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iFindTaxPro Effortlessly manage tax compliance with iFindTaxPro!

Tools: Onboarding Link, Compliance Plan Generator, Calendar Integration & Automated Notifications, and TaxMan AI Assistant for routine queries—freeing up time for high-value advisory work.

03/25/2026

🤖 AI Scams Are Targeting Taxpayers—Here’s How to Stay Ahead

Fraudsters now use AI to fake IRS voices, spoof caller IDs, and blast robocalls demanding “urgent” payments. Even AI chatbots can dish out convincing—but wrong—tax advice.

- 🚨 Deepfake calls claim to be the IRS
- 📲 Spoofed numbers look local
- 🤖 Chatbot answers skip fine print

Stay safe: the real IRS writes first and never threatens arrest on voicemail. Double-check any AI advice or let a trusted professional handle your return.

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Harness Roth & Traditional Power for Lower Lifetime Taxes 💡Splitting your savings between a traditional 401(k)/IRA (pre-...
03/20/2026

Harness Roth & Traditional Power for Lower Lifetime Taxes 💡

Splitting your savings between a traditional 401(k)/IRA (pre-tax) and a Roth version (after-tax) can cut your lifetime tax bill. Here’s why.

- ✅ Choose tax-free or taxable withdrawals when rates change
- ✅ Grow a pool of money free from Required Minimum Distributions
- ✅ Protect heirs with tax-free inherited Roth funds

A little balance now gives you major control later—ask a tax pro how much to steer into each bucket.

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03/10/2026

🚨 IRS flags a rising Form 2439 refund scam

The IRS is warning taxpayers about a growing scam that uses Form 2439 to push false refund claims, and it has added the issue to the 2026 Dirty Dozen list. For everyday filers and small business owners, this matters because scammers often dress up bad tax advice as a “special credit” or “missed refund” to get you to file something that does not belong on your return.

- ✅ Form 2439 is connected to certain regulated investment companies and REITs that report undistributed long-term capital gains to shareholders.
- ✅ The IRS says some abusive claims involve made-up amounts, fake entities, or false links to recognizable organizations to appear legitimate.
- ✅ Improper filings can cause refund delays, IRS letters, audits, penalties, and other enforcement problems that are stressful and expensive to fix.

What this means for you: do not let anyone file a credit or form you cannot trace back to a real investment record. If a preparer or promoter says you qualify for money you have never heard of, ask questions, request documentation, and get a second opinion before signing your return.

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03/03/2026

𝗞𝗶𝗱𝗱𝗶𝗲 𝘁𝗮𝘅 𝗿𝘂𝗹𝗲𝘀 𝗰𝗮𝗻 𝘁𝘂𝗿𝗻 𝗮 𝗰𝗵𝗶𝗹𝗱’𝘀 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝗶𝗻𝘁𝗼 𝗮 𝗽𝗮𝗿𝗲𝗻𝘁-𝗿𝗮𝘁𝗲 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲

If your child has a savings or investment account, their interest, dividends, or capital gains may not always be taxed at the child’s rate. In certain cases, the “kiddie tax” can cause some of that unearned income (over annual thresholds) to be taxed at the parents’ higher rate.

- ✅ It can affect kids under 18, age-18 dependents, and full-time students 19–23 (with support limits)
- ✅ Unearned income counts; earned income from a job generally doesn’t trigger kiddie tax
- ✅ Before you gift investments or sell assets in a child’s account, run the tax impact first

A quick projection can prevent an unexpected tax bill and help you choose the most tax-smart way to save for your child.

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02/27/2026

🧾 Form 990 may get a transparency overhaul for nonprofit funding

Form 990 is the annual informational return many nonprofits file, and it’s one of the main ways the public (and regulators) can understand how a nonprofit operates. New proposals would modernize the form to better track today’s more complex funding pathways—especially when money moves through intermediaries before reaching a final project or program.

- ✅ More transparency on donor-advised funds, foreign operations, and pass-through funding so it’s clearer how funds are routed
- ✅ Adding EIN reporting could help identify the organizations involved and improve accountability across funding chains
- ✅ Fiscal sponsorships (when a tax-exempt group “hosts” a project run by a non-exempt group) may require listing sponsored projects plus related revenue, expenses, and assets

Why this matters to you: if you donate, sponsor, or do business with a nonprofit—or you run a small organization receiving grants—stronger disclosures can make it easier to evaluate where funds go and how projects are managed. It can also mean nonprofits will need better recordkeeping and clearer documentation of sponsored projects and intermediaries.

