Tax Alerts
Tax Briefing(s)
IRS Launches Digitally Authenticated Tax Compliance Report (IR 2026-97)
The IRS launched a digitally authenticated Tax Compliance Report available through the IRS Individual Online Account. Taxpayers can obtain and download the report when applying for a job, a loan, a go...
The IRS launched a digitally authenticated Tax Compliance Report available through the IRS Individual Online Account. Taxpayers can obtain and download the report when applying for a job, a loan, a go...
Rates Used in Computing Special Use Value Issued (Rev. Rul. 2026-14)
The 2026 interest rates to be used in computing the special use value of farm real property for which an election is made under Code Sec. 2032A were issued by the IRS.In the ruling, the IRS lists th...
The 2026 interest rates to be used in computing the special use value of farm real property for which an election is made under Code Sec. 2032A were issued by the IRS.In the ruling, the IRS lists th...
IRS Creates New Office to Handle Conservation Easement Cases (IR 2026-95)
The IRS has announced a new Office of Conservation Easements to improve how conservation easement cases are handled and to provide more consistent tax administration. The new office will bring togethe...
The IRS has announced a new Office of Conservation Easements to improve how conservation easement cases are handled and to provide more consistent tax administration. The new office will bring togethe...
IRS Reminds Taxpayers to Protect Client Data With Written Information Security Plan (IR 2026-92)
The IRS and Security Summit partners reminded tax professionals to protect client data with a Written Information Security Plan. Under the Gramm-Leach-Bliley Act, tax and accounting professionals are ...
The IRS and Security Summit partners reminded tax professionals to protect client data with a Written Information Security Plan. Under the Gramm-Leach-Bliley Act, tax and accounting professionals are ...
IRS Warns Taxpayers to Beware of Charitable Donation Scams and Improper Deduction Claims (Tax Tip 2026-58)
The IRS has reminded taxpayers to be careful when making charitable donations because scams can lead to financial loss and incorrect tax deductions. The agency said scammers often create fake charitie...
The IRS has reminded taxpayers to be careful when making charitable donations because scams can lead to financial loss and incorrect tax deductions. The agency said scammers often create fake charitie...
IRS Reminds Taxpayers to Keep Records of Charitable Donations (Tax Tip 2026-57)
The IRS has reminded taxpayers who make charitable donations to keep complete and organized records of their contributions throughout the year. The agency said good records can make filing a tax retur...
The IRS has reminded taxpayers who make charitable donations to keep complete and organized records of their contributions throughout the year. The agency said good records can make filing a tax retur...
IRS Expands Business Tax Account With New Online Features (IR 2026-87)
The IRS has added new features to its Business Tax Account (BTA) to help eligible businesses and organizations manage their federal tax responsibilities online. The agency said users can now view mo...
The IRS has added new features to its Business Tax Account (BTA) to help eligible businesses and organizations manage their federal tax responsibilities online. The agency said users can now view mo...
IRS Highlights Role of Whistleblowers in Tax Administration (IR 2026-84)
The IRS has highlighted the important role of whistleblowers in exposing fraud, reducing the tax gap and strengthening compliance. The National Whistleblower Day, on July 20, commemorates the nationâ€...
The IRS has highlighted the important role of whistleblowers in exposing fraud, reducing the tax gap and strengthening compliance. The National Whistleblower Day, on July 20, commemorates the nationâ€...
IRS Increases Optional Standard Mileage Rate for the Remainder of 2026 (Announcement 2026-11)
The IRS has announced an increase in the optional standard mileage rate for the remainder of 2026. Optional standard mileage rates are used by employees, self-employed individuals, and other taxpayers...
The IRS has announced an increase in the optional standard mileage rate for the remainder of 2026. Optional standard mileage rates are used by employees, self-employed individuals, and other taxpayers...
