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Posts by category
- Category: Business Tax Issues
- IRC §1062 and Farmland Sales: What Ag Tax Practitioners Should Know
- Holiday Tax Deduction Myths: Sorting Fact from Fiction
- Can Your Clients Deduct Customer Appreciation Events and Team Building Costs?
- What Farm Tax Clients Need to Know About S Corporations and Self-Employment
- What’s Up with Self-Employment Tax, NIIT, and the Additional §1401 Tax?
- Self-employed Ministers and Taxes: Income, Deductions, Exemptions
- September 16 Deadline for Extended Pass-Through Filings
- Determining AFS for Corporate AMT Calculation
- Basic Principles for Entertainment Deduction
- Basic Principles for Meals Deduction
- IRC §179 Expense vs. Bonus Depreciation
- S Corp & Partnership Tax Filing Deadlines March 15
- How To Handle Pre-paid Farm Expenses When a Farmer Dies
- Answers to Important PTE Tax Questions
- Are Pass-Through Entity Taxes Worth The Hype?
- Advantages & Disadvantages of Making §761(a) Election
- Navigating Meals and Entertainment Expenses
- Deducting Residual (Excess) Soil Fertility – Does the Concept Apply to Pasture/Rangeland?
- Understanding Farm Tax Reporting: A Guide for Tax Professionals
- Ordinary and Necessary Expenses
- S Corp and Partnership Due Date Reminder
- Time Is Running Out To Reduce 2022 Tax Burden Using PTE Payments
- What Does “Like-Kind” Really Mean Anyway?
- Rules for Churches and 501(c)(3) Organizations
- Deductible Start-Up Costs and Web-Based Businesses
- Tax Issues with Customer Loyalty Reward Programs
- IRS Audit Issue – S Corporation Reasonable Compensation
- House Flipping – Business or Investment?
- Filing Deadline for Tax-Exempt Organizations is Mid-May
- Reasonable Compensation for Subchapter S Corporation Shareholders
- What’s the Gig Deal? Part 2
- What’s the Gig Deal?
- Demolishing Farm Buildings and Structures – Any Tax Benefit?
- S Corp and Partnership due [March 16, 2020]
- Is Your Client’s Activity a Hobby or a Business?
- Sole Proprietorship vs. S Corporation
- QBID Calculator updated for 2019
- Farm Tax Strategies and Issues Post-TCJA
- Extension Deadline: S Corp, Partnership, and Trust/Estate
- Self-employed health insurance deduction
- Uh-Oh, I Forgot to File (or Filed Late) My Partnership or Subchapter S Corporation Return!
- Clearing up QBID Confusion
- Category: Federal Tax Updates
- Trump Accounts and §529 Plans: Planning Considerations for Families
- IRC §162(l) Deduction: Understanding the Interaction with the Premium Tax Credit
- Self-Employed Health Insurance Deduction: Understanding the Eligibility Trap in IRC § 162(l)
- USDA Final Rule Implements Significant Payment Limit and Eligibility Changes
- Prior §163(j)(7) Elections May Now Be Costing Clients Money
- Potential COVID-Era Refund Claims: Why July 10 is on Practitioners’ Radar
- IRS Provides Blanket Underpayment Penalty Relief for Qualifying Farmers Filing 2025 Returns
- IRS Provides More Overtime Deduction Guidance
- The End of Paper Refund Checks—and What It Means for Filing Season Prep
- OBBBA Update: Qualified Tips and Overtime Compensation for Tax Year 2025
- Public Law 86-272 and Nexus: What Happened to the House OBBBA Provision?
- OBBBA Update: Preliminary job list for the “no tax on tips” provision and the new Schedule 1-A
- One Big Beautiful Bill Implements Significant Tax Package
- BOI Reporting Updates
- IRS Clarifies Form 1099-K Filing Requirements Starting in 2024
- New 2025 Tax Rates and Thresholds
- Applying the Updated WISP Requirements
- Unpacking the §45Z Clean Fuel Production Credit
- ERC Voluntary Disclosure Program Reopened with Updated Terms
- Taxpayer Relief After a Disaster
- May Deadline Approaches for Securing Stimulus Payments from 2020
- Employee vs. Independent Contractor: DOL Issues New Guidance
- BOI Reporting Requirements Enforced For Most Despite Constitutional Challenge
- Countdown to ERC Compliance: Voluntary Disclosure Program Deadline March 22
- IRS Enhances Clean Vehicle Credit Information with Updated FAQs
- What’s New in Digital Asset Reporting
- Legislative Limbo: Deciding When to File 2023 Taxes
- Tax Bill Impacts Filing Season
- FBAR Failure to File Penalty: Bittner v. U.S.
