# Eide Bailly > Eide Bailly LLP is a regional certified public accounting (CPA) and business advisory firm. Clients benefit from our core services of audit & assurance and tax. ## Aaron Boyer - [Aaron Boyer](https://www.eidebailly.com/people/aaron boyer-07669): Aaron helps individuals and companies lower their effective tax rate, both in the U.S. and abroad, as well as complete required tax filings. In addition, Aaron connects U.S. taxpayers with foreign tax advisors via the global CPA network HLB International to ensure global tax planning and compliance is completed. - [Aaron T. Clayton](https://www.eidebailly.com/people/aaron clayton-01790): Since 2004, Aaron has been providing public accounting services to Eide Bailly clients in industries ranging from healthcare to electric and telephone utilities. He manages the financial audits and consulting activities for hospitals, senior living communities and rural health providers and telephone and electric companies. - [Aaron Jaqua](https://www.eidebailly.com/people/aaron jaqua-07341): Aaron helps our clients take advantage of the ever-changing tax landscape by developing plans to save money and grow their business. Whether a start-up or seasoned business, an individual or large family group, Aaron works alongside our clients to help them realize their goals. - [Aaron B. Ness](https://www.eidebailly.com/people/aaron ness-00249): Aaron joined Eide Bailly in 1998 and specializes in serving clients in the affordable housing and nonprofit industries. He oversees the review of more than 400 affordable housing audits and 50 final cost certifications and carryovers each year. His experience includes audits of public housing authorities, multifamily HUD, Rural Development and low-income housing tax credit projects. - [Abby Croll](https://www.eidebailly.com/people/abby croll-02212): Abby has worked in public accounting since 2002. She spent the first eight years of her career gaining experience with a Big 4 firm. Abby has developed a specialty in the tax compliance and consulting area and works mainly with flow-through entities and their related corporate and owner tax planning. She also serves a wide variety high-net-worth individuals and family groups with their trust and estate planning needs. - [Adam Campbell](https://www.eidebailly.com/people/adam campbell-07104): Adam joined Eide Bailly in 2010 and has provided audit and consulting services for SOC clients throughout his entire tenure. He currently partners approximately 30 SOC engagements each year, providing value through this experience as well as his financial (CPA) and IT (CISA) background. Adam is heavily involved in developing and executing Eide Bailly’s internal and external SOC trainings and seminars. He also currently serves as the leader of Eide Bailly’s internal employee benefit plan administrators SOC 1 review team. - [Adam Hanel](https://www.eidebailly.com/people/adam hanel-06314): As the Practice Leader for Eide Bailly's Outsourced IT group, Adam leads a team that delivers managed IT, cybersecurity, and cloud services to hundreds of clients across a wide range of industries. Adam's approach goes beyond technology implementation. He partners with business leaders to understand their strategic objectives, identify operational gaps, and build long-term roadmaps that drive measurable growth. - [Adam Sweet](https://www.eidebailly.com/people/adam sweet-02084): Adam leads Eide Bailly's Passthrough Entity Consulting group. He has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing compensatory equity. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, tax credit partnerships and a variety of IRS controversy matters. Adam also leads Eide Bailly’s Opportunity Zone working group. - [Adam B. Vonachen](https://www.eidebailly.com/people/adam vonachen-07293): Since 2006, Adam has cultivated a diverse client portfolio, working with clients from industries such as real estate, financial services, natural resources and software. He has extensive experience working with many of Colorado's energy service companies, as well as with high net worth individuals and their families. In recognition of his devotion to his clients and coworkers, Adam won the Eide Bailly Leadership Excellence Award in 2012. - [Adam Webb](https://www.eidebailly.com/people/adam webb-06884): Adam provides assurance services to help companies meet their business needs. He looks at financial metrics, obtains evidence supporting the financial statements and listens to management to provide solutions to challenges. - [Aditi Udas](https://www.eidebailly.com/people/aditi udas-05651): Aditi focuses on analyzing and making sense of the financial information. She brings value by providing insights on financial and operational aspects of the business, providing clients and investors a wholistic view of the transaction. - [Ahmad Gharaibeh](https://www.eidebailly.com/people/ahmad gharaibeh-03947): Ahmad provides audit and accounting services to a variety of organizations focusing primarily on municipalities, including transit agencies, cities, counties, water, sewer and sanitation districts, joint powers authorities, community colleges and other special districts. He has performed the financial and compliance audits of federal awards in accordance with OMB Circular requirements to entities receiving over $1 billion in federal funds. In addition to audits of government agencies, he provides audit and accounting services to commercial industry entities, including healthcare and manufacturing. - [Al Nolte](https://www.eidebailly.com/people/al nolte-00246): Al has served community banks, holding companies and their shareholders since 2000. He has provided audit, accounting and consulting services to more than 100 financial institutions. He plans, supervises and reviews financial statement audits, FDICIA audits, internal audits, loan review engagements and agreed-upon procedures engagements. - [Alan Clark](https://www.eidebailly.com/people/alan clark-07809): Alan provides strategic business and systems consulting, working with company leaders to find solutions to key issues based on company goals and objectives. He works with company leaders on business initiatives including mergers, acquisitions, direction changes and changes in reporting needs, and he performs strategic business process and system reviews, requirements definition, gap analysis and integration strategy for clients in a variety of industries. Alan has extensive experience with enterprise applications, Enterprise Resource Planning (ERP), Material Requirements Planning (MRP), Human Resource Management System (HRMS), Customer Relationship Management (CRM), financial reporting, general accounting and other industry specific business specific solutions for organizations and companies of various sizes and revenue levels and has experience in ERP consulting, implementation and design since the early 2000s, including Microsoft Dynamics 365 Business Central, PeopleSoft, Oracle, Sage 500, QuickBooks, MYOB and Bepix. - [Albert Kline](https://www.eidebailly.com/people/albert kline-11537): Albert leads the Finance function to help execute its strategic mission of enabling the business to achieve more through the use of data, technology and process. - [Alex Bybee](https://www.eidebailly.com/people/alex bybee-12372): Alex provides high level tax expertise and guidance for a wide variety of individuals and businesses including those in the real estate and construction fields. - [Alex Corrigan](https://www.eidebailly.com/people/alex corrigan-01000): Alex has over 25 years of experience in serving the assurance needs of clients in the manufacturing, retail, distribution and dealership industries, both public and private, including many family businesses. Alex also has extensive experience with mergers and acquisitions, strategic planning and implementation, process/control improvement and risk management. - [Alex DeConcini](https://www.eidebailly.com/people/alex deconcini-08813): Since 2015 Alex has been gaining public accounting experience, specializing in audit and compliance work for insurance industry clients. While primarily involved in auditing and attestation engagements, Alex has also worked with clients to prepare financial statements and regulatory filings such as quarterly and annual statement filings as well as the implementation of statutory principles. Alex sits on Eide Bailly’s Technical Industry Committee for the insurance practice, which makes decisions for the firm wide insurance practice. This position allows him to be acutely aware of the latest trends in the insurance industry and to also implement new ideas and thoughts into Eide Bailly’s audit process for insurance companies. - [Alex Parker](https://www.eidebailly.com/people/alex parker-12432): Alex provides on-the-ground coverage and analysis of tax developments in our nation's capital, ensuring that Eide Bailly clients are well-informed about legal or regulatory changes that could affect them. He also closely follows the fast-changing and complex international tax sphere, including new projects at the United Nations, the G-20, and the Organization for Economic Cooperation and Development. - [Alexis Odden](https://www.eidebailly.com/people/alexis odden-07156): Alexis provides audit and accounting services for the affordable housing industry, housing authorities and employee benefit plans. She has specialized in affordable housing since 2009 in areas such as HUD, rural development and low-income housing tax credit cost certifications. She has also worked on employee benefit plans since 2009, and specializes in employee-owned companies (ESOPs). In addition, Alexis has provided audit services to public housing authorities and nonprofits with single audit requirements. - [Alicia Amundson](https://www.eidebailly.com/people/alicia amundson-07466): Alicia completes and reviews Medicare and Medicaid cost reports for all type of health care facilities (CAHs, PPS, FQHCs, RHC, SNFs, HHA and Hospices). She also works on interim cost reports, interim rate reviews and Critical Access Models to assist with monthly estimates on Medicare and other reimbursement projects. - [Alicia Herrera](https://www.eidebailly.com/people/alicia herrera-03676): Alicia specializes in providing assurance services for institutions of higher education, local educational agencies and nonprofit organizations of all sizes. She joined Eide Bailly in 2013 and has focused on educational and nonprofit organizations since then. Alicia oversees both financial statement and compliance audits, including audits in accordance with Uniform Guidance. She is also a member of the firm’s Single Audit Technical Issues Committee, which oversees regulatory changes and emerging issues within federal compliance audits. - [Allison Gregory](https://www.eidebailly.com/people/allison gregory-06529): Allison helps clients with their tax compliance and business needs. She guides owners and management through the process to make it as seamless as possible. - [Allison Kollack](https://www.eidebailly.com/people/allison kollack-10847): Allison has been serving clients since 1999. She specializes in tax compliance, consulting, and planning for high-net-worth individuals, trusts, and estates. As a trusted advisor for many family groups, she provides consulting on small business issues, family gifting, charitable giving, and tax and estate planning strategies. She has extensive experience serving individuals with complex alternative investments and multiple flow-through entities. - [Amanda Halverson](https://www.eidebailly.com/people/amanda halverson-08703): Amanda specializes in guiding clients through tax compliance and consulting to ensure they are able to navigate regulatory complexities effectively. Additionally, she provides tailored accounting assistance that aligns with each client's unique business objectives, fostering growth and financial efficiency. - [Amanda Kolb](https://www.eidebailly.com/people/amanda kolb-07676): Amanda works with clients in tax compliance of pass-through entities, corporations and individuals. She also provides tax and general business consulting services to clients, including tax planning, business transition, tax savings strategies, wealth transition and business health/analysis. Amanda's client base ranges from small mom and pop shops to large, national businesses. She specializes in the construction, real estate, service-based business and manufacturing industries. - [Amber J. Ferrie](https://www.eidebailly.com/people/amber ferrie-05861): Since 2004, Amber has performed business valuations and other consulting services for Eide Bailly clients. She specializes in business transaction advisory services, providing sell-side advisory services to lower and middle market clients who are looking to sell their business, as well as buy-side advisory services for parties interested in purchasing an existing business. - [Amber Vogel](https://www.eidebailly.com/people/amber vogel-07002): With over 20 years of experience, Amber acts as a strategic business advisor to our clients. She leads organizations through people, process and technology assessments, identifies process improvements and efficiencies, and supports the alignment of technology with solving business problems. - [Amy Lai](https://www.eidebailly.com/people/amy lai-09397): Amy assists clients in maintaining their business and individual tax compliance while providing transactional planning and consulting which includes utilizing available tax benefits. Staying abreast of continual changes in tax legislation is paramount to helping clients and a task Amy relishes. - [Anders Erickson](https://www.eidebailly.com/people/anders erickson-08020): Anders assists clients in establishing a culture of security within their organization. He leads organizations through the process of identifying their cybersecurity risks and brings practical solutions to help manage and mitigate those risks. - [Andi Moser](https://www.eidebailly.com/people/andi moser-05375): Andi is involved in tax planning, consulting and compliance with a focus on high net worth individuals, estates, trusts and closely held businesses. - [Andrea B. Mouw](https://www.eidebailly.com/people/andrea mouw-08662): Andrea has 20 years of experience providing tax consulting and advisory services to diverse clients. Her primary area of focus is accounting methods, including income and expense recognition, inventory, capitalization and cost recovery. She also assists clients in filing accounting method change requests (Form 3115) and advises on issues related to the TCJA and OBBBA, including section 163(j), section 168(k) and small taxpayer accounting method opportunities as well as issues related to virtual currency and debt instruments and modifications. - [Andrew Park](https://www.eidebailly.com/people/andrew park-03918): Andrew provides services to a broad range of entities including local governments and nonprofit organizations. He focuses on the audit and accounting requirements for K-12 school districts, charter schools, county offices of education, joint powers authorities, and risk sharing pools throughout California. Andrew has an in-depth knowledge of the federal and state compliance requirements associated with educational entities receiving federal and state funding. - [Andrew Wagner](https://www.eidebailly.com/people/andrew wagner-07353): Andrew has worked in public accounting since 2011. He has developed a specialty in the assurance services area and is currently the Assurance Department Head in the Des Moines office. He also serves as an outsourced CFO. Andrew works with a wide variety of industries, including manufacturing, dealerships, and agriculture. He also spends a significant amount of time on audits of employee benefit plans. - [Andy Kaiser](https://www.eidebailly.com/people/andy kaiser-05884): Andy provides his clients with tax planning, tax compliance, due diligence, and research services. He works with his clients to ensure they maintain their tax compliance, but also works proactively with them to optimize their tax outcomes. Andy works with clients in many different industries, including dealerships, retail and wholesale, manufacturing and distribution, and construction. - [Andy M. Spillum](https://www.eidebailly.com/people/andy spillum-00574): Andy is an experienced accountant who specializes in assisting telephone companies, electric cooperatives and renewable energy clients in all stages, from start-up ventures to long-standing operations. He also serves as Partner-in-Charge of the Arizona market office and Chief Practice Officer of the West Region. - [Angie M. Hillestad](https://www.eidebailly.com/people/angie hillestad-06351): Since 2007, Angie has been providing her services to a variety of industries, having specialized in nonprofits and single audits. Angie's primary focus within the Firm is to support Eide Bailly through her role in the Firm's Risk and Quality function. - [Angie Ziegler](https://www.eidebailly.com/people/angie ziegler-06147): Angie provides accounting services to all types of business owners. Whether it’s detailed technical accounting work or payroll demands, she and her team serve as the outsourced accounting department. - [Anish Patel](https://www.eidebailly.com/people/anish patel-07706): Anish supervises and coordinates multiple assurance engagements and is a resource related to technical matters. With over 12 years of experience in public accounting, Anish brings strong technical ability and organizational experiences to help clients overcome their business challenges. - [Ann M. Glenz](https://www.eidebailly.com/people/ann glenz-01693): Since 2004, Ann has been providing public accounting services to a variety of clients including SEC registrants, manufacturers and distributors, general commercial entities and investment companies. Ann not only assists in developing policies, procedures and improvements firmwide, but she also puts her knowledge to work in researching and proposing guidance that addresses issues throughout the firm. Ann is a member of Eide Bailly's National Assurance Office where she supports the firm's assurance team. - [Ann L. Rockswold](https://www.eidebailly.com/people/ann rockswold-00104): Ann works with financial institutions to set up and monitor all aspects of their regulatory compliance programs, including Truth in Lending, Truth in Savings, Electronic Funds Transfer Act, Equal Credit Opportunity Act, Bank Secrecy/Anti Money Laundering, Fair Credit Reporting Act and Privacy of Consumer Financial Information (GLBA). Ann also works closely with federal banking regulators to assist financial institutions with the examination process. - [Aric Radmacher](https://www.eidebailly.com/people/aric radmacher-06042): Aric’s focus is on financial institutions and small to mid-sized privately held companies. He provides tax consulting, planning and compliance services to his clients as well as conducts tax research projects and communicates current tax developments to clients and staff. Aric is also involved with merger and acquisition issues, including tax structuring of transactions and preparing regulatory applications. He is also a frequent speaker on the ever-changing tax and regulatory rules in the banking industry. - [Ashley J. Brandt-Duda](https://www.eidebailly.com/people/ashley brandt-duda-05813): Ashley joined Eide Bailly in 2005 and has specialized in serving clients in the healthcare and nonprofit sectors. She provides financial statement auditing and compliance testing, including Single Audits required by Uniform Guidance. Ashley works to help organizations understand the impact of accounting changes, including changes specifically impacting the healthcare and non-profit industries and related disclosure requirements. - [Ashlynn Ball](https://www.eidebailly.com/people/ashlynn ball-11410): Ashlynn is responsible for coordinating and managing efficient and effective audit and accounting services for closely held businesses both locally and nationwide. - [Audrey Donovan](https://www.eidebailly.com/people/audrey donovan-03002): Audrey is a Senior Manager in Eide Bailly’s Internal Audit Department with over 20 years of experience providing internal audit, risk management, and performance auditing services to public and private sector clients. She leads large, complex engagements involving cross-functional teams and diverse stakeholder groups. - [Barry Weber](https://www.eidebailly.com/people/barry weber-08661): Barry has more than 15 years in public accounting, with experience providing financial statement audit and advisory services to clients in multiple industries, including construction, manufacturing, and nonprofit. - [Ben L. Ellingson](https://www.eidebailly.com/people/ben ellingson-06327): Ben has provided public accounting services to Eide Bailly clients since 1999. He works with a variety of industries, focusing primarily on closely held businesses. Ben serves as the Partner-in-Charge of the Mankato office and has extensive experience with clients in the construction, manufacturing and wholesale distribution industries. - [Ben Miller](https://www.eidebailly.com/people/ben miller-00484): As a tax partner, Ben provides valuable insight to his clients. He also serves as a key resource for the firm's tax and consulting services to individuals and small businesses in a wide variety of industries such as software development, staffing, manufacturing and real estate. - [Ben J. Peeler](https://www.eidebailly.com/people/ben peeler-08460): Ben joined the firm early in 2014 with many years of tax experience, both as an attorney and an accountant. He specializes in federal tax, controversy and procedure work, assisting with clients in the areas of income tax, estate and gift tax, property tax, sales and use tax, estate planning and many other tax matters. Ben's vast experience includes representing clients before the IRS, as well as representing the IRS before the U.S. Tax Court and during litigation before the federal district courts as a special assistant to the United States Attorney. Today, Ben leads the firm's IRS Practices & Procedures as a federal tax, controversy and procedure specialist and serves on Eide Bailly's National Tax Office team that is committed to helping clients resolve their tax issues. - [Bill Garcia](https://www.eidebailly.com/people/bill garcia-03921): Bill provides audit, accounting, mergers/acquisitions and advisory services to manufacturing, distribution and logistics entities as well as commercial lenders. He works with several MD&L companies that have operations throughout the U.S. Additionally, his experience encompasses retail, construction, software development and service companies, which range in size from startup to large established international corporations. - [Bill D. Lee Jr, Jr.](https://www.eidebailly.com/people/bill lee jr-09017): With more than 20 years of public accounting experience, Bill provides tax services to a variety of clients and industries. He works closely with his clients to guide them through federal and state required income tax filings. - [Bill D. Lee, Jr.](https://www.eidebailly.com/people/bill lee-09017): With more than 20 years of public accounting experience, Bill provides tax services to a variety of clients and industries. He works closely with his clients to guide them through federal and state required income tax filings. - [Bill Rauch Jr](https://www.eidebailly.com/people/bill rauch jr-03940): Bill focuses on governmental entities and nonprofit organizations, providing audit, accounting and advisory services. The governmental sector, K-12 school districts, county offices of education and community colleges are Bill's primary areas of focus. He has provided financial statement and single audit compliance reports for entities with over $600 million in assets and annual revenues in excess of $900 million. - [Bill Williams](https://www.eidebailly.com/people/bill williams-03941): Bill focuses his practice within the governmental accounting, auditing and advisory arena. His primary service areas are to community colleges, K-12 school districts and county offices of education as well as charter schools. He has been recognized for his expertise in Single Audit compliance requirements and all financial and compliance aspects in the public education agency arena. The COVID-19 assistance grants have placed a higher standard for transparency and accountability for agencies receiving these funds and expending them within the stated guidelines. General Obligation Bonds issued under Proposition 39 legislative guidance are required to annually obtain both a financial statement audit and a compliance audit to assure the voters of the community that monies have been spent on projects that were approved by the local voters. Bill understands these compliance requirements and the need for accountability and transparency with these monies. He provides the Proposition 39 required audits for many K-12 school and community college districts. Bill is also a sought-after trainer at the annual California Association of School Business Officers (CASBO) school district conference. - [Blake E. Crow](https://www.eidebailly.com/people/blake crow-06610): Blake has been with Eide Bailly since 2008 and specializes in providing tax planning and tax compliance services to financial institutions. He serves on the firm's Financial Institution Services Group Tax Committee and Research and Technical Sub-Committee, where he stays up-to-date on all the latest regulatory changes and industry trends. His work includes preparing regulatory applications and accompanying forecasted financial statements for financial institutions and bank holding companies. - [Blake Ellefson](https://www.eidebailly.com/people/blake ellefson-06985): Blake joined Eide Bailly in early 2010. He specializes in providing audit and compliance services to a wide base of insurance clients. Also to support Eide Bailly's commitment to staff development, Blake is active in providing continuing education opportunities by serving as an instructor for insurance-wide training's. - [Blake Walker](https://www.eidebailly.com/people/blake walker-07987): Blake helps our clients take advantage of tax savings strategies made available through building, acquiring and renovating property. He leads organizations through fixed asset planning and provides value proposition assessments that lead to tax saving implementations. Tax saving strategies include Cost Segregation, 179D Energy Efficiency Deduction, 45L Tax Credit, Tangible Property Regulations and Construction Tax Planning. - [Bob Clark](https://www.eidebailly.com/people/bob clark-11753): Bob helps our clients negotiate the complex federal tax provisions that govern both public and privately held corporations. He provides tax advice on a range of topics such as forming new corporations, merging one or more corporations through a taxable or tax-deferred transaction, navigating the reporting guidance for corporate income tax returns or liquidating an existing corporation. - [Bob Fisher](https://www.eidebailly.com/people/bob fisher-11781): Bob engages with a wide array of clients and sectors. He aids closely held businesses and individuals in tax planning and ensuring compliance with federal and state filing requirements. - [Bobby J. Lawrence](https://www.eidebailly.com/people/bobby lawrence-01662): As the leader of the assurance department for the Idaho offices, Bobby enjoys building a world class team that exceeds clients’ expectations with each interaction. It is one of his great joys to play a role in the lives of our staff from recruiting, to onboarding, then equipping, training and advancing professionals throughout their career at Eide Bailly. - [Bobby Patel](https://www.eidebailly.com/people/bobby patel-03716): Bobby provides assurance services to local education agencies (K-12 school districts, county offices of education and charter schools) and nonprofits. He has an in-depth knowledge of the federal and state compliance requirements associated with local education agencies receiving federal and state funding. In addition to financial and compliance audits, Bobby also performs agreed upon procedure engagements for Proposition 39 and Proposition 51 bonds. - [Brad A. Berls](https://www.eidebailly.com/people/brad berls-06212): Brad joined Eide Bailly in 2006 and has experience providing the full range of public accounting services to a wide variety of clients, including those in the manufacturing and nonprofit industries, as well as governmental entities. He also has experience serving employee benefit plans for business clients and regularly conducts audits and financial reviews. - [Brad W. DeJong](https://www.eidebailly.com/people/brad dejong-00119): Since 1993, Brad has been working with hospitals and senior living facilities leading annual audit and compliance services. Brad works closely with his clients providing business advisory services around strategic planning, capital financing, and operational improvement to assist them with meeting their organizational goals. - [Brad Mendel](https://www.eidebailly.com/people/brad mendel-11483): Brad helps our clients understand how and what technology solutions can improve their businesses and everyday lives. Once solutions are identified, he helps with procurement, implementation and future support as needed. - [Brad C. Poll](https://www.eidebailly.com/people/brad poll-07837): Brad specializes in providing clients tax and business advisory solutions including consulting, strategy and planning. With almost 20 years of experience in public accounting, Brad has worked with clients in a variety of industries including manufacturing, construction, real estate and healthcare. Brad serves on Eide Bailly’s Executive Manufacturing Committee and leads the manufacturing industry efforts for the Intermountain Region. - [Brad Wallace](https://www.eidebailly.com/people/brad wallace-04158): Brad is an experienced provider of tax planning, consulting and compliance services for businesses and business owners. - [Bradford Rockabrand](https://www.eidebailly.com/people/bradford rockabrand-03728): Brad has more than 15 years of experience in various aspects of auditing, compliance, and financial and regulatory reporting via public accounting and government enterprises. He helps our clients identify organizational strategies that align their objectives with the complex and evolutionary regulatory environment. - [Brandon Harrison](https://www.eidebailly.com/people/brandon harrison-03920): Over the past 20 years, Brandon has focused his experience on providing audit, accounting, tax and advisory services to government entities, nonprofit organizations, corporations and a variety of other entities throughout California with assets in excess of $1 billion. His government clients include community colleges and other institutions of higher education as well as K-12 school districts. Brandon has worked with a wide variety of nonprofit organizations. Brandon assists organizations with meeting their goals through challenging times by providing auditing, advisory and implementation services. - [Brandon M. Waldren](https://www.eidebailly.com/people/brandon waldren-03908): Brandon assists clients in understanding their internal control weaknesses that could lead to a material misstatement or fraud. If fraud is suspected or discovered, he works diligently to understand the extent of the damage and how to prevent it from happening again. - [Brenda K. Leibfried](https://www.eidebailly.com/people/brenda leibfried-06107): Since joining the firm in 1995, Brenda has honed her public accounting expertise by working with financial institutions ranging in asset size from $10 million to more than $1 billion. She plans, performs, supervises and reviews financial statement audits and compilations, agreed-upon procedures and internal audit engagements, and she works with banks regarding fraud and embezzlement issues. - [Brent Roeder](https://www.eidebailly.com/people/brent roeder-06262): Brent provides tax consulting and tax compliance services to clients primarily within the agricultural industry. His clients include agricultural producers, agricultural cooperatives, trucking companies and short-line railroads. - [Brett Call](https://www.eidebailly.com/people/brett call-09647): Brett provides tax and other accounting services for private companies in a variety of industries including automobile dealers, manufacturers, retail/wholesale businesses, technology start-ups, SaaS and professional service firms. - [Brett Cunningham](https://www.eidebailly.com/people/brett cunningham-04648): Brett works with our clients and team members to help identify the best team and solutions for our clients to succeed, now and in the future. - [Brett A. Dagley](https://www.eidebailly.com/people/brett dagley-07811): Brett advises businesses in the manufacturing and distribution and professional services industries and provides strategy planning, compliance and consulting services for corporations, partnerships and small business owners. He has experience in high-net worth tax planning and transitional tax planning. He also has experience in international tax compliance and reporting. - [Brett A. Johnson](https://www.eidebailly.com/people/brett johnson-05792): Brett provides clients with peace of mind by offering fraud detection, investigation and prevention consulting services. He has extensive experience tracing, documenting and identifying employee fraud schemes in all industries, and has provided expert testimony in federal, state and tribal court systems. Brett also serves as an internal control consultant to help strengthen controls over assets. Additionally, he leads our forensic services team in cryptocurrency tracing investigations and blockchain forensics. - [Brett M Lubbe](https://www.eidebailly.com/people/brett lubbe-09653): Brett helps our clients meet all of their compliance needs. He leads organizations through complex accounting transactions and helps them implement effective accounting systems. - [Brett Simpson](https://www.eidebailly.com/people/brett simpson-04664): Brett is a partner in the Real Estate department. His primary focus is providing personalized service to meet his clients' needs. He provides strategic consulting and compliance services, assisting clients in growing their portfolios. - [Brian F. Bertsch](https://www.eidebailly.com/people/brian bertsch-00530): Brian has been with Eide Bailly since 1997 and provides consulting services for hospitals, long-term care facilities and other healthcare entities. He's an experienced professional when it comes to the complexities of preparing and reviewing Medicare, Medicaid and other third-party reimbursement reports for hospitals and nursing homes. He also helps Critical Access Hospitals (CAHs) and Prospective Payment System (PPS) hospitals navigate the complex Medicare rules and regulations. - [Brian R. Bluhm](https://www.eidebailly.com/people/brian bluhm-00199): Brian serves as the firm's Chief Risk Officer, with responsibility for risk management and quality across all of the firm's service lines. His diverse public accounting experience and service to our profession have allowed him to serve in several leadership roles and help guide the firm. - [Brian Boswell](https://www.eidebailly.com/people/brian boswell-11768): Brian has 30 years of experience specializing in business income tax planning and compliance. He adds value for clients during the full life cycle of their businesses including choice of entity, capitalization, growth, profitability, valuation and exit strategies. - [Brian P. Callahan](https://www.eidebailly.com/people/brian callahan-06794): Brian has provided assurance services to his clients since 1994, including as a partner since 2005. He is especially well versed in accounting issues that concern the real estate, manufacturing, distribution, software and internet, consumer products and energy industries. Brian serves clients with company revenues ranging from start-up entities to in excess of $1 billion with a sweet spot of company revenues between $20 million and $200 million. Brian is one of Eide Bailly’s Securities and Exchange Commission partners. Brian also serves on the firm’s management team as the National Industry & Market Leader, partnering with Market and Industry leaders across the firm to drive growth strategies, support our top clients, connect internal and external stakeholders, and ensure the Eide Bailly culture is consistently embedded throughout the organization. - [Brian Cheese](https://www.eidebailly.com/people/brian cheese-02202): Brian provides accounting, auditing and consulting services primarily to financial institutions, manufacturing and distribution clients. His specialties are financial statement audits, examinations of community banks and acquisition/merger services. - [Brian S. Christensen](https://www.eidebailly.com/people/brian christensen-07909): Since 1995, Brian has been providing business valuation and related consulting services for a variety of purposes, including estate and gift tax, transactions, compensation, and intangible asset valuation for financial reporting. Brian also assists clients on a recurring basis as they work to enhance the value of their business. - [Brian Csipkes](https://www.eidebailly.com/people/brian csipkes-00473): Brian began his career in 1995 and is a tax partner working primarily with closely-held businesses and high net worth individuals, specializing in income taxation. - [Brian Finley](https://www.eidebailly.com/people/brian finley-04884): Brian joined Eide Bailly in 2020, bringing 14 years of public accounting experience at a Big 4 firm with him. He is a Partner in the Financial Services Group providing his clients audit, accounting and consulting services. Brian has extensive experience in project management and has led audit engagements for financial clients with up to $30 billion in assets. He's also a thought leader in accounting and auditing topics, presenting at various training programs and seminars. - [Brian Green](https://www.eidebailly.com/people/brian green-00476): From the beginning of his career in 1991, Brian has focused on providing attestation, reimbursement and consulting services to healthcare clients across the Midwest. He has served government and not-for-profit organizations including health systems, critical access hospitals, federally