Tax School Blog

Practical tax insights for working tax professionals.
Written by tax professionals for CPAs, EAs, and tax preparers.

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2021 Fall Tax School Questions Answered – Part 2

During 2021 Fall Tax School, we had several questions come in that our speakers addressed during a dedicated Q&A session at the end of Day 1 and Day 2. Last…

2021 Fall Tax School Questions Answered – Part 1

During 2021 Fall Tax School, we had several questions come in that our speakers addressed during a dedicated Q&A session at the end of Day 1 and Day 2. This…

Fourth Quarter Planning with 2021 Premium Tax Credits

It’s time for fourth quarter planning. In today’s blog, Tom O’Saben discusses how fourth quarter planning will be influenced by the tax law changes impacting clients who purchased health insurance…

Employee Retention Credit: Providing Clarity and Examples

In an effort to answer your more pressing questions regarding ERC, I am offering information which was presented during our 2021 Fall Tax School as well as our topic specific…

The Ethical Dilemma of Dependency with Newly Enacted Tax Benefits

Tax professionals face ethical dilemmas with each client they meet. In today’s blog we’re going to take you to a video scenario where the age-old question of dependency runs up…

How Do I Handle the Changing Rules for Form 1099-K for Clients?

The number one question received during 2021 Fall Tax School was “how do I handle the changing rules for Form 1099-K for clients?” Below I’ve outlined some background information and…