- BOI: New Federal Reporting for Small Businesses
- IRS Introduces Voluntary Disclosure Program for Ineligible ERC Claims
- New 2024 Tax Rates and Thresholds
- IRS Delays Implementation of 1099-K Filing Changes to Calendar Year 2024
- The Corporate Transparency Act: Key Considerations for Beneficial Owners and Reporting Companies
- IRS Launches Initiative for Taxpayers to Withdraw Noncompliant ERC Claims
- How to Cash In Clean Vehicle Tax Credits at Point of Purchase
- IRS Announcements: State Tax Refunds and the General Welfare Exclusion
- IRS Provides Temporary Relief from Foreign Tax Credit Changes
- Navigating the New Regulations for Inherited IRAs
- Why Tens of Thousands Got ERC That Did Not Qualify
- Anchors Aweigh for Reasonable Cause
- Two More Key Provisions of the SECURE 2.0 Act
- Shedding Light on ERC Audits
- Ugly Donkeys Get Beautiful Results in Tax Court
- Should You Prepare Your Client’s Amended Return for ERC?
- Don’t Fall for ERC Scams – Qualify the Correct Way
- Cryptic Territory – An Update on Digital Assets and Tax Implications
- How To Implement Latest IRS Instructions for Schedules K-2 & K-3
- Two Key Provisions of the SECURE 2.0 Act
- Disaster Relief for Taxpayers
- Special 100% Depreciation Allowance Ending This Year
- Is the IRA Still Stretchy?
- An Overview of the Inflation Reduction Act
- Automatic Penalty Relief for Some 2019 & 2020 Tax Returns
- Tax Treatment for Solar Panels: Business vs Individual Use
- Cryptocurrency Defined
- Last Chance To File or Amend 2018 Tax Returns
- My Tax Client Answered “Yes” on Virtual Currency – Now What?
- Climbing IRS Schedule K-2 When Preparing Taxes
- First Week of Filing Season Report Card
- RMD Changes in 2022
- IRS Letter 6419 Explained (Child Tax Credit)
- The Day of Reckoning – Is it January 15 or 18?
- Fourth Quarter Planning with 2021 Premium Tax Credits
- Employee Retention Credit: Providing Clarity and Examples
- How Do I Handle the Changing Rules for Form 1099-K for Clients?
- RMDs – Round 2
- RMD…QCD…M.O.U.S.E.
- The WOTC Benefits Employers and the Unemployed
- Excluded Debt Forgiveness Bites Back Earlier than Expected
- Filing 2020 Returns: Help for Clients Who Took Early Distributions from IRAs or Qualified Plans
- 2020 Net Operating Losses – Days of Future Past?
- Recovery Rebates: I’ve Got a Song Ain’t Got No Melody?
- A Lesson in Applying All the New Laws Enacted During the Pandemic
- Recovering Costs in Tax Litigation
- Recent Tax Court Cases on Common Issues
- IRS Guidance on Farm NOLs
- Advanced Child Tax Credit – What You Need to Know
- A Look at Tax Reform Proposals
- RMDs are Back
- The IRS Says Don’t Amend Returns
- Time Running Out to Claim 2017 Refund
- Individual Filing Extension & American Rescue Plan Updates
- American Rescue Plan: What Tax Pros Should Know
- Recovery Rebate Restlessness
- PPP Loan Forgivable for Farmers in 2nd Round
- More New Tax Legislation to Digest
- FFCRA Sick Leave Credits Explained
- Are Expenses Paid with Forgiven PPP Loan Proceeds Tax Deductible?
- Social Security Administration Announces 2021 Social Security Changes
- No Tricks or Treats: SBA Releases More PPP Loan Forgiveness Guidance
- Simplified PPP Forgiveness Process
- CFAP 2: How It Works and Application Walkthrough
- Payroll Tax Deferral: Recent Presidential Executive Orders
- New Form 941 Worksheet 1: A Step-by-Step Guide
- New Form 941 Requirements
- RMD Rollover Extended to August 31, 2020
- Paycheck Protection Program Flexibility Act (PPPFA) of 2020
- PPP Loan: Questions Answered (Part II)
- PPP Loan: Questions Answered (Part I)
- Paycheck Protection Program Phase II: Loan Forgiveness
- Recovery Rebate Information
- News from Recent IRS Notices
- PPP Loans for the Self-Employed: SBA Q&A
- Information on Coronavirus Stimulus Packages
- FAQ IRS Notice 2020-18: Federal Tax Relief
- Advanced Premium Assistance Creates Planning Opportunities
- Tax Extenders
- 2020 IRA Changes
- New Draft Form 1040 & Form 1040-SR
- Your next stop…the Q Zone!