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02/20/2026

📌 Starting a business? Get your federal tax basics right from day one ✅

Starting a business is exciting—but tax responsibilities can begin immediately. One of the smartest first steps is understanding how your business type changes what you’ll file and what taxes may apply, so you don’t get surprised later.

- ✅ Your business structure affects what forms you file and whether you’ll owe self-employment tax
- ✅ If you hire or pay workers, you may have payroll tax responsibilities (and deadlines)
- ✅ Good records from day one help you claim deductions and avoid stress at tax time

If you’re unsure what applies to your situation, a tax pro can help you choose the right setup and stay compliant.

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02/18/2026

😊 Save more in your SIMPLE-IRA in 2026 with catch-up contributions

If you’re 50+ and contributing to a SIMPLE-IRA, 2026 gives you a chance to put away more for retirement—and potentially lower your tax bill at the same time. The amount you can add depends on your age at the end of 2026.

- ✅ Standard 2026 limit: $17,000
- ✅ +$4,000 if you’re age 50–59 or 64+ at year-end
- ✅ +$5,250 “super” catch-up if you’ll be age 60–63 in 2026

This is a great move if you’re trying to catch up on savings or reduce taxable income. The most important step is confirming which age bracket applies to you and making sure your payroll deductions are set correctly.

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02/13/2026

🕊️ Filing a final tax return after a loved one’s death—what families need to know

When someone passes away, you may still need to file their last income tax return. It can feel daunting, but the steps are often similar to filing your own return.

- ✅ You’ll generally file a final Form 1040 and write “Deceased” plus the date of death on the return
- ✅ The person handling the estate (executor/administrator) typically signs the return and notes their relationship/role
- ✅ If a refund is due and you’re not a surviving spouse filing jointly, you may need extra paperwork to claim it

If you’re dealing with this right now, getting the filing details right can prevent delays and relieve stress when you’re already carrying a lot.

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#1040

02/10/2026

💰 Still time to lower your 2025 tax bill with an IRA contribution

Even though it’s 2026, you may still be able to reduce your 2025 taxes. If you qualify, a traditional IRA contribution made by April 15, 2026 can be deducted on your 2025 tax return—potentially lowering what you owe.

- ✅ You can contribute for 2025 up to April 15, 2026 (traditional IRA may be tax-deductible)
- ✅ If you or your spouse has a work retirement plan (like a 401(k)), the deduction may shrink as income rises
- ✅ 2025 limit: $7,000 ($8,000 if age 50+) across IRAs; Roth IRA is allowed by the same deadline but isn’t deductible

This is one of the simplest “last-minute” moves that can still help your 2025 return—especially if you’re trying to lower taxable income before filing.

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02/06/2026

🗓️ Renew your federal withholding exemption by Feb. 17 ✅

If you claimed “exempt” from federal income tax withholding in 2025, don’t assume it continues this year. Your exempt status won’t renew automatically, and you need to take action by Feb. 17 to keep it.

- ✅ To stay exempt, fill out a new Form W-4 and give it to your employer by Feb. 17
- ✅ If you don’t, your employer will start withholding as “single, no adjustments” after Feb. 17
- ✅ That can mean less take-home pay starting with your first paycheck processed after the deadline

A quick W-4 update now can help avoid a surprise drop in your paycheck. If your income or situation changed, get help before you submit the form so it matches your current reality.

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02/03/2026

IRS reminder: Watch for Form 1099-DA for 2025 crypto/NFT sales 📩

Sold crypto or NFTs through a broker in 2025? You may receive Form 1099-DA this season. Brokers must send it by Feb. 17, 2026 and it often shows gross proceeds, not your cost basis.

- ✅ Keep purchase records—basis may be missing, and you’ll need it to figure gain/loss
- ✅ Gather exchange/wallet reports to track transfers between platforms
- ✅ You must report crypto income, gains & losses even without a 1099-DA

Tip: organize receipts and exports now to avoid last-minute headaches.

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