qualified health centers, senior living facilities and behavioral health facilities. - [Brian Haley](https://www.eidebailly.com/people/brian haley-06444): Brian has been working in public accounting since 2007, and provides audit and accounting services to many different industries, including commercial, health care, and ag processing. He has experience supervising and managing audits as well as assisting with a variety of accounting services. - [Brian Knight](https://www.eidebailly.com/people/brian knight-07748): Brian helps our clients take advantage of strategic planning from a tax and financial aspect so that each client can reach their essential business goals. He leads organizations through business financial and tax planning, helping reduce unforeseen tax implications while improving their understanding of their financial condition. - [Brian Peterson](https://www.eidebailly.com/people/brian peterson-00808): Brian serves clients in various industries including construction, software development, retail, manufacturing and healthcare services. - [Brian R. Stavenger](https://www.eidebailly.com/people/brian stavenger-01117): Brian joined the firm in 2001 and has devoted much of his career with Eide Bailly to serving the accounting needs of public sector clients, including local governmental entities, public schools, charter schools, as well as colleges, universities, and utility cooperatives. To support Eide Bailly's commitment to staff development, Brian offers continuing education opportunities by serving as an instructor for firmwide governmental trainings. Brian is a regular speaker on topics impacting local governments including how to prepare for a government audit and how to read the financial statements as a governing body member. - [Brian G. Tims](https://www.eidebailly.com/people/brian tims-09033): Brian came to Eide Bailly in early 2009 with over five years of experience in public accounting with Ernst & Young and an additional five years in the industry as a controller for an international company and a family owned business. He now serves a variety of clients and industries including retail, manufacturing and distribution, services and employee benefit plans. Clients utilize Brian's expertise for audits, reviews, compilations and other consulting services. - [Brian M. Unsen](https://www.eidebailly.com/people/brian unsen-01641): Since joining Eide Bailly in 1998, Brian has specialized in public accounting services to government entities and nonprofit organizations. He provides audit expertise to a variety of clients, including city and county governments. - [Brian Zerface](https://www.eidebailly.com/people/brian zerface-08324): Brian specializes in income tax planning and preparation with a variety of clients, including contractors, dealerships, manufacturers and privately held companies. - [Brittany DeMolee](https://www.eidebailly.com/people/brittany demolee-06491): Brittany helps our clients understand how tax law impacts their business and assists them with planning to ensure their tax burden is no larger than required. She leads clients through the tax consequences of their start-up all the way to succession planning of their business, and every step in between. - [Brock Thaemlitz](https://www.eidebailly.com/people/brock thaemlitz-08297): Brock primarily works with financial institutions and provides tax planning and tax compliance services. He assists banks with a multitude of services from day-to-day bookkeeping operations to capital and succession planning. - [Brooke Forstner](https://www.eidebailly.com/people/brooke forstner-06088): Since 2005, Brooke has been providing tax planning, consulting and compliance services to a variety of industries. She works with businesses and business owners in a variety of industries, including construction, real estate, service, and manufacturing. - [Bryn Harari](https://www.eidebailly.com/people/bryn harari-11198): Based in Huntington Beach, CA, Bryn brings nearly 30 years of experience in Organizational Development, with expertise in Continuous Improvement (CI) and change management. As an executive coach, well-versed in the challenges businesses face today, Bryn supports business leaders address complex challenges having to do with all aspects of their workforce. With a deep understanding of how systems work and how people learn, she designs and implements organizational assessments, strategic planning, and continuous improvement to help businesses reach their objectives expediently and efficiently. Her work fosters enduring and systemic changes that help teams and individuals realize their greatest potential, cultivating mastery, collaborative learning, efficacy, and fulfillment. Learn more about Bryn @ https://www.linkedin.com/in/bryn-harari. - [Caesar Ibarra](https://www.eidebailly.com/people/caesar ibarra-08679): As the firms Director of the Gaming & Hospitality Industry, Caesar specializes in serving the financial and regulatory needs of the gaming industry. He regularly conducts audits for gaming organizations, as well as other non-gaming commercial entities, with a strong focus on educating his clients in order to help them avoid problems or challenges in the future. Caesar also serves as the firms Regional Assurance Practice Leader over the Pacific Northwest Region, and is the Northern Nevada Market Leader. - [Caleb Schurger](https://www.eidebailly.com/people/caleb schurger-09578): I help businesses navigate complex tax regulations, ensuring they stay compliant while maximizing opportunities for tax planning and savings. By simplifying the tax process, I allow business owners to focus on growing their companies with confidence, knowing their tax matters are expertly managed. - [Callie Beisch](https://www.eidebailly.com/people/callie beisch-06386): Callie assists clients by providing additional consulting for their business decisions. Whether calculating a breakeven analysis or offering tax advice on the purchase of a new building, Callie is here to help clients navigate the cloudy waters of the tax code. - [Cameron Zent](https://www.eidebailly.com/people/cameron zent-07611): Since joining Eide Bailly in 2012, Cameron provides audit and accounting services to numerous industries including nonprofit organizations, governments, grain cooperatives and construction clients. Cameron brings his multi-industry experience into each client relationship to help businesses and organizations think outside the box and provide value beyond the engagement at hand. - [Carmen M. Krantz](https://www.eidebailly.com/people/carmen krantz-01617): Since 1993, Carmen has been providing accounting services and tax-related services. She assists business entities with tax compliance matters as well as consulting services such as sales, mergers, reorganizations and acquisitions of businesses, entity structure planning, corporate reorganizations and state tax planning. - [Carrie Oxnevad](https://www.eidebailly.com/people/carrie oxnevad-10845): Carrie provides tax planning and compliance services for high-net-worth individuals, multi-generational families, trusts, and closely held partnerships. - [Cassidy Betschart](https://www.eidebailly.com/people/cassidy betschart-09646): As a Certified Trust and Fiduciary Advisor, Cassidy advises high-net-worth individuals on trust and estate tax compliance, consulting, and administration. She has broad industry experience, having worked with clients in marketing and advertising, software as a service, real estate and construction, gaming, and professional services. - [Cathy Green](https://www.eidebailly.com/people/cathy green-13187): Cathy has over 35 years of experience helping clients with tax compliance, consulting and planning. Cathy focuses on working with high-net-worth individuals, trusts, gift, and estate taxation for generations of family members. She has a diverse background including tax exempt entities, private foundations, business taxation, and working with federal and state taxing authorities on tax issues. - [Chad M. Flanagan](https://www.eidebailly.com/people/chad flanagan-00168): Chad has been with the firm for over 24 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. He performs succession planning to help clients determine future ownership, leadership and management. Chad performs financial projections and forecasts as well as strategic planning for a variety of clients. To share his expertise, Chad has presented for the Prairie Family Business Association, the Red River Estate Planning Council and various other organizations. - [Chad Martin](https://www.eidebailly.com/people/chad martin-12217): Chad helps his clients navigate the complexities of today's global transfer pricing rules, regulations and opportunities. He helps companies structure and defend their intercompany transactions with an 'in-house' mindset. Chad also leads the firm's efforts on US tariff planning and mitigation. - [Chad S. Wilsie](https://www.eidebailly.com/people/chad wilsie-07517): Since 2006, Chad has been providing compliance services including payroll, taxation, individual and business income tax, property tax, trust and gift services to a variety of industries. Chad ultimately helps his clients make decisions that enable the business to run more efficiently. Those decisions affect tax cost, cash flow or simply how the business operates, shaping success of the business. - [Chantal Stennerson](https://www.eidebailly.com/people/chantal stennerson-06945): Chantal works with clients on meeting their compliance needs in the Wealth Transition Services area. She enjoys being able to grow and mentor staff across the firm. - [Chett Campbell](https://www.eidebailly.com/people/chett campbell-07807): Chett works with exempt organizations, real estate, construction and affordable housing clients to provide expertise and be an outside resource. - [Chris J. Gracey](https://www.eidebailly.com/people/chris gracey-08259): Chris joined the firm in 2013, bringing with him several years of public accounting experience encompassing a wide range of industries, including manufacturing, wholesale and distribution, software, construction and service industries. Along with tax, audit and accounting services, Chris is also an experienced business consultant, advising clients on matters relating to stock-based compensation, equity-linked financing, warrants and business combinations. - [Chris Laug](https://www.eidebailly.com/people/chris laug-11015): Chris works closely with high net-worth individuals, families and family offices, providing strategic income tax and estate tax planning designed to preserve wealth, manage tax exposure and support long-term and multi-generational goals. He regularly coordinates with estate planning attorneys, wealth advisors, and other trusted professionals to deliver tax strategies aligned with family's broader financial and legacy goals. - [Chris P. Martin](https://www.eidebailly.com/people/chris martin-11566): Chris applies his legal training and over 19 years of SALT experience to identify and respond to clients' tax, financial, and business challenges. Chris assists clients with compliance, refund opportunities, M&A diligence, audits and appeals, and tax planning. He works across various industries including manufacturing, regulated industries, retail, services, and technology. - [Christopher Benko](https://www.eidebailly.com/people/christopher benko-11765): Chris leads the Audit & Assurance Services Group in the Ohio office and has more than 25 years of experience working with both nonprofit and for-profit clients. He specializes in and provides expertise in the construction and real estate industries. In addition, Chris provides accounting and consulting services for his clients to help them reach their goals. - [Chuck J. Johnson](https://www.eidebailly.com/people/chuck johnson-06157): Chuck is a tax consultant who works with high net-worth people and banking organizations to plan for the future and manage their tax liability. He’s also a career-long member of the Eide Bailly team. - [Chuck Mullen](https://www.eidebailly.com/people/chuck mullen-11640): Chuck helps business leaders scale their top and bottom lines, through effective strategy, advanced use of technology and the latest and most efficient tax guidance for structuring their companies. - [Clay D. Waller](https://www.eidebailly.com/people/clay waller-06877): Clay helps his clients achieve their business goals, whether that's by providing a financial statement audit to help obtain a loan or connecting them with the right expertise to get the answers they need. He also serves on the firm’s recruiting committee and enjoys helping to grow the Eide Bailly team. - [Cole Conroy](https://www.eidebailly.com/people/cole conroy-12634): Overall, Cole helps businesses facilitate change within their organizations. Whether it's helping organizations as they increase headcount to reach their growth goals to or to do more with what they currently have during times where being more conservative is the required path, he helps clients navigate those waters successfully and with clarity. - [Colette Gagnet](https://www.eidebailly.com/people/colette gagnet-10569): Colette is a consultant with 20 years of experience providing tax consulting services and analyzing complex tax situations from both sides of the desk. She spent roughly 10 years providing tax saving solutions for clients before going in-house to focus on credits and global acquisitions for a Fortune 200 company. In returning to the client service side, focused on R&D credits and Section 174 studies. In joining Eide Bailly’s National Tax Office she is focusing her efforts on federal energy incentives while being a resource for the R&D and M&A teams. Colette helps our clients understand the ever-changing landscape of tax credits and incentives. She works with both tax-exempt and taxable organizations to understand available incentives. - [Colleen Loughran](https://www.eidebailly.com/people/colleen loughran-10849): Colleen has worked in public accounting for over twenty years. She provides tax consulting and compliance services to a diverse client base, with an emphasis in services to individuals and private foundations. - [Corey M. Enger](https://www.eidebailly.com/people/corey enger-01773): Corey joined Eide Bailly in 2004 and has specialized in providing public accounting and advising services for the affordable housing industry, including HUD, rural development, and low-income housing tax credits. In addition, Corey conducts audits of employee benefit plans and chairs Eide Bailly's Affordable Housing Technical Issues Committee. - [Cory G. Van Maanen](https://www.eidebailly.com/people/cory van maanen-07122): Since 2011, Cory has been providing public accounting services to Eide Bailly clients in the healthcare, dealership, manufacturing and wholesale distribution industries. He actively manages the financial statement audits and consulting activities for a variety of entities within these industries. - [Courtney Richman](https://www.eidebailly.com/people/courtney richman-07974): Courtney provides audit and assurance services to clients primarily in the governmental and utility industries. - [Courtney M. Vieta](https://www.eidebailly.com/people/courtney vieta-07518): Over the past 15 years at Eide Bailly, Courtney has built deep experience providing audit and accounting services to private companies across a range of industries. As a Senior Manager and soon to be Partner in the firm’s assurance practice, Courtney works closely with management teams and owners to deliver high quality audits and provide practical guidance on complex accounting, financial reporting, and business matters. Courtney assists organizations in meeting their goals by helping them navigate challenging and evolving issues, including complex equity structures, technical accounting matters such as business combinations, and changes in accounting standards. She takes a thoughtful, solutions oriented approach, combining technical expertise with a strong understanding of her clients’ businesses to support informed decision making throughout the year—not just during the audit process. Courtney is well versed in U.S. GAAP and the application of new and emerging accounting guidance, and she regularly advises clients on implementation considerations, financial statement disclosures, and audit readiness. Her experience and insight are valued by clients and colleagues alike, particularly when addressing complex or non routine transactions. - [Craig Nyhus](https://www.eidebailly.com/people/craig nyhus-07604): Since 2006, Craig has been providing tax consulting and compliance services to both individual and business clients. He works with businesses in a variety of industries including real estate, hospitality and mining. When working with Craig, you can expect a professional who is excited to get to know your business and work collaboratively with you to identify tax solutions to help achieve your goals. Craig strives to provide responsive service to ensure your accounting needs are met. Outside of his professional life, Craig enjoys spending time with family. During the summer, he often can be found enjoying the outdoors at Lake Okoboji. Craig is also an avid sports fan who enjoys spending Sundays watching football. - [Dale Bunn](https://www.eidebailly.com/people/dale bunn-02928): Dale focuses on the ag and insurance industries, using his experience and expertise to provide assurance and consulting services to dairy, farming and insurance companies. - [Dan Blackwell](https://www.eidebailly.com/people/dan blackwell-12282): Specializing in the construction, real estate and professional services industries since 2013, Dan brings years of extensive experience to the table. He is proficient in multistate filing compliance and planning considerations for small to medium sized businesses. - [Dan A Flowers](https://www.eidebailly.com/people/dan flowers-03365): Since 1996, Dan has been providing audit and consulting services to industries including gaming, hospitality, manufacturing and distribution, both under AICPA and SEC standards. He is a fourth generation Nevadan and is proud to continue to serve the Reno community as his family has done over the last 100 years. - [Dan A. Gregor](https://www.eidebailly.com/people/dan gregor-10112): Dan is a Director within the insurance industry practice at Eide Bailly and is a strategic, disciplined tax leader who has built a career meeting significant business challenges. He has spent half of his career in public accounting and the other half in corporate, all in the insurance industry. Dan is responsible for execution and delivery of tax compliance and consulting services to the firm’s insurance clients. - [Dan Martin](https://www.eidebailly.com/people/dan martin-02748): Dan strives to be a trusted advisor to his clients by building personal relationships centered on trust. Nurturing client relationships through a high level of comfort and trust enables him to guide clients through audits or other complex compliance issues. - [Dan Swan](https://www.eidebailly.com/people/dan swan-00490): Dan Swan is a partner with Eide Bailly and specializes in healthcare consulting. He has worked with physician groups, ambulatory surgery centers, hospital systems and other healthcare providers to address business operations, tax compliance, strategic planning, reimbursement and regulatory issues. He also has experience working with provider compensation issues including compensation plan development and Fair Market Value analysis. Additionally, he works with other privately owned businesses related to tax, business and strategic issues. - [Dana L. Ereth](https://www.eidebailly.com/people/dana ereth-00338): Dana is a former bank regulator who applies his unique perspective of the banking industry to the tax and consulting work he does with financial institutions. He helps clients plan for the future and keep in compliance. - [Danny J. Bresnahan](https://www.eidebailly.com/people/danny bresnahan-06811): Danny helps businesses with their tax needs and also assists with compliance, consulting, planning and IRS representation. He works with a wide variety of clients, and he's known for the services he can provide to businesses and clients in the oil and gas industry. - [Darren Osten](https://www.eidebailly.com/people/darren osten-00486): Darren is an attestation and consulting services partner and has been in public accounting since 1999. Since joining the firm, he has primarily provided services to healthcare, government and nonprofit organizations. He is a leader in managing and conducting audits in accordance with Government Auditing Standards and single audits in accordance with the Uniform Guidance. In addition to audit and accounting services, he provides extensive consulting regarding Medicare and Medicaid reimbursement with a specialty in critical access hospitals, financial forecasting, and internal control reviews. - [Dave P. Glennon](https://www.eidebailly.com/people/dave glennon-00117): Eide Bailly welcomed David on board in 2000, and since then he has provided audit and accounting services to a variety clients, including SEC registered entities and closely held commercial enterprises. His client work also includes engagements with large, multi-location organizations, as well as consulting to help companies handle their financial reporting obligations and overcome business challenges. - [David Erickson](https://www.eidebailly.com/people/david erickson-07813): David provides audit and accounting services for a variety of clients, including construction, manufacturing, distribution and logistics, dealerships, and nonprofit entities. David leads the audit engagement team through planning, performing, supervising and reviewing engagements. - [David A. Frank](https://www.eidebailly.com/people/david frank-06251): David provides tax consulting and tax compliance services to a wide variety of Eide Bailly clients. These clients include lodging and small business owners, agricultural producers, agricultural cooperatives and a number of other industries. He is a member of Eide Bailly's Aberdeen Wealth Transition Committee and has served more than 400 clients since joining the firm in 2007. - [David Peaden](https://www.eidebailly.com/people/david peaden-08207): David leads teams to assist clients with financial audits, and compliance testing including single audits. He is experienced with government, healthcare, and manufacturing entities. - [David Rygh](https://www.eidebailly.com/people/david rygh-07040): David helps his clients manage their business and cash flows in the most tax efficient way. He works with clients to assist them in understanding how their accounting systems can help them make good business decisions. - [David Showalter](https://www.eidebailly.com/people/david showalter-03916): David has focused his practice on conducting audits and advisory services for state, regional and local governments, including state departments, counties, cities, special purpose governments, utilities, transportation, First 5 commissions, and health care providers. He is responsible for the oversight of audit and advisory engagements and also, as appropriate, for the recommendation of internal control structures and best practices. Previously, he worked for one of the international Big 4 accounting firms working within the SEC and government arena and providing assurance services to manufacturing, retail and service entities, including SEC reporting and filing. His combined experiences have provided a base for his clients to trust the reliability and accuracy of the accounting and compliance information that he provides. The healthcare industry is one that continues to grow rapidly within California, and the regulatory environment continues to provide our clients with challenges in meeting the needs of the public while adhering to the reporting and compliance requirements that come with receiving federal and state dollars. The hospitals and healthcare facilities that David works with include both nonprofit organizations as well as governmental healthcare facilities. David provides annual training to firm staff through in-house continuing professional education to ensure consistency and knowledge are not just at the partner level but also with the entire team providing services to our clients. He also provides annual audit and accounting updates for many of his governmental clients and industry groups. - [D.C. Lucas](https://www.eidebailly.com/people/dc lucas-07579): DC helps organizations modernize ERP, CRM, and finance operations using Microsoft Business Central, Dynamics 365, and the broader Microsoft Cloud—working closely with Microsoft field teams and strategic partners. Focus areas include cloud ERP migrations, partner-led go-to-market strategies, M&A technology diligence, and AI/Copilot adoption for finance and operations. - [Deb Nelson](https://www.eidebailly.com/people/deb nelson-01696): Deb specializes in advising tax-exempt organizations on a broad range of tax matters, including those that may threaten an organization’s exempt status or lead to unforeseen penalties. She provides expert guidance on tax compliance, presenting key Form 990 information and regulatory updates to committees and boards. - [Debbie C. Potter](https://www.eidebailly.com/people/debbie potter-06289): Debbie joined Eide Bailly in 2007 and has devoted much of her professional career to serving the tax and accounting needs of businesses large and small. She offers tax compliance, business advisory and consulting services to a variety of clients in industries as diverse as real estate, financial institutions, family-owned businesses and high wealth individuals. Debbie also serves on Eide Bailly’s Tax Technical Committee and is a member of the firm’s Financial Institutions Services Group and State and Local Practice Group. - [Dennen Gamradt](https://www.eidebailly.com/people/dennen gamradt-01715): Performs tax services for banks, farm/ranches, construction companies and other small businesses. He also provides tax consulting and tax planning for a wide variety of clients. - [Dennis Grindle](https://www.eidebailly.com/people/dennis grindle-00477): For more than 36 years, Dennis has worked with healthcare clients across the country on Medicare provider enrollment (Form CMS-855 completion and compliance), Medicare provider enrollment appeals, Medicare provider-based regulations, Medicare reimbursement issues, physician and non-physician practitioner Medicare billing rules, licensure and related issues. - [Dennis Mydlowski](https://www.eidebailly.com/people/dennis mydlowski-03834): Dennis seeks to provide clients in-depth tax advice in order to maintain tax compliance, while always keeping in mind potential tax planning opportunities. Dennis works with all types of business entities, many that are closely held, serving the business and the individual owners. - [Derek Bell](https://www.eidebailly.com/people/derek bell-07806): Derek provides business and tax consulting services to a variety of business owners and high net worth individuals. He works with clients in multiple industries but specializes in auto dealerships, distribution companies and real estate. - [Derek L. Flanagan](https://www.eidebailly.com/people/derek flanagan-05816): Derek's primary focus is in the government and utility industry, where he coordinates and supervises Uniform Guidance audit services to governments, tribal entities and nonprofit organizations. - [Derrick A. Larson](https://www.eidebailly.com/people/derrick larson-00556): Derrick is an experienced accountant who specializes in assisting telephone companies, electric cooperatives and renewable energy clients in all stages, from start-up ventures to long-standing operations. He also serves as Partner-in-Charge of the Sioux Falls office. - [Devin Hecht](https://www.eidebailly.com/people/devin hecht-10187): Devin assists our clients in thoughtfully approaching their estate and succession planning. Prior to joining Eide Bailly, Devin worked as a tax attorney and partner in the Tax, Trusts and Estates practice group of a regional law firm. At Eide Bailly, he assists clients in the area of estate planning and advisory services in estate and gift tax, generation-skipping transfer tax, income tax and other tax matters. - [Dino D. Farfante](https://www.eidebailly.com/people/dino farfante-02864): With over 35 years in technology and senior level management of both small and large size companies, Dino takes advantages of best practices in business leadership, transformation and technology enablement to help our clients and prospects meet and exceed their business goals. He leads the go-to market growth strategy, Business Development and Account Management teams for Eide Bailly's Technology Consulting practice. - [Dmitriy Berkovich](https://www.eidebailly.com/people/dmitriy berkovich-11773): Dmitriy provides proactive tax planning and compliance services to a wide range of individual and business clients. His primary specialization is in real estate area. He helps clients minimize their tax liabilities by staying current on federal and state legislation and applying it to each individual situation. - [Don Watson](https://www.eidebailly.com/people/don watson-04661): Don is a partner in the Healthcare Services department and primarily works with dental clientele. He helps with tax preparation, financial reporting, and consultation for individuals, corporations and partnerships associated with the dental industry. - [Donny Matteson](https://www.eidebailly.com/people/donny matteson-07043): Donny helps clients in various industries navigate the ever-changing tax code to develop effective tax plans and accomplish their goals. - [Doug Cash](https://www.eidebailly.com/people/doug cash-06309): Doug is a retired law enforcement officer who specializes in dealing with white collar crime. He investigates fraud and helps clients prevent future problems while finding justice for past issues. - [Dustin Long](https://www.eidebailly.com/people/dustin long-07228): Dustin joined Eide Bailly in early 2010. He specializes in working with manufacturing, distribution, agricultural and service organization (SOC) clients. - [Dylan Offutt](https://www.eidebailly.com/people/dylan offutt-09729): Dylan joined Eide Bailly in early 2017 and has been providing transaction advisory services to clients of various sizes and industries since 2020. - [Edie Hanson](https://www.eidebailly.com/people/edie hanson-01323): Edie provides audit and other assurance services to a variety of clients, primarily for commercial and employee benefit plans. - [Elise Labernik](https://www.eidebailly.com/people/elise labernik-06976): Elise helps closely held businesses and high net worth individuals with tax planning and compliance filing requirements for federal and state agencies. She has a focus in the dental and private practice industry, but has experience serving clients in a variety of industries. - [Elizabeth Goetz](https://www.eidebailly.com/people/elizabeth goetz-05979): Elizabeth joined Eide Bailly in 2004 providing audit and assurance services to small and large clients in a range of industries, including construction, healthcare, nonprofit organizations and employee benefit plans. - [Elliot Hitt](https://www.eidebailly.com/people/elliot hitt-07012): Elliot serves clients in industries including hospitality, retail and family-owned businesses. he provides tax knowledge to S corporations, partnerships and individuals. He also assists business and individual clients in tax planning and return preparation throughout the year and conducts tax research projects as well as communicates current tax developments to clients and staff. - [Elyse Katz](https://www.eidebailly.com/people/elyse katz-03612): Primarily representing clients in front of the IRS with IRS examinations, Elyse can help resolve any issue that may arise. No issue is too big or too small. She will help navigate sticky situations and find a path to resolution with the IRS. - [Emma Brock](https://www.eidebailly.com/people/emma brock-02208): Emma provides tax and consultation services to a wide variety of industries with a focus in real estate, agriculture-based business and manufacturing. She enjoys helping her clients navigate complex tax issues and providing a genuine client experience. - [Eric D. Budreau](https://www.eidebailly.com/people/eric budreau-06793): Eric is a former business owner who uses that knowledge and expertise to find creative solutions for his clients. He specializes in tax and business consulting services, and he also has audit and private industry consulting and accounting experience. - [Eric Michael Flickinger](https://www.eidebailly.com/people/eric flickinger-11853): Eric helps privately owned businesses determine how much they're worth. He collaborates closely with businesses to understand their valuation which is used for employee stock ownership plan administration, gift and estate taxes and corporate planning purposes. - [Eric L. Hansen](https://www.eidebailly.com/people/eric hansen-08979): Eric provides forensic and investigative accounting services on complex financial transactions in order to help clients understand the details of those transactions. He specializes in fraud detection, investigation and prevention consulting services and tailors his services to clients' specific needs. He is a Certified Fraud Examiner, Certified Financial Crimes Investigator, Certified Forensic Interviewer and former Certified Law Enforcement Officer. Eric’s vast experience in working with a variety of organizations and industries combined with his extensive fraud knowledge position him to be an ideal expert witness. He has testified in numerous civil and criminal cases, providing the Courts with the financial story and testifying with credibility. - [Eric C. Johnson](https://www.eidebailly.com/people/eric johnson-07824): Eric focuses primarily on creating effective, long-term tax strategies and accounting solutions for small to mid-sized businesses and high net worth individuals. He brings decades of public accounting experience to Eide Bailly, including wealth and transition planning and compliance and tax consulting for partnerships, nonprofits and corporations. - [Eric Nuttall](https://www.eidebailly.com/people/eric nuttall-02391): Eric works with small business owners, specifically health care professionals, to maximize their business profits and minimize their tax burden. - [Eric A. Pulse](https://www.eidebailly.com/people/eric pulse-08036): Eric joined Eide Bailly in 2013 and has over 25 years of experience in public accounting and consulting. He leads Eide Bailly’s Risk Advisory Services practice and specializes in providing information technology, risk advisory, and cybersecurity consulting services to a variety of industries, including banking, credit unions, healthcare, insurance, retail, manufacturing, and governments. He advises Eide Bailly clients on how to keep their valuable data secure in a world of increasingly sophisticated cyber threats. With his many years of experience, Eric has become a true thought leader in the culture of cybersecurity. - [Erica Bjerrum](https://www.eidebailly.com/people/erica bjerrum-07233): Since 2010, Erica has been providing public accounting services to Eide Bailly clients in a wide variety of industries. She has been on Eide Bailly’s valuation team for the past 11 years. - [Erin Villafana](https://www.eidebailly.com/people/erin villafana-03891): Erin provides public accounting services with a focus on the financial institution industry. In addition, she has more than five years of experience working in a community bank which provides her a real-world perspective of the audit process. She provides audit and advisory services to financial institution clients throughout California, ranging from de novo banks to publicly traded companies with assets in excess of $7 billion. She is knowledgeable in SEC and other regulatory reporting, FDICIA and SOX 404 compliance. She is also active in internal staff training, mentoring and college recruiting efforts. - [Eugene Kim](https://www.eidebailly.com/people/eugene kim-11061): Eugene provides income tax compliance and planning services. He has more than 15 years of tax experience in business and individual income taxation with respect to planning for transactions, formation and operations. Eugene also has experience with the formation of public charities and private foundations, as well as obtaining, maintaining and reinstating (as necessary) their tax-exempt status. He worked in the tax practice group of a full-service global law firm before returning to public accounting in 2017. - [Frank Donati](https://www.eidebailly.com/people/frank donati-07196): In 2015, Frank transitioned from the audit department to focus solely on transaction advisory services. He uses his experience in both transaction advisory and audit to tackle the challenges organizations face. Helping mid-size clients achieve their goals of buying or selling a business is what Frank believes to be the most rewarding aspect of his job. - [Frank Pochron](https://www.eidebailly.com/people/frank pochron-09657): Frank helps our clients meet their tax compliance and planning needs. - [Gabe Schreiber](https://www.eidebailly.com/people/gabe schreiber-05173): Gabe has over fifteen years of experience serving clients as a trusted tax advisor. He specializes in international taxation and helps his clients, whether based in the U.S. or abroad, navigate the U.S. federal income tax considerations of doing business globally. - [Gary W. Smith](https://www.eidebailly.com/people/gary smith-07742): Gary joined Eide Bailly in 2012, bringing decades of public accounting experience with him. He's the Partner over Financial Services at Eide Bailly and works primarily with clients in the financial industry, providing audit, accounting and consulting services. Gary has extensive experience in project management and has led audit engagements for financial clients ranging in size up to $5 billion in assets. He's also a thought leader, writing articles and comment letters, as well as presenting at various training programs and seminars. - [Geoff M. Knobloch](https://www.eidebailly.com/people/geoff knobloch-00598): Geoff is an experienced professional when it comes to serving accounting, compliance, and operational needs of clients in the healthcare