Blog
How the New OBBBA Tip Deduction Works in 2026
The new OBBBA tips deduction may sound straightforward, but the 2026 rules are creating far more complexity than many tax professionals expected. While 2025 allowed flexibility when reporting systems weren’t fully built out, 2026 introduces stricter reporting requirements, new documentation standards, and higher...
The Easiest Way to Reduce AGI and Save Clients Money
In our previous post, we broke down the AGI Trap and how crossing certain income thresholds can quietly eliminate valuable tax credits and deductions. But once you understand the problem, the next question becomes: What can you actually do about it? Because while tax preparers can’t always control a client’s...
What Is the AGI Trap?
Many taxpayers assume their tax bill is determined only by their tax bracket. But experienced tax professionals know that a different number often matters even more: Adjusted Gross Income (AGI). AGI is one of the most powerful numbers on a tax return because it controls eligibility for many credits, deductions, and...
The QBI Deduction 2026 Explained
The Qualified Business Income (QBI) deduction remains one of the most important tax breaks for small business owners in 2026, and it just became more permanent and more complex. Under the latest tax law changes, the 20% QBI deduction has been preserved, phaseout thresholds have increased, and a new minimum deduction...
The 2026 Meal Deduction Shake-Up
What Counts as a “Meal” vs Snacks in 2026 And Why It Matters for Tax Planning For years, tax professionals have relied on familiar rules around business meals, office snacks, and employer-provided food. But starting in 2026, major changes are reshaping how meal deductions work, and the difference between a true...