- Category: Individual Tax Topics
- Questions Answered from Planning for the Surviving Spouse Webinar
- Summer Weddings and Tax-Deductible Expenses
- Tax Consequences of the Family Home for the Surviving Spouse
- Tax Rules for Rental Properties and Vacation Homes
- Can Summer Camp Expenses Qualify for a Tax Deduction?
- Medicare Premium Planning: How MAGI Impacts Your Clients’ Costs
- Summer Jobs and Taxes: Helping Teens Navigate IRS Rules
- How to Reduce or Avoid Estimated Tax Penalties
- Understanding Tax Extensions: A Guide for Tax Professionals
- 10 Reminders for 2024 Tax Filing Season
- Understanding End-of-Year Gifts and Charitable Giving
- October 15 Deadline for Extended Individual Filings
- Planning for the Estate Tax Exemption Cliff
- Tax Rules for Rentals and Vacation Homes
- Income Exclusions for Members of the U.S. Armed Forces
- Tax Credits For Higher Education
- Saving For Retirement Through Backdoor Roths
- How to Correct Rejected E-filed Tax Returns
- Taxability and Nontaxability of Social Security Benefits
- Understanding Deductible Expenses When Closing an Estate or Trust
- School’s Out But College Savings Is Still In Session
- Pros and Cons of Portability
- Gifting vs Inheriting
- How Do I Report State Tax Rebates?
- Ten Considerations for the 2023 Tax Filing Season
- For Whom Does the Filing Deadline Toll?
- Basic Rules On Gifting
- International Taxation Issues Affecting Military Returns
- The Extension Due Date Approaches
- Life Estates in the Distribution of Estate Assets
- The Impact of Rising Interest Rates on Current and Future Homeowners’ Taxes
- Gambler Cuts His Losses
- Tax Deadline is June 15 for Americans Living Abroad
- It’s Time to Start Planning for 2022 Tax Returns
- Filing Deadline Tidbits
- Remember to Ask Tax Clients About Charitable Donations
- Section 645 Relieves Time Pressure for Tax Practioners and Benefits Trustees
- A Narrow Window of Opportunity for Married Couples to Enhance Tax Credits
- Revisiting Dependency: To Claim or Not To Claim
- Why the 65-Day Rule & March 6 Is Important to Complex Trusts
- The Ethical Dilemma of Dependency with Newly Enacted Tax Benefits
- Social Security 2022 Fact Sheet
- Student Loan Interest and Taxes
- Last Warning… Extension Deadline is Friday
- Does Your Client Really Need a Trust?
- How Long Can You Deduct Standard Mileage on the Same Vehicle?
- Mid-Year Tax Planning Ideas for Tax Professionals
- May 17 Filing Deadline Tidbits
- Advance Child Tax Credit…Should You Turn It Down?
- Defining the Income of a Trust
- Repaying Excess Advance Premium Tax Credits (APTC)
- Tax Season Tidbits
- Calculating Unemployment Compensation to Exclude from Income
- March 6 and the 65-Day Rule
- Allocating Marketplace Premiums
- Should Qualified Plan or IRA Distributions be Included on the 2020 Return?
- 2020 Year-End Tax Planning
- Deductible Expenses When an Estate or Trust is Closed
- Tapping into IRAs and Qualified Plan Accounts
- Should a Trust be an IRA Beneficiary?
- September 2020 Filing Deadlines
- Charitable Deductions for Trusts
- Allowable Deductions for Trusts
- Two Weeks To Go Before July 15 Deadline!
- The Top 7 Estate Planning Objectives
- Taxpayers with Foreign Income and Assets
- Keep Calm and Carry On [UPDATED]
- Standard Deduction Impacts Office in Home
- 2019 Year-End Tax Planning
- Noncash Charitable Contributions: What You Need to Know
- Cash Charitable Contributions: What You Need to Know
- Backdoor Roth IRA: Have you heard of it?
- Forgot to file?
- Extension Deadline is October 15
- Where oh Where to Deduct Mortgage Interest
- Social Security 101
- Let’s talk about Qualified Charitable Distributions.