industry. He joined the firm in 1999 and works with clients across the country on audit and accounting engagements, debt financing projects, third-party reimbursement, tax matters, business combinations and Medicare and Medicaid cost reporting. He works with health systems, both Prospective Payment and Critical Access Hospitals, post-acute care providers and both physician-owned and hospital-based medical practices. - [George Shewchuk](https://www.eidebailly.com/people/george shewchuk-11060): George has experience working with companies and their owners of all sizes, from startups to larger businesses with multi-state and international activity. George’s broad experience helps him understand the needs of a variety of different organizations and industries as varied as manufacturing, distribution and logistics, technology, and large real estate developers and management companies. - [Gerry Boaz](https://www.eidebailly.com/people/gerry boaz-11038): Based in Nashville, Tennessee, Gerry is a nationally recognized speaker, thought leader and auditor with a wealth of government experience. He brings a unique perspective to the firm's clients as a former Technical Manager with the Tennessee Comptroller of the Treasury, Division of State Audit. For 24 of those 31+ years, he observed meetings of the Governmental Accounting Standards Board (GASB) on behalf of the National Association of State Auditors, Comptrollers, and Treasurers (NASACT) and wrote detailed summaries of those meetings. He also served on various GASB project task forces and gave countless presentations on the GASB standards all across the United States. This gives him exceptional insight into the development of GASB standards, which allows him to help clients successfully implement those standards. - [Gil Mitchell](https://www.eidebailly.com/people/gil mitchell-11616): Gil helps our clients by using his 36 years of IRS examination experience to guide each examination or tax controversy to the best possible solution. Gil's main focus today is leading the firm's Employee Retention Credit Controversy (ERC) Team to resolve our clients issues with both ERC examinations and unpaid claims. - [Glenn Carniello](https://www.eidebailly.com/people/glenn carniello-04660): Glenn primarily serves the construction industry and his clients include general contractors, subcontractors and specialty trade contractors. Over his career he has also worked in a variety of sectors, including engineering firms, manufacturing/distribution and technology consulting firms. - [Grant M. Vande Kamp](https://www.eidebailly.com/people/grant vande kamp-05509): Grant provides tax and accounting services to clients in industries including retail business, restaurant, wholesale and retail distribution, construction, transportation and manufacturing. - [Greg Jones](https://www.eidebailly.com/people/greg jones-06692): Greg joined Eide Bailly in 2008 already a veteran of the public accounting industry. He provides tax planning and preparation services to a variety of clients, including oil and gas companies, manufacturers, professional service firms and closely held family groups. As a Certified Valuation Analyst, he provides business valuation services for clients in connection with estate planning, buy/sell agreements, partner disputes and employee stock ownership plans. Greg also has extensive experience with private equity groups and master limited partnerships. - [Gretchin Heckenlively](https://www.eidebailly.com/people/gretchin heckenlively-00478): Gretchin Heckenlively has over 27 years of experience in healthcare, including 23 years in public accounting and four years as the Chief Financial Officer of a hospital. She primarily focuses on Medicare and Medicaid provider enrollment, Medicare provider-based issues, licensure and reimbursement, serving clients of all sizes and markets across the United States. - [Hannah Horn](https://www.eidebailly.com/people/hannah horn-07640): Hannah has over 10 years of public accounting experience where she has specialized in the nonprofit industry working with a variety of nonprofits that have federal and state funding. She provides audit and consulting services to nonprofit organizations and specializes in audits of federal funding. She spends much of her time coordinating and overseeing various audits. - [Hans H. Hendershot](https://www.eidebailly.com/people/hans hendershot-09090): In his position, Hans is responsible for leading the firm's Business Applications consulting practice. He has experience with strategic technology services and solutions including infrastructure and networking, IT security, ERP and CRM, business analytics, custom application development and business planning. Serving as a trusted business advisor, Hans guides his clients through advancements in technology, from assessing their business needs to implementing the right solution and supporting their systems. - [Heather Birkett](https://www.eidebailly.com/people/heather birkett-11767): Heather has provided tax and financial consulting for closely held businesses in a wide array of industries, with a focus on tax exempt organizations, individuals, and partnerships within the rental real estate industry, as well as income tax and estate planning for individuals, particularly for families with special needs. - [Heather L. Thielges](https://www.eidebailly.com/people/heather thielges-06136): Heather joined Eide Bailly in 2001 and provides a wide range of public accounting services to clients. She specializes in advising clients on tax compliance and advisory services for businesses and business owners in the manufacturing, distribution and logistics, healthcare, professional services, and real estate industries. She also assists with business valuation and litigation support, consulting with clients on matters of family law, including division of marital estates, child support, and spousal maintenance. - [Houston T. Klassen](https://www.eidebailly.com/people/houston klassen-00997): Houston works with our healthcare focused teammates and clients to help them uncover new opportunities and solve problems. With a strong understanding of healthcare operations and a lengthy background in technology and process improvement, Houston is able to quickly get to the root of the situation and structure solutions and engagements that are quantifiably meaningful. Creating agreement on what needs to be done and painting a clear picture of what results will be attained has helped Houston become a trusted advisor at many of the largest healthcare organizations in the country. - [Jackie Phillips](https://www.eidebailly.com/people/jackie phillips-09021): Jackie has over 12 years of public accounting experience providing assurance services to the financial institutions industry, the nonprofit industry and employee benefit plans. With extensive experience in these sectors, she helps clients navigate complex accounting regulations and industry-specific challenges, ensuring they understand the implications of accounting changes on their financial statements and overall operations. She prioritizes the growth and development of her audit teams, working with them to hone their technical skills and create opportunities for professional advancement. - [Jae Hallett](https://www.eidebailly.com/people/jae hallett-01535): Since 1984, Jae has been providing expertise and personal service to his clients. With insight and knowledge of accounting and consulting services, Jae serves many industries, including financial institutions, construction, government, manufacturing and retail. - [Jake Gregory](https://www.eidebailly.com/people/jake gregory-03915): Jacob's primary area of practice includes audit, accounting and advisory services to privately-held commercial entities, nonprofit organizations and employee benefit plans with varying levels of complexities. - [Jake Miller](https://www.eidebailly.com/people/jake miller-08354): Jake has extensive experience in financial statement audits, HUD audits, FDICIA engagements, internal audits, loan review engagements and trust exams to financial institutions ranging in assets from $100 million to more than $10 billion. Jake also specializes in defined benefit plan engagements, including 401(k) and ESOP plan audits. As an audit partner, Jake provides guidance to both his clients and the audit team throughout the process from the beginning of the engagement through project completion. He also serves as a resource to guide clients through new accounting and other financial reporting issues. - [James W Ramsey](https://www.eidebailly.com/people/james ramsey-03861): James works with government agencies providing accounting and advisory services. Prior to entering public accounting, he worked for a medium-size City performing virtually all functions of the Finance Department at one point or another. Wanting to obtain his license, he went into public accounting and has conducted numerous financial and performance audits, including single audits and other attest engagements for various local agencies (counties, cities, special districts and State agencies/departments). He merges his City experience with his previous audit experience to provide added value to his current clients, whether they are audit or advisory clients. James also serves as an advisor to the Government Finance Officers Association (GFOA) Accounting, Auditing and Financial Reporting Committee (AAFRC). James appears on firm webinars for both in-house staff and externally for clients, speaking on topics including reporting, single audit, and updates to U.S. Generally Accepted Accounting Principles (GAAP). - [James Yee](https://www.eidebailly.com/people/james yee-01632): James is responsible for coordinating and supervising multiple audit engagements to ensure proper planning, continuous client communication and successful completion. - [Jamie Fay](https://www.eidebailly.com/people/jamie fay-06974): Jamie helps cities, counties, school districts, and other government entities make sure their financial information is accurate, transparent, and easy to understand. She leads audit teams that review how public money is managed and provides insights that support better decision making. Her experience also includes acting in an advisory capacity for municipalities, giving her practical perspective on the challenges her clients face during their day-to-day. - [Jan E. Bjork](https://www.eidebailly.com/people/jan bjork-00805): Jan provides his clients with his expertise in business and taxation to help his clients navigate that landscape. - [Jana M. Smith](https://www.eidebailly.com/people/jana smith-07533): Jana joined Eide Bailly in 2011 and works exclusively in the healthcare industry. Throughout her career, she has managed and in-charged financial audits for healthcare entities, prepared Medicare, Medicaid, and other third-party payor cost reports, and she currently focuses most of her time providing advisory services to various healthcare organizations. These advisory services include financial forecasts, debt capacity studies, market demand analysis and other financial pro-forma/service-line analyses. - [Janeen Hathcock](https://www.eidebailly.com/people/janeen hathcock-08261): Janeen brings a unique perspective to her clients, having worked across multiple sides of the audit and financial reporting process. She also completed a two-year fellowship with the Governmental Accounting Standards Board (GASB), concluding on December 31, 2021, where she contributed to financial reporting projects and gained firsthand insight into the standard-setting process. This experience allows her to provide practical, forward-looking guidance on complex accounting and reporting matters. She conducts audits in accordance with Government Auditing Standards (Yellow Book) and Uniform Guidance, with significant experience in Single Audits and compliance requirements. Janeen currently serves as Chair of the firm’s Governmental Technical Issues Committee, where she leads efforts to interpret new standards and drive technical excellence across the practice. In addition to her client service responsibilities, Janeen is a frequent instructor, delivering both internal and external trainings on governmental accounting, auditing, and Single Audit topics. She regularly presents GASB updates to clients and staff, helping organizations understand and implement evolving standards. - [Janel C. Keenan](https://www.eidebailly.com/people/janel keenan-01760): Janel joined Eide Bailly in 2000 and provides tax and consulting services to a wide range of both individual and business clients. She is an experienced professional when it comes to local and state tax laws and regulations and is a member of the firm’s Ag Producers group that focuses on agricultural taxation. Janel’s experience includes property, excise, corporate and state tax services, as well as knowledge of R&D credits and other specialized credits and deductions for manufacturers and service providers. - [Janie Fogg](https://www.eidebailly.com/people/janie fogg-03937): Janie specializes in accounting and auditing. She provides auditing, review, compilation, and consulting services to organizations in many different industries, in both the nonprofit and for-profit areas. Janie's professional experience includes auditing and other attest services for nonprofit entities, manufacturing and distribution companies, and employee benefit plans. - [Janie Meyer](https://www.eidebailly.com/people/janie meyer-00483): Janie joined the firm in 1992 and works primarily with closely held businesses and individuals, providing tax planning and compliance services. She is involved in all aspects, from individual to business to estate planning. - [Jared R. Heim](https://www.eidebailly.com/people/jared heim-01494): Jared joined Eide Bailly in 2004 and excels in serving the needs of clients in the healthcare industry. He is the firm's Strategic Financing Director, which includes overseeing all financial forecasts, debt capacity studies, market demand analysis and other financial pro-forma work. He also leads and supervises financial audits and reviews Medicare, Medicaid and other third-party reimbursement reports for hospitals and senior living organizations. - [Jared G Johnson](https://www.eidebailly.com/people/jared johnson-08617): Jared is an international tax specialist who focuses on helping company clients manage the various domestic and international tax issues that come with moving employees across international borders to work. Jared also assists individual clients with cross-border issues related to tax/estate planning and compliance services. He has experience working for the Big Four and is a recognized leader in this field. - [Jared D. Mack](https://www.eidebailly.com/people/jared mack-09303): Jared helps clients improve their processes and controls. He serves as a technical resource throughout the year to help clients ensure they are implementing standards appropriately and recording unusual or infrequent transactions in accordance with appropriate criteria. - [Jason Bogniard](https://www.eidebailly.com/people/jason bogniard-11764): Jason has nearly 25 years of experience providing business valuation and economic damage opinions for a wide range of client engagements including mergers and acquisitions, litigation and arbitration proceedings and estate planning. - [Jason Delles](https://www.eidebailly.com/people/jason delles-04383) - [Jason Lindstrom](https://www.eidebailly.com/people/jason lindstrom-07490): Jason joined Eide Bailly in 2011. He serves as a partner for external audits and other accounting services primarily in the insurance, service organization controls (SOC), and employee benefit plan industries. He oversees testing to be performed and assists clients in implementing difficult accounting requirements. - [Jason Oelrich](https://www.eidebailly.com/people/jason oelrich-09428): Jason helps clients maximize their success through the use of strategic tax planning and the optimal utilization of tax credits in a variety of industries including renewable energy, real estate, manufacturing, construction, automobile dealerships and Opportunity Zone businesses. - [Jason W. Olson](https://www.eidebailly.com/people/jason olson-01316): As a Fraud & Forensic Advisory partner, Jason oversees proactive and reactive forensic accounting and digital forensic engagements. He spends the majority of his time assisting clients who are dealing with a financial or cyber incident. Jason often works closely with clients for internal investigative, insurance claim, civil and/or criminal litigation purposes. With such well-rounded experience, Jason often gets called in to provide litigation support for civil and criminal proceedings when concerns of fraud are involved. - [Jason Vetter](https://www.eidebailly.com/people/jason vetter-08224): Since 2013, Jason has supported Eide Bailly clients and business owners through a variety of transaction events. He specializes in business transaction advisory services, providing sell-side advisory services to lower and middle market clients who are looking to sell their business, as well as buy-side advisory services for parties interested in purchasing an existing business. He also brings years of business valuation and investment analysis experience to support client needs. - [Jay Ball](https://www.eidebailly.com/people/jay ball-09119): As the Global Operations Leader, Jay helps ensure Eide Bailly can efficiently manage increasing demands and improve its services worldwide. This means clients receive faster, more reliable, and higher-quality solutions tailored to their needs. - [Jay Fullerton](https://www.eidebailly.com/people/jay fullerton-07071): Jay provides business valuation services for clients across numerous industries, including agriculture, manufacturing, construction, professional services, and real estate. Jay specializes in engagements that involve complex ownership structures and multiple tiers of private ownership. Whether the project is being completed for tax compliance or litigation purposes, Jay has the requisite knowledge and experience to serve clients effectively. - [Jeff Hensel](https://www.eidebailly.com/people/jeff hensel-01090): Jeff helps clients develop strategies to leverage technology to meet their business vision and journey to becoming a digital organization. He develops longer-term strategic roadmaps, as well as shorter-term iterative execution plans to accomplish those goals. - [Jeff Johnson](https://www.eidebailly.com/people/jeff johnson-07863): Jeff facilitates stock sales from private business owners to Employee Stock Ownership Plans (ESOPs). As a project manager, Jeff supervises the initial feasibility analysis and then takes an active role in executing the transaction by assembling the team of advisors, assisting with their due diligence, negotiating terms and reviewing transaction documents. - [Jeff Johnston](https://www.eidebailly.com/people/jeff johnston-00777): Jeff is a Director with Eide Bailly's Fraud & Forensic Advisory practice and has more than 25 years of experience providing advisory services in forensic accounting, litigation support, insurance recovery and business valuations. Jeff has conducted complex damage studies that involve everything from lost sales and profits to business valuations and has testified as an expert witness in court and arbitration. He was also a Managing Director in the Advisory practice of an international accounting firm. In addition, Jeff has served as Chief Financial Officer of a private investment firm where he had experience with acquisition analysis, due diligence, financing, workouts, bankruptcy and commercial litigation. - [Jeff L Jones](https://www.eidebailly.com/people/jeff jones-04145): Jeff helps people make sense of their taxes and financial information. His goal is to reduce stress, avoid surprises, and help clients make smart decisions about their money. - [Jeff Roth](https://www.eidebailly.com/people/jeff roth-11771): With over 20 years of experience in public accounting, Jeff focuses on tax planning for individuals and privately owned businesses, bringing a wealth of experience in assisting taxpayers approaching retirement age. - [Jeff R. Sorensen](https://www.eidebailly.com/people/jeff sorensen-08118): After joining Eide Bailly in 1999, Jeff got to work carving out a specialty in auditing health care organizations, nonprofit organizations and employee benefit plans. He has extensive experience with physician groups and in auditing a wide range of private companies. - [Jeffrey Brooks](https://www.eidebailly.com/people/jeffrey brooks-11770): Jeff is a trusted business and tax advisor for closely held businesses. Jeff advises clients in the technology, innovation, manufacturing, distribution, construction, real estate, services and car wash industries, specializing in proactive tax planning services. - [Jeffrey Gelfound](https://www.eidebailly.com/people/jeffrey gelfound-11909): Jeffrey is a tax advisor that works with high-net-worth individuals and the entities that they own and operate. He works very closely with his clients to provide tax planning services, tax compliance services, consulting services and various other financial services. - [Jen Gajda](https://www.eidebailly.com/people/jen gajda-11774): Jen is a tax specialist who works with privately owned businesses and their owners to help them achieve their business and financial goals. - [Jennifer Barajas](https://www.eidebailly.com/people/jennifer barajas-04134): Jennifer Barajas is a state and local tax expert with over 13 years of experience advising clients on multistate income tax issues. She assists clients with state tax planning, transaction planning, voluntary disclosure agreements, nexus studies, pass-through entity taxes, apportionment calculations, receipts sourcing, state controversies, amended returns and state audit defense. Jennifer has particular expertise in the gross receipts taxes of Texas, Ohio, Oregon and Washington, as well. - [Jennifer Carpenter](https://www.eidebailly.com/people/jennifer carpenter-06669): With an emphasis in the BOS world, I help clients understand their day to day operations and how we can help them with their accounting needs in a way that best suits them. I also have the advantage of being in the tax world and provide advice for tax planning, helping clients with their tax needs and questions. - [Jennifer Snow](https://www.eidebailly.com/people/jennifer snow-03927): Jennifer is in our Walnut Creek, CA office and works exclusively in auditing employee benefit plans. Her clients include both single-employer and multi-employer plans, including pension, health and welfare, vacation and apprenticeship funds. - [Jeremy Behrens](https://www.eidebailly.com/people/jeremy behrens-00471): Since 2002, Jeremy has been a leader in managing and conducting healthcare and nonprofit audits, as well as audits in accordance with Uniform Guidance. He provides attestation and consulting services to healthcare clients in Nebraska and Iowa and is an experienced preparer of Medicare and Medicaid cost reports for critical access hospitals, prospective payment hospitals, federally qualified health centers, senior living facilities and behavioral health facilities. In addition, Jeremy has experience with employee benefit plan audits and providing 340B compliance services. - [Jeremy G. Bendewald](https://www.eidebailly.com/people/jeremy bendewald-01036): Jeremy leads Eide Bailly’s Fraud & Forensic Advisory Services practice, helping clients work through fraud concerns, financial disputes, and other accounting matters. He also partners with organizations to strengthen controls and reduce fraud risk before issues arise. - [Jeremy Hauk](https://www.eidebailly.com/people/jeremy hauk-05972): Since joining the firm in 1989, Jeremy has provided tax, consulting and business advisory services to a diverse group of clients from a wide range of industries, including financial institutions, real estate, dentist and physician groups, as well as income tax and estate planning for individuals. He serves on Eide Bailly's Board of Directors and is a member of the firm's Retirement Committee and Financial Institutions Services Group. Jeremy works to develop processes and tools, assists with technical and training issues and develops strategies to improve the firm's operations. - [Jeromy P. Stephens](https://www.eidebailly.com/people/jeromy stephens-02466): Since 2001, Jeromy has been providing public accounting services, including single audits, for a variety of small businesses, universities, nonprofits, financial institutions (including those subject to FDICIA requirements) and government entities such as school districts, cities and counties. - [Jerry O'Doherty](https://www.eidebailly.com/people/jerry odoherty-00485): Jerry has been with the firm for over 25 years and has also spent nearly five years at an international public accounting firm. When working with Jerry, you will find a responsive service provider that enjoys seeing his clients grow. Knowing the importance of building a great team, Jerry looks for ways to enhance his clients' operations through the development of people. - [Jess Paisley](https://www.eidebailly.com/people/jess paisley-00487): Jess helps our clients understand financial reporting processes to accurately present financial information. He further counsels healthcare providers on reimbursement strategy and compliance. - [Jesse Jones](https://www.eidebailly.com/people/jesse jones-07011): Jesse is part of our National Tax Office and specializes in working with C-Corporations and their reporting of ASC 740. He assists both the audit and tax practice to help our clients improve their tax accounting function. - [Jesse Wutkee](https://www.eidebailly.com/people/jesse wutkee-05136): Jesse provides tax consulting services to clients throughout the country. He helps clients benefit from research and development tax credits at the federal and state level. He spends a majority of his time in the technology, manufacturing, construction and agriculture industries. He represents clients before federal and state tax authorities to support their R&D credit claims. - [Jessica Ambrose](https://www.eidebailly.com/people/jessica ambrose-02471): Jessica helps clients through tax planning and compliance. She brings up-to-date knowledge of tax law to each situation in order to best assist each business. - [Jessica Andersen](https://www.eidebailly.com/people/jessica andersen-03935): Since 2004, Jessica has provided audit, accounting, and advisory services to governmental and nonprofit entities throughout California. Her governmental focus is on cities, counties, and special districts, including transit and public utility agencies. Jessica began her professional career with a Big 4 International firm working with large commercial, healthcare, nonprofit, higher education, and governmental agencies. - [Jill E. Schneider](https://www.eidebailly.com/people/jill schneider-00305): Jill has been with the firm since 2001. She specializes in providing tax and accounting services to individual Eide Bailly clients, as well as financial institutions and small businesses. She advises her clients in areas of tax planning and return preparation and assists financial institutions with regulatory application filings for acquisitions, mergers and branching. - [Jim Donovan](https://www.eidebailly.com/people/jim donovan-09462): Jim has 25 years of tax consulting experience primarily focused in business credits and incentives for a variety of industries. He helps clients benefit from federal and state R&D tax incentives, which can include additional deductions and credits for activities many businesses consider a necessity to remain competitive in today's marketplace. Jim has written articles and enjoys speaking at conferences about business credits and incentives. - [Jim M. Jarding](https://www.eidebailly.com/people/jim jarding-06364): Since 1992, Jim has been providing tax services to a variety of industries, including wholesale, retail, construction and manufacturing. He primarily works with individuals and closely held businesses on income, tax and estate planning. - [Jim Sousley](https://www.eidebailly.com/people/jim sousley-00489): Jim started his accounting career at Eide Bailly, but left for a time to do federal and international taxes for a publicly traded company before returning to the firm. Jim has extensive experience with small and medium sized family business. His clients include offices of physicians, dentists and attorneys, manufacturers, construction, food service and real estate, to name a few. Jim has a Chartered Advisor in Philanthropy designation from The American College of Financial Services and currently leads the tax department in Eide Bailly's Omaha office. - [Jim E. Wessel](https://www.eidebailly.com/people/jim wessel-09995): Jim develops and nurtures relationships with external accounting, tax and other professional service providers to virtually broaden the services they can offer through a trusted referral relationship with Eide Bailly. He advises referral relationships on the variety of services that Eide Bailly offers and works closely with the referral client to find solutions and provide requested advice. - [Joan Wolfe](https://www.eidebailly.com/people/joan wolfe-12612): Joan provides tax planning and compliance services to help individuals, estates, trusts, and closely held businesses take advantage of tax-saving opportunities specific to their circumstances. Joan also provides IRS and Franchise Tax Board audit representation services, advocating on behalf of clients under audit. - [Jodi L. Daugherty](https://www.eidebailly.com/people/jodi daugherty-01645): Jodi joined the firm in 1995 and has extensive experience in a wide variety of public accounting services. Her client portfolio is just as diverse—she has worked with nonprofit organizations, governmental entities, multifamily and public housing authorities. Jodi manages audits for many of the governmental entities in Treasure Valley, and she also plays an active role in audits of federal awards in both the nonprofit and governmental sectors. - [Jodi Ristrom](https://www.eidebailly.com/people/jodi ristrom-04659): Jodi is a partner in our Assurance Services department, working primarily with businesses. The department’s services include financial statement audits and reviews, evaluation and design of internal accounting systems, and review and evaluation of internal financial controls. - [Joe C. Monty](https://www.eidebailly.com/people/joe monty-07794): Joe joined Eide Bailly in 2012 and provides tax and accounting services to a variety of industries, specifically healthcare, agriculture, manufacturing, retail, real estate and professional services. His experience also includes time with a Big Four firm, where he worked with middle- to large-market clients. Joe is adept at identifying creative tax strategies for corporate, partnerships and individual taxpayers. - [Joe W. O'Neil](https://www.eidebailly.com/people/joe oneil-09916): Joe is a consultant with over 20 years of experience focused on understanding your core business needs and works to deliver value through quality, timely projects. He has a history of providing top-notch services across multiple areas of federal taxation. Specific areas of expertise include tax methods and periods related to fixed assets and inventory. Additionally, Joe has a passion for business credits and incentives, specifically green energy credits and research and development tax credits. He has a deep working knowledge in the manufacturing, real estate, healthcare, transportation and technology industries. Joe is a member of Eide Bailly's National Tax Office (NTO), and acts as a resource for clients to become tax efficient and help analyze complex tax issues related to business decisions. - [Joe Splinter](https://www.eidebailly.com/people/joe splinter-01616): Since 2000, Joe has been providing audit and consulting services with an emphasis on serving the healthcare and nonprofit industries. In his job, he consults on various operational, accounting and reporting issues for his clients. - [Joe Stoddard](https://www.eidebailly.com/people/joe stoddard-08971): Joe provides tax consulting services to industries including manufacturing, technology, construction, life sciences, engineering and government contractors. His technical expertise is in the business credits and incentives arena and includes helping clients benefit from various tax incentives programs, working with the IRS to support tax incentives claims, and frequently presenting at conferences and seminars. Joe's current role is to oversee Eide Bailly's National Tax Office (NTO), a resource for clients to help analyze complex tax issues related to business decisions through various tax specialty areas including accounting methods and periods, business credits and incentives, fixed asset services, wealth transition services, international tax, state and local tax, tax exempt organizations, pass-through entities, mergers and acquisitions, ACA consulting, tax controversy, compensation and benefits, tax accounting provision services and tax legislative affairs. - [John Kuechel](https://www.eidebailly.com/people/john kuechel-11775): With more than 20 years of experience in public accounting, John collaborates with a wide variety of clients and industries. He supports our clients in managing their federal and state income tax filing requirements. John's expertise lies in working with closely-held businesses and their owners in areas such as business and personal accounting and taxation, estate and succession planning, as well as retirement and benefit plans. - [John Nelson](https://www.eidebailly.com/people/john nelson-05944): John works with clients to manage an ever-increasingly complex tax environment. Whether that means handling tax return preparation or providing assistance of strategic importance, John eases the burden associated with understanding and dealing with complex tax issues. - [John M Shurtliff](https://www.eidebailly.com/people/john shurtliff-01873): John provides attestation and consulting services to healthcare, government and nonprofit entities. He provides extensive consulting related to Medicare and Medicaid reimbursement with a specialty in critical access hospitals. He has been instrumental in all phases of the audit and consultation processes associated with these types of entities, including performing audits in accordance with the Uniform Guidance and Single Audit Act. John also serves on the firm's Healthcare Audit Technical Issues Committee. - [John Valle](https://www.eidebailly.com/people/john valle-11776): In his 17 years of public accounting practice, John has provided tax, consulting and business advisory services to businesses in the real estate/construction, manufacturing/distribution, professional services and transportation industries. - [John Waldock](https://www.eidebailly.com/people/john waldock-07781): John provides mergers, acquisitions, divestitures and other strategic transactions services with private company clients including manufacturing, distribution, consumer product, transportation and logistics, energy, oil and gas, and industrial industries. He has experience since 1998 advising middle market entrepreneurs and private equity clients on mergers and acquisitions, and on public equity offerings. - [Jon E. Ault](https://www.eidebailly.com/people/jon ault-06583): Jon helps clients identify and apply technology solutions that support their strategic business objectives. He provides clients with leadership through technology assessments, business intelligence and analytics, and developing strategic plans for information technology. - [Jon Stanfield](https://www.eidebailly.com/people/jon stanfield-09395): Jon helps clients make tax-efficient decisions through careful planning and follow up. - [Jonna Meehan](https://www.eidebailly.com/people/jonna meehan-07221): Jonna assists businesses and individuals in finding tax and accounting solutions to fit their unique needs. She has worked in a variety of industries, including medical practice, retail, and manufacturing. She helps clients with employee benefit plan issues and can offer insight into state and international tax issues. - [Jordan D. Salo](https://www.eidebailly.com/people/jordan salo-06168): Jordan helps our clients reach their goals through strategic business and tax planning. He works with clients to understand their individual needs and aids them in navigating today's complex economic and tax environments. - [Joscelyn Brown](https://www.eidebailly.com/people/joscelyn brown-08477) - [Josh Guinn](https://www.eidebailly.com/people/josh guinn-04891): As Director of Business Development at Eide Bailly, Josh Guinn helps middle-market organizations achieve sustainable growth through a consultative, relationship-focused approach. With 15 years in public accounting, Josh guides clients in construction, real estate, manufacturing, healthcare, professional services, technology, nonprofit, energy, high-net-worth, and international sectors through complex decisions with clarity and confidence. - [Josh Rowley](https://www.eidebailly.com/people/josh rowley-02376): Josh leads Eide Bailly's Technology Industry Service group. He has been working primarily with SaaS companies since 2015. His technical areas of focus include mergers and acquisitions, entity formation and reorganization, R&D tax credit, state income tax, sales tax and 1202 stock. His focus is creating enterprise value in preparation for an equity transaction. He is passionate about creating uniquely great outcomes. - [Joshua P. Hayes](https://www.eidebailly.com/people/joshua hayes-01709): Josh is a tax advisor who works with entrepreneurs and high net worth individuals to navigate complex taxation issues. He is also a leader within the firm, currently serving as the Tax Practice Leader - West Region, following 14 years as the leader of the Phoenix office tax practice. Josh also previously served on the executive committee of the Eide Bailly LLP National Tax Office. - [Joyce Peters](https://www.eidebailly.com/people/joyce peters-03949): Joyce provides audit, accounting and advisory services to governmental entities, focusing on K-12 school districts and county offices of education. She also works with nonprofit organizations. Previously, Joyce obtained experience at another