IRS Updates Premium Tax Credit Table, Required Contribution Percentage (Rev. Proc. 2026-26)
The IRS has updated the applicable percentage table used to calculate an individual’s premium tax credit and required contribution percentage plan years beginning in calendar year 2027. The percenta...
The IRS has updated the applicable percentage table used to calculate an individual’s premium tax credit and required contribution percentage plan years beginning in calendar year 2027. The percenta...
Final Regulations on QDOTs Issued (TD 10050)
Final regulations under Code Sec. 2056A have been adopted, applicable specifically to the estates of decedents that are passing property in a qualified domestic trust (QDOT) to (or for the benefit o...
Final regulations under Code Sec. 2056A have been adopted, applicable specifically to the estates of decedents that are passing property in a qualified domestic trust (QDOT) to (or for the benefit o...
IRS Reminds Businesses About Tax Rules for Seasonal and Part-Time Employees (Tax Tip 2026-53)
The IRS has reminded businesses that seasonal and part-time employees must generally follow the same federal tax withholding, Social Security and Medicare tax rules as full-time employees. The agency ...
The IRS has reminded businesses that seasonal and part-time employees must generally follow the same federal tax withholding, Social Security and Medicare tax rules as full-time employees. The agency ...
IRS Advises Newly Married Couples to Update Tax Information Before Filing Season (Tax Tip 2026-54)
The IRS has advised newly married couples to update their tax information before the next tax filing season. The agency said marriage can change a couple's taxes, so taking a few simple steps now can ...
The IRS has advised newly married couples to update their tax information before the next tax filing season. The agency said marriage can change a couple's taxes, so taking a few simple steps now can ...
IRS Explains Taxpayers’ Right to Challenge IRS Decisions and Be Heard (Tax Tip 2026-51)
The IRS has reminded taxpayers that they have the right to question an IRS decision if they believe it is incorrect. This right is part of the Taxpayer Bill of Rights and helps make sure taxpayers a...
The IRS has reminded taxpayers that they have the right to question an IRS decision if they believe it is incorrect. This right is part of the Taxpayer Bill of Rights and helps make sure taxpayers a...
National Taxpayer Advocate Releases FY 2027 Objectives Report to Congress (IR 2026-79)
The National Taxpayer Advocate has released the Fiscal Year 2027 Objectives Report to Congress, concluding that the IRS generally conducted a successful 2026 filing season despite significant operatio...
The National Taxpayer Advocate has released the Fiscal Year 2027 Objectives Report to Congress, concluding that the IRS generally conducted a successful 2026 filing season despite significant operatio...
CA - District tax changes announced
California district (local) sales and use tax rate changes, effective October 1, 2026, are announced. District tax rate changes by city (outside and within Los Angeles County) are listed, as well as c...
California district (local) sales and use tax rate changes, effective October 1, 2026, are announced. District tax rate changes by city (outside and within Los Angeles County) are listed, as well as c...
FL - Highlands County tourist development tax reporting change discussed
Applicable to tourist development tax collected on or after October 1, 2026, collection and administration of the 5% Highlands County tourist development tax imposed on transient rentals is transferre...
Applicable to tourist development tax collected on or after October 1, 2026, collection and administration of the 5% Highlands County tourist development tax imposed on transient rentals is transferre...
HI - Dismissal of declaratory challenge to tax directive vacated
The Hawaii Intermediate Court of Appeals vacated a dismissal of a declaratory judgment action challenging the Department of Taxation's Administrative Directive No. 2021-01, because state law prohibiti...
The Hawaii Intermediate Court of Appeals vacated a dismissal of a declaratory judgment action challenging the Department of Taxation's Administrative Directive No. 2021-01, because state law prohibiti...
IL - Food and beverages offered with party room rentals not taxable
Illinois issued a general information letter on the taxation of food and beverages offered with party room rentals at an indoor playground. Sales tax does not apply to the rental charges if the true o...
