Day: May 26, 2026

Dangerous procedural traps; justification for change; unexpected tax exposure; and other highlights from our favorite tax bloggers.

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

The Internal Revenue Service received approximately $3.2 billion in unidentified payments from fiscal years 2022 through 2024.

Centri Business Consulting plans to use a $20 million credit facility from Citizens Financial Group for acquisitions and talent.

New reporting changes represent meaningful progress, but inaccurate institutional attribution will distort university-level CPA exam outcomes in the 2025 data.