Tax Compliance & Planning Archive
Proposed 2026 Federal Legislation Could Increase Reporting Requirements for Tax-Exempt Organizations
In July 2026, members of the U.S. House of Representatives introduced several bills that would impose new reporting obligations, l… Read More
Tracking the IRC Section 4960 “Covered Employee” Expansion: What Notice 2026-36 Tells Us and What’s Still Coming
Introduction The IRS has signaled how it will interpret the One Big Beautiful Bill Act’s (OBBBA) expansion of the executive compen… Read More
QOF Deferred Gain Recognition for Pre-2027 Investments
Qualified Opportunity Fund Investments for Taxpayers A Qualified Opportunity Fund, or QOF, is an investment vehicle that allows ta… Read More
IRS Online Accounts Available for Partnerships, Exempt Organizations, and Government Entities
For years, individuals and corporations have benefited from IRS online accounts that streamline access to tax information, reducin… Read More
Washington State Millionaires’ Tax Signed — What Happens Next?
On March 30, 2026, Washington Governor Bob Ferguson signed Senate Bill 6346, which enacted a 9.9% tax on annual income over $1 mil… Read More
The Millionaires’ Tax and Other Proposed Washington State Tax Legislation
Written by Christian Rodrigues, Eric Nix, and Grant Shaver. Originally published 2/18/2026. Updated 3/13/26 to include an update o… Read More
2026 Not‑for‑Profit Update: What Executive Leadership Needs to Know
Not-for-profit leaders find themselves facing a familiar challenge in 2026: doing more with less while navigating an increasingly… Read More
How EO 14247 and New USPS Postmark Rules Could Delay 2025 Tax Returns
Issued on March 25, 2025, Executive Order (EO) 14247 phases out paper IRS payments and refunds, and it encourages taxpayers to use… Read More
Tax Relief for Washington State Taxpayers Impacted by Severe Weather
The Internal Revenue Service (IRS) has announced disaster-related tax relief for individuals and businesses in Washington state ta… Read More
Year-End Payroll Planning Checklist: Final Actions to Take Before December 31
As we close the end of the year, it’s important to ensure your payroll processes are aligned with compliance requirements and stra… Read More