- Category: IRS Operations
- IRS Year in Review: Another Year of Transition
- IRS Administration in 2025: Key Developments from the First Four Months
- Leveraging the Interactive Taxpayer Roadmap
- IRS Resources for Tax Pros: Advocacy, Outreach, and Client Support
- Hurricanes Wash Up Scammers
- TDS Authorization Change
- ERC Scam in the News
- How To Link Tax Pro Accounts to CAF Database Records
- IRS and Security Summit Partners Warn of New Unusual Mail Scam
- Direct File: The IRS’s New Free Tax Filing System
- IRS Representation: What Tax Professionals Need to Know
- The Identity (Theft) Mash
- Fraudulent Text Messages Impersonating The IRS
- Get IRS Tax Information Fast with the Online Taxpayer Account
- Steps to Set Up a Taxpayer Online Account If Your Client Didn’t Receive IRS Letter 6419
- Identity Protection PINs Available to All Taxpayers (in January)
- Tax Season Resources & Tools
- The Identity (Theft) Mash
- Category: Practice Management
- Disengaging From a Client: Why Having a Plan Matters
- Tax Considerations & Knowledge Transfer in Practice Succession
- How to Structure Your Tax Practice Transition and Prepare for the Unexpected
- Keeping Clients Confident and Your Succession Plan Up to Date
- Assessing Your Tax Practice and Identifying a Successor
- Why Succession Planning Matters
- How to Implement AI Into a Tax Practice (Tips and Tricks)
- A Tax Preparer’s Thanksgiving Survival Guide
- Tax Season Bites: Pairing Food with Financial Crunch
- When Is It Time To Say Goodbye to a Client?
- Leveraging the Power of ChatGPT and Other AI Tools in Your Tax Practice
- Thanksgiving Thoughts from Tax Pros
- 5 Myths About Accountants
- Building Blocks of Life & Career
- What Questions Should You Ask New Tax Clients?
- Practice Management: Thinning the Ranks
- Practice Management Tip: Engagement Letters
- New Tax Client – What Do You Do?
- Tax Preparer Penalties: Who, me??
- Let’s talk about your data security plan
- Prepare for Filing Season
- Ask the Expert: Paperless Office
- Ask the Expert: Using Technology in Tax Practice
- Ask the Expert: So you want to be an expert witness
- How to avoid the same mistakes as last year with your tax clients
- Category: State & Local Tax
- Illinois Back-To-School State Sales Tax Holiday
- Illinois Tax Issues & Updates 2026: Questions Answered
- Illinois Amnesty & Income Tax Law Changes: What You Need to Know
- Illinois Tax Issues & Updates 2025 – Questions Answered
- Illinois Gives Tax Credit Act and the Social Security Fairness Act
- IDOR to Abate Late Estimated Payment Penalties for PTE Tax
- Answers to Important Illinois Tax Questions
- Illinois Secure Choice Overview
- Navigating the Illinois Income and Property Tax Rebates
- Unreimbursed Partners’ Expenses (and Paul Bunyan?)
- Tax Amnesty Program for Illinois taxpayers and preparers
- Category: Tax School News
- Tax Season Bingo
- What You Read Most in 2025: Top 10 Tax School Blog Posts
- Top 10 Blogs in 2024
- Conversations with Your Fall Tax School Instructors
- Discover What Makes Fall Tax School Unique and Essential
- The Federal Tax Workbook – Process in Perspective
- Meet Bob Rhea, Tax School Instructor
- Meet Catherine Riddick, Tax School Instructor
- Meet Keith Baum, Tax School Instructor
- Meet Jerry Brune, Tax School Instructor
- Tax Day 2024 – Let’s Celebrate with Some History!
- Top 10 Blogs in 2023
- Honoring Rich Walden – Over 40 Years of Service
- 2023 Federal Tax Workbook Update
- Congratulations! You’ve Nearly Made It To Tax Day 2023!
- 5 Instructors. 12 Dates. 1 Fall Tax School.
- Update on 2022 Federal Tax Workbook
- Reflections on 2021 Tax Season
- 2021 Fall Tax School Questions Answered – Part 2
- 2021 Fall Tax School Questions Answered – Part 1
- Welcome to the Dog Days of Summer
- Join the Conversation
- Tax Pro Spotlight: Daniel Vargo
- Tax Pro Spotlight: Michael Braun
- Tax Pro Spotlight: Elizabeth Stock
- Happy Thanksgiving
- Peace, Love & Tax School
- Tax Pro Spotlight: Dawn Witek
FAQs
- I’m a participant in the IRS Annual Filing Season Program (AFSP). Can I take your classes?
