Tax Planning October 21, 2026
How to Make More Tax-Savvy Investments
Knowing which investments to keep in and out of your taxable accounts will make your money go further.
Tax Planning October 20, 2026
Bonus, Section 179 and the State Return: Why a Federal-Only Answer is Wrong in Both New York and New Jersey
A client buys a heavy SUV before Dec. 31. The federal deduction looks great, and the New York or New Jersey return is prepared as if the state follows federal. Neither state does, and they depart from federal in opposite ways.
Advisory September 17, 2026
Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
Technology August 28, 2026
April Adds Tax Planning Insights to Integrated Tax Platform for Wealth Management Firms
April announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data.
Legislation August 20, 2026
Husted Introduces Bill to Let Homebuyers Tap 529 Savings for Down Payments
U.S. Sen. Jon Husted (R-Ohio) has introduced legislation that would let first-time homebuyers use unused college savings toward a down payment.
Advisory August 18, 2026
Tax Planning Isn’t Tax Strategy. And Neither One is a Projection
When we treat tax planning, tax strategy, and tax projections as if they're the same thing, clients get confused, our best work gets buried, and we leave high-quality, high-value work on the table.
Technology August 11, 2026
TaxPlanIQ Named No. 644 on the 2026 Inc. 5000 List
A tax planning and advisory platform serving accounting firms across the U.S., TaxPlanIQ posted 562% three-year revenue growth to earn its place among this year’s honorees.
Taxes June 25, 2026
4 Steps to Get Ahead of Higher Taxes
Most taxpayers do not proactively plan ahead on taxes for the next year. Having a CPA assist before the end of the year can result in a strategy to mitigate tax burden.
Technology June 1, 2026
TaxPlanIQ Announces Latest Tax Planning Advisor Certification Cohort
TaxPlanIQ, a tax planning and advisory platform serving accounting firms across the U.S., said enrollment is open for the third quarterly cohort of its Certified Concierge TaxPlanIQ Advisor program.
Taxes May 21, 2026
5 Tax Planning Moves to Make Due to the One Big Beautiful Bill Act
A higher SALT cap, no tax on tips and overtime, and a new $6,000 senior deduction reshape 2026 planning.
Tax Planning May 12, 2026
TaxPlanIQ Presents Weekly Tax Strategy Hour for Tax Pros
The Strategy Hour, which will be held on Wednesdays beginning May 20, brings in a different specialist each week to walk through a single, high-impact tax planning strategy in depth.
Advisory April 17, 2026
Building a Tax Practice Clients Rely on All Year
With the digital transformation bringing automation into the tax process, now is the perfect time to transform your tax practice with client advisory services.