Paperless Transition Brings Refund Delay Concerns
With the IRS’ shift to electronic tax refunds this filing season, two House Democrats cautioned that over 830,000 taxpayers are …
Thomson Reuters Tax & Accounting News
As Tariff Debate Shifts, Companies Face a Tougher Question: When Is a Refund Real?
Tariffs are often discussed as a fight over trade and prices. But for companies, the harder question may come later: …
IRS Flags Phishing, Impersonation in 2026 Dirty Dozen; Experts Explain Why Payroll Is a Prime Target
Phishing and impersonation scams once again top the IRS’s 2026 Dirty Dozen list, reinforcing warnings that tax season remains a prime …
Treasury, IRS Officials Preview OBBB Guidance Roadmap
IRS and Treasury officials, speaking at the Federal Bar Association Tax Law Conference March 5, detailed an ambitious schedule of …
Before Economic Nexus There Was Physical Presence Nexus: Why Overlooking Your Physical Footprint Creates Sales Tax Risk
Rob Galloway (J.D., Editor; Checkpoint Catalyst) The practical aftermath of South Dakota v. Wayfair, Inc. et al.,138 S. Ct. 2080 (2018) was swift …
California Enacts Property and Transfer Tax Exemptions for Tribal Land Preservation
By Saleem A. Shareef, Esq., Checkpoint News On February 10, 2026, California Governor Gavin Newsom signed legislation providing new property …
Wealth Planning Expert’s Advice on New Charitable Giving Floors
New charitable deduction floors under the One Big Beautiful Bill (OBBB) are lesser-known provisions that may sneak up on unprepared …
What Are Our Company’s Obligations to a Former Employee Receiving COBRA Coverage Who Has Been Called to Active Duty in the Uniformed Services?
QUESTION: A former employee who left our company a year ago has been receiving COBRA coverage under our major medical …
SEC Order Exempts Certain Foreign Jurisdictions From Executive Stock Ownership Disclosure
The Securities and Exchange Commission (SEC) on March 5, 2026, issued an order granting directors and officers of foreign private …
Downsized IRS to Shift Towards ‘Fewer’ but ‘Deeper’ Audits, Former Officials Say
The IRS is navigating human capital challenges brought on by a decade of workforce reductions, forcing the agency to pivot …
CFOs Break the Silence: First Broad Survey in Decades Shows How Private Firms Really Report
Private firms, especially smaller ones, aren’t required to follow public-company accounting rules—but many do anyway. A new survey of 542 CFOs at …
IRS Provides Details on Trump Account Elections, Pilot Contributions
The IRS released proposed regulations detailing how to elect open a Trump account on behalf of an eligible beneficiary and …
Proposed IRS Regs Offer Alternate E-Furnishing Option for Digital Asset Broker Statements
The IRS has issued proposed regs that would give digital asset brokers an optional, streamlined process for electronically furnishing a new information return …