CPA firm conducting reviews and compilations for multi-national corporations with sales and services provided internationally. This broader world-view of the economic environment has assisted her providing her clients with the expertise needed to understand and navigate our current economic issues. - [Judon Mettler](https://www.eidebailly.com/people/judon mettler-07628): For over 10 years, Judon has been providing audit and accounting services to a variety of industries with a focus in nonprofits, single audits and affordable housing/real estate entities. Over the years, she has gained valuable expertise and experience to help our clients navigate their challenges and the changes within the industries. - [Judy Hamilton](https://www.eidebailly.com/people/judy hamilton-12611): Judy specializes in strategic tax planning and compliance for high-net-worth individuals, small business owners, and corporate executives. Her focus is on helping clients keep more of what they earn and navigate complex financial decisions with confidence. She offers deep expertise in areas such as executive compensation, real estate investments, and mergers and acquisitions—guiding clients through transactions and transitions with clarity and precision. - [Judy Hensley](https://www.eidebailly.com/people/judy hensley-11149): Judy assists employers navigate the tax and ERISA aspects of structuring, designing and administering their benefits and compensation arrangements, including equity-based compensation, pension plans, non-qualified deferred compensation, health and welfare plans and other benefit programs. She also helps plan sponsors and Boards of Trustees understand and comply with their fiduciary obligations. - [Julie Carlin](https://www.eidebailly.com/people/julie carlin-02752): Julie has experience in a variety of areas, including estates, gifts, trusts, individuals, corporations, partnerships and sole proprietorships. She focuses on helping business owners develop their estate plans to best integrate their business ownership with their family wealth plan. - [Justin Hope](https://www.eidebailly.com/people/justin hope-00480): Justin has provided audit and consulting services to nonprofit organizations since 2003. His career focus has been on serving clients in the social services, senior living, senior services and healthcare industries. Justin also provides analysis and assessment of complex technical financial reporting standards, including creating and conducting technical training on new accounting standards both within the firm and for our clients. - [Justin L. Reilly](https://www.eidebailly.com/people/justin reilly-01460): Justin serves clients in industries including dealerships, construction and manufacturers, and he provides tax knowledge to S corporations, partnerships, individuals and C corporations. He assists business and individual clients in tax planning and return preparation throughout the year and conducts tax research projects, communicating current tax developments to clients and staff. - [Kara C. Jones](https://www.eidebailly.com/people/kara jones-08579): Kara helps clients with estate and trust planning, tax return preparation and other needs. She’s worked with clients in many industries as they navigate their unique challenges and work toward financial and business goals. - [Karen Perkins](https://www.eidebailly.com/people/karen perkins-03933): Karen has over 25 years of audit experience within the financial institution industry. She primarily provides audit and advisory services to financial institution clients in Southern California, ranging from de novo banks to assets at around $2 billion. - [Kari M. Yonke](https://www.eidebailly.com/people/kari yonke-00063): Kari provides HR consulting services to clients in the area of placement search services, including crafting job descriptions, screening resumes and conducting interviewing, as well as coaching clients throughout the entire hiring process. - [Kathy Cantu](https://www.eidebailly.com/people/kathy cantu-06813): I consult and interact with my clients so they can focus on their business and trust that their accounting needs are in good hands. - [Katie Hickerson](https://www.eidebailly.com/people/katie hickerson-09011): Katie guides our clients through federal and state required income tax filings. She interprets new tax laws in order to provide tax savings and planning opportunities that can be beneficial to client needs. - [Katie Hulquist](https://www.eidebailly.com/people/katie hulquist-08533): Since 2010, Katie has been providing public accounting services to a variety of industries, including manufacturing and distribution, general commercial entities, employee benefit plans and other compliance areas. She helps clients stay up to date with new accounting standards and offers them help with any business decisions they are making. - [Kaustuv Chakrabarti](https://www.eidebailly.com/people/kaustuv chakrabarti-04096): Kaustuv has over 15 years of experience providing services in the context of litigation support, economic and financial analysis, cost modeling, and data analytics. He currently focuses on quantifying economic damages in the form of lost profits and lost earnings in complex commercial and civil litigation matters. - [Kayce L. Halley](https://www.eidebailly.com/people/kayce halley-01768): Kayce began building her experience in public accounting in 2005. Since then, she has been providing tax services to a variety of clients, including retailers and wholesalers, real estate, manufacturers, closely held organizations and individuals. In an effort to share her knowledge, Kayce has also developed and conducted several department and Firmwide trainings. - [Kayleen Masters](https://www.eidebailly.com/people/kayleen masters-06993): Kayleen works with clients in tax compliance of pass-through entities, trusts and estates and high net worth individuals. She provides consulting services on general tax planning and assists individuals with estate and trust planning and administration matters. Kayleen is part of the Wealth Transition Services Committee and is always looking for new and improved ways to increase efficiency and provide better client service. - [KayLynn Hilton](https://www.eidebailly.com/people/kaylynn hilton-02359): KayLynn helps our clients take advantage of tax saving opportunities in the real estate industry by using cost segregation studies, like-kind exchanges and other methods to reduce or defer taxes. - [Keith A. Schmidt](https://www.eidebailly.com/people/keith schmidt-08536): Keith has been practicing public accounting since 1995 and is the Spokane, WA Market Leader for Eide Bailly. His decades-long career has focused in large part on tax compliance and tax planning for individuals and privately held businesses. Keith is also an experienced business consultant, working closely with clients in manufacturing & distribution, construction, private physician groups, retail, restaurant and franchisees, and professional service groups. - [Kellen Garrison](https://www.eidebailly.com/people/kellen garrison-07620): Kellen has been working in public accounting since 2012, gaining experience providing audit, accounting and consulting services to our electric utility, telecommunication and commercial clients. - [Kelli Rogers](https://www.eidebailly.com/people/kelli rogers-07354): As a trusted business advisor, Kelli assists clients with tax compliance, planning and consulting with the goal to provide added value that helps businesses and individuals make decisions that are best for them. Kelli is head of the local tax department and serves a wide range of clients and industries including financial institutions, agriculture, lodging and many other small businesses. - [Kelly C. Bryson](https://www.eidebailly.com/people/kelly bryson-08101): Since 2001, Kelly has provided audit services to clients in various industries, with specialization in manufacturing, medical devices, technology, other commercial entities, nonprofits and affordable housing. Overall, pride in quality and timely service delivery drive his personal focus. - [Kelly Karmazin](https://www.eidebailly.com/people/kelly karmazin-00481): Kelly performs audits, reviews and compilations for closely held, commercial entities with a focus in the manufacturing and distribution industry. He also oversees and performs audits of employee benefit plans for a variety of industries and leads the employee benefit plan audit practice in the Omaha office. Kelly has been providing these services to clients since 1997, with a goal of exceeding client expectations and being available and responsive to his clients’ accounting and tax needs. - [Ken Doran](https://www.eidebailly.com/people/ken doran-10892): Since 2001, Ken has worked closely with clients on healthcare transactions. On the buy-side, Ken is instrumental in developing the Quality of Earnings (QofE), Valuing Net Patient Accounts Receivable, Calculating the Preliminary (PNWC) and Final Net Working Capital (FNWC) through settlement, and establishing the Opening Balance Sheet(s). On the sell-side, Ken calculates the PNWC/FNWC through settlement and assists clients in calculating the gain or loss on a sale transaction. - [Ken Jeppesen](https://www.eidebailly.com/people/ken jeppesen-07823): Ken provides audit and consulting services to various industries including primarily manufacturing and distribution, nonprofit, commercial, defined contribution plans and contractors. He is on Eide Bailly's Manufacturing and Construction Committees. - [Kevin Mohr](https://www.eidebailly.com/people/kevin mohr-09165): Kevin started his career in 2010 in New Jersey, completing financial statement audits and tax returns, and providing business advisory services for small to medium sized clients. In 2015, Kevin relocated to Denver to live closer to the mountain ranges that are a staple of his lifestyle. - [Kevin Pulliam](https://www.eidebailly.com/people/kevin pulliam-03636): As Chief Practice Officer for the state of California, Kevin helps to manage the day-to-day needs to deliver on exceptional client service in the state. He facilitates on the firm's policies and procedures as well as all financial matters conducted by the firm, and he assists in some of the human resources functions of the firm as well. Kevin has provided professional and consulting services in a variety of industries including both nonprofit and government entities. - [Kevin Randolph](https://www.eidebailly.com/people/kevin randolph-02532): Since 2005, Kevin has been building extensive audit experience with nonprofits and governmental entities, such as appraisal districts, school districts, cities and counties. Kevin has extensive experience with audits of entities, including those subject to single audit. - [Kevin R. Smith](https://www.eidebailly.com/people/kevin smith-01562): Kevin provides his clients with a variety of services, including audits, reviews and compilations of financial statements, business consulting and agreed-upon procedures. He serves a variety of industries, including healthcare organizations, government entities, nonprofit organizations, single audits and for-profit entities. - [Kevin G. Smith](https://www.eidebailly.com/people/kevin smith-12700): Kevin simplifies finances for real estate professionals and small to medium-sized businesses. Whether it’s tax planning, accounting, or strategic advice, I provide clear solutions that minimize stress and maximize opportunities—so clients can focus on growth. - [Kevin Whitaker](https://www.eidebailly.com/people/kevin whitaker-00807): Kevin helps clients navigate the complex tax laws to assist clients with tax planning and preparation in a variety of industries. - [Kim C. Hunwardsen](https://www.eidebailly.com/people/kim hunwardsen-01245): Kim delivers tax services to healthcare providers and nonprofits, working closely with tax-exempt organizations to provide comprehensive tax consulting, planning and compliance expertise. For over 30 years, she has guided clients through changes in tax reporting requirements and tax law. She assists nonprofits in formations of new entities, annual compliance requirements and all other tax-related issues. - [Kim Spinardi](https://www.eidebailly.com/people/kim spinardi-12613): Passionate about offering the best service, Kim takes great pride in using a proactive approach to serve clients. Her hard work and dedication to putting clients first set the foundation for her success working with small business owners, high net worth individuals, family office groups, professional athletes, partnerships, corporations, trusts, and more! In the profession for more than a decade, Kim has developed expertise in serving professional service businesses, specifically physicians, stock options, multi-state taxation and residency issues, advanced tax planning strategies (CLAT, NING, CRUT), real estate sales and exchanges, taxation of income earned overseas, entity selection, strategies for a business sale, and retirement plan set up. She enjoys providing leadership and mentorship to up-and-coming accountants at the firm to try and inspire them to be great at what they do. Born in Merced, California, Kim moved to San Diego in 2006 upon attending San Diego State University. As a four-year letter winner for the SDSU women’s basketball team, Kim graduated with a bachelor’s degree in accounting in 2010. She was named to the Mountain West Conference All-Academic team and Dean’s list for the 2007 – 2008 season and received the SDSU Scholar-Athlete award seven out of eight semesters. - [Kinnaly Soukhaseum](https://www.eidebailly.com/people/kinnaly soukhaseum-03932): Kinnaly's practice includes audit, accounting and advisory services to government entities throughout California. She has been conducting audits of counties, cities, large regional and special purpose government agencies for over 15 years. Her experience also includes transit agencies, public utilities and single audits. - [Kirk R. Lindemann](https://www.eidebailly.com/people/kirk lindemann-00042): Kirk specializes in employee-owned companies, focusing on ESOP formation and feasibility consulting along with corporate audit compliance services across several industries, including manufacturing, professional services, construction and dealerships. A firmwide resource on employee-owned companies, Kirk has spoken at several conferences including MidWest ESOP Association, National Center for Employee Ownership (NCEO) and several local chapter events regarding feasibility studies, accounting issues and mergers and acquisitions. - [Kristen Zubizarreta](https://www.eidebailly.com/people/kristen zubizarreta-06409): Kristen brings a unique skillset to the table as she has worked extensively in the tax, audit and assurance and consulting arenas on a diverse client base. She has significant knowledge and experience in the agricultural industry where she enjoys working closely with multi-generation family operations, assisting them with the ongoing challenges and changes of their business. Her role includes involvement in the day-to-day operations, compliance work, succession planning and everything in between. - [Kristi Loeffelholz-Edwards](https://www.eidebailly.com/people/kristi loeffelholz-edwards-04964): With more than 20 years in the community, Kristi brings a genuine passion for helping small and mid sized businesses thrive. As a Director at Eide Bailly, she connects clients with tailored solutions across advisory, tax credits, outsourced services, audit, and technology - ensuring each engagement delivers practical, measurable impact. - [Kristin Cornell](https://www.eidebailly.com/people/kristin cornell-09633): Kristin provides audit and other assurance services to a variety of clients, primarily in the dealership, manufacturing and distribution, and employee benefit plan spaces. - [Kristin Diggs](https://www.eidebailly.com/people/kristin diggs-05829): Kristin joined Eide Bailly in 2005 and has experience providing a full range of public accounting services to a wide variety of clients, including those in the governmental and nonprofit industries, as well as higher education institutions. Kristin also plays an active role in the audits of federal awards in both the governmental and nonprofit sectors. - [Kristin Gustafson](https://www.eidebailly.com/people/kristin gustafson-04638): A licensed Professional Engineer in all 50 states and Certified Building Energy Modeling Professional, Kristin has over 20 years of consulting experience and manages 179D, 45L, and clean energy tax credit projects. She also helps organizations navigate climate compliance reporting as they advance their carbon accounting and sustainability initiatives. - [Kristin O'Connor](https://www.eidebailly.com/people/kristin oconnor-07745): Kristin plans, performs and supervises financial statement and compliance audits. As a member of the National Assurance office, Kristin spends time researching emerging accounting topics, performing quality control reviews and assisting with training and development. - [Kristin Rebenitsch](https://www.eidebailly.com/people/kristin rebenitsch-09576): Kristin leads organizations through business planning and restructuring as well as delivering quality audit services. She looks for innovative ways to improve processes and communication paths to achieve client goals. - [Kristin Taffe](https://www.eidebailly.com/people/kristin taffe-06750): Kristin assists business owners going through periods of change by listening and helping them feel understood. She provides valuation services and works in an advisory capacity with small business owners looking to sell or acquire a business. - [Kristine Wise](https://www.eidebailly.com/people/kristine wise-07367): Kristine listens to her clients to understand their business so she can best serve them. She works diligently to help her clients with their needs, whether that be tax preparation, general business consulting or any of the other Eide Bailly service offerings. Kristine strives to be a trusted business advisor for her clients. - [Ksenia Popke](https://www.eidebailly.com/people/ksenia popke-07521): Ksenia serves a variety of not-for-profit entities in fields such as education, cultural and performing arts, health and human services, public and private foundation, science and research. She also assists federally funded not-for-profit organizations. Ksenia helps her clients navigate the ever-changing complexities of the not-for-profit world, and she enjoys building rich personal relationships, applying her extensive knowledge to solve complex problems and sharing colorful stories of life growing up in Russia. - [Kurt Schlicker](https://www.eidebailly.com/people/kurt schlicker-08773): Kurt joined Eide Bailly in 2011 and has practiced as an auditor in the government industry since that time. He’s led audits for many types of government entities and specializes in auditing federal grants for compliance. Kurt has experience auditing state and local governments, special districts, nonprofit entities including higher education, healthcare and SBA loan program organizations, just to name a few. He has audited grants from almost every major U.S. Federal Agency. In addition, Kurt provides training over a variety of topics such as subrecipient monitoring, procurement and GASB standards implementation and specializes in auditing federal grants for compliance. Kurt is the chair of Eide Bailly’s Single Audit Technical Issues Committee. - [Kyle Fritch](https://www.eidebailly.com/people/kyle fritch-06824): Kyle specializes in working with tax-exempt organizations providing planning, compliance and advisory services to a diverse array of nonprofit organizations, many of which have complex structures and activities. - [Kyle Munk](https://www.eidebailly.com/people/kyle munk-07379): Kyle has more than 15 years of experience in public accounting. Through the strong relationships he’s built with his clients and team, Kyle can address emerging issues and find practical solutions. - [Kyle Orwick](https://www.eidebailly.com/people/kyle orwick-06609): Kyle helps clients makes sense of the numbers during a sales process or an acquisition. He helps them understand the risks and opportunities involved in the business being sold, and he provides insight into overcoming risks and taking advantage of the available opportunities. - [LaRae E. Langerud](https://www.eidebailly.com/people/larae langerud-00015): As the Director of Administration, LaRae works closely with all of Eide Bailly's operating offices and affiliate companies throughout the country. She joined the firm in 1988 and is highly experienced in a broad range of administrative and human resources services, including legal compliance, risk management, organizational development, executive search, mergers and acquisition integration, conference planning and process improvement. LaRae is also the go-to contact and director for the Eide Bailly Alliance, a network of noncompeting member firms that utilize Eide Bailly's depth and breadth of resources to complement their own. - [Larry Leavitt](https://www.eidebailly.com/people/larry leavitt-11907): The most important thing Larry does is listen and understand his clients' needs. He does his level best to orchestrate the assistance they require to resolve their challenges and reach their goals. - [Laura Hartwig](https://www.eidebailly.com/people/laura hartwig-06931): With more than 15 years of experience, Laura is a self-motivated and technically skilled advisor with a versatile background in tax planning and compliance. Laura has been focused on providing her clients with quality tax compliance and consulting services since joining Eide Bailly in 2008. She offers tax compliance, tax consulting, and business advisory services to a variety of clients, including closely-held businesses, consolidated corporations, multi-state companies, and high net worth individuals. She works with several industries, including manufacturing, real estate and retail. - [Laura Nelson](https://www.eidebailly.com/people/laura nelson-08688): Laura has over ten years of accounting experience with a combination of both public accounting and private industry. She sees every audit as an opportunity to partner with her clients to provide exceptional service. Laura specializes in the government industry and focuses on serving state and local governments as their auditor for financial statement and single audits. She also has experience on several consulting engagements with government clients focusing on compliance. Laura serves on Eide Bailly’s Government Technical Issues Committee. - [Lauren Murro](https://www.eidebailly.com/people/lauren murro-08797): Lauren brings over 14 years of public accounting experience across multiple industries, with particular expertise in real estate, healthcare, and employee benefit plans. She oversees projects from initiation to completion and serves as a primary client contact, providing guidance on internal controls, business transactions, implementation of new accounting standards, and compliance issues. - [Lauri Dahlberg](https://www.eidebailly.com/people/lauri dahlberg-01360): Lauri has more than 30 years of experience with human resources and focuses on assisting clients with identifying and implementing the best HR practices to meet organization goals and mitigate risk. By utilizing her expertise in HR, business leaders are able to focus on other elements of their business and achieve strategic initiatives. - [Leadership](https://www.eidebailly.com/people/leadership): Our leadership team is dedicated to fostering impactful doing, growing our people, elevating our clients, and strengthening our communities. - [Lealan I. Miller](https://www.eidebailly.com/people/lealan miller-01538): Lee provides auditing and consulting services to a variety of industries including government, financial institutions and nonprofit organizations. - [LeAnn M. Rudolph](https://www.eidebailly.com/people/leann rudolph-00091): LeAnn joined Eide Bailly in 1990 and specializes in providing audit and accounting services to clients in several diverse industries, including nonprofit organizations, automobile and implement dealerships, health care, wholesale, retail, real estate and employee benefit plans. She's also committed to training and developing her fellow audit professionals and often advises clients on internal control measures that help keep businesses compliant and secure. - [Leif E. Erickson](https://www.eidebailly.com/people/leif erickson-11777): Leif has been a tax generalist for most of his career and has had exposure to both public and industry sides of business. This experience gives him a unique perspective on resolving client tax concerns and being a trusted business advisor to his clients. - [Lela C. Lawless](https://www.eidebailly.com/people/lela lawless-07526): Lela has specific expertise managing complex litigation support, business valuation, forensic accounting, fraud detection, analyzing claims and calculating economic damages related to lost profits, fraud schemes, securities litigation, bankruptcy, employment, contract disputes and other business disputes. Lela’s experience includes preparing reports, supporting schedules, analysis and exhibits used in all phases of commercial litigation and providing testimony in federal and state courts. - [Leonard C. Sweet](https://www.eidebailly.com/people/leonard sweet-08542): Since 1998, Leonard has been providing tax and consulting services to a diverse client base nationwide, including numerous family-owned businesses and various pass-through entities. Leonard also provides estate planning and succession planning to high net worth and small business clients. - [Leslie Bohn](https://www.eidebailly.com/people/leslie bohn-11873): Leslie works with clients on implementing tax strategies specific to their business and circumstances, offering insight on all financial decisions so they understand the tax impact and avoid surprises. In short, she makes taxes less stressful and more manageable for her clients. - [Linda A. Albrecht](https://www.eidebailly.com/people/linda albrecht-06069): Since 1996, Linda has been assisting organizations in maintaining a strong compliance program. She possesses the knowledge necessary to offer regulatory compliance consulting and training services to financial institutions ranging in size and complexity. Linda is a frequent speaker for industry-related groups where she shares her knowledge with the upper Midwest. - [Lisa L. Chaffee](https://www.eidebailly.com/people/lisa chaffee-00385): Since 1995, Lisa has served nonprofit clients, as well as small business and individual clients. She often works on accounting and consulting projects with clients in addition to compliance projects. Lisa is an experienced leader who served as a department head for 14 years, a market leader for over 2 years and now is the Outsourced & Managed Services Practice Leader. - [Lisa R. Fitzgerald](https://www.eidebailly.com/people/lisa fitzgerald-06431): Lisa guides the Human Resources department and uses her leadership to provide strategic direction to the firm and its executives. She’s responsible for keeping partners and staff in the loop as things change, and she’s also involved with launching the human resources consulting service offering for the firm. - [Lisa Young](https://www.eidebailly.com/people/lisa young-04731): Lisa is a partner in the Healthcare Services department. She oversees the outsourced accounting, tax and consulting services provided to medical practice clients. - [Lori Love](https://www.eidebailly.com/people/lori love-03605): Lori leverages her previous experience to provide solutions to clients' business challenges including but not limited to strategic planning in finance/accounting, business process management and recognizing opportunities for implementing technology to scale. - [Luke Johnson](https://www.eidebailly.com/people/luke johnson-07024): Luke has over 15 years of public accounting experience providing audit, accounting, and consulting services to our commercial, manufacturing and distribution, electric utility, and telecommunication clients. He actively manages engagements and consulting activities for a variety of clients in these industries and performs audits of employee benefit plans. - [Luke Taylor](https://www.eidebailly.com/people/luke taylor-08120): Luke audits a variety of industries but spends a significant amount of time working with manufacturing and distribution clients, software and technology clients, and nonprofit organizations. - [Mackenzie Rentschler](https://www.eidebailly.com/people/mackenzie rentschler-09625): Mackenzie is experienced in tax compliance of pass-through entities, trusts and estates, and high net worth individuals. She provides consulting services on business structure, accounting and general tax planning, and she assists individuals with estate and trust planning and administration matters. - [Mandy Sutton](https://www.eidebailly.com/people/mandy sutton-07383): Mandy performs tax compliance, planning and consulting services for businesses and individuals, specializing in the real estate industry and investment entities. She passionate about staff development and teaching others, which has led her to develop and conduct several trainings. Mandy is also head of the Sioux Falls office tax department. - [Marc D Behrens](https://www.eidebailly.com/people/marc behrens-01834): Marc has provided tax and consulting services to business clients from a wide range of industries, including real estate, manufacturing, construction/engineering, software development and retail, as well as income tax preparation and planning for individuals. Marc has served on several firm committees and is highly involved in developing staff through coaching/mentoring. - [Maria A. Schwingler](https://www.eidebailly.com/people/maria schwingler-01774): Maria joined Eide Bailly in 2005 and provides audit, accounting and business consulting services to a variety of clients. Her specialty is employee benefit plans and nonprofit organizations, and she spends much of her time coordinating and overseeing various audit engagements. Maria works with organizations to understand the impact of accounting changes, including changes and disclosure requirements as they relate to nonprofit and employee benefit plan financial statements and any related regulatory changes, as well as communicating audit results to management, committees and boards. - [Mark Gegax](https://www.eidebailly.com/people/mark gegax-10848): Mark has been working with high-net-worth individuals and families, trusts, estates, and closely held businesses since 2008. - [Mark Griswold](https://www.eidebailly.com/people/mark griswold-06829): Mark has more than 20 years of public accounting experience, providing international tax consulting services and helping clients as they expand their business outside of the U.S. He also assists foreign companies to navigate the U.S. tax system as they begin doing business in the United States. - [Mark Guy](https://www.eidebailly.com/people/mark guy-06205): Mark helps businesses meet their financial reporting needs. He provides insight into new accounting standards to help clients understand the accounting implications. - [Mark Hale](https://www.eidebailly.com/people/mark hale-02354): Mark brings to Eide Bailly a strong specialization in business and individual taxation and consulting. His clients include successful entrepreneurs that are forward thinking in their business approach with a strong ethical conviction. Mark is a strategic partner in the Entrepreneurs’ Organization (EO Group) of Utah, in which he consults Utah’s most influential entrepreneurs in tax strategy, job creation and business succession. - [Mark Lapikas](https://www.eidebailly.com/people/mark lapikas-11778): Mark works with businesses on proactive tax planning and growth strategies. He is actively involved in helping business owners and management teams solve a wide variety of problems. Mark works with clients in all industries and serves as a member in the firm’s manufacturing and distribution niche. - [Mark Rogers](https://www.eidebailly.com/people/mark rogers-03035): Mark has over 20 years of experience helping taxpayers identify and implement cashflow strategies made available through building, acquiring, renovating and designing property. Now, courtesy of recent legislation, Mark is helping nonprofits and exempt organizations monetize energy incentives to help their funding. As a leader in the Business Credits & Incentives arena, Mark oversees a national team of CPAs, Professional Engineers, energy modelers, LEED professionals, architects, HERS raters and construction specialists. The BCI group has professionals with wide industry experience performing Research & Development, Employee Retention Credit, Fixed Asset Outsourcing, 179D energy deduction, Cost Segregation, 45L residential energy credit, 45 Production Tax Credits, 48 Investment Tax Credits, Tangible Property Regulations and Asset Relifing studies. - [Mark Wenig](https://www.eidebailly.com/people/mark wenig-02860): Mark brings a passion for improvement shaped by his experience as a former entrepreneur and technology leader. He helps organizations unlock their full potential by implementing solutions that improve operational efficiency, increase financial performance, and drive digital transformation. Mark believes businesses prosper when continuous improvement is a team sport. That mindset is part of every engagement and requires working closely with clients and colleagues to fully understand business goals, opportunities, and operational challenges. - [Marty Dubas](https://www.eidebailly.com/people/marty dubas-00474): Marty has been in public accounting since 1993. He is an audit partner with experience in the healthcare, government and nonprofit industries providing audit, accounting and consulting services. Marty specializes in providing services for healthcare organizations including multiple organizational systems, stand-alone facilities, critical access hospitals, rural health clinics, CCRCs, and related foundations. He also provides extensive consulting related to Medicare and Medicaid reimbursement services including preparation, review, negotiation and settlements of cost reports, financial forecasting, debt financing offerings and internal control reviews. - [Matt Carlson](https://www.eidebailly.com/people/matt carlson-12086): Matt works with our clients to identify opportunities for credits and incentives related to their business growth and expansion. He helps clients navigate the credits and incentives process, from negotiations, applications, compliance filings and any other required filings to capture all available opportunities. - [Matt Everroad](https://www.eidebailly.com/people/matt everroad-09617): Specializing in the real estate, professional services and hospitality industries since 1993, Matt brings many years of extensive experience to the table. He is proficient in multistate filing compliance and planning considerations for small to medium sized businesses. - [Matt Labernik](https://www.eidebailly.com/people/matt labernik-07659): Matt provides transaction advisory services to a variety of clients. He helps clients leverage their strengths and overcome obstacles by using his strong attention to detail to ensure all key risks and opportunities are identified. - [Matt Olson](https://www.eidebailly.com/people/matt olson-11482): Matt assists clients in understanding how and what technology solutions can enhance their business's day-to-day operation. Once solutions are identified, he helps with implementation, and ongoing support as needed. Our technology solutions are designed to secure your data, improve efficiency and boost productivity. - [Matt Phillips](https://www.eidebailly.com/people/matt phillips-08931): Matt assists clients in matters primarily focused within the gaming industry. He leads a specialized group of advisors in regulatory compliance, technology, process improvements, or any other projects requiring gaming industry expertise. - [Matthew T. Schwartz](https://www.eidebailly.com/people/matthew schwartz-10902): Matt serves healthcare organizations through attestation and consulting services, helping clients navigate compliance, accounting, and financial reporting matters. He works with critical access hospitals, prospective payment hospitals, federally qualified health centers, health systems, and long-term care organizations throughout the Midwest. - [Matthew Silla](https://www.eidebailly.com/people/matthew silla-11779): Matt provides business valuation and advisory services to a wide variety of industries. He specialized in providing valuation and advisory services to ESOPs. He also completes valuations for financial reporting matters. - [Mel Schwarz](https://www.eidebailly.com/people/mel schwarz-03601): Mel is a Director of Tax Legislative Affairs in the firm’s Washington, D.C. office, where he focuses on the implementation of recent tax legislation. He has 40 years of experience in the world of tax legislation in Washington, D.C., including 6 years spent on the staff of the Joint Committee of Taxation. He is a past chairman of the Tax Legislation Committee of the AICPA and a sought-after speaker for many AICPA, TEI and FEI conferences. - [Melissa Bartenbach](https://www.eidebailly.com/people/melissa bartenbach-12820): Melissa’s practice focus is alternative investments including real estate, private equity, and private credit. Her team can navigate many different types of alternative asset portfolios/structures. For nearly two decades, she’s worked alongside real estate owners and developers, building deep knowledge of the industry. Melissa’s extensive experience with various investment funds, large family office, venture capital funds and private equity has enabled her to provide comprehensive, value-driven guidance. - [Melissa Webb](https://www.eidebailly.com/people/melissa webb-08545): Melissa provides tax consulting and compliance for privately held entities in the healthcare, real estate development and hospitality industries. She also works with individuals on tax strategy and planning. She helps implement federal and state tax planning strategies, retirement planning and accounting solutions to make your business more efficient. - [Melissa White](https://www.eidebailly.com/people/melissa white-00891): As part of Eide Bailly's Wealth