Tax Resources

Senate Passes Disaster Related Extension of Deadlines Act

By Kate Smith | December 17, 2025

The U.S. Senate recently passed H.R. 1491, the Disaster Related Extension of Deadlines Act, which requires the IRS to treat the postponement of the federal tax return deadline due to a federally declared disaster or certain other events as an extension for purposes of calculating the limit on a tax refund. The legislation now goes to […]

Treasury, IRS allow States to make an Advance Election to participate in the new federal tax credit for individual contributions to Scholarship Granting Organizations under the One, Big, Beautiful Bill

By Kate Smith | December 12, 2025

https://www.irs.gov/newsroom/treasury-irs-allow-states-to-make-an-advance-election-to-participate-in-the-new-federal-tax-credit-for-individual-contributions-to-scholarship-granting-organizations-under-the-one-big-beautiful-bill

Treasury, IRS provide guidance on new tax benefits for health savings account participants under the One, Big, Beautiful Bill

By Kate Smith | December 9, 2025

https://www.irs.gov/newsroom/treasury-irs-provide-guidance-on-new-tax-benefits-for-health-savings-account-participants-under-the-one-big-beautiful-bill  

Treasury, IRS issue guidance on Trump Accounts established under the Working Families Tax Cuts; notice announces upcoming regulations

By Kate Smith | December 2, 2025

https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations

IRS Issues Final Regulations on Stock Repurchase Excise Tax

By Kate Smith | December 1, 2025

The IRS recently issued final regulations (T.D. 10037) regarding the application of the 1% excise tax on stock repurchases by publicly traded corporations under Sec. 4501. Introduced by the Inflation Reduction Act of 2022, the tax is based on the fair market value (FMV) of a corporation’s stock that certain corporations repurchase during a tax […]

Treasury, IRS provide guidance for individuals who received tips or overtime during tax year 2025

By Kate Smith | November 21, 2025

https://www.irs.gov/newsroom/treasury-irs-provide-guidance-for-individuals-who-received-tips-or-overtime-during-tax-year-2025

Treasury, IRS issue guidance on tax benefit for lenders on loans secured by farm or rural property under the One, Big, Beautiful Bill

By Kate Smith | November 20, 2025

https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-tax-benefit-for-lenders-on-loans-secured-by-farm-or-rural-property-under-the-one-big-beautiful-bill  

Modernized e-File Production Shutdown Schedule

By Kate Smith | November 14, 2025

The IRS recently announced the production shutdown and acknowledgment retrieval schedule for the Modernized e-File (MeF) system to prepare for the upcoming tax filing season. The schedule is as follows: The shutdown for “Send Submissions” will begin at 11:59 a.m. Eastern Time on Friday, Dec. 26, 2025. Transmitters may continue to use all other service […]

401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500

By Kate Smith | November 13, 2025

https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500

Interest rates remain the same for the first quarter of 2026

By Kate Smith | November 13, 2025

https://www.irs.gov/newsroom/interest-rates-remain-the-same-for-the-first-quarter-of-2026

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