- Do you teach about federal or state tax?
- I'm a tax professional with a question about tax law, a client situation, etc. How can I ask Tax School for the answer?
- I ordered a book and it was shipped to the wrong address. What do I do?
- I am registered for in-person Fall Tax School and want to switch to online Fall Tax School (or vice versa). Can I do that?
- Can I get a refund if it snows on the day of an in-person event?
- I am registered for in-person Fall Tax School and want to switch to online Fall Tax School (or vice versa). Can I do that?
- How are continuing education credits determined for educational events?
- Are online Tax School events recorded?
- Do you need my membership number to file CPE credit for me?
- How do I cancel my registration?
- Do referral rewards expire?
- When will I get my referral reward?
- When do I get my referral reward? OLD
- How do I make a referral?
- Where can I find my personal referral code?
- How does the referral program work?
- What is the timeline for making referrals?
- On what events can I earn or redeem referral rewards?
- Who can be referred?
- Who can refer?
- How can I resolve a complaint about Tax School?
- How do I return a book that I purchased?
- I have ordered a book but have not yet received it. Is it too late to cancel my order?
- I ordered a book and it is damaged. What should I do?
- I missed part of my online event today. Can I make up the time?
- I had problems logging in to my scheduled online seminar or webinar today. Can I still get a refund?
- Will I get a CPE certificate?
- Will I earn CPE credit for attending an online seminar or webinar
- When should I login to the event?
- I signed up for an online seminar or webinar... now what?
- What type of computer connection do I need in order to participate in a Tax School event?
- What is an online seminar?
- What is a webinar?
- What materials will I receive if I attend Fall Tax School? When will I receive them?
- I was unable to attend my scheduled event. Will I still receive the materials?
- I registered late. How will I get my Tax School Workbook?
- I registered several weeks ago and have not received my materials.
- Can I mix and match my Fall Tax School online dates and times?
- Is there a charge to change my event dates?
- How do I change my event date (online) or location (in-person)?
- How will I be notified of the date for which I have registered?
- Why isn't the event date or location I wish to attend shown in the drop-down list on the event webpage?
- How can I find out which instructors will be teaching?
- Two people from my office want to attend a 2-day event, but each can only attend one day. Can these people split a registration, and each get CPE credit?
- The seminar I wish to attend starts in a few days. Can I just pay at the door?
- May I register now and send you payment later?
- A group of people from my firm want to sit in on an online event together. Do I need to register each person separately?
- How can I register and pay with a credit card if I don't want to use the online registration?
- How will the charge for an educational event appear on my credit card statement?
- How will I know if my credit card payment was accepted?
- How do I know your website registration process is secure and safe for using my credit card?
- How do I register online for seminars?
- What are the deadlines for receiving a discounted early registration fee?
- I missed my event today. Can I still get a refund?
- Can I get a refund if it snows on the day of an in-person seminar?
- I missed the in-person seminar today. Can I still get a refund?
- What is included in the price of the seminar?
- Why does my MCLE certificate show fewer credits than I expected?
- I'm a CFP. Why did my credits not get filed with the CFP Board?
- Why do the credits filed not match the emailed certificate I received?
- Will my credits be sent to the IRS so I can renew my PTIN?
- Why is an extra fee charged for IL Insurance, CFP®, and MCLE credit?
- I'm an insurance professional with a license from a state other than Illinois. Will I receive a separate certificate for the Department of Insurance in my state?
- I'm an insurance professional with an Illinois license. Will I receive a separate certificate for the Illinois Department of Insurance?
- Can I earn CPE if I just purchase event materials?
- I forgot to turn my Verification of Attendance Card in at the school, but I attended the entire day. Can I just send the card to the Tax School Office for CPE credit?
- Why does my CPE certificate show less than the full amount of credit hours?
- When will I receive my Certificate of Attendance for CPE purposes?
- Does Tax School offer in-person or online seminars?
- Are my personal belongings safe in the meeting room during lunch breaks and overnight?
- I need to be able to take calls while I'm at the seminar. Is there a problem if I bring a cell phone?
- Is there a dress code for in-person events?
- I'm in a wheelchair (or have other special needs). How do I arrange for assistance at the seminar?
- How many years has the Tax School been in business?
- Is the Tax School affiliated with a University?
Educational Event
- 2026 Fall Tax School (In-Person)
- 2026 Fall Tax School (Online)
- 2026 Farm Seminar
- 2026 Estate Planning After OBBBA Webinar
- 2026 Cleaning Up Deceased Taxpayers' Tax Problems Webinar