Transition Services (WTS) Team, Melissa specializes in gift and estate planning; assisting clients with the complexities of trusts and estates; IRA distribution planning; and charitable and planned giving strategies. - [Michael Gomez](https://www.eidebailly.com/people/michael gomez-11660): Mike advises government agencies on assessment, procurement and implementation of software systems with a goal of helping them be more efficient, accurate and connected. - [Michael D. Hamaker](https://www.eidebailly.com/people/michael hamaker-01850): Michael brings over 16 years of experience providing tax and business consulting services to individuals, partnerships, limited liability companies and corporations. His primary industries of focus are dealerships and real estate, and he has worked with a variety of clients from the healthcare, manufacturing, retail and wholesale industries as well. His involvement in different industries makes him a valuable resource when working with clients and colleagues and in developing staff. - [Michael Tao](https://www.eidebailly.com/people/michael tao-03925): Michael's area of expertise includes providing tax, business advisory, financial planning, and accounting and auditing services to our clients. He works closely with clients in the privately-held business sector as well as for nonprofit organizations. - [Michael Turner](https://www.eidebailly.com/people/michael turner-05067): Michael works with our clients to understand their critical business needs and help ensure the right experts from our team are engaged to support their success. - [Michele Gookins](https://www.eidebailly.com/people/michele gookins-05313): Based in Rancho Cucamonga, CA, Michele Gookins is a senior consulting manager with Eide Bailly, LLP. She brings a decade of experience as a K-12 Director of Fiscal Services and Chief Business Official in three California school districts. She also served an additional 10 years in private sector accounting preparing financial statements, negotiating contracts, facilitating external audits, coordinating with Boards and community groups and supervised a variety of business and operations personnel. She has first-hand experience with complex accounting transactions associated with Bond Anticipation Notes, Tax and Revenue Anticipation Notes, Community Facilities District Bonds, General Obligation Bonds and operating a special education administrative unit. - [Michelle Beaty](https://www.eidebailly.com/people/michelle beaty-02474): Since 2005, Michelle has been providing public accounting services, including tax compliance, planning services and tax return preparation, for individuals, nonprofits, trusts and various business entities. She has experience in tax compliance for pass-through entities, rental real estate, oil and gas, construction contractors and a variety of state returns. - [Mike D. Arvidson](https://www.eidebailly.com/people/mike arvidson-02827): Since 1992, Mike has been building network and infrastructure experience where he has acted as a technical lead, project manager and team lead. Mike oversees a team of support analysts, network administrators and engineers that provide daily technical support and project deployment to new and existing clients. Mike’s vast knowledge allows him to provide recommendations and support for his clients across various industries so they feel confident in selecting appropriate technology that will fit both their current and future business needs. - [Mike Blazei](https://www.eidebailly.com/people/mike blazei-00809): Mike helps our clients understand and resolve complex accounting transactions. He guides them through business acquisitions, debt and equity transactions, or implementing new accounting standards. - [Mike R. Criddle](https://www.eidebailly.com/people/mike criddle-08102): As a leader in Eide Bailly's International Tax Services Group, Michael provides expertise on issues surrounding international taxation. He has experience advising both U.S. companies that are looking to expand abroad, as well as non-US companies looking to expand into the US. Additionally, Michael has experience with foreign investment, as well as employment issues businesses often face when sending employees abroad. - [Mike R. Lindstrom](https://www.eidebailly.com/people/mike lindstrom-01522): Mike has worked in public accounting since 1980. He provides services to industries including construction, manufacturing, financial institutions and nonprofit. He was a founding partner of Balukoff, Lindstrom & Co., PA, before joining Eide Bailly. Mike provides valuable insight and knowledge to his clients and offers them services such as accounting, estate planning, succession planning, consulting and taxation. - [Mike Martin](https://www.eidebailly.com/people/mike martin-04178): Mike joined Eide Bailly in the fall of 2019 and brings many years of financial industry experience with him. He is the Director of Consulting and Contract Management and works primarily in the financial industry, providing technology review, analysis and contract negotiation services. Mike has extensive experience working with banks and credit unions ranging in size from de novo to multi-billion in assets. - [Mike C. Verville](https://www.eidebailly.com/people/mike verville-04160): Mike works directly with his clientele in innovative and strategic ways to develop and tailor tax planning techniques that are specific to the needs of his clients. - [Mitch Rasmussen](https://www.eidebailly.com/people/mitch rasmussen-06384): Mitch helps his clients keep up with new accounting and regulatory standards. The finance and consulting services he offers help businesses and organizations make the best decisions and change for the better. - [Mollee Perkins](https://www.eidebailly.com/people/mollee perkins-08000): Mollee supports the healthcare, health insurance and nonprofit organizations in audit and assurance services. She provides knowledge and experience in appropriate application of accounting pronouncements applicable to healthcare organizations. - [Nate Allphin](https://www.eidebailly.com/people/nate allphin-03532): Nate has 20 years of experience in the data and analytics world. His career started as a data analyst and he quickly came to realize that organizing and enabling companies with data was his true passion. - [Nathan Edelman](https://www.eidebailly.com/people/nathan edelman-03936): Nathan provides assurance services to some of the largest governmental organizations in the Bay Area. His current practice focuses on serving transportation agencies, municipalities, school districts, and special districts. Nathan's experience includes leading federal single audits for entities that have received more than $1 billion in federal grants, which includes those labeled as "high risk" by federal or state granting agencies. - [Nathan McMurtrey](https://www.eidebailly.com/people/nathan mcmurtrey-03531): Nathan believes every company can be a data company. As a partner at Eide Bailly, he leads the firm's Analytics practice in reaching that vision. Previously the CEO and founder of Xerva, a business intelligence company located in Orem, Utah, his educational background is in accounting where he first learned that accounting is really just an exercise in organizing data. Nathan loves to watch data transform businesses and go from being a liability to an asset. - [Nic Waldenmayer](https://www.eidebailly.com/people/nic waldenmayer-04662): Nic is a partner who provides tax consulting, compliance, planning and business advisory services to clients that include multi-state, large international corporations, as well as closely held family businesses. - [Nick Crank](https://www.eidebailly.com/people/nick crank-07236): Nick works closely with our healthcare and utilities clients. Over his years of working at Eide Bailly, he has gained valuable expertise and experience to help our clients through their challenges and to understand how their industries are changing. - [Nick J. Mortensen](https://www.eidebailly.com/people/nick mortensen-09103): Nick leverages his deep understanding of systems design and architecture to help clients solve complex business process problems through technology. - [Nicole Pudney](https://www.eidebailly.com/people/nicole pudney-11067): Nicole provides tax compliance and consulting services to high net worth and closely held business clients. She helps our clients by offering a strategic goal catered to their needs and situations. - [Noel M. Datko](https://www.eidebailly.com/people/noel datko-09087): Noel helps organizations realize results through technology implementations and integrations. He assists organizational leadership design business processes that will be successful with the Salesforce platform and enable them to integrate and scale with other connected environments. - [Norm Kur](https://www.eidebailly.com/people/norm kur-04088): Norm provides a breadth of forensic accounting and economics services to clients, specializing in calculating lost profits and other types economic damages. He provides expert testimony and consulting services in the context of litigation, arbitration and mediation. Norm also has experience with matters requiring forensic investigation and asset tracing. - [Norman R. Mendoza](https://www.eidebailly.com/people/norman mendoza-07854): With over 30 years of public accounting experience, Norman provides extensive assurance expertise to privately-held businesses in a variety of industries including manufacturing, wholesale and distribution, construction, real estate, franchise and service-related industries. Norman also has experience in dealing with mergers and acquisitions, private equity groups and their related portfolio companies. - [Pam J. Eggert](https://www.eidebailly.com/people/pam eggert-05934): Pam joined Eide Bailly in 2006 and her public accounting experience extends to a variety of clients, primarily including nonprofit organizations, affordable housing projects, and general commercial companies. Pam helps her clients implement new and upcoming standards that have an impact on their organizations. Throughout the audit, she helps oversee the process from beginning to end and serves as a resource for clients. - [Patrick A. Kautzman](https://www.eidebailly.com/people/patrick kautzman-01082): Since 2001, when Patrick joined Eide Bailly, he has specialized in income tax planning and preparation services for closely held companies, partnerships and individuals. His client portfolio is quite diverse, including work with agricultural processors, coops, manufacturers, wholesalers, retailers, insurance companies and professional service organizations. - [Patrick Rogers](https://www.eidebailly.com/people/patrick rogers-04893): Patrick assists our clients in meeting all their tax goals, whether individually or business-related. He assesses clients' needs based on their unique circumstances and utilizes his knowledge and experience to assist clients in making informed decisions that will result in the most beneficial outcome to meet those needs. - [Paul Kane](https://www.eidebailly.com/people/paul kane-06839): Paul provides audit and other assurance services. He works directly with clients and our staff to ensure that client needs are exceeded and goals are met. Paul also ensures work is done efficiently, effectively and delivered as promised. - [Paul A. Sirek](https://www.eidebailly.com/people/paul sirek-06175): Paul's focus is on the financial institutions industry. He provides management consulting, tax planning and tax compliance services to financial institutions ranging in size from less than $50 million to more than $1 billion. He conducts tax research projects, and he assists financial institutions with merger and acquisition issues, including tax structuring of transactions and the regulatory application process. Paul also assists bank holding companies and financial institutions with regulatory filings, including FR Y-9C, FR Y-9LP and FR Y-9SP reports. - [Paul O. Skeen](https://www.eidebailly.com/people/paul skeen-08214): Paul's experience in public accounting includes involvement in all aspects of financial and compliance audits, with emphasis in assurance services to governmental entities and dealerships. He has experienced knowledge of governmental reporting rules. - [Peggy H. Brown](https://www.eidebailly.com/people/peggy brown-11963): Peggy builds high-performing, customer-centric marketing teams. These teams deliver results by being both boldly creative and data-driven. - [Peggy J. Runcorn](https://www.eidebailly.com/people/peggy runcorn-01647): Peggy provides individual, corporate and partnership tax, along with tax and general accounting consultation. She works with a variety of clients, including privately held companies, manufacturing companies, health care professionals, financial services groups and real estate. - [Phil J. Traxler](https://www.eidebailly.com/people/phil traxler-08319): Phil has worked with community banks since 1985 and has extensive experience in the financial institution industry. He is experienced in overall bank management, and specializes in agricultural, commercial and real estate lending. He provides a wide range of risk management consulting services for clients, including allowance for Loan and Lease Loss methodology and risk rating review. Phil provides senior management and directors with guidance on how to identify, measure, monitor and control critical institutional risk exposure. He provides loan file review services and consulting services for stress testing loan portfolios, as well as performs due diligence procedures for financial institutions. Phil is an author and co-author for Eide Bailly newsletter articles and other industry publications and is also a frequent presenter on financial institution topics for client seminars. - [Rachael Jungers](https://www.eidebailly.com/people/rachael jungers-07199): Rachael joined Eide Bailly in 2010 and provides audit, accounting and business consulting services to a variety of clients. Her specialties include employee benefit plans and nonprofit organizations. She spends much of her time coordinating, completing, and overseeing various audit engagements. She currently partners approximately 70 employee benefit plan engagements each year. Rachael also currently serves on Eide Bailly’s firmwide ERISA Technical Issues Committee. - [Rachael Thomsen](https://www.eidebailly.com/people/rachael thomsen-08672): Rachael works with clients to help them meet their financial reporting requirements. She offers solutions and expertise related to employee benefit plan compliance and financial reporting for businesses in a variety of industries including construction and distribution. - [Rachel Pugliano](https://www.eidebailly.com/people/rachel pugliano-02774): Rachel assists clients with the improvement of their revenue cycle functions as well as maintaining compliance with the current regulatory environment. Her specific expertise is in the mid-cycle of the revenue cycle, which includes revenue integrity, chargemaster maintenance, charge capture and coding. - [Rachel Rico](https://www.eidebailly.com/people/rachel rico-04657): Rachel is a partner in the Assurance Services department, specializing in working with businesses. She works on providing financial statement audits, reviews, compilations and consulting on business issues and identified risks. - [Randy Hoffman](https://www.eidebailly.com/people/randy hoffman-00479): Since 1998, Randy has been providing public accounting services, primarily to healthcare, government and nonprofit industry clients. In addition, Randy provides extensive consulting related to obtaining appropriate Medicare and Medicaid reimbursement including preparation, review, negotiation and settlement of cost reports; financial forecasting, budgeting, and feasibility studies. Randy is uniquely dually trained in reimbursement and auditing. This enables him to evaluate reimbursement oppor - [Randy Kathol](https://www.eidebailly.com/people/randy kathol-00482): Randy focuses his efforts in the areas of closely-held business and individual taxation, providing both planning opportunities and compliance work for clients. His clients include a heavy concentration of high-net-worth individuals working across multiple generations within the family. Randy also holds a Series 65 license allowing him to function as an Investment Adviser Representative. - [Randy Misch](https://www.eidebailly.com/people/randy misch-11780): Randy specializes in Audit and Assurance. He has more than 25 years of experience in providing financial statement reporting and audit and regulatory compliance services based on Generally Accepted Accounting Principles (GAAP) to both public and private companies. - [Rebekah L. Scott](https://www.eidebailly.com/people/rebekah scott-02544): Rebekah has provided public accounting services since 1999. While her career started at one of the Big Four firms, she went back to school to get her Marriage and Family Therapy degree. After a stint in counseling, she returned to public accounting in 2008. Her extensive experience in the financial institutions industry includes providing financial statement audits, agreed-upon procedures, consulting engagements, SOX, FDICIA implementation and loan review. Additionally, Rebekah has been heavily involved in audits of Mental Health Mental Retardation (MHMR) Community Centers in Texas. - [Reed Lamoreaux](https://www.eidebailly.com/people/reed lamoreaux-04146): Reed helps our clients work their way through the complicated tax laws and business situations to help them achieve their business goals. - [Reggie A. MacMaster](https://www.eidebailly.com/people/reggie macmaster-07366): Reggie joined Eide Bailly in 2011 and provides services to clients in the affordable housing industry and nonprofit organizations. She has specialized throughout her career in the nonprofit industry, as well as HUD, rural development and low-income housing tax credit cost certifications. In addition, Reggie provides financial statement auditing and compliance testing, including Single Audits required by Uniform Guidance. Reggie works to help organizations understand the impact of accounting changes within their organization and industry. - [Renee M. Gravalin](https://www.eidebailly.com/people/renee gravalin-00066): Renee joined Eide Bailly in 1990 and focuses her expertise on the healthcare and nonprofit industries. She provides audits and financial reviews for her clients and assists facilities with debt financing and refinancing. In addition, she has recently become involved in the 340B Drug Pricing Program as a consultant, helping clients navigate the stringent rules and regulations related to that program. As a thought leader in the industry, Renee has written and presented on accounting and healthcare topics for various organizations and colleges. She has recently been appointed to a second term on the AICPA's Healthcare Expert Panel, and is active with the firm's Healthcare Technical Issues Committee. As the vast majority of the healthcare clients we work with are also nonprofit entities, quite a few of the discussions at the Expert Panel and Technical Issues Committee include nonprofit audit and accounting guidance. - [Rhea Lynn Hemish](https://www.eidebailly.com/people/rhea hemish-06100): Rhea's focus is in financial institution taxation and consulting. She works with financial institutions regarding tax research issues, strategic planning, regulatory reporting research and financial projections related to mergers and acquisitions, and capital planning. She prepares regulatory applications and accompanying forecasted financial statements for financial institutions and holding companies. Rhea is a frequent speaker on the ever-changing tax and regulatory rules in the financial institution industry. - [Rick L. Alexander](https://www.eidebailly.com/people/rick alexander-05717): Rick came to Eide Bailly in 2004 with over a decade of auditing and financial consulting experience. He has spent most of his public accounting career serving clients in healthcare, government and the nonprofit sector. Rick works with a large number of hospitals, clinics, senior living facilities, as well as governmental authorities and districts that are affiliated with hospitals. He has extensive experience working with critical access hospitals, PPS hospitals and clinics, and he has also worked on single audits throughout his career. - [Rick Alonzo](https://www.eidebailly.com/people/rick alonzo-03911): Rick focuses on providing accounting, audit and advisory services to a variety of clients. For over 26 years, he has focused his practice on governments, community colleges, K-12 school districts and nonprofit organizations. He works with clients to provide the most up-to-date information on compliance standards and reporting requirements. In addition, he is skilled in understanding the complex regulatory reporting environment related to the single audit compliance requirements. - [Rick Starkenburg](https://www.eidebailly.com/people/rick starkenburg-10846): Rick has nearly twenty years of experience in income tax compliance and consulting for individuals, trusts, partnerships, corporations and private foundations. His experience includes planning for wealth transfer, estates and trusts, charitable giving, formation and operation of family limited liability companies and valuation issues. - [Rob Else](https://www.eidebailly.com/people/rob else-10299): Rob helps businesses protect their information from cyber threats. He works with them to create and implement security plans so they can focus on their work without worrying about their technology. - [Robert Neides](https://www.eidebailly.com/people/robert neides-11782): With more than 30 years of tax planning experience and knowledge, Bob works with a diverse range of clients and sectors. He assists our clients in navigating federal and state income tax filing obligations. - [Robert Vaupel](https://www.eidebailly.com/people/robert vaupel-02940): I do due diligence to ensure acquisitions are fairly represented for buyers and sellers of the firm. I review financial reports, operational processes, human capital and information technology needs of businesses to prepare buyers and sellers. - [Roger Alfaro](https://www.eidebailly.com/people/roger alfaro-03912): Roger provides accounting, audit and advisory services to commercial and government entities throughout California. His experience includes manufacturing, healthcare, nonprofit and government entities including cities, counties, special districts and state agencies. - [Ronald J. Yates, Jr.](https://www.eidebailly.com/people/ronald yates-05960): Prior to joining Eide Bailly in 2006, Ron spent nine years honing his tax and accounting skills with a Big Four firm. Today, he serves as partner-in-charge of our Billings office and provides tax compliance, consulting, planning, and business advisory services to both business clients and high net worth individuals. Ron specializes in individual estate planning and the energy industry, working closely with many oil and gas, extraction and underground mining clients. He's also a key recruiter for the firm, visiting colleges and universities throughout Montana looking for the best and brightest students interested in joining the Eide Bailly team. - [Ross A. Manson](https://www.eidebailly.com/people/ross manson-00181): Ross fosters a culture of innovation, finding ways for the firm to remain relevant in the dramatically changing business world. He builds a culture of innovation through our people, services, industries and offices. Ross helps the firm analyze how innovation can benefit internal processes, products and services, and the client experience. - [Russell K. Rice](https://www.eidebailly.com/people/russell rice-06995): Russell works with a variety of clients in tax compliance for individuals, corporations and partnerships. He operates in many different industries and works extensively with multi-state companies. In addition to income tax return preparation, Russell enjoys tax consulting and planning projects aimed at identifying tax savings for his clients. - [Ryan Ashland](https://www.eidebailly.com/people/ryan ashland-04615): Ryan works to understand a client's finances and operations to ensure the reimbursement options and reporting are done accurately and structured to obtain proper reimbursement. - [Ryan Beste](https://www.eidebailly.com/people/ryan beste-07882): Ryan provides audit and accounting services to a variety of clients, including automotive and implement dealerships, manufacturers, closely-held businesses, agricultural-related businesses, and 401(k) and ESOP plans. He also works extensively with employee owned companies. His client work includes engagements with large, multi-location organizations as well as consulting to assist with financial reporting. - [Ryan S. Donahue](https://www.eidebailly.com/people/ryan donahue-05806): As Partner-in-Charge of the Insurance Industry Practice at Eide Bailly, Ryan works closely with clients in the insurance industry, conducting financial, internal control and IT audits, as well as consulting on regulatory matters and strategic business planning. He has extensive experience with large health insurers and large worker compensation organizations. - [Ryan T. Doyle](https://www.eidebailly.com/people/ryan doyle-05552): Ryan helps his clients with their accounting needs, specializing in franchisors, manufacturing and distribution, and other commercial business financial statement assurance work and service organization control (SOC) audits. Ryan is also an active member of the firm’s Manufacturing and Distribution Committee. - [Ryan Hambly](https://www.eidebailly.com/people/ryan hambly-09665): Ryan specializes in tax consulting and compliance. He primarily focuses on corporations and partnerships as well as the individuals who own them. He works in a variety of industries and has specific experience in construction, transportation, restaurants and real estate. - [Ryan Renner](https://www.eidebailly.com/people/ryan renner-07436): Ryan provides audit and accounting services to closely held companies, including contractors, manufacturers and service organizations. He specializes in audits of 401(k) plans and also has experience with mergers and acquisitions. - [Ryan W. Shirley](https://www.eidebailly.com/people/ryan shirley-06870): Ryan helps businesses and associations keep up with their financial reporting and organizational needs. He frequently speaks at industry conferences and serves as the assurance department head of the firm's Colorado offices. - [Ryan Sperling](https://www.eidebailly.com/people/ryan sperling-08348): Ryan provides valuation, sell-side ESOP advisory and general business consulting services to clients. His experience includes valuations for gift tax, estate tax and transactions. He works as a financial consultant to business owners to understand and execute a sale to an ESOP trust. - [Ryan Svoboda](https://www.eidebailly.com/people/ryan svoboda-05431): Ryan is a tax professional and business advisor working with privately-held businesses and families. He works closely with clients to develop, shape, implement and, importantly, execute comprehensive business, tax and financial plans helping clients exceed their goals and run their financial lives efficiently and effectively. In addition, Ryan is currently the Market Leader for Orange County/Southern LA and formerly led the firms Northern California tax practice. - [Sam Lake](https://www.eidebailly.com/people/sam lake-08112): Sam provides audit and assurance services to our clients in a variety of industries including healthcare, manufacturing, employee benefit plans and nonprofit organizations. - [Sara A. Kurtz](https://www.eidebailly.com/people/sara kurtz-06844): Sara has 20 years of audit experience and has specialized in the government industry throughout her career. She provides technical and accounting expertise for government clients that need to understand the professional accounting standards they must adhere to in order to issue General Accepted Accounting Principles (GAAP) financial statements as well as single audit requirements. As continuous education and training is crucial within the government sector, Sara is a firm resource for staff trai - [Sarah Logan](https://www.eidebailly.com/people/sarah logan-07112): Sarah has been with Eide Bailly since beginning her accounting career over 15 years ago. She provides coordination between clients and the team and strives for exceptional client service. Through working with clients in various sectors and varying capacities, Sarah has accumulated a breadth of accounting and internal control expertise. - [Sasha Baluka](https://www.eidebailly.com/people/sasha baluka-11016): Sasha helps entrepreneurial businesses navigate through intricacies of tax. Sasha’s taxation experience includes preparation of business and individual tax returns for clients in various industries. In addition, Sasha assists US clients with international business structures. She has been honored as a Trusted Advisor by the San Fernando Business Journal (2017) and Women of Influence: Accounting by the Los Angeles Business Journal (2023). - [Scot R. Phillips](https://www.eidebailly.com/people/scot phillips-01661): Scot joined the firm in 2002 and is a highly experienced public accountant, serving privately held companies, government entities and nonprofit organizations. His work includes audits, reviews and compilations of financial statements, interpretations of financial information and assistance with technical accounting matters. Scot is a recognized leader in his field, as well as in his community, participating in many local business and professional associations. - [Scott Adams](https://www.eidebailly.com/people/scott adams-03536): Scott leads a team that automates business reports. Rather than manually exporting data from systems to analyze them, they connect directly to them and schedule an automated extract. Then, they apply all the business logic needed to create a single-source-of-truth containing all relevant data for the client to report on, integrate with other systems, perform data science and more. They also provide report writers and data scientists to close the circuit on an end-to-end BI solution. - [Scott Braun](https://www.eidebailly.com/people/scott braun-07465): Scott has over 25 years of healthcare, Medicare, and cost reporting experience, as well as 14 years of experience working with a Medicare Administrative Contractor. He also worked as the Vice President of the Provider Audit and Reimbursement and Recoupment Divisions for Jurisdictions E and F. Scott has extensive experience preparing and reviewing Medicare, Medicaid, and other third-party reimbursement reports for hospitals and nursing homes and provides wage index reviews to maximize the average hourly rates. - [Scott Catlett](https://www.eidebailly.com/people/scott catlett-10004): Based in Nashville, TN, Scott provides clients with solutions to the challenges facing governments today such as financial sustainability in a time of revenue challenges, establishing and maintaining robust financial management practices, and putting in place an effective policy framework. Scott has nearly 25 years of diverse experience in public sector financial management and accounting. Prior to joining Eide Bailly, Scott spent 17 years working directly for cities after serving as a consultant to state and local governments earlier in his career. As a chief financial officer and assistant chief financial officer for three medium- to large-sized urban cities, Scott managed budgets of as much as $1.2 billion and investment portfolios of as much as $500 million and successfully navigated these agencies through the financial challenges of the Great Recession and the COVID-19 pandemic. - [Scott Gustafsson](https://www.eidebailly.com/people/scott gustafsson-03931): Scott primarily serves K-12 school districts, charter schools, nonprofits and county offices of education. He guides and advises assurance teams and works with governmental entities to identify and test critical points of inherent risk in order to protect the integrity of external and internal financial reporting. - [Scott Haberman](https://www.eidebailly.com/people/scott haberman-09777): Scott partners with closely held companies in healthcare, real estate, manufacturing and professional services, helping them navigate the operational and tax implications of their business goals. He has also worked with a number of Fortune 100 companies and has a firm grasp on tax strategies appropriate for many business structures. - [Scott D. Kost](https://www.eidebailly.com/people/scott kost-00064): Scott's wealth of knowledge has crossed numerous industries and involves managing all aspects of technology, including systems development, information security, consulting services, computer operations, voice and data communications and desktop services. Additionally, Scott develops and facilitates training seminars that focus on leadership development, staffing, new technologies and strategic planning. - [Scott M. LaPlant](https://www.eidebailly.com/people/scott laplant-08520): Since 2003, Scott has been providing his services to a variety of industries, including manufacturing and distribution, construction, nonprofit organizations, and affordable housing. Scott works closely with clients throughout the year to help them find solutions to business and accounting questions. - [Scott E McCrillis](https://www.eidebailly.com/people/scott mccrillis-13062): Scott leads the Sales and Use Tax practice at Eide Bailly, where he helps businesses navigate the complexities of state and local tax. He specializes in advising clients on multi-jurisdictional issues including audit defense, refund reviews, compliance, process improvement, and nexus and taxability issues. With extensive experience across diverse industries, Scott partners with organizations to minimize risk, identify savings opportunities, and implement strategies that align with their business goals. His approach combines technical expertise with practical insights to deliver measurable results. - [Scott Nelson](https://www.eidebailly.com/people/scott nelson-01742): Scott has over 20 years of experience planning, performing and supervising audit engagements. He provides services to many industries, including healthcare, nonprofit and a variety of commercial entities. - [Scott G. Sisel](https://www.eidebailly.com/people/scott sisel-07174): Scott advises public and private healthcare organizations, including health systems, health insurers and accountable care and related organizations. He assists organizations on risk management, internal controls and audit, debt financing and equity transactions, operational improvement analysis, business restructuring and other regulatory and compliance matters. Scott's areas of expertise include finance and accounting, internal controls, risk management, organizational leadership, merger and acquisitions, strategic planning and transaction execution. Scott leads Eide Bailly's Health System Industry and is a member of Eide Bailly's Healthcare Executive Council. He also leads the firm's Internal Audit Services practice. - [Scott Thorn](https://www.eidebailly.com/people/scott thorn-01929): Scott helps our clients manage through challenging business situations by providing interim and long-term solutions by offering a wealth of expertise in leading teams, implementation of new systems and understanding the complex business of healthcare. - [Scott Trendel](https://www.eidebailly.com/people/scott trendel-11409): Scott is responsible for managing the tax practice of the San Diego office and has significant experience in the tax issues related to small businesses, especially in the construction industry. - [Scott A. Zeligson](https://www.eidebailly.com/people/scott zeligson-09037): Scott helps the firm's clients navigate the complex tax laws and he helps them find solutions to other business issues that they might have. - [Selina Hansen](https://www.eidebailly.com/people/selina hansen-02356): Selina Hansen is a trusted advisor and experienced leader in Client Accounting Services, dedicated to helping clients with their accounting operations so they can focus on growing their business. She partners closely with organizations to deliver practical, forward-thinking solutions, including leveraging technology to streamline processes and improve efficiency. - [Shane Pickett](https://www.eidebailly.com/people/shane pickett-02374): Shane is a Certified Healthcare Business Consultant who helps organizations with tax strategies and tax planning. He also consults on healthcare business operations, which includes buy-in and buy-out of new doctors as well as real estate investment. He also works with individual doctors who are looking for the best tax saving strategies. Shane also assists with helping physicians plan for retirement and the future. - [Shane Summer](https://www.eidebailly.com/people/shane summer-12701): Shane enjoys working with both individuals and businesses, helping them make informed decisions about their taxes and ensuring that tax savings opportunities are applied. Shane takes care to develop long-term, trusted partnerships with his clients and is invested in their success. - [Shannon N. Breuer](https://www.eidebailly.com/people/shannon breuer-00230): Shannon joined Eide Bailly in 1997 and works primarily with housing and real estate, specializing in federal and state income tax incentives for rehabilitation projects, affordable housing and multi-family dwellings. - [Shannon M. Smith](https://www.eidebailly.com/people/shannon smith-07910): Shannon is an international tax specialist who helps clients and keeps her staff up to date on the latest changes and updates. She has experience with the Big Four and is a recognized thought leader in the field. - [Sharon Day](https://www.eidebailly.com/people/sharon day-11063): Sharon is a partner in the Assurance Services department and provides audit, review and compilation services to middle-market companies as well as nonprofit organizations, and also provides consulting services. Sharon works with the finance and leadership teams within organizations to make sure they are in compliance with all of their various financial reporting requirements and helps to ensure that their business and accounting needs are met. - [Shaylee Olson](https://www.eidebailly.com/people/shaylee olson-08988): Shaylee is a guide for organizations navigating change. She brings business and technology together, leading teams to create systems that work for people, not the other way around. - [Sheila Ashrafi](https://www.eidebailly.com/people/sheila ashrafi-04654): Sheila’s work involves effective diagnosis, solution, development and implementation of clients’ tax planning and compliance needs. - [Shelley L. Earsley](https://www.eidebailly.com/people/shelley earsley-02735): Shelley provides leadership for organizations working through their digital transformations, business and technology initiatives, strategic planning, organizational design assessments and implementation projects. She leads a group of talented professionals focused on providing solutions to business challenges. - [Shelley Gramling](https://www.eidebailly.com/people/shelley gramling-09834): Shelley primarily works with medium to large partnerships and corporate clients. Oil and gas and related oil and gas service companies are an industry focus for Shelley. In addition to tax compliance, Shelley provides effective income tax planning and tax consulting to address complex tax issues as they relate to both business and individual taxation. - [Shilo Gorospe](https://www.eidebailly.com/people/shilo gorospe-03914): Shilo provides audit and accounting services to a broad range of entities, including local governments, nonprofit organizations and various business entities. Her current practice is focused on K-12 school districts, charter schools, joint powers authorities and county offices of education throughout California. Shilo has an in-depth knowledge of the federal and state compliance requirements associated with educational entities receiving federal and state funding. As the requirements for single audits under Uniform Guidance (formerly A-133) and the State Audit Guide continue to change, Shilo has been a leader in training our staff and assisting our clients to ensure continuing compliance with regulations. She has been a featured speaker at the CalCPA Education Foundation's annual School District Conference providing updates and guidance to firms that provide audit services to K-12 school districts. Her expertise in this area has been recognized by her peers throughout the industry. - [Sonja Sparks](https://www.eidebailly.com/people/sonja sparks-04919): Sonja’s focus is providing business and tax services to multi-state corporate and partnership clients. She has an extensive background in the real estate industry including Real Estate Investment Trusts. She also serves clients in the manufacturing, engineering and software industries. - [Stacey Nelson](https://www.eidebailly.com/people/stacey nelson-06343): For more than 25 years, Stacey has provided audit and accounting services to a wide range of organizations, with a strong focus on nonprofit entities and Uniform Guidance (single) audits. She brings deep technical expertise and practical insight to organizations navigating complex compliance, reporting, and governance requirements. Stacey serves on Eide Bailly’s Nonprofit Technical Issues Committee, where she helps the firm stay current with evolving accounting standards and regulatory requirements. In this role, she also contributes to firmwide nonprofit training, supporting audit quality and consistency across engagements. - [Stacy L. Erdmann](https://www.eidebailly.com/people/stacy erdmann-01595): Stacy finds the right tax and accounting solutions for the health care and real estate companies that she serves. As National Tax Practice Leader, she leads tax professionals across the firm’s geographic footprint to bring ideas and opportunities to our clients. - [Stephanie Brenden](https://www.eidebailly.com/people/stephanie brenden-12226): Stephanie assists healthcare clients in managing, developing, and implementing accounting processes, financial planning, and growth or profitability strategies. - [Susan Levinstein](https://www.eidebailly.com/people/susan levinstein-04653): Susan is a partner of Eide Bailly and a specialist in business assurance services and tax services, helping businesses grow and prosper. - [Susan Stephenson](https://www.eidebailly.com/people/susan stephenson-11757): Susan has more than 20 years of experience in higher education as a Financial Aid Director, Admissions Director, and Enrollment Management Executive Director overseeing multiple student services areas. She is a respected leader in state, regional, and national financial aid and admissions associations, including serving on boards as President, Treasurer, and Secretary; chairing many association committees, such as Training, Membership and Diversity, Equity, Inclusion & Belonging; and serving as a leadership mentor in financial aid. She is a sought-after speaker at industry conferences and has presented at all levels. Her favorite volunteer gig was as a faculty member for many years at RMASFAA’s annual Summer Institute, a nationally recognized week of intensive training for financial aid administrators. - [Talia Mensik](https://www.eidebailly.com/people/talia mensik-08527): Talia specializes in tax compliance and strategic financial planning for individuals and privately held businesses. Based in Spokane, WA, Talia brings deep expertise in the real estate development and manufacturing sectors, helping clients navigate complex regulations while identifying opportunities for long-term financial success. - [Tammy Hutter](https://www.eidebailly.com/people/tammy hutter-06989): Tammy helps clients with their tax compliance and various business needs. She guides owners and management through the process to make it as seamless as possible. - [Tara J. Engquist](https://www.eidebailly.com/people/tara engquist-05952): Tara is an audit guru with many years of experience planning, performing and supervising audit engagements on behalf of Eide Bailly. She has provided public accounting services to a diverse clientele, including nonprofit organizations, government entities and local small businesses. - [Teri L. Gage](https://www.eidebailly.com/people/teri gage-08743): Teri is an experienced accountant who specializes in government accounting and auditing. She’s responsible for assuring audit quality and meeting deadlines, and she also serves on the firm's Governmental Editorial Committee. - [Terry V. Merfeld](https://www.eidebailly.com/people/terry merfeld-02205): Terry provides tax services to privately held entities with a focus on not only S-corporations and the commercial banking industry, but also with a concentration on professional services (legal, financial services, medical), manufacturing/production and ESOP-owned companies. He also assists with identifying the tax impact of transactions as clients consider their options. - [Thomas Ahrens](https://www.eidebailly.com/people/thomas ahrens-08565): Thomas provides services to industries including real estate, construction, manufacturing, medical, professional services and nonprofit. He is experienced in tax consulting and compliance of pass-through entities and high-wealth individuals. - [Thomas H. Madison](https://www.eidebailly.com/people/thomas madison-06341): Thomas has public accounting experience since 2001, providing services to industries including trust companies, nonprofit, foundations, construction, manufacturing, aggregates, and wholesale and retail companies. He provides public accounting services to more than 120 organizations. - [Tiffany A Williamson](https://www.eidebailly.com/people/tiffany williamson-03359): Tiffany joined Eide Bailly in 2018 and has over 23 years of experience providing audit services to clients in the higher education, government, nonprofit, and manufacturing and distribution industries. Tiffany works closely with clients throughout the year to help them find solutions to accounting questions and ensure a smooth audit process. - [Tim Govier](https://www.eidebailly.com/people/tim govier-02247): Tim came to Eide Bailly in 2017 with experience in the public accounting industry as well as controller experience for a large service company. He specializes in the manufacturing, distribution and logistics industry, construction and real estate industry and employee benefit plan industry. Tim serves on the firm’s manufacturing, distribution and logistics industry technical issues committee, editorial committee and innovators committee. Clients utilize his expertise for audits, reviews and compilations. - [Tim Pettit](https://www.eidebailly.com/people/tim pettit-11042): Tim has experience with a wide range of industries including real estate (development, construction and investment), manufacturing and distribution, professional and medical services, sports and entertainment. He specializes in real estate, corporate formations, structures, income, estate and trust tax planning for privately held companies and high net worth individuals. - [Tim Rowse](https://www.eidebailly.com/people/tim rowse-07049): Tim helps our clients take care of their financial reporting and assurance needs. He leads audit teams and clients through the audit and assurance process. - [Tina Tharp](https://www.eidebailly.com/people/tina tharp-12614): Tina helps growth-focused business owners and family offices make smarter, faster decisions. To her clients, it looks easy—but that simplicity is part of the value she brings. Behind the scenes, she’s handling the accounting and finance work that can weigh business owners down, giving them the space to focus on what they do best: growing their companies and building lasting value. Whether it’s a small business or a family office managing generational wealth, Tina steps in to streamline financial operations, clean up messy processes, and make sure the numbers tell a clear story. Her clients trust that everything is running smoothly and that they’ll get the insights they need—right when they need them. - [TJ Bert](https://www.eidebailly.com/people/tj bert-06809): TJ began his public accounting career in 2000 and serves as the Partner-in-Charge of Energy Services. He specializes in working with oil and gas companies, specifically with exploration, production and oilfield services. He also works with the construction and real estate industries and assists developers, owners and operators, general contractors and private equity funds. In addition, TJ leads Eide Bailly’s Colorado college recruiting efforts. - [TJ O'Carroll](https://www.eidebailly.com/people/tj ocarroll-08761): TJ assists corporations, pass-through entities and individuals with tax planning and compliance. - [Toby Hazen](https://www.eidebailly.com/people/toby hazen-06916): Toby serves clients including closely held businesses and their owners, family limited partnerships, small business corporations, consolidated corporations, multi-state corporations, estates, trusts and high net worth individuals. He provides services in business entity choice, passive activity issues, executive compensation, business succession planning and estate and gift tax planning, specializing in manufacturing, dealerships, retail, health care and professional services. - [Todd Laney](https://www.eidebailly.com/people/todd laney-02985): Todd helps our clients navigate the complex issues of partnership taxation. He assists teams in turning their operating agreement into usable models and a finished compliant work product. - [Tom Caruthers](https://www.eidebailly.com/people/tom caruthers-04191): Tom joined Eide Bailly in 2019, bringing decades of banking and industry leading technology services experience with him. He is the Director of Consulting and Contract Management and works primarily with clients in the financial industry, providing technology review, analysis and contract negotiation services. Tom has extensive experience working with banking and credit union clients ranging from de novo to multi-billion in assets. - [Tom H. Fogarty](https://www.eidebailly.com/people/tom fogarty-06414): Tom helps clients in the financial institution industry with their audit, accounting and consulting needs. He specializes in providing services to financial institutions of all sizes, from $30 million in assets to more than $4 billion. - [Tom P. Goekeler](https://www.eidebailly.com/people/tom goekeler-09010): With more than 30 years of public accounting experience, Tom provides a deep level of tax and consulting expertise to Eide Bailly clients. He has experience serving multiple industries, but his true specialty is the auto industry, specifically car dealerships and related closely held businesses. - [Tom Marin](https://www.eidebailly.com/people/tom marin-11176): Tom has over 30 years of experience working on state and local taxation matters. He specializes in tax consulting across all areas of state and local taxation including income, franchise, gross receipts, business personal property, and sales/use taxes. In addition, Tom has extensive experience in unclaimed property and credits & incentives matters. - [Tom Owens](https://www.eidebailly.com/people/tom owens-04111): Tom leads our Business Solutions sales team, consisting of both ERP and CRM sales teams. He drives this team to ensure Eide Bailly solutions are the right fit for all prospects and clients and is not afraid to walk away from an opportunity should we not be the right fit. - [Tony Eitzmann](https://www.eidebailly.com/people/tony eitzmann-00475): Tony is an audit partner with experience in a variety of industries including construction, professional services, transportation and manufacturing and distribution. - [Tonya M. Rule](https://www.eidebailly.com/people/tonya rule-06128): Tonya has 20+ years public accounting experience providing tax and consulting services to individuals and businesses. She currently leads the Firm’s Affordable Care Act (ACA) services, leads the Firm’s Employee Retention Credit (ERC) services and leads the Firm’s Employer-Provided Child Care Credit (45F) services. For the ACA, she assists large employers with the compliance requirements, Forms 1094-C and 1095-C, and advises on technical ACA rules. In addition, she works with expanding small businesses to ensure they are measuring their employees correctly and selecting the best insurance plan for their business. Tonya regularly works with clients on various ACA IRS notices and has been successful in getting most of these penalties abated. For the ERC, she helps businesses correctly determine if they qualify and works with clients to comply with the technical rules. She also provides assistance with the IRS to support ERC claims. For the 45F credit, she provides technical guidance to employers on the benefits to both their employees and their stakeholders. - [Tracey Welcher](https://www.eidebailly.com/people/tracey welcher-09035): Tracey has been working in public accounting since 1996. She performs financial audits and accounting support specialized in rural telecommunications, including ILECs, long distance, CLECs, cellular, cable and wireless. Tracey also provides regulatory reporting assistance, ad valorem valuations, and consulting services. - [Traci Rabine](https://www.eidebailly.com/people/traci rabine-01008): With 23 years of experience, Traci's career has been focused on hospital and clinic administration. She entered the consulting industry with Eide Bailly assisting clients with strategy, service line development, operational assessments, productivity management and construction management. - [Travis R Lance](https://www.eidebailly.com/people/travis lance-08073): Travis provides business valuation and transaction advisory services to a wide variety of industries. He specializes in employee-owned companies and acts as an adviser in ESOP (Employee Stock Ownership Plan) transactions and related compliance consulting. He also provides litigation support through business valuation and other financial and economic analyses. Key industries served by Travis include agriculture, energy, and manufacturing. - [Travis VanDyke](https://www.eidebailly.com/people/travis vandyke-06490): Travis specializes in the agricultural industry. He provides tax compliance for businesses and individuals, tax planning strategies, financial statement preparation, farm service agency assistance and farm transition and succession planning. - [Trina Michels](https://www.eidebailly.com/people/trina michels-08064): Trina works with potential clients to help them understand the value of NetSuite implementation. - [Tyler F. Bernier](https://www.eidebailly.com/people/tyler bernier-01697): Having been in public accounting since 2004, Tyler specializes in providing assurance services and business consulting for healthcare organizations, nonprofits and related entities. He provides valuable insights, from complex accounting guidance to benchmarking and financial analysis, to make sure business leaders have actionable information when making decisions that affect the entire organization. - [Tyler Carringer](https://www.eidebailly.com/people/tyler carringer-02919): Tyler works very closely with clients to provide various services in several industries, and specializes in serving the dairy and agriculture industry. He helps provide a variety of consulting services including financial projections, financing solutions, business and estate transition planning, tax planning and in-depth analysis of financial statements. - [Tyler Nichols](https://www.eidebailly.com/people/tyler nichols-08587): Tyler focuses on helping clients understand their business and how to holistically maximize their respective tax situation with other aspects of their business. - [Vanessa M. Dutton](https://www.eidebailly.com/people/vanessa dutton-06657): Since 1998, Vanessa has set her sights on insurance, nonprofit entities and government-focused public accounting where her passion lies in serving colleges and universities, school districts and governmental agencies. Vanessa also shares her knowledge by providing local training to audit staff with regards to auditing, Yellow Book and government. - [Victoriya Powell](https://www.eidebailly.com/people/victoriya powell-03135): Vicki focuses on providing tax compliance and advisory services to a variety of clients, including family groups, closely held businesses and high-net-worth individuals, particularly in real estate, professional services and other related fields. - [Wade A. Sandy](https://www.eidebailly.com/people/wade sandy-00174): Wade has over thirty years' experience and leads Eide Bailly's Construction and Real Estate Industry team. He is recognized in the industry and presents regularly on topics affecting contractors and developers. Wade leads clients through business planning and develops solutions to complex issues. - [Wendy R. Cooley](https://www.eidebailly.com/people/wendy cooley-00472): Wendy Cooley is a tax partner and has been with the firm for over 15 years. Wendy specializes in providing comprehensive tax compliance and planning services to tax-exempt organizations. She has extensive experience with the Form 990 and assists nonprofit organizations with all of their tax reporting needs. - [Wendy DeFeo](https://www.eidebailly.com/people/wendy defeo-12434): Wendy is the Chief People Officer at Eide Bailly. In her role, Wendy is responsible for shaping the firm's culture and talent strategy, ensuring that Eide Bailly remains a top talent destination. She leads the Global Human Resources and Learning and Development organization, driving initiatives that foster employee engagement, professional growth, and organizational excellence. She works closely with the firm's leadership team to develop and implement strategies that support the firm's growth and enhance its competitive advantage. - [Wes Pieper](https://www.eidebailly.com/people/wes pieper-02228): Wes has worked in public accounting since 2014, and has primarily been involved in auditing and review services. He works with a variety of industries, including financial institutions, manufacturing, distribution and ag-related industries. - [Wesley Nye](https://www.eidebailly.com/people/wesley nye-01277): Wes works closely with his clients to stay up to date on their current earnings and tax situation. He makes sure quarterly estimates are discussed, comprehensive year end planning meetings take place and tax returns are filed timely and accurately. - [Will Kerns](https://www.eidebailly.com/people/will kerns-06842): Will provides assurance and advisory services to help clients achieve their financial reporting goals and to navigate problems that they face. He evaluates internal control systems, gains evidence to support financial statement numbers and provides recommendations for companies to achieve accurate and timely financial reporting. - [Will H. Moore](https://www.eidebailly.com/people/will moore-10890): Will’s 40 years of collective experience have spanned interim management, performance improvement and transaction advisory activities in over three dozen hospitals and health systems. Will has provided financial advisory services into a wide variety of medical staffs and boards, often providing crisis management in the most difficult of circumstances. - [Willy Hanson](https://www.eidebailly.com/people/willy hanson-07351): Willy is an experienced tax consultant who specializes in the agricultural industry. Tax planning for small business', partnerships, and proprietorships. Willy also consults with business' and families when it comes time to start transition planning and estate planning. - [Zach Parker](https://www.eidebailly.com/people/zach parker-07101): Zach provides assurance and various other consulting services to clients in the financial institutions industry. As an audit partner, he provides guidance to both his clients and audit teams throughout the audit and works closely with the engagement team on higher-level issues. ## Tests and QA Items - [Tests and QA Items](https://www.eidebailly.com/tests and qa) - [Subscribe](https://www.eidebailly.com/tests and qa/austin form test): We'll share with you curated articles and invitations to webinars and events, many of which quality for CPE. - [Chart Testing on Insights](https://www.eidebailly.com/tests and qa/chart test) - [Quality of Earnings](https://www.eidebailly.com/tests and qa/eidebop-1087 and 1084): Buying or selling a business? 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Connect with advisors who help leaders make the next move with confidence. - [Thank You](https://www.eidebailly.com/strategy/growth/thank you) ## Eide Bailly | Alumni Newsletter - [Eide Bailly | Alumni Newsletter](https://www.eidebailly.com/landing/alumni newsletter): Explore the latest events, announcements, and opportunities happening across Eide Bailly’s 50+ offices. - [Apple Growth Partners is now Eide Bailly](https://www.eidebailly.com/landing/apg-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Bessolo and Haworth is now Eide Bailly](https://www.eidebailly.com/landing/bhcpa-is-now-eide-bailly2): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. 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That’s where Eide Bailly stands out. - [Thank You](https://www.eidebailly.com/landing/campaigns/audit and assurance/thank you) - [Maximize Savings With Eide Bailly’s Energy Incentive Program](https://www.eidebailly.com/landing/campaigns/bci energy incentive): Maximize energy efficiency tax credits and deductions, including Section 179D Energy Efficiency Deduction, Section 45L Residential Home Credit, and Section 48 Clean Energy Investment Tax Credit. - [Thank You](https://www.eidebailly.com/landing/campaigns/bci energy incentive/thank you) - [R&D Tax Credit Consulting and Compliance | Eide Bailly](https://www.eidebailly.com/landing/campaigns/bci r and d): Maximize your R&D tax credits with expert consulting — compliance support, documentation, and audit readiness from a Top 20 CPA firm. - [Thank You](https://www.eidebailly.com/landing/campaigns/bci r and d/thank you) - [AI and Data Analytics Consulting Services | Eide Bailly](https://www.eidebailly.com/landing/campaigns/data analytics): See why companies choose Eide Bailly as their data solutions provider. - [Thank You](https://www.eidebailly.com/landing/campaigns/data analytics/thank you) - [Digital Future](https://www.eidebailly.com/landing/campaigns/digital-future): We’ll help you create a digital strategy to support growth and innovation. - [Thank You](https://www.eidebailly.com/landing/campaigns/digital-future/thank you) - [Need a Forensic Accountant? Discover Why Companies Choose Eide Bailly](https://www.eidebailly.com/landing/campaigns/economic-damages): We’re a top forensic accounting firm, and we’ll work closely with you to quantify and calculate financial damages. - [Thank You](https://www.eidebailly.com/landing/campaigns/economic-damages/thank you) - [Everything You Need to Know to Complete Form 1099](https://www.eidebailly.com/landing/campaigns/everything you need to know to complete form 1099): Here’s how to easily file Form 1099. Get clear guidance on filing requirements, who needs to file, and more. - [Need a Forensic Audit? 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It’s about making our brand identity match our purpose: helping businesses perform at their best, protect what they’ve built, and prosper into the future. - [NetSuite: Healthcare's Partner in Financial Excellence](https://www.eidebailly.com/landing/campaigns/healthcare erp): NetSuite allows healthcare organizations to have flexibility, visibility and simplicity. - [Thank You](https://www.eidebailly.com/landing/campaigns/healthcare erp/thank you) - [Marketing Landing Page Template](https://www.eidebailly.com/landing/campaigns/marketing landing template): Description of page - [Dynamics GP End of Life Planning | Timelines & Options | Eide Bailly](https://www.eidebailly.com/landing/campaigns/microsoft gp end of life): Understand when your Dynamics GP version reaches end-of-life, what risks to plan for, and your best options moving forward. - [Thank You](https://www.eidebailly.com/landing/campaigns/microsoft gp end of life/thank you) - [NetSuite Consulting Services | Certified NetSuite Partner - Eide Bailly](https://www.eidebailly.com/landing/campaigns/netsuite consulting): See why companies choose Eide Bailly for NetSuite implementation, optimization, and managed services. - [Thank You](https://www.eidebailly.com/landing/campaigns/netsuite consulting/thank you) - [Outsourced Accounting and CFO Services | Eide Bailly](https://www.eidebailly.com/landing/campaigns/oms accounting finance): See why companies choose Eide Bailly for outsourced accounting and fractional CFO expertise. - [Thank You](https://www.eidebailly.com/landing/campaigns/oms accounting finance/thank you) - [Outsourced Technology Support & IT Services | Eide Bailly](https://www.eidebailly.com/landing/campaigns/oms technology): Simplify IT management with outsourced technology support — help desk, cybersecurity, cloud solutions, and managed services from a Top 20 CPA firm. - [Thank You](https://www.eidebailly.com/landing/campaigns/oms technology/thank you) - [Salesforce Consulting Services for Businesses | Certified Salesforce Partner - Eide Bailly](https://www.eidebailly.com/landing/campaigns/salesforce consulting): See why companies choose Eide Bailly for Salesforce implementation, optimization, and managed services. - [Thank You](https://www.eidebailly.com/landing/campaigns/salesforce consulting/thank you) - [Eide Bailly Helps Businesses Work Smarter — Financially, Operationally, and Strategically.](https://www.eidebailly.com/landing/campaigns/sustained-success): As a Top 25 CPA and advisory firm, we bring practical expertise in accounting, technology, and business strategy to improve performance, reduce risk, and support long-term growth. - [Tax Consulting Services for Businesses | Top Tax Consulting Firm Near You – Eide Bailly](https://www.eidebailly.com/landing/campaigns/tax consulting): Expert tax advisory for businesses — planning, compliance, and corporate tax consulting from a Top 20 CPA firm. - [Thank You](https://www.eidebailly.com/landing/campaigns/tax consulting/thank you) - [Marketing Landing Page Template](https://www.eidebailly.com/landing/campaigns/test/dynamics): Description of page - [Marketing Landing Page Template](https://www.eidebailly.com/landing/campaigns/test/dynamics contact form): Description of page - [Marketing Landing Page Template](https://www.eidebailly.com/landing/campaigns/test/dynamics gated asset form): Description of page - [Marketing Landing Page Template](https://www.eidebailly.com/landing/campaigns/test/dynamics subscribe form): Description of page - [Marketing Landing Page Template](https://www.eidebailly.com/landing/campaigns/test/typeform): Description of page - [Marketing Landing Page Template](https://www.eidebailly.com/landing/campaigns/test/wisepops): Description of page - [Year-End Planning & Compliance](https://www.eidebailly.com/landing/campaigns/test/year-end planning compliance): Discover Eide Bailly's year-end planning and compliance expertise. Ensure long-term success with comprehensive solutions tailored to your organization’s needs. - [Selling Your Business? Discover Why Companies Choose Eide Bailly](https://www.eidebailly.com/landing/campaigns/transition planning): Preparation is key to a successful transition. Our team is ready to help you plan your exit. - [Thank You](https://www.eidebailly.com/landing/campaigns/transition planning/thank you) - [Rethinking Your Audit Firm? Discover Why Companies Choose Eide Bailly](https://www.eidebailly.com/landing/campaigns/why eb audit and assurance): You’re likely looking for more than just an audit report. You’re looking for consistency, insight, and a team that gets your business. That’s where Eide Bailly stands out. - [Thank You](https://www.eidebailly.com/landing/campaigns/why eb audit and assurance/thank you) - [Year-End Planning & Compliance](https://www.eidebailly.com/landing/campaigns/year-end planning compliance): Take the first step toward year-end success. Explore proactive strategies to ensure compliance and drive growth year-round. - [Thank You](https://www.eidebailly.com/landing/campaigns/year-end planning compliance/thank you) - [CAO/Controller Roundtable](https://www.eidebailly.com/landing/cao-resources) - [Explore Case Studies](https://www.eidebailly.com/landing/case studies) - [Client Tax Payment Center](https://www.eidebailly.com/landing/client tax payment center): Paying your taxes electronically can aid in smooth and timely processing. This list of resources gives you direct access to federal and state tax payment websites. - [CMMC Compliance](https://www.eidebailly.com/landing/cmmc compliance): Our team can help you prepare, validate compliance, and position your organization for continued eligibility in the defense supply chain. - [Thank You](https://www.eidebailly.com/landing/cmmc compliance/thank you) - [Benefit from the Employee Retention Credit](https://www.eidebailly.com/landing/employee retention services rfa) - [Form 1099 Compliance](https://www.eidebailly.com/landing/form 1099 compliance): Filing your 1099 forms on time is key to a successful and compliant year-end. Here’s what you need to know to complete and file your forms correctly. - [Thank You](https://www.eidebailly.com/landing/form 1099 compliance/thank you) - [Hamilton Tharp, LLP](https://www.eidebailly.com/landing/hamilton-tharp-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Anonymous Hotline Reporting](https://www.eidebailly.com/landing/hotline) - [Hotline Engagement Form](https://www.eidebailly.com/landing/hotlineengagement) - [High Plains Technology is now Eide Bailly](https://www.eidebailly.com/landing/hptech-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Inspired Ideas](https://www.eidebailly.com/landing/inspired ideas): Today’s leaders need information that is current, insightful, and compelling. Thought leadership isn’t just about knowledge—it’s about expertise that breaks through the clutter and delivers real value and innovative ideas. - [King Oliason is now Eide Bailly](https://www.eidebailly.com/landing/king oliason is now eide bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [2024 Nonprofit Leadership Summit](https://www.eidebailly.com/landing/np leadership resources) - [PWB is now Eide Bailly](https://www.eidebailly.com/landing/pwb is now eide bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [RBTK CPA is now Eide Bailly](https://www.eidebailly.com/landing/rbtk-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Eide Bailly Resource Collaboration](https://www.eidebailly.com/landing/resource): Our team of professionals can provide specific, advanced resources to help your clients succeed while maintaining a relationship with their trusted advisor — you. - [Thank You](https://www.eidebailly.com/landing/resource/thank you) - [Raimondo Pettit Group is now Eide Bailly](https://www.eidebailly.com/landing/rpg-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Sales and Use Tax- Request for Assessment](https://www.eidebailly.com/landing/sales and use tax rfa): Our Sales Tax team takes pride in helping clients increase profitability by limiting sales and use tax exposure and identifying sales tax exemptions and refund opportunities. - [Seim Johnson is now Eide Bailly](https://www.eidebailly.com/landing/seim johnson is now eide bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Secore & Niedzialek, PC is now Eide Bailly](https://www.eidebailly.com/landing/sncpa-is-now-eide-bailly2): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Service Offering Level 1](https://www.eidebailly.com/landing/templates/service offering level 1-delete): Meta description for the service offering level 1. - [Service Offering Level 3](https://www.eidebailly.com/landing/templates/service offering level 3): Meta description for the template page for Service Offering Level 3. - [Traner Smith](https://www.eidebailly.com/landing/traner-smith-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Volpe Brown & Co LLC](https://www.eidebailly.com/landing/volpe-brown-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Form W-2 Compliance](https://www.eidebailly.com/landing/w2 compliance): Filing your W-2 forms on time is key to a successful and compliant year-end. Here’s what you need to know to complete and file your forms correctly. - [Thank You](https://www.eidebailly.com/landing/w2 compliance/thank you) - [Wall, Einhorn & Chernitzer, P.C., and its affiliates are now Eide Bailly](https://www.eidebailly.com/landing/wec-is-now-eide-bailly): Our name has changed, but our people and dedication to our clients and their industries have remained. We know change can be hard. But you can rest assured we’re working to ensure a smooth transition. - [Whitelist](https://www.eidebailly.com/landing/whitelist) ## Diversity, Equity & Inclusion Initiative - [Diversity, Equity & Inclusion Initiative](https://www.eidebailly.com/about us/diversity equity and inclusion initiative): We are not just an accounting firm, we are friends, families and neighbors in the communities we live in and serve, and it’s our responsibility to foster an inclusive and diverse work environment that reflects those communities. - [PGA Partnerships](https://www.eidebailly.com/about us/pga partnerships): Discover how Eide Bailly’s PGA partnerships showcase our values, firm culture, and commitment to excellence on and off the course. ## Insights - [Insights](https://www.eidebailly.com/insights) - [California Competes Tax Credit: Promoting Economic Investment in the Golden State](https://www.eidebailly.com/insights/alerts/2023/12/new california competes tax credit): The California Competes Tax Credit is intended to help sustain and support growth in operations within the state. Here are the key considerations for this new credit. - [Navigating the FDIC Special Assessment and IRS Deductibility Rules](https://www.eidebailly.com/insights/alerts/2024/11/fdic special assessment): Discover how the FDIC special assessment impacts banks, IRS deductibility rules, and what your institution needs to know to stay compliant and maximize deductions. - [Unlocking the Biodiesel and Renewable Diesel Income Tax Credit](https://www.eidebailly.com/insights/alerts/2024/2/biodiesel and renewable diesel income tax credit): The Inflation Reduction Act extended the biodiesel and renewable diesel income tax credit under Section 40A. Here’s how it can benefit you. - [Unlock Tax Savings with Section 45: Renewable Electricity Production Credit](https://www.eidebailly.com/insights/alerts/2024/4/unlock tax savings with section 45): The Inflation Reduction Act introduced new updates to Section 45, the renewable electricity production tax credit. Here’s what you need to know. - [BOC Requirements Under the Inflation Reduction Act](https://www.eidebailly.com/insights/alerts/2024/9/boc under the ira): Learn how beginning of construction requirements impact clean energy tax credit eligibility under the IRA and what recent OBBB changes mean for renewable energy projects. - [Minnesota Implements a New State Housing Tax Credit for Tax Years 2024-2028](https://www.eidebailly.com/insights/alerts/2024/9/minnesota state housing tax credit): Minnesota has introduced a new state housing tax credit program effective from 2024 to 2028, aimed at financing affordable housing through taxpayer contributions. - [Understanding The NAIC Bond Project](https://www.eidebailly.com/insights/alerts/2024/9/naic bond project): The pending NAIC Bond Project is required to be incorporated into quarterly reporting in the first quarter of 2025. Here’s what you need to know. - [BOC Requirements for Solar and Wind Under the OBBB](https://www.eidebailly.com/insights/alerts/2025/boc requirements solar and wind): Discover the latest BOC requirements for solar and wind projects under the OBBB including how IRS Notice 2025-45 impacts eligibility, the elimination of the Five Percent Safe Harbor, and new rules for construction. - [California Finalizes Market-Based Sourcing Changes](https://www.eidebailly.com/insights/alerts/2025/ca finalizes market based sourcing changes): California has finalized Regulation 25136-2, significantly impacting asset management fee sourcing and increasing compliance requirements. - [FASB Takes Step Toward Eliminating CECL “Double Count”](https://www.eidebailly.com/insights/alerts/2025/cecl double count eliminated): Discover how the latest updates on CECL's "double counting" of credit losses impact seasoned loans and M&A activity. - [CECL Double Count Eliminated: ASU 2025-08 Brings Relief to Acquisition Accounting](https://www.eidebailly.com/insights/alerts/2025/cecl double count resolution): FASB has resolved the long-standing “double-count" issue in CECL acquisition accounting. Learn more about how this impacts banks, credit unions, and other financial institutions involved in mergers and acquisitions. - [Charitable Giving: What Donors Need to Know](https://www.eidebailly.com/insights/alerts/2025/charitable giving tax laws): There have been several key changes to how charitable contributions are treated for tax purposes. Here’s how to navigate conversations with donors and maximize their giving impact. - [The Impact of New Tax Legislation on Energy Efficiency Incentives](https://www.eidebailly.com/insights/alerts/2025/energy efficiency incentives): Learn how recent legislative changes are phasing out key energy efficiency tax incentives like 179D, 45L, 25C, and 25D. - [What You Need to Know About Accounting Standards – 2025 Accounting Updates Issued and Applicable Now](https://www.eidebailly.com/insights/alerts/2025/fasb accounting standards): Stay informed about FASB accounting standards updates and those becoming effective in 2025, including new guidance on joint venture formations, crypto assets, insurance contracts, and more. - [FDIC’s Rule Changes Reshape Audit Requirements for Community Banks](https://www.eidebailly.com/insights/alerts/2025/fdic part 363 community banks): New FDIC Part 363 changes ease audit requirements for community banks, improving flexibility and lowering compliance costs. Learn how this affects your bank. - [New Federal Tax Credit for Private School Scholarships](https://www.eidebailly.com/insights/alerts/2025/federal tax credit for private school scholarships): A new federal tax credit could impact your school and its donors—review the details to understand eligibility, compliance, and potential next steps. - [OBBB Adds Prohibited Foreign Entity Restrictions to Energy Credits](https://www.eidebailly.com/insights/alerts/2025/foreign entity restrictions to energy credits): Learn more about OBBB restrictions on U.S. energy tax credits for entities linked to prohibited foreign entities, including key compliance requirements, definitions, and the impact on energy industry participants. - [Delay to R&D Tax Credit Form 6765 Section G Requirements](https://www.eidebailly.com/insights/alerts/2025/form 6765 section g delays): The IRS has delayed mandatory Section G reporting on Form 6765 until 2026. Learn key requirements and actions for claiming R&D credits. - [How GoFundMe’s Auto-Created Nonprofit Pages Impact Visibility and Donor Trust](https://www.eidebailly.com/insights/alerts/2025/gofundme nonprofit pages): Learn how GoFundMe auto-created fundraising pages for nonprofits impact your organization’s online presence and donor trust. - [How to Receive Full Gain Exclusion with Qualified Business Stock (QSBS)](https://www.eidebailly.com/insights/alerts/2025/how to receive full gain exclusion with qualified business stock): Learn how to qualify for full gain exclusion upon the sale of Qualified Small Business Stock (QSBS) under Section 1202, including acquisition and holding period requirements, asset size thresholds, and potential pitfalls. - [Illinois Announces Tax Amnesty Programs](https://www.eidebailly.com/insights/alerts/2025/illinois tax amnesty): Illinois has announced three upcoming tax amnesty programs, offering eligible taxpayers relief from penalties and interest for unpaid or unfiled tax liabilities. Learn more. - [The Impact of the One Big Beautiful Bill on Individual Solar Electric Credits](https://www.eidebailly.com/insights/alerts/2025/individual solar electric credits): Learn how the One Big Beautiful Bill impacts individual solar electric credits under Section 25D. - [Major U.S. Tax Reform: Key International Changes](https://www.eidebailly.com/insights/alerts/2025/international tax reform): Discover the latest how these new international tax provisions may affect cross-border business operations. - [IRS Provides Interim Guidance on Section 139L Loans](https://www.eidebailly.com/insights/alerts/2025/irs guidance on section 139l loans): Discover what new IRS interim guidance on Section 139L loans means, including eligibility requirements, valuation methods, safe harbor provisions, and implications for agricultural and rural real estate lenders. - [Major Tax Overhaul: What the 2025 Law Means for You](https://www.eidebailly.com/insights/alerts/2025/major tax overhaul what the new law means for you): President Trump signed into law major tax legislation on July 4, 2025. Here's what you need to know. - [Minnesota Paid Leave: What You Need to Know](https://www.eidebailly.com/insights/alerts/2025/minnesota paid leave): Starting January 1, 2026, Minnesota will implement a comprehensive Paid Family, Medical, and Safe Leave (PFMLA) program, providing partial wage replacement for time off for family, medical, or safety reasons. - [One Big Beautiful Bill & Meal Expenses](https://www.eidebailly.com/insights/alerts/2025/ob3 and meal expenses): Discover how the One Big Beautiful Bill affects meal expense deductions for businesses. - [What the One Big Beautiful Bill Act Means for Estate, Gift, and GST Tax Planning](https://www.eidebailly.com/insights/alerts/2025/ob3 estate tax exemption planning): Learn how the One Big Beautiful Bill Act impacts estate and gift tax planning and why reviewing your estate plans and consulting expert tax advisors are essential steps. - [What the One Big Beautiful Bill Act Means for Section 48 & 48E Energy Credits](https://www.eidebailly.com/insights/alerts/2025/obbb energy credits): Discover how the One Big Beautiful Bill Act impacts clean energy investment tax credits, including updated deadlines for Section 48 energy credits, changes to bonus depreciation, and other key provisions. - [One Big Beautiful Bill Overtime Pay & Tips Q&A](https://www.eidebailly.com/insights/alerts/2025/overtime pay and tips): Discover key insights and FAQs on how the new tax legislation affects overtime pay and tips. - [The QBI Deduction is Now Permanent](https://www.eidebailly.com/insights/alerts/2025/qbi deduction): The Qualified Business Income deduction is now permanent, offering lasting tax relief for pass-through businesses. Learn more about this change. - [Qualified Small Business Stock Enhanced in New Tax Bill](https://www.eidebailly.com/insights/alerts/2025/qualified small business stock): Learn how the latest updates to Qualified Small Business Stock (QSBS) may benefit investors and business owners. - [One Big Beautiful Bill Raises SALT Limit](https://www.eidebailly.com/insights/alerts/2025/salt limit raised): Discover how the One Big Beautiful Bill temporarily raises the SALT deduction cap from $10,000 to $40,000 for most taxpayers. - [Section 174 R&E Expenses Can Now Be Fully Expensed: Next Steps for Taxpayers](https://www.eidebailly.com/insights/alerts/2025/section 174 expenses): Learn about the latest changes to Section 174 under the One Big Beautiful Bill Act, including new options for small and large business taxpayers and key deadlines. - [New Tax-Advantaged Investment Accounts for Minor Children](https://www.eidebailly.com/insights/alerts/2025/trump accounts): Learn about Trump Accounts — new tax-advantaged investment accounts for minor children introduced by the One Big Beautiful Bill Act. - [Washington’s B&O Tax and the Evolving Treatment of Investment Income](https://www.eidebailly.com/insights/alerts/2025/washington b and o tax): Learn how Washington’s new B&O tax rules and HB 2081 reshape investment income deductions, compliance deadlines, and voluntary disclosure options. - [Washington State Increases Estate and Capital Gains Taxes](https://www.eidebailly.com/insights/alerts/2025/washington state increases estate and capital gains taxes): Washington state increases capital gains tax by 2.9% for gains over $1 million and raises estate tax exemptions to $3 million, effective July 2025. - [Washington State Expands Sales Tax to Tech and Digital Services](https://www.eidebailly.com/insights/alerts/2025/washington state tech sales tax): Washington state has broadened the application of sales tax beginning October 1, 2025. Learn more. - [2026 Filing Season Reminders](https://www.eidebailly.com/insights/alerts/2026/2026 filing season): Get essential tips for the 2026 IRS filing season, including how postmark dates affect timely tax returns and payments, and strategies for avoiding late filings when mailing paper documents. - [Arizona House Bill 4168 Changes the State’s IRC Section 174 Capitalization Requirements and R&D Credit](https://www.eidebailly.com/insights/alerts/2026/arizona house bill 4168): Arizona HB 4168 changes Section 174 capitalization rules and the state R&D tax credit, affecting refundability, future credit rates, and filing considerations. - [Arkansas Supreme Court Rules Liquidation Gains Are Non-Business Income](https://www.eidebailly.com/insights/alerts/2026/arkansas liquidation gains): Discover how the Arkansas Supreme Court’s ruling on liquidation gains impacts business versus non-business income classification. - [New Guidance on Accounting for Government Grants: What ASU 2025-10 Means for Business Entities](https://www.eidebailly.com/insights/alerts/2026/asu 2025-10): Learn more about how ASU 2025‑10 provides new U.S. GAAP guidance on accounting for government grants, including recognition, presentation, disclosures, and transition for business entities. - [Fifth Circuit Rules on Self Employment Tax Exception](https://www.eidebailly.com/insights/alerts/2026/fifth circuit self employment ruling): Learn more about the Fifth Circuit’s ruling on the self-employment tax exception for limited partners. - [Form 7220, Prevailing Wage and Apprenticeship Verification and Corrections](https://www.eidebailly.com/insights/alerts/2026/form 7220): Discover how the new IRS Form 7220 streamlines prevailing wage and apprenticeship compliance reporting for energy credits and deductions. - [GASB Deliberates Recognition, Risks, and Readiness, and What’s Next](https://www.eidebailly.com/insights/alerts/2026/gasb deliberates recognition risks and readiness): GASB’s May 2026 meetings focused on revenue recognition, financial stress assessments, and annual priorities. Here’s what governments need to know about these evolving requirements. - [GASB Moves Infrastructure Forward and Moves “Going Concern” Out](https://www.eidebailly.com/insights/alerts/2026/gasb infrastructure): Get the latest updates on GASB’s advancements in infrastructure asset reporting, new guidance on subsidies, cybersecurity, and revenue recognition. - [GASB Issues Infrastructure Exposure Draft, Advances Severe Financial Stress Disclosures, and Shapes the Future of GAAP](https://www.eidebailly.com/insights/alerts/2026/gasb infrastructure update): New infrastructure, financial stress, and recognition changes may impact reporting. Our government professionals can help you stay ahead of GASB updates and assess practical implications. - [Major Progress: GASB Issues Statement No. 105 and Lays Out the 2026 Roadmap](https://www.eidebailly.com/insights/alerts/2026/gasb no 105): GASB’s latest decisions clarify subsidies, RER, and digital reporting — boosting transparency, consistency, and accountability in government finance. Act now. - [Proposed HIPAA Security Rule Update: What Healthcare Leaders Need to Know](https://www.eidebailly.com/insights/alerts/2026/hipaa security rule): Stay ahead of the proposed HIPAA Security Rule and learn what steps you should take now to protect electronic protected health information (ePHI). - [IEEPA Tariff Refund Process](https://www.eidebailly.com/insights/alerts/2026/ieepa tariff refund process): Get the latest on the IEEPA tariff refunds, court rulings, and evolving administrative processes to help your company prepare successful claims. - [How to Get More Roth Dollars into Your 401(k) in 2026](https://www.eidebailly.com/insights/alerts/2026/maximize roth 401k): Discover how to maximize your Roth 401(k) in 2026. Learn how to contribute more, convert after-tax dollars, and boost your tax-free retirement savings. - [Minnesota Enacts Omnibus Tax Bill](https://www.eidebailly.com/insights/alerts/2026/minnesota omnibus tax bill): Minnesota’s 2026 omnibus tax bill (H.F. 2438), which introduces several changes effecting businesses operating in the state, has been signed into law by Gov. Tim Walz. - [New Court Ruling May Create IRS Refund Opportunities](https://www.eidebailly.com/insights/alerts/2026/new court ruling refund): If you paid IRS interest or penalties during the COVID-19 pandemic, a new court ruling could provide refund and abatement opportunities. - [New Guidance for OZ 2.0](https://www.eidebailly.com/insights/alerts/2026/new guidance for oz): New guidance clarifies key Opportunity Zone rules, including 2026 gain treatment, QOZB property requirements, and transition planning for investors. - [Navigating Employer Paid Family and Medical Leave Credits](https://www.eidebailly.com/insights/alerts/2026/paid family and medical leave credits): Learn how employers can take advantage of the permanent federal tax credit for paid family and medical leave. - [Supreme Court Rules Against Reciprocal Tariffs: Eide Bailly Factsheet](https://www.eidebailly.com/insights/alerts/2026/reciprocal tariffs): The Supreme Court's ruling invalidates reciprocal tariffs under the International Emergency Economic Powers Act (IEEPA), clarifying that these tariffs can no longer be enforced. - [Section 179 vs. Section 179D: Understanding the Differences](https://www.eidebailly.com/insights/alerts/2026/section 179 vs 179d): Discover the key differences between Section 179 and Section 179D, helping your business maximize tax savings with informed decisions about credits and deductions. - [How Section 6418 Is Reducing Out-of-Pocket Taxes](https://www.eidebailly.com/insights/alerts/2026/section 6418): Discover how Section 6418 helps businesses unlock cash flow by transferring clean energy and advanced manufacturing tax credits. - [IRS Simplifies Tax Fraud Reporting](https://www.eidebailly.com/insights/alerts/2026/tax fraud reporting simplified): Discover the IRS’s new, user-friendly Report Fraud hub — your centralized resource for confidentially reporting tax fraud, scams, identity theft, and preparer misconduct online. - [Washington State “Millionaire” Tax Soon to Be Law](https://www.eidebailly.com/insights/alerts/2026/washington state millionaire tax): Learn about the upcoming Washington State “Millionaire” Tax, its impact on high-income individuals, and how to prepare for this new law. - [Washington Launches Temporary Voluntary Disclosure Program for International Sellers](https://www.eidebailly.com/insights/alerts/2026/washington voluntary disclosure): Learn about Washington’s new temporary voluntary disclosure program for international remote sellers and marketplace facilitators, offering reduced penalties and limited lookback periods for tax compliance. - [Thank You](https://www.eidebailly.com/insights/articles/tc/the importance of your cloud strategy/thank you) - [Tax News & Views Unhealthy ERC, Healthy Snacks Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup 20231003): Will preparer fraud give IRS more time to claw back ERC? No shutdown; tax bills still in limbo. IRS improves tax pro online access. Biden investigator frictions. Fruit at work. - [Tax News & Views Moore Cinnamon Rolls Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup 20231004): Might the Supreme Court overturn most of the tax law? Don't click texts from "IRS." Repeal the gas tax? Deduct cost of goods sold, if you sell goods. Varsity Blues. Sweet Rolls and kale day. - [Tax News & Views Waits on Tax Bills and Gumbo Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup 20231012): Year-end tax bill isn't in front of the line. Scalise and taxes. IRS sends Microsoft a bill for $28.9B. AI for tax enforcement. What's "mistranslation" in Japanese? Gumbo Day. - [Tax News & Views Handshakes and Hagfish Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup-20231018): McCarthy falls, but handshake deal to cut IRS funds stands. IRS direct-file allies with four states. 1099-K flood. Five degrees of questionable business expenses. Cupcakes and Hagfish. - [Tax News & Views Electric Vehicle Rebate Noodles Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231006): Uncle Sam's Instant Electric Vehicle Rebates. "Art" donation tax scam warning. California signs up for IRS free-file. Free home rents. Liening on Rudy. National Noodle Day. - [Tax News & Views Chaos and Cake Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231010): Speaker battle adds uncertainty to tax bill prospects. Would-be Speaker an IRS critic. IRS embraces AI. ERC refund house burns its emotions. 401(k) thoughts. Mental Health, Angel Food Cake. - [Tax News & Views ERC Deficit, Sausage Surplus Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231011): CBO cites ERC claims in surprise deficit increase. EV instant tax credits. EV enforcement faulted. Canada digital tax looms over trade. Low Irish taxes, high revenues. Leaks. Sausage Pizza. - [Tax News & Views California Deadline and Pasta Holiday Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231017): IRS, California extend due date for most California filers to 11/15. ESOP fears soothed. Automatic collection freeze stays cool. Will they throw the book at return leaker? Pasta Day! - [Tax News & Views Evaluates Your ERC, Not Your Life Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231019b): IRC announces process to withdraw ERC claims. SALT cap enters Speaker contest. . Tax Court guns down James Caan Estate IRA withdrawal. Evaluate your life, or the bisque. - [Tax News & Views Bologna Tax Plan Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231024): IRS targets "Hoffman" CRATs. Beware fake charities. Congress presses IRS on data security. R&D rules in 2024? 2023 Business Tax Climate Index drops. Hairy tip rules for solons. Celebrate Bologna! - [Tax News & Views Research Expense Regrets Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231025): Research cost capitalization clobbering businesses. Court of Claims allows foreign tax credit for NIIT. Middle school hit with ACA reporting fines. Pro Bono week. Greasy Food Day! - [Tax News & Views SALT Cap Crypto Mule Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231026): New House Speaker pledges to add SALT cap relief to tax bill. IRS braces for 8 billion crypto 1099s. Treasury hints at new AMT guidance. Gutting PL 86-272. Mules and pumpkins. - [Tax News & Views ERC and Humor Crime Roundup](https://www.eidebailly.com/insights/blogs/2023/10/roundup20231030a): IRS pursuing "hundreds" of ERC fraud claims. Why employers may hesitate to withdraw ERC claims. Tax policy in the 2020s. Wash sales. Candy Corn Day, Beggars Night. - [IRS announces underpayment, overpayment rates for 2024 First Quarter](https://www.eidebailly.com/insights/blogs/2023/11/2024 q1 overpayment and underpayment interest rates): Underpayment and overpayment rates remain the same from 2023 Fourth Quarter. - [Tax News & Views 401(k) for Dinner Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231102): 401(k) limit goes to $23K in 2024. Dealer energy credit portal opens. IRS funding targeted again. November tax moves. Day of the Dead, men making dinner. - [Tax News & Views Budgets and Bear Hugs Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231107): IRS budget cut efforts prompt veto threat. IRS funding "likely safe." E-car tax credits. Partnership sale update. IRS going digital. Election Day, so Hug a Bear. - [Tax News & Views Artificial Intelligence and Real Dunces Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231108b): Yellen boasts of IRS paperless progress. IRS plans to use AI tools to target audits. Refund tracker upgrades. Inequality overstated? National Dunce Day. - [Tax News & Views Scrapple Collection Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231109b): IRS collection notices resume. Minnesota paid leave. ERC and OSHA. Iowa retirement rules proposed. IRS bests Coke. Tax and migration. Scrapple and Tempranillo. - [Tax News & Views ERC means Emergency Refrigerator Cleanup Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231115b): IRS slates Employee Retention Credit reset. Ramping up big partnership audits. Defending free file. IRS gets ACDC. Transparency Act. Clean the fridge. - [Tax News & Views SALT Cap Workarounds Can Be a Bear Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231116): Pass-through entity taxes might bite you. IRS says it will issue PTET guidance. Year-end tax bill hopes dwindle. IRS not ready for 1099-Ks. Party with a Bear. - [Tax News & Views Shares Bread Not Data Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231117b): IRS ponders data disclosure by tax software companies. Does spending deal make tax bill more likely? IRS body cams. Henry George is back. Unfriending and fresh bread. - [Tax News & Views Cookies and Credits Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231121): ERC moratorium bad for ERC mills. 1099-K panic. Tax non-deal blowback. WI tax cut veto. IA tax cut brewing. Same with UK. Shakira makes a deal. Iowa ghost preparer sentenced. Cookies! - [Tax News & Views Cranberry Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231122a): 1099-k delays, FBAR dispute settled, and more. Happy Thanksgiving Eve! - [Tax News & Views Don't Let Data Security be Toast Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231128): IRS advice on personal data security. Problems with the 179D energy efficiency deduction. Part-time worker retirement rules. Return Backlog. Minnesota goodwill tax. French toast day! - [Tax News & Views Limited Partner Lemon Pie Exception Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231129): Tax Court says limited partner status doesn't automatically mean no self-employment tax. IRS ponders EV credit problem. Tax bill hurdles. AI and tax. Lemon Cream Pie Day! - [Tax News & Views Beneficial Ownership Secure Mousse Roundup](https://www.eidebailly.com/insights/blogs/2023/11/roundup20231130a): Beneficial ownership reporting rules go final. GOP pushes R&D expense relief. Taiwan tax bill agreement. IP PINs fight ID theft. FBAR due diligence. Computer security and Mousse Day. - [IRS Launches Voluntary ERC Repayment Program with March 22, 2024 deadline](https://www.eidebailly.com/insights/blogs/2023/12/ercvcp20231221b): Taxpayers who regret their ERC claim who qualify and participate only have to repay 80% of ERC refund. - [Tax News & Views Moore-tal Kombat Day Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231205): Moore Supreme Court arguments today - the tax stakes. Iowa extends 2022 PTET deadline. Borrowing against ERC claims. EV Rules. Prohibition repealed - Ninjas involved? - [Tax News & Views Moore Gazpacho Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231206): It looks like maybe the Supreme Court won't destroy the tax system after all. Will Congress punt tax changes to January? Child credit still a hangup. Elder scams with cash boxes. Gazpacho! Finland! - [Tax News & Views IRS ERC Rejection Letter Writing Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231207b): IRS sends 20,000 ERC rejection letters. They say you had to exist - who knew? GOP Senate taxwriters ponder next steps. MN: rebates are taxable. Missing middle tax credits? Write a letter. - [Tax News & Views Shohei's Deferred Gingerbread Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231212): Shohei's deferred comp and state taxes. ERC moratorium thoughts. The state entity tax rush. IRS AI shopping. Worldwide corporate rates. Online romance scams. Gingerbread houses! - [Tax News & Views Housing Ice Cream Sonata Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231213): Housing tax credits enter the tax bill chat. FinCEN warns businesses on new ownership reports. EV credit conundrum. Amazon vendor state tax surprise. Violins and Ice Cream. - [Tax News & Views Org Chart Monkey Delivery Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231214): IRS revamps organization structure at the top. Supreme Court will hear case on insurance-funded stock buyouts. IRS tries to cut in front of FTX creditors. 12 day cost update. Free monkey delivery. - [Tax News & Views Online Account Oatmeal Muffin Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231219): Taxpayers to get access to IRS K-1 info. Info return minor error relief. Texas franchise tax filing rules eased. Harvesting bond losses. Film credit fail. Oatmeal Muffins and Emo. - [Tax News & Views Flushes Penalties Down the Tubes Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231220): IRS resumes automated collections, but waives $1 Billion in penalties for 2020 and 2021. Relief is automatic. Surprises await. Cathode Ray Tubes and dotted I's. - [Tax News & Views Don't Sleep on Your Required Distribution Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231221): If you are 73+, you need to take retirement distributions by 12/31. Commercial clean vehicle credit info. Navigate 179D. Timely filing lesson. Sleepy solstice! - [Tax News & Views Ownership Disclosure Fruitcake Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231227): Beneficial ownership rules kick in next week, with big foot-fault penalties. NY passes its own version. How the ERC became such a mess. IRS scanning short of goals. Fruitcake, anyone? - [Tax News & Views Worthlessness and Candy Roundup](https://www.eidebailly.com/insights/blogs/2023/12/roundup20231228): Treasury updates bad debt rules for regulated financial companies. Dealing with ERC delays and disclosures. Employers leery of new 401(k) options. Workations. Gambling and taxes. Chocolate! - [Capitol Hill Recap: ERTC Gets Controversial](https://www.eidebailly.com/insights/blogs/2023/7/recap 20230727): The Employee Retention Tax Credit has garnered the wrong kind of attention from lawmakers and the IRS. Could it come to an early end? - [Tax News & Views Fretting R&D Roundup](https://www.eidebailly.com/insights/blogs/2023/7/roundup 20230724): R&D issues carry on.. What 2024 could mean for the future of taxes. ERC and tax pros. Retirement tax break gains attention. Remote work in the Garden State. Treasury pauses on FTC. Werfel winning. - [Tax News & Views Comes Knocking Roundup](https://www.eidebailly.com/insights/blogs/2023/7/roundup 20230725): IRS stops most house calls. If they do visit, be worried. Clawing back COVID credits. Tax bill sliding to '24? MN NOLs to be trimmed? Pricey estate plans. Carousels! - [Tax News & Views Claims, Schemes, and Bagels Roundup](https://www.eidebailly.com/insights/blogs/2023/7/roundup 20230726): IRS goes after ERC scams, warns of others. SALT and tax legislation. Iowa entity tax guidance. IP-Pins for ID safety. Powerball taxes. Hunter Biden court date. Bagel Fest! - [Tax News & Views Don't Sleep on ERC Claims Roundup](https://www.eidebailly.com/insights/blogs/2023/7/roundup 20230727): IRS may ask Congress to end ERC early. ERC exams, fraud review stepped up. Fast-track letter rulings. WI bank tax exclusion. Iowa farm gain break rules. Hunter plea deal derails. Sleepy Head Day. - [Tax News & Views Scrutinize Partnerships Roundup](https://www.eidebailly.com/insights/blogs/2023/7/roundup 20230728): Report targets Pass-Thrus. Employee Retention Tax Credit gets put in a corner. Bending the IRS' ear. Sales Taxes. SALT in the Beaver State. Trip to Europe on taxpayers' dime. Taiwan on the To-Do List. - [Tax News & Views Glee For R&D Roundup](https://www.eidebailly.com/insights/blogs/2023/7/roundup 20230731): White House emphasizes R&D. What about expensing? Secure 2.0 morass. Appealing for tax breaks. Help them help them. Pausing tax credits. The worst tax measure. Lobbying AI. Transferability is a go. - [IRS announces underpayment, overpayment rates for 2023 Fourth Quarter](https://www.eidebailly.com/insights/blogs/2023/8/2023 q4 overpayment and underpayment interest rates): Underpayment and overpayment rates increase from from 2023 Third Quarter. - [IRS Issues Applicable Federal Rates (AFR) for September 2023](https://www.eidebailly.com/insights/blogs/2023/8/202309 afr): IRS updates Applicable Federal Rates (AFR): minimum interest rates required by IRS for gifts, loans & sales. Includes long-term tax-exempt rate for applying Section 382 to Net Operating Losses (NOLs) for ownership changes occurring in the month. Also includes the updated Section 7520 rate. - [Tax News & Views Stakes and Stalemate Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230801): IRS says crypto staking rewards are taxable. House tax bill stymied by SALT struggle. SALT workaround news in OR, MN. Sales tax holidays. False name, false lien, true crime. Omaha oopsie. Play ball! - [Tax News & Views Goes Digital Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230802): IRS discovers scanners! Faster refunds expected - one of these years. Crypto guidance languishes. Malta pensions - a crime? $124M COVID scheme. Coloring Book Day! - [Tax News & Views Floors ERC Fraud Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230803): Fraud charges hit ERC promoter. IRS, Treasury tout paperless processing push. Regs target monetized installment sales. SALT cap vexation. Florida man charity scheme. Clean your floor. - [Tax News & Views To SALT Or Not To SALT Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230804): Is SALT getting peppery? Report: IRS not using kids gloves when handling taxpayer info. Monetized installment sales on the naughty list. Why crypto rules are delayed. Paying The Man. A win for real estate. ‘Harmonizing’ state taxes on digital goods. - [Tax News & Views XXX Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230807): XXX - [Tax News & Views ESG Is The Word Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230807a): ESG everywhere. Home energy audits. Clean up in aisle IRS! Free file fight. Another reason to pass a tax bill: Pell grants. State revenue is nearing empty. Crackdown on tax advisors down under. Will Congress muddy the waters? - [Tax News & Views Secured Data Cat Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230808): IRS cybersecurity lacking, says watchdog. IRS: homebuilders can get energy tax credits. IRS hiring challenges. Who's heard of the IRA? Sales tax holiday scrambles. Blame Canada, Blame U.S. Don't blame cats. - [Tax News & Views Throws the Book at ERC Fraud Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230809): IRS Commissioner paying attention to ERC scams. Ownership reporting looms, but many remain oblivious. GOP pushes stealth IRS cuts. ID theft flags. Book Lovers Day. - [Tax News & Views Don't Be Lazy With Your ESOP Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230810): IRS takes aim at flaky Employee Stock Ownership Plan setups. New solar and wind community regs. IRS mistakenly tags thousands of taxpayers as dead. Happy Birthday Herbert. Lazy Day! - [Tax News & Views CTC For The Win Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230811): The Child Tax Credit could save the tax bill. Secure 2.0 dets. Taiwanese tax ride. Green tax-credits earn green. Hydrogen on hold. Cannabis tax break in the Empire State. Bitcoin goes big in Texas. IASB rigmarole. Going wrong. - [Tax News & Views Just The Fax Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230814): Fax machine leads way to IRS digitalization. Partnership, the Supreme Court and a fax machine. "Free Bets" make it rain. SALT conundrum. Possible reciprocity in the Land of 10,000 Lakes, plus refund announcements. Mass tax relief. Taxpayer facts. - [Tax News & Views Short Staff Long Rent Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230815): IT staffing shortages plague IRS security efforts. Hawaii fire filing relief. "Simple" financial statement tax isn't. Tax Court nixes rent paid for home business meetings. Relaxation Day. - [Tax News & Views Beneficial Owner Backflow Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230816): Relief coming for new ownership reporting rules? Foreign tax credit relief. IRA, one year in. IRS gives itself an A. Penalty policy reset? Beware Backflow. - [Tax News & Views Calendar Controversy Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230818): Everlasting spending fight affects tax action and fate of R&D. GOP and the IRA. EV tax credit bust. Tax prep fee hikes. Yay IRS funding? The tax agency is nonsensical. Big Apple greases the skids. Tax-writers to cross The Pond. Convoy! - [Tax News & Views Focus On 1099-K Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230821): Eye on 1099-Ks. Childcare gets ink. BofA makes it rain. IRS and ERC. Hawaii wildfire guidance. It's Income for spendthrifts. IRS backdating claim. Companies put up their dukes. CbC is a downer. You can't take it with you. - [Tax News & Views TikTok Tooth Fairy Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230822): IRS says TikTok may not provide authoritative tax information. Big tax penalties at low incomes. IRA benefits, costs one year in. Tax merch. Tooth Fairy! - [Tax News & Views Blows the Nerd Whistle Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230823): Whistleblower to collect $11.9M for fingering Fortune 500 taxpayer. Tax legislation forecast: murky. Treasure and tax. MT timeshare gift scheme $8M penalty upheld. Nerd search. - [Tax News & Views IRS Funding Waffle Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230824): Congress nips away at IRS funding. IRS urged to make green tax credits easier to use, sell. IRS backdating culture? Feds highlight COVID fraud enforcement. Frightful fiscal future. Waffles. - [Tax News & Views Guidance Cometh Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230825): Retirement guidance in the works. Social Security doozy. CHIPS are down. Proposed regs on digital assets. TCJA reality check. Tax bill bummer. COVID fraud. Taxed for slow spending. FATCA fine relief extended. Tax credit bonanza. - [Tax News & Views Data Debacle Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230828): Lawmakers seek answers on IRS data loss. Direct file and privacy. Secure 2.0 regs released. Partnership sales and brokers. Money hole in SALT cap. Tax cuts in Virginia. IRA ripples across The Pond. The wisdom of Jerry Seinfeld. - [Tax News & Views Credits, SALT, and Lemon Juice Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230829): IRA prevailing wage rules issued. SALT workaround revenue loss. Unclaimed COVID credits. Court scolds IRS for "reconstructing" notices. Elton John scolds Rod Stewart. Lemon Juice Day. - [Tax News & Views Hurricane Extensions and Outdoor Dining Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup 20230831): Tax filers in hurricane counties extended to February 15. HHS ruling brings weed deductions a step closer. Gear up for electronic cash transaction filing. It's Eat Outside Day! - [Tax News & Views IRS Doesn't Want To Go Thrifting Roundup](https://www.eidebailly.com/insights/blogs/2023/8/roundup20230817): IRS Commissioner warns against funding cuts. SALT in GOP tax gears. IRS in hot water for backdated filing. IRA passage anniversary party. Thrift shop day! - [State Tax News & Views: Tax Meetings and Dream Houses](https://www.eidebailly.com/insights/blogs/2023/8/salt 20230804): Multistate Tax Commission works on remote workers, digital taxes, truckers, and partners. Sugar beets beat CA. Iowa PTET, capital gain news. MN NOL delay? Dream house tax talk. - [State Tax News & Views: Tax and more Pop Culture](https://www.eidebailly.com/insights/blogs/2023/8/salt 20230818): More discussion on Multistate Tax Commission's work on remote workers, State Gas Taxes, CA FBAR cases, WI adopts the federal code. The Taylor effect. - [State of Play: Will Congress Pass a Tax Bill this Year?](https://www.eidebailly.com/insights/blogs/2023/8/stateofplaytaxbill20230829): Tax legislation passing Congress by year-end currently seems unlikely, but things could change. - [IRS Pauses Processing of New ERC Claims](https://www.eidebailly.com/insights/blogs/2023/9/erc extra 20230914): Flood of questionable claims leads to processing moratorium - [FinCEN Issues Small Biz Guide for Upcoming Beneficial Ownership Compliance](https://www.eidebailly.com/insights/blogs/2023/9/fincen091823): Treasury 's Financial Crimes Enforcement Network has released the “Small Entity Compliance Guide” to help small businesses comply with impending beneficial ownership requirements. - [The IRS Announces New Per Diem Rates Effective October 1, 2023](https://www.eidebailly.com/insights/blogs/2023/9/per diem rate update 202310): IRS updates special per diem rates. Includes rates for the transportation industry, incidental expenses, and the high-low substantiation method. - [Capitol Hill Recap: They’re Back!](https://www.eidebailly.com/insights/blogs/2023/9/recap090723): As lawmakers return to Washington this week and next, their focus will likely be on spending and not taxes. - [Capitol Hill Recap: Few Focused on Tax Legislation](https://www.eidebailly.com/insights/blogs/2023/9/recap091423): Lawmakers have a full plate and few are paying attention to tax legislation. - [Capitol Hill Recap: Should It Stay or Should It Go](https://www.eidebailly.com/insights/blogs/2023/9/recap092123): Congress's leading tax-writer wants to hear from the public about which 2017 tax reform measures should stay and which should go. He’s also bullish on a year-end tax bill while few others are. - [Capitol Hill Recap: Partial Shutdown of Federal Government will Hamper IRS](https://www.eidebailly.com/insights/blogs/2023/9/recap092823): The IRS is expected to be negatively affected if Federal government suffers a partial shutdown. - [Tax News & Views Leavin' On A Jet Plane Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230901a): GOP tax-writers hit the road to talk tax with OECD. Turf war over Taiwan tax agreement. Spending fight! Taxes and easing restrictions on marijuana. Avoiding IRS headaches. Unlike a good neighbor, State Farm wasn’t there. When Moore is less. - [Tax News & Views Late for the Gold Rush Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230905): Inside an ERC sales army. Congress returns; will it move a tax bill? Exploding deficit complicates things. OECD deal blasted. To Roth or not to Roth? Phone Day, Lateness Day. - [Tax News & Views TCJA 2.0 Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230912): Possible sibling for 2017 tax reform. Another call for The Big Three. Senate tax writers seek advice on crypto. Direct file push. The Ides of September. The IRS has issues. Wage and apprenticeship regs raise few eyebrows. More on Moore. - [Tax News & Views The Ides Of September Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230915): Caesar reference: IRS ERC announcement is like a knife in the back for legit filers. IRS hits and misses. Computer-assessed penalties are ok. Shutdown drama. The 163(j) pipedream. Taking tax. Laffer Curve gets thumbs up. Taiwan tax bill gains steam. - [Tax News & Views Once More Unto The Breach Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230918): Lawmakers once again seek agreement on upping the SALT cap. Insight on R&D amortization. Tax agency hunts big game. IRS seeks input on partnerships. ARPA rehearing denied. More on Moore. Why can't Congress pass a tax bill? - [Tax News & Views Beneficial Ownership Pirates Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230919): FinCEN highlights 2024 beneficial ownership rules. They may affect you. California dreaming of tax deferral. EITC exam cutback. Hunter Biden sues IRS. Talk tech like a pirate. - [Tax News & Views Fried Budget, Fried Rice Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230920): CA storm extension deadline looms. Tax bill: So they say there's a chance. Doomed budget bill. $33T national debt. Not fixing Social Security. From a big house to the Big House. Fried rice, string cheese. - [Tax News & Views IRS Sub-par Partnership Exams Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230921): IRS sets up new pass-through audit team. Exams begin for 75 large partnerships. Cost of Sales exam campaign clarified. Hope lives for tax bill? Miniature golf day. - [Tax News & Views Ring-A-Ding Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230922): Chime in on R&D. Secure 2.0 regs in the works. A renewed look into how IRS trashed needed documents. LIHTC v. CTC. Shutdown chaos and the IRS. Tax-writers want to do it all. No chips for China. Tax bill that is not THE tax bill. - [Tax News & Views ERCs Away Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230925): File your ERC anyway. IRS and Easements. A tax break worth the hassle. Shutdown saga. Vetting next IRS counsel. A lot more on Moore. 