risks and how to help affected clients.