Joel Morris, vice president & segment leader, Research & Advisory Segment, Wolters Kluwer Tax & Accounting, discusses how advisory services can help accountants shape outcomes, not simply report them.
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Tax
2026 tax software survey
CPAs tell how their professional tax preparation software stacked up this tax season.
Sixth Circuit holds home-distilling ban is constitutional
The Sixth Circuit held that the Internal Revenue Code’s ban on distilling alcoholic spirits in a dwelling house is a necessary and proper means of collecting the federal excise tax on spirits and therefore the ban is constitutional under the U.S. Constitution’s Necessary and Proper Clause.
TIGTA: IRS unable to prevent $213 million in improper EITC payments to individuals with nonwork SSNs
The Treasury Inspector General for Tax Administration reported that the IRS lacks sufficient or reliable data to systemically prevent individuals with ineligible nonwork Social Security numbers from receiving the earned income tax credit.
Motion for a more definite statement denied
The IRS’s motion for a more definite statement was denied because it had sufficient information to respond to the taxpayers’ complaint for a refund claim.
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Click the headlines for these full stories. AICPA recommends improvements to CP53E notice process A letter to the IRS cites erroneous notices, late guidance, and practitioner confusion. It also calls for clearer rules and system changes. IRS to merge tax practitioner offices despite AICPA opposition The new Tax Professional Management Office will combine
How CPAs can expand from tax into personal financial planning
Find out how CPAs in tax practice can add personal financial planning services and build deeper relationships with clients.
IRS enforcement activity fell despite record tax collections, TIGTA says
Individual audit starts fell 30% in fiscal 2025, including a 27% drop among taxpayers with income above $400,000, as IRS staffing levels declined, TIGTA said.
IRS should automate name, address changes, AICPA says
A letter to the IRS says that processing times of six to eight weeks or longer for taxpayer name and address changes can create compliance risks and should be reduced through automation.
Taxpayers can now access IRS compliance report online
A new IRS Individual Online Account feature lets taxpayers download a digitally authenticated compliance report for use when applying for jobs, loans, government benefits, and other services.
AICPA supports disaster tax bill, presses for permanent relief
The bill, which awaits the president’s signature, would make disaster tax relief rules easier to find and more predictable by adding them to the Internal Revenue Code, a change the AICPA says should be made permanent.
Proposed rules would restrict Trump account eligible investments
The IRS proposed regulations that would limit Trump account investments to low-fee stock index funds and ETFs during the growth period.
IRS shifts approach to conservation easement disputes
The agency said it has ended its latest conservation easement settlement initiative and is creating a new office to coordinate strategy for such cases.
IRS provides guidance on rollovers between retirement plans and IRAs
Use of the sample forms and proposed rollover procedures in the guidance is optional for plan sponsors.
IRS staffing cuts delayed paper returns and refunds, report says
For most taxpayers, the 2026 filing season was normal, a government report says. Those who filed paper returns or relied on paper refund checks faced delays because of a smaller IRS workforce and technology problems.
Final rule will eliminate BOI reporting for US entities
Treasury said a final rule will permanently end beneficial ownership information reporting requirements for U.S. companies and U.S. persons under the Corporate Transparency Act.
Trump account prop. regs. clarify $2,500 limit for workers
The proposed regulations, which the IRS said would affect millions of children, families, and employers, also address self-employed owners, Sec. 125 cafeteria-plan contributions, and employer matching of the government’s $1,000 pilot-program contribution.
No joke: Comedian CPA adding more to Tax Return Pizza Tracker menu
Nicole Davis, CPA, built a Tax Return Pizza Tracker and then got a trademark for it. Now she has big plans for a companion app that would touch nearly every task in a tax firm.
Final regs. issued for Sec. 3406 backup withholding rules
Final IRS regulations reflect changes made by the OBBBA to rules governing backup withholding on third-party network transactions under Sec. 3406.
IRS updates overtime deduction FAQs, adds reporting details
Workers generally may claim the overtime pay deduction only for amounts reported on Form W-2, Wage and Tax Statement, beginning in tax year 2026, according to updated IRS FAQs. The IRS also clarified that the deduction does not make overtime pay exempt from gross income.
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From The Tax Adviser
September 30, 2026
Navigating the QSBS rules in pass-through structures
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Sec. 338(h)(10) elections in business acquisitions
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