Illinois issued a general information letter on the taxation of food and beverages offered with party room rentals at an indoor playground. Sales tax does not apply to the rental charges if the true o...
IN - Dekalb County increases County Innkeeper's tax rate
Effective November 1, 2026, Dekalb County increases its county innkeeper's tax rate from 5% to 8%. The County Innkeeper’s Tax (CIT) is a county tax on the rental of rooms and accommodations for peri...
Effective November 1, 2026, Dekalb County increases its county innkeeper's tax rate from 5% to 8%. The County Innkeeper’s Tax (CIT) is a county tax on the rental of rooms and accommodations for peri...
IA - Taxpayer failed to meet burden of proof
Taxpayer appealed the Department’s assessment of individual income tax, penalty, and interest for the 2019 and 2020 tax years. The assessment resulted from the Department’s disallowance of a numbe...
Taxpayer appealed the Department’s assessment of individual income tax, penalty, and interest for the 2019 and 2020 tax years. The assessment resulted from the Department’s disallowance of a numbe...
KS - Guidance issued on alternative fuel and ethanol retailer credits
Kansas issued guidance discussing legislation that:repeals the corporate income tax credit for alternative fuel motor vehicles and fueling stations on January 1, 2027; andestablishes new income tax cr...
Kansas issued guidance discussing legislation that:repeals the corporate income tax credit for alternative fuel motor vehicles and fueling stations on January 1, 2027; andestablishes new income tax cr...
MI - Charitable exemption partially denied
A summary judgment decision regarding a nonprofit hospital and parent organization's (corporation) qualification for a charitable exemption from Michigan property tax was partially reversed because of...
A summary judgment decision regarding a nonprofit hospital and parent organization's (corporation) qualification for a charitable exemption from Michigan property tax was partially reversed because of...
MO - Summary of important tax changes from 2026 legislative session issued
The Missouri Department of Revenue issued summaries of various important tax changes from the 2026 legislative session. The changes are effective August 28, 2026, unless otherwise noted. Important Tax...
The Missouri Department of Revenue issued summaries of various important tax changes from the 2026 legislative session. The changes are effective August 28, 2026, unless otherwise noted. Important Tax...
NY - Authorization for town of Cornwall to impose local hotel and motel tax extended for three years
Authorization for the town of Cornwall in Orange County, New York, to impose a local New York hotel and motel occupancy tax of up to 5% is extended to August 23, 2029. Previously, the authorization wa...
Authorization for the town of Cornwall in Orange County, New York, to impose a local New York hotel and motel occupancy tax of up to 5% is extended to August 23, 2029. Previously, the authorization wa...
NC: Guidance issued on weight-based snuff tax, alternative nicotine products tax, and inventory tax
Guidance is issued regarding recently enacted legislation, effective July 1, 2025, that changed the North Carolina excise tax rate methodology for snuff, imposed a new excise tax on alternative nicoti...
Guidance is issued regarding recently enacted legislation, effective July 1, 2025, that changed the North Carolina excise tax rate methodology for snuff, imposed a new excise tax on alternative nicoti...
TN - Local rate reduction on food announced for Davidson County
Tennessee announced that Davidson County has enacted a local sales tax rate reduction on the retail sale of food and food ingredients. Specifically, effective November 1, 2026, the new reduced local s...
Tennessee announced that Davidson County has enacted a local sales tax rate reduction on the retail sale of food and food ingredients. Specifically, effective November 1, 2026, the new reduced local s...
WI - DOR bulletin issued
The Wisconsin Department of Revenue has issued Wisconsin Tax Bulletin Number 234 (July 2026). The Bulletin includes:Income and Franchise Tax Updates and Reminders;Sales and Use Tax Updates and Reminde...
The Wisconsin Department of Revenue has issued Wisconsin Tax Bulletin Number 234 (July 2026). The Bulletin includes:Income and Franchise Tax Updates and Reminders;Sales and Use Tax Updates and Reminde...
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