Tax Updates

To address the rapid growth of digital marketplaces, most states have adopted laws that shift taxation from sellers to the platform facilitating the transaction. Related complexities create sales tax refund opportunities when marketplace transactions are mistakenly reported and sales tax is paid twice.

Learn how recent court decisions could shape the IRS's use of the economic substance doctrine and what the rulings may mean for transaction planning and refund claims.

State unclaimed property rules are changing fast. Get answers to common questions on due diligence, write-offs, stale checks, deposits, and multistate compliance.

See how the IRS's revised Section 127 guidance could affect employer education assistance and student loan repayment programs, and what plan sponsors should review now.

As family office complexity grows, in-house models can strain. Learn how outsourced support may improve coordination, visibility, and operational resilience.

The U.S. Treasury's decision to stop producing pennies has led to a shortage, requiring retailers in states with sales taxes to round up or down if they lack the pennies necessary to provide customers with exact change. Many states have begun issuing guidance on the topic.

Learn what the House's new budget resolution could mean for the next reconciliation bill, including why tax provisions may be left out and what that signals for lawmakers' next steps.

See how Indiana's new tax legislation and updated amnesty guidance may affect state conformity to recent federal changes and create planning considerations for 2026.

Georgia's 2026 legislative session delivered notable SALT developments, including OBBBA conformity changes and proposed cuts to personal and corporate tax rates. See what's now law and what still awaits the governor's action.

Learn how the IRS's new process may give taxpayers more time to challenge denied ERC claims without going to court as key refund deadlines approach.

Legislation is moving that could make it easier for taxpayers claim refunds during IRS disputes and use online accounts. Read the alert to learn more.

Learn what IRS Notice CP53E means, why some taxpayers may receive it unexpectedly, and the steps to take before sharing bank account information.

Washington has enacted laws to implement a wide-reaching 9.9% millionaires' tax and reinstitute pre-2025 estate tax rates for some decedents. Read the insight to learn more.

Treasury's proposed Form 990 revisions could bring sharper disclosure rules for government funding and fiscal sponsorship arrangements. See how the changes may reshape transparency expectations for nonprofit organizations.

How the OBBBA is reshaping healthcare provider taxes: new limits, frozen rates, and a lower safe harbor threshold are changing Medicaid funding and state tax planning. See what these shifts could mean for providers and advisors.

Learn how CBP's new CAPE process may affect tariff refund claims, including Phase 1 limits, eligibility considerations, and steps importers may need to take to protect refund rights.

Michigan's latest unclaimed property ruling signals that audit disputes may last far longer than many holders expect. Learn why companies should revisit record retention, audit strategy, and multistate exposure before older reporting years come back into focus.

President Trump has expanded Section 232 tariffs on aluminum, steel, and copper-applying duties to the full declared customs value, raising rates up to 50%, resetting derivative coverage, and revamping Chapter 99. Importers face immediate cost and compliance impacts.

Republicans are planning to take the first steps toward a second reconciliation bill the week of April 20, but Republican leadership is pushing to keep it narrowly focused and free of tax provisions.

Find out how the OBBBA tip deduction could affect workers from 2025 through 2028, including who may qualify, key limits, and IRS rules for reporting tip income.