1099s cometh. One hit wonders! - [Tax News & Views Going South for Pancakes Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230926): Why IRS agents are cutting back on house calls. Beneficial ownership reporting looms. Partner SECA campaign pauses. Don't call Saul. Tax Court curvebreaker. Pancakes. - [Tax News & Views Chatbot Hash Trust Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230927): IRS chatbots take on matching notices. Tax fairy trust indictments. CA tax on guns, ammo. Filing foot fault leads to $24K penalty. Bama football > paying tax bill. Hash day! - [Tax News & Views 90 Days to Disclose, One to be Neighborly Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230928): Some beneficial owner deadline relief. Energy-efficient home credit rules arrive. Weed banking advances. Shutdown and IRS. Good neighbors, dumb questions. - [Tax News & Views Eye on Shutdown Roundup](https://www.eidebailly.com/insights/blogs/2023/9/roundup 20230929): Shutdown situation looks likely. Fate of tax bill also not good. HSA bills advance. IRS asked to get its act together. EITC: Handle with care. More on Moore. Bad timing for letter. Coffee? Keep it coming! - [State Tax News & Views: SALT Workarounds and Viking Taxes](https://www.eidebailly.com/insights/blogs/2023/9/salt 20230901): Pass-through entity SALT workarounds = $10-15B revenue reduction. State revenue declines. State-by-state news. The Danegeld. - [State Tax News & Views: Cookie Nexus and Clay Tablets](https://www.eidebailly.com/insights/blogs/2023/9/salt 20230908): Gas taxes dwindle. So does PL 86-272 protection. California, NY sourcing disputes. Minnesota via Montana. Extreme record retention. - [Chief Tax-Writer Seeks Public Input on Extending Tax Reform Measures](https://www.eidebailly.com/insights/blogs/2023/9/smith092023): The leading tax-writer in Congress wants to hear from the public about extending the 2017 tax reform provisions that will soon expire. - [Tax News & Views Legible ERC and Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2024/1/format sandbox do not publish): ERC: coming clean has risks. Tax bill hints at extent of ERC fraud. House Speaker mulls tax deal. Bill details. CT weather extension. Handwriting. - [Tax News & Views Rulings and Straws Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240103c): IRS opens up more areas to advance rulings. Owner disclosure reporting launches. Limited partner SE tax battle not over. New year financial resolutions. Grantor trust tax reimbursement. Grasp a straw. - [Tax News & Views Will Not Alter The Deal Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240104): Appeals court sinks $550M tax credit claim. More private ruling choices for corporate deals. ERC disclosure details. How brackets work. Check your odometer. IRS has to live with their mistake. Spaghetti! - [Tax News & Views Microcaptive for the Birds Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240105c): Research deduction tax deal talk resurfaces. Tax Court gives microcaptive setup an F, imposes penalties. No bank, no refund direct deposit. Spreading the wealth. National Bird Day! - [Tax News & Views Types Up a Spending Deal Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240108b): Congressional leaders shake hands on deal to avert shutdown. What it means for IRS, business breaks. Car dealers get more time for EV reports. Is crypto "cash?" Typing Day! - [Tax News & Views Filing Season Tax Deal Static Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240109): IRS starts accepting returns January 29. Don't wait to start. Tax deal by then too? Skeptics abound. Standard or itemized? Moving away from taxes. Static Electricity! - [Tax News & Bitcoin, Tax Bills, and Benjamins Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240117b): IRS postpones Form 8300 for crypto transactions. Research deduction revival faces steep climb. ERC claims may face January 31 deadline. Ben has his day. - [Tax News & Views Stays Awake for Tax Bills Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240118): Bipartisan tax bill details released. How retroactive research deductions would work. ERC claims cutoff. Will it pass? Credits for sale. Fancy coffee day. - [Tax News & Views Spicy Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240122): Tax bill to allow full R&D expensing back to 2022 advances. Bonus Depreciation, interest, child credit. Next steps. Tax season implications. Hot sauce day. - [Tax News & Views Legible ERC and Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240123): ERC: coming clean has risks. Tax bill hints at extent of ERC fraud. House Speaker mulls tax deal. Bill details. CT weather extension. Handwriting. - [Tax News & Views Tax Deal and Haggis Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240125b): The winding road to tax bill passage. IRS is busy scanning ERC claims, 4 months to go. Naughty preparers and the forever statute. Haggis. - [Tax News & Views Badly Drawn Dino and Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240130): IRS leaker of Trump, Billionaire returns gets top sentence. House Speaker says tax bill going to floor. Waiting to file? Draw a dinosaur. - [Tax News & Views Tax Vote and Brussel Sprouts Tonight Roundup](https://www.eidebailly.com/insights/blogs/2024/1/roundup20240131): House vote on tax bill scheduled for tonight. R&D, Bonus Depreciation, Interest Deductions in. SALT out. So eat your Brussel Sprouts. - [Minnesota Paid Leave Mandate Slated for 2026](https://www.eidebailly.com/insights/blogs/2024/10/20241002mnpaidleave): Many employers should set up an account by October 31. - [Massachusetts Amnesty Program is Just Around the Corner](https://www.eidebailly.com/insights/blogs/2024/10/20241003maamnesty): The Massachusetts Department of Revenue has announced an amnesty program to help taxpayers clear their tax liabilities. - [Tax News & Views Coffee and Cookie Distribution Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241001): New 2024 form mandates partner reporting of asset distributions. Smile trust turns frowny. Illinois filing deadline break. Coffee and cookie day. - [Tax News & Views Deadline Extensions and Pumpkin Seeds Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241002): Deadlines for large parts of Southeast US moved to May 1, 2025. Walz, Vance face off on taxes. Calls to end ERC. Pumpkin seed day. - [Tax News & Views Mean Girls E-Filing Rejection Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241003): IRS "unlawfully" rejecting e-filings. Superseding returns - another benefit of extending. Crypto crickets. 41-month layover. Mean Girls and Techies Day. - [Tax News & Views Go Golf Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241004): The TIGTA Reports, IRS News Releases, and Section 174. - [Tax News & Views Filched Checks and Frappes Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241007): Don't trust the IRS with your bank info? Maybe it beats the alternative. Easement syndicate rules go final. Campaigns, taxes, deficits. Frappe Day. - [Tax News & Views Deadline Pierogis Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241008): Extended return deadline a week away. Regs exempt tribe business income. FBAR disaster extensions. Yoga-based tax crime. Pierogis, Fluffernutters. - [Tax News & Views Imaginary Values and Moldy Cheese Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241009): Easement deduction has feet of kaolin clay. Ex-ballplayers easement appeal premature. Creative tax preparer gets 6 years. Moldy Cheese Day. - [Tax News & Views Disputes Tax Notices and Cake Decoration Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241010): Top 10 last of IRS-taxpayer disputes. FICA max for 2025 set. Expat taxes enter the election chat. Bikini barista tax bust. Cake and Porridge. - [Tax News & Views ERC Claims and Joy Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241011): IRS accelerates work on ERC Claims, proposed housing bills, Trump tax proposals, hurricane damage and casualty losses, and National Spread Joy Day! - [Tax News & Views Tax Cut the Cake Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241014): Election, TCJA, Energy Credits, ERC, Tax Gap, Tax Cuts, Hurricane Relief, Dessert - [Tax News & Views Cheese Curd Deadline Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241015): Today is the extended 1040, 709, and 1120 Deadline. Some places get extra disaster time. Energy drink tax issues. Cheese curds. - [Tax News & Views Feral Cat Campaign Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241016): IRS cautions against disaster charity scams. Campaign tax promises for everyone. Estate plan delayed, estate plan denied. Feral cats. - [Tax News & Views Pasta-in-Compromise Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241017): Can the IRS better police "pennies-on-the-dollar" tax settlement outfits? Crypto deadline looms. Backdating backfires. Pasta Day. - [Tax News & Views Supercomputers and Scientists Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241018): Taxpayers must substantiate income and expenses, but be organized and keep records. Exascale Day, celebrate progress. - [Tax News & Views Retirement Frog Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241021): Retirement Plans, Sustainable Aviation Fuel, Election, IRS on AI, Deficit, Conservation Easements, American Frog Day - [Tax News & Views Goes Nuts in 1986 Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241022): Happy birthday, 1986 tax reforms. Social Security Fund insolvency - 10 years, or 7? Campaign promises - back to 1985. Who buys the fancy watches? National Nut Day. - [Tax News & Views Brackets and Boston Cream Pie Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241023): IRS announces 2025 inflation adjustments, including brackets and deduction limits. New pass-through IRS unit goes to work. Boston Cream Pie Day. - [Tax News & Views ID Theft Protection is Not Tripe Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241024): IP-PINs can prevent thieves from delaying your refund. Gearing up for 2026. IRA tax credit uncertainty. Pillar 2 uncertainty. World Tripe Day! - [Tax News & Views Foreign Gift Penalties and Pasta Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241025): IRS ends foreign gift reporting penalty, IRS regs and guidance on credits, planning for TCJA expiration, Trump's tariff plan, and World Pasta Day! - [Tax News & Views Electing Chocolate Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241028): Election, Clean Energy, IRS, Disaster Relief, Corporate Transparency Act, In the Courts, Chocolate - [Tax News & Views Alone With a Cat and a VPN Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241029): Protecting your tax info: passwords and VPNs. Candidates and Deficits. Texas Health organization loses tax exemption. Cats, hermits, and oatmeal. - [Tax News & Views Examines Energy Credits and Candy Corn Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241030): Fearing abuse, IRS focusing on IRA energy tax credits. Partnership audit leadership named. Public company general counsel gets prison for non-filing. Candy corn. - [Tax News & Views Ranks State Taxes for Halloween Roundup](https://www.eidebailly.com/insights/blogs/2024/10/roundup20241031): Wyoming #1, South Dakota #2, California #48, New York #50. 501(c)(4) orgs face new threat. Big tax increases in the UK. Halloween, Diwali, and Caramel Apples. - [State Tax News & Views: Crypto payments, Remote filer relief, and Hemingway on taxes.](https://www.eidebailly.com/insights/blogs/2024/10/salt20241011): Nobody pays taxes with cryptocurrency. Helping sellers come in from the sales tax cold. Referendums and other state tax news. - [State Tax News & Views: Tax Referenda Time](https://www.eidebailly.com/insights/blogs/2024/10/salt20241025): Voters to consider tax law changes in CA, CO, LA, SD, WA. Property taxes figure in elections. Sales tax headaches, and more. - [Watch Out For "Corporate Transparency Act" Scams.](https://www.eidebailly.com/insights/blogs/2024/10/scamwarning20241030): Scammers latch on to beneficial ownership reporting requirements, asking for bogus "Form 4022" or "Form 5102." - [Washington Supreme Court Denies Investment Income Deduction for Financial LLCs](https://www.eidebailly.com/insights/blogs/2024/10/washingtonsct20241029): Implications for Washington Taxpayers - [Court Blocks Rule Extending Overtime Requirement to More Salaried Positions](https://www.eidebailly.com/insights/blogs/2024/11/20241119overtime): Rule would have raised the salary threshold to $58,656 annually. - [IRS Sets 1099-K Threshold at $5,000 for 2024](https://www.eidebailly.com/insights/blogs/2024/11/20241126-1099k): The enforcement threshold was $20,000 last year. It is set at $2,500 for 2025 and $600 afterwards. - [IRS announces underpayment, overpayment rates for 2025 First Quarter](https://www.eidebailly.com/insights/blogs/2024/11/2025q1interestrates): Underpayment and overpayment rates decrease from 2024 Fourth Quarter. - [Tax News & Views Cook for Your Pet Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241101): Taxes in the Election, PTET, Tackling the Tax Gap, Bonus Repayment, Retirement Savings Guidance, Foreign Trust Reporting, and M&A - [Tax News & Views Candy Election Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241104): Election, Seized Property, Retirement, IRS, In the Courts, National Candy Day - [Tax News & Views Election Day Late Fourth Quarter Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241105): What the candidates tax plans mean. State tax ballot measures. Estate planning when your time is short. Election Day. American Football Day. - [Tax News & Views Votes and Nachos Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241106): What GOP gains mean for tax policy. Survivors: capital gain tax in WA, property taxes in ND. OR corporate tax loses. Nachos always win. - [Tax News & Views Makes a Post-election Dinner Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241107): 2017 GOP tax gamble pays off? Tax proposals and tariffs. IRS gets a "D" in modernization. Apple's $4B foreign tax credit. Men make dinner. - [Tax News & Views Tax Agenda and Cappuccinos Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241108): Future of TCJA, Future of IRS direct file, Future of environmental tax credits, Tariffs, and National Cappuccino Day! - [Tax News & Views Election Aftermath Happy Hour Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241112): Election Aftermath, IRS, Disaster Relief, Nonprofit Classification, Pandemic Tax Refund, TCJA, In the Courts, Happy Hour - [Tax News & Views Hugs the Tax Cuts Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241113): GOP Congress organizing for 2025 tax debates. Corporate Transparency Act coming for you. FDIC special assessment deductible. Hug a musician. - [Tax News & Views Lame Duck Tax Pickle Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241114): ERC fraud a lame-duck session target? Pass-through exam unit details. OECD deal doomed? Offshore taxes "too complicated." Pickle Day. - [Tax News & Views EV Uncertainty Recycle More Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241115): The future is uncertain, another 2025 limit is released, ERC cases, digital asset reporting update. - [Tax News & Views Enjoy Fall Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241118): Tax Policies, 1099-K Update, AI and Tax , Foreign E-Filers, and In Tax Court - [Tax News & Views Helps IRS Celebrate a Bad Day Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241119): Tax Court defies DC Circuit, says IRS can't assess Form 5471 penalties in 8th Circuit. New administration gears up on tax. Have a Bad Day Day. - [Tax News & Views Fudges How To Pay For the Tax Bills Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241120): GOP ponders how to pass a tax bill, and how (and whether) to pay for it. IRS funding hidden ball trick. S vs. C. Peanut Butter Fudge. - [Tax News & Views Smokes Out Tax Noncompliance Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241121): IRS advisory council says public doesn't get the tax gap. Obstacles to GOP tax goals. Smokeouts and gingerbread. - [Tax News & Views Go For A Ride with Energy Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241122): Energy, ERC, Tax Exempts and Terrorist Activities, Biofuels Credit, Stuffing Allocations, In the Courts, Go for a Ride Day - [Tax News & Views Trump Picks Parfaits Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241125): Trump Picks, Legislation, TCJA, Energy Credits, IRS, Louisiana, Transfer Pricing, In the Courts, Blasé Parfait - [Tax News & Views Bakes a Tax Cake Roundup](https://www.eidebailly.com/insights/blogs/2024/11/roundup20241126): IRS extends research credit deadline. Tariff Tango. Temporary TCJA extension? Four tax bill paths. National Cake Day. - [State Tax News & Views: The Voters Speak](https://www.eidebailly.com/insights/blogs/2024/11/salt20241108): Washington capital gain tax survives. Oregon rejects big gross receipts tax. ND, SD reject tax changes. News from CA, CO, GA, IL, LA, NJ, NV, PA, UT. - [State Tax News & Views: The Cost of the Feast](https://www.eidebailly.com/insights/blogs/2024/11/salt20241122): Washington capital gain tax survives. Oregon rejects big gross receipts tax. ND, SD reject tax changes. News from CA, CO, GA, IL, LA, NJ, NV, PA, UT. - [IRS Launches Private Aircraft Audit Campaign](https://www.eidebailly.com/insights/blogs/2024/12/20241204_aircraft): Examiners target personal use of business aircraft. - [Corporate Transparency Act Unconstitutional? (UPDATED)](https://www.eidebailly.com/insights/blogs/2024/12/20241205_cta): Federal Court in Texas stays enforcement nationwide. - [Corporate Transparency Act Disclosures Paused (UPDATE: Reversed).](https://www.eidebailly.com/insights/blogs/2024/12/20241209_cta): FinCEN: No failure to file penalties while injunction remains in effect. Voluntary submissions are still accepted. - [Significant Louisiana Sales and Use Tax Legislative Changes Take Effect January 1, 2025](https://www.eidebailly.com/insights/blogs/2024/12/20241220_louisiana): A higher rate will apply to a broader taxable base. - [Corporate Transparency Act Disclosure Filing Requirements Blocked Again (Updated December 27, 2024)](https://www.eidebailly.com/insights/blogs/2024/12/20241223_cta): December 26 Fifth Circuit order restores ban on enforcing beneficial ownership reporting enforcement, staying previous order. - [Corporate Transparency Act Disclosure Filing Requirements: Where Things Stand](https://www.eidebailly.com/insights/blogs/2024/12/20241230_cta): FinCEN will accept voluntary filings, but no penalties apply to non-filers, for now. - [Tax News & Views AI Mutts Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241202): IRS, Presidential Pardon, Recourse Liabilities, IRS Funding, In the Courts, Mutt Day - [Tax News & Views Scams and Green Beans Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241203): IRS warns of seasonal scams. A scam story. Looming 2025 tax fights. Lawyers and taxes. Casseroles. - [Tax News & Views Socks It to the Corporate Transparency Act Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241204): Judge enjoins beneficial ownership reporting rules nationwide. Senate wants to back-burner tax bill. Socks and Brown Shoes. - [Tax News & Views Ninja Commissioner Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241205): Trump's new IRS Commissioner Pick. Disaster tax bill goes to Biden. Conflicting 2025 tax bill approaches. Ninjas and Martin Van Buren. - [Tax News & Views IRS Commissioner and Mittens Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241206): Trump's IRS Commissioner pick, Impacts of future of TCJA, Foreign reporting penalties, Retirement plan amendments list, and National Mitten Tree Day! - [Tax News & Views Pastry Energy Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241209): Energy, Corporate Transparency Act, Crypto, In the Courts, National Pastry Day - [Tax News & Views Dewey Want a Lager Tax Credit Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241210): Court of Claims allows Canada treaty-based tax credit for NIIT. Taiwan tax bill may advance this month. Dewey Decimal Day, Lager Day. - [Tax News & Views RMD Pasta Ring Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241211): Required distribution deadline looms for retirees. Foreign currency rules. Law school embezzler. What's a pasta ring? - [Tax News & Views Credits Cowboy Carter Gingerbread House Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241212): California carbon credits are taxable income. 2025 tax legislation maneuvers. International terminal. IRS whiffs on Beyoncé exam. Gingerbread houses. - [Tax News & Views Disaster Tax Relief and Ice Cream Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241213): Biden signs Disaster Tax Relief bill, Republicans debate over SALT deduction and 2025 legislative strategy, IRS funding, and National Ice Cream Day! - [Tax News & Views Covers ERC Delays with Chocolate Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241216): IRS Commissioner promises 500K ERC claims processed by 12/31. Partnership interest sale reporting break. Chocolate, Barbie, and Barney. - [Tax News & Views ERC Claims Flow Like Syrup Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241217): Less emphasis on ERC fraud? IRS looks to audit more partnerships. Trump tax policy waits and worries. Illinois embezzler gets a break. Maple Syrup Day! - [Tax News & Views Bakes Cookies and Corporate Transparency Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241218): "Must pass" spending bill would delay beneficial ownership reporting one year. IRS funding freeze continues. Bake cookies. - [Tax News & Views Continuing Resolution Muffin Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241219): "Must pass" spending bill compromise falls apart. Research cost automatic changes extended. Minimum distribution rules delayed. Tax Fairy. Oat muffins. - [Tax News & Views House Bill Fails & Christmas Carols](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241220): Government headed towards shutdown, Residence-based taxation, IRS standard mileage rate, Future of IRS Direct File, and National Go Caroling Day! - [Tax News & Views Airs its Continuing Resolution Grievances Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241223): Ownership reporting dropped from "must pass" bill before passage. Shutdown averted. 2025 tax policy preview. Festivus. - [Tax News & Views CTA and New Year's Resolutions](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241230): CTA back on hold, 2025 taxes on Capitol Hill, IRS hiring, DeFi final regs, and National Resolution Planning Day! - [Tax News & Views Raises a Glass to Last-minute 2024 Tax Moves Roundup](https://www.eidebailly.com/insights/blogs/2024/12/roundup20241231): You still have a little time. Making deductions count. Crypto reporting pushback. 2025 tax fights. National Champagne Day. - [State Tax News & Views: Tax and Interstate Migration](https://www.eidebailly.com/insights/blogs/2024/12/salt20241206): Also: Supreme Court ponders limits on state income tax. Fines and Fees. Louisiana tax reform. State-by-state roundup. - [State Tax News & Views: New Year, New State Tax Rules](https://www.eidebailly.com/insights/blogs/2024/12/salt20241220): Also: 2025 revenue outlook. Coming in from the cold, taxwise. Taxable state tax credits. State roundup. Tea Party anniversary. - [IRS announces underpayment, overpayment rates for 2024 Second Quarter](https://www.eidebailly.com/insights/blogs/2024/2/2024q2overpaymentandunderpaymentinterestrates022224): Underpayment and overpayment rates remain the same from 2024 First Quarter. - [Tax News & Views Bears Down on Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2024/2/qvsrt23029roundup20240227): What will it take to get a tax bill through the Senate? Will spending crisis delay actually help? Crypto reporting. Donor reporting. Fargo preparer fail. Polar bears and protein. - [Capitol Hill Recap: Tax Bill Lives!](https://www.eidebailly.com/insights/blogs/2024/2/recap020124): House lawmakers overwhelmingly support tax legislation. Next stop: Senate. - [Capitol Hill Recap: Hold The SALT](https://www.eidebailly.com/insights/blogs/2024/2/recap020824): A House vote on the SALT-cap was expected this week, but it did not happen. - [Capitol Hill Recap: House Puts Kibosh on SALT-Cap Increase](https://www.eidebailly.com/insights/blogs/2024/2/recap021524): The House blocked legislation upping the SALT-cap from a floor debate, likely ending efforts this year to increase the cap. - [Capitol Hill Recap: Think the Child Tax Credit is Not Your Concern, Think Again](https://www.eidebailly.com/insights/blogs/2024/2/recap022224z123aaa): The push to enact business-related tax breaks is inextricably tied to modifying the Child Tax Credit. - [Capitol Hill Recap: Tax Bill Stuck in the Senate](https://www.eidebailly.com/insights/blogs/2024/2/recap20240229c): The tax bill that won overwhelming bipartisan support in the House has apparently stalled in the Senate. - [Tax News & Views Pass The Salt Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup020224c): House has a chance to up SALT-cap. - [Tax News & Views The Great Tax Debate Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup020524d): You think 2024 tax debate is tough, wait'll next year. - [Tax News & Views Alert! Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup020924e): IRS cautions: Posers causing shenanigans. - [Tax News & Views Tax Bill in Slo-Mo Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup021224f): Senate moves slow on tax bill - [Tax News & Views Testify! Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup021624g): IRS tax chief bears witness to tax panel. - [Tax News & Views Taxes on Presidents Day Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup021924b): 2024 could be a big tax year. - [Tax News & Views Filing Questions Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup022324ccc): To file or not to file (yet), that is the question. - [Tax News & Views Shutdown Zone Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup022624znb2): Lawmakers talk spending, will taxes enter the conversation? - [Tax News & Views High Income and Cheddar Exam Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup202402013): IRS steps up high-income exams - too fast? SALT Cap boost vote, failure loom. Slow tax season start. Preparers, guard your data. Cheddar! - [Tax News & Views Cream-filled SALT Cap Workarounds Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup202402014c): IRS guidance on PTET deductions not imminent. Uncertainty on deduction timing, refund taxes. SALT cap prospects. Cream-filled chocolates. - [Tax News & Views SALT Cap Gumdrop Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup202402015b): 2023 SALT deduction boost stalls out in House. Commissioner Werfel testifies in Congress today. FinCEN: no "gotcha" enforcement of ownership reporting. Hippos and Gumdrops. - [Tax News & Views Tax Bill Passes House and Dark Chocolate Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240201b): 357-70 margin may help move bill in Senate. Or not. Separate SALT deduction cap vote promised. Dark Chocolate Day. - [Tax News & Views Handles Tax Season with Chopsticks Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240206): If tax bill passes, the IRS, preparers and Tax Preparers get a big to-do list. The Senate Buzzsaw. Maine storm deadlines. CA wealth tax fail. Froyo and chopsticks. - [Tax News & Views Border Jam with Alfredo Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240207b): Senate legislative traffic jam slows tax bill. IRS touts benefits of more funding. IRS updates guidance on 1099-Ks. Micro-pennies on the dollar. Fettucine. - [Tax News & Views Crypto, Clean Cars, and Paczki Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240208b): First indictment on fudging crypto gains. EV reporting deadline extended again. Employer child care credits. WV storm relief. Paczki Day. - [Tax News & Views Busy Muffin Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240220cc): Presidents Day spikes taxpayer IRS activity. ERC claims still pour in. Law changes - IRS says no problem. WSJ columnist tackles her taxes. Muffin Day! - [Tax News & Views Farmer Filing Sticky Bun Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240221cc): Farmer filing frenzy day looms. There's another way. IRS sends ERC questions. Slow tax season start. Lobbyists press on tax bill. Sticky Buns. - [Tax News & Views Corporate Jets get Chili Reception Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240222abc): IRS goes after corporate jet tax abuses. Private placement insurance under fire. IRS expands Direct File. Easement appraisal debacle. Sweet potatoes and chili. - [Tax News & Views Unclear Crypto Pancakes Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240228ccccacd): Whither business tax relief? IRS beefs up crypto policy team. Givers, 2026 looms. San Diego storms extend deadlines. Pancakes. - [Tax News & Views Tax Bill Toast Roundup](https://www.eidebailly.com/insights/blogs/2024/2/roundup20240229c): Getting to "yes" in the Senate on a tax bill. Spokane deadline change. March 1 farmer filing day - the sometimes-low stakes. Celebrate toast. - [Capitol Hill Recap: President Biden to Pitch Tax Increases to Congress](https://www.eidebailly.com/insights/blogs/2024/3/recap20240307bb): President Biden is expected to tell Congress his tax policy dreams. - [Capitol Hill Recap: Biden Delivers Budget to Congress](https://www.eidebailly.com/insights/blogs/2024/3/recap20240314ccc): President Biden sent Congress his budget that includes tax increases unlikely to become law. - [Capitol Hill Recap: Spending, Not Taxes](https://www.eidebailly.com/insights/blogs/2024/3/recap20240321): Agreement reached on funding; tax bill not included. - [Capitol Hill Recap: Tax Bill, Dead or Alive?](https://www.eidebailly.com/insights/blogs/2024/3/recap20240328): Lawmakers are on a two-week recess, allowing those who remain in the city to ponder the fate of the tax bill. - [Tax News & Views Deal or No Deal Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240301z): Senators grapple with tax bill. - [Tax News & Views Tax Bill Turmoil Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240304zccc): Senate not yet buying House-passed tax bill. - [Tax News & Views Chases Absinthe-minded Non-filers Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240305zcccfc): Trust distribution day. Federal court strikes down beneficial owner disclosure law. IRS reaches out to high-income non-filers. Cheese doodles and absinthe. - [Tax News & Views Credits Cookies and Cheesecake Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240306rrr): Final rules for "direct payment" of energy credits. Tax deal not filibuster proof? Push to ease ACA reporting. Oreos and cheesecake. - [Tax News & Views Tax for Breakfast Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240307dd): Tax bill Senate quagmire. State of the Union address to call for high-earner tax hikes. FSAs and food. Celebrate cereal. - [Tax News & Views SOTU Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240308zccc): President talks taxes in address to Congress. - [Tax News & Views Napping Through the Deadline Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240311zzz2zz): Senate sees no April 15 deadline for House-passed tax bill. Biden tax proposals tee up campaign issue. Eight areas get June deadline. Nap time. - [Tax News & Views Scouting the Budget Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240312): Digging into the Biden budget tax proposals. Capital gains, corporate tax hikes figure prominently. IRS Direct File opens up. Preparer, prepare thyself. Girl Scout Day. - [Tax News & Views Is it Good Kenough to Pass Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240313zz): Now or never for House-passed R&D Cost bill? Tax war commences. Beating up on the jets. Direct File opens. State traps for start-ups. Coconut Torte is Kenough. - [Tax News & Views Working Groups Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240314w11): Tax-writers group-up to discuss TCJA extensions. - [Tax News & Views Ides of March Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240315): Heed this: The tax bill you want to happen may not happen. - [Tax News & Views Questioning Tax Bill Passage Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240318): Disagreements persist on tax bill. - [Tax News & Views Playing Chicken with the Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240319): Now or never for House-passed tax breaks? An unfriendly calendar. Avoiding tax-time mistakes. Werfel looks for business friends. Utah rate cut. Poultry Day. - [Tax News & Views Starts with Ravioli Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240320): Wyden: GOP tax bill counteroffers "non-starters." ERC opt-out deadline looms. Clean energy credits big sellers. Frogs, Sparrows, Ravioli. - [Tax News & Views Hope Dimming for Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240321): Questions grow on passing tax bill. - [Tax News & Views Cloture and Crepes Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240322): 60 Senate votes for tax bill? Last day for IRS ERC voluntary disclosure. Senators float merger tax. TIGTA backlog report. Bavarian Crepes. - [Tax News & Views ERC Deadline Extension? Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240325): IRS could extend ERC disclosure program. - [Tax News & Views Spinach and Senate Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240326): Senator Cornyn rips House-passed bill. 2020 refund deadline looms. 1065 e-file holdup. Wisconsin - Minnesota tax deal? Math is hard, Tax Court doesn't care. Spinach Day. - [Tax News & Views Valuation and Manatee Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240327): Supreme Court ponders insurance-funded stock redemptions. Pyrrhic Tax Court win for easement partnership. Joes and Manatees. - [Tax News & Views Opening Day Opening Arguments Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240328): Supreme Court justices wrestle with stock redemption valuation. Hawaii fire deadline extension. Opening Day - in a hot tub? - [Tax News & Views Tick Tock Roundup](https://www.eidebailly.com/insights/blogs/2024/3/roundup20240329): Action on Tax bill questionable as it's not the Senate's top priority. - [Capitol Hill Recap: Wonk Out!](https://www.eidebailly.com/insights/blogs/2024/4/recap20240403): Extending tax cuts from the 2017 tax reform bill that won’t cost a dime. - [Capitol Hill Recap: Hearings Roundup](https://www.eidebailly.com/insights/blogs/2024/4/recap20240412): Lawmakers returned to Washington this week and had a handful of tax-related hearings. - [Capitol Hill Recap: Once More, With Feeling!](https://www.eidebailly.com/insights/blogs/2024/4/recap20240418): In what could be a last-ditch effort, Senators seek action on the House-passed tax bill that has stalled in their chamber. - [Capitol Hill Recap: ‘Tax Teams’ Announced](https://www.eidebailly.com/insights/blogs/2024/4/recap20240425): Main tax-writer on Capitol Hill announced groups that will scrutinize the fate of TCJA. - [Tax News & Views Tick Tock Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240329): Action on Tax bill questionable as it's not the Senate's top priority. - [Tax News & Views Hanging By A Thread Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240401): Tax bill is on the ropes. - [Tax News & Views PBJ and Scammer Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240402): IRS warns of scammers offering to "help" set up IRS online account. Charity SALT cap workarounds still fail. Tax life abroad. PBJ Day. - [Tax News & Views Mousse Fuel Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240403): IRS highlights off-road fuel tax credit scams. KC votes no on stadium tax. Direct File struggles. Gen X needs tax therapy? Chocolate Mousse Day! - [Tax News & Views Carrot Burrito Compromise Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240404b): "Pennies on the Dollar" OIC mills hit IRS Dirty Dozen list. NJ ERC preparer fraud indictment. