Infusion CPAs and Advisors

10/27/2026

Good news for some adoptive families: the IRS may be issuing automatic refund adjustments for unused adoption credit carryforwards on 2025 returns—no amended return needed in many cases. Could you be eligible? Find out what changed and who may benefit. Read now.

The IRS is issuing refunds to eligible taxpayers with adoption credit carryovers from 2020–2024. Learn who may qualify and whether action is needed.

10/26/2026

Watch this video for a quick overview of bunching tax deductions.

10/23/2026

November tax deadlines are here—and missing one could impact your nonprofit’s compliance and cash flow. From Form 941 filing dates to payroll deposit rules, a quick review now can help you stay audit-ready and stress-free. Find out what’s due and when.

Review November 2026 business and payroll tax deadlines. Ensure your non-profit or government contracting firm stays compliant with proactive Virtual CFO oversight.

10/23/2026

The IRS has a new mobile app—and it can make checking balances, notices, transcripts, and refund status easier than ever. But seeing your IRS data isn’t the same as understanding what it means. Before you pay or act on an unexpected issue, know what’s really behind the numbers. Read now.

Explore features of the new IRS mobile app replacing IRS2Go, from transcript access to payment tracking, and learn why professional guidance remains essential.

10/22/2026

November tax deadlines can sneak up fast—especially if you earn tips. If you received $20+ in October, your tip report is due Nov. 10. Missing it can affect withholding and your year-end taxes. Read now to stay ahead and keep compliance stress low.

Review key November 2026 tax deadlines, including November 10 tip reporting, weekend rules, and disaster extensions. Keep your organization compliant.

10/22/2026

Paid family and medical leave just became a more powerful tax strategy. Starting in 2026, the Section 45S credit is permanent, giving employers a long-term way to support employees and offset leave costs. Find out how the credit works and whether your business can benefit. Read now.

Learn how the permanent IRC Section 45S tax credit benefits employers offering paid family and medical leave, including qualification and calculation rules.

10/21/2026

EBITDA is only part of the story. Two businesses can report the same earnings, yet look completely different to a buyer or lender because of cash flow, customer concentration, owner dependency, and financial clarity. Curious what really drives value? Read now and see why the details matter.

EBITDA is only the beginning. Discover how cash flow quality, owner dependency, customer concentration, and financial record clarity impact business value.

10/20/2026

Think your loan interest is deductible just because it’s secured by your home or car? Not always. The IRS cares more about how the money was used than the label on the loan. Learn how tracing loan proceeds can change what you can deduct—and what you can’t. Read now.

Learn how interest tracing rules govern loan deductibility across business, investment, qualified residence, and personal expenses.

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/15/2026

Most expense reimbursements become taxable wages if they’re not handled correctly—yikes. A simple accountable plan can help your business reimburse employees tax-free, protect deductions, and reduce IRS risk. Learn the 3 rules every company should know. Check it out now!

Discover how an accountable plan protects tax deductions and allows tax-free employee reimbursements while maintaining IRS compliance.