San Francisco Tax Preparation / CPA: IRS Issues Guidance on Qualified Long Term Care Distributions (Notice 2026-33)
The IRS has issued guidance on qualified long-term care distributions from qualified retirement plans. The
San Francisco Tax Preparation / CPA: Indian Fishing Rights’ Income Treated as Compensation Under Qualified Plan Rules (TD 10046)
The IRS finalized regulations treating income derived by individual members of an Indian tribe from
San Francisco Tax Preparation / CPA: Indian Fishing Rights’ Income Treated as Compensation Under Qualified Plan Rules (TD 10046)
The IRS finalized regulations treating income derived by individual members of an Indian tribe from
San Francisco Tax Preparation / CPA: IRS Provides Extension Option for ERC Claim Disputes Nearing Deadline (IR 2026-58)
The IRS has introduced a streamlined option allowing taxpayers to extend the time to challenge
San Francisco Tax Preparation / CPA: CA – OTA had jurisdiction over appeal, but appeal was moot
The California Office of Tax Appeals (OTA) had jurisdiction to consider a taxpayer's appeal of
San Francisco Tax Preparation / CPA: Final Regulations Modify Reporting Requirements for Partnership Interest Transfers (TD 10048)
The IRS has issued final regulations modifying reporting obligations for partnerships involved in Code Sec. 751(a) exchanges
San Francisco Tax Preparation / CPA: CA – OTA had jurisdiction over appeal, but appeal was moot
The California Office of Tax Appeals (OTA) had jurisdiction to consider a taxpayer's appeal of
San Francisco Tax Preparation / CPA: Final Regulations Modify Reporting Requirements for Partnership Interest Transfers (TD 10048)
The IRS has issued final regulations modifying reporting obligations for partnerships involved in Code Sec. 751(a) exchanges
San Francisco Tax Preparation / CPA: IRS Highlights Digital Tools for Small Businesses During National Small Business Week (Tax Tip 2026-38)
The IRS has highlighted several digital tools and resources available to help small businesses and
San Francisco Tax Preparation / CPA: IRS Informs Taxpayers On Filing Amended Returns To Correct Errors
The IRS has advised individual taxpayers that errors in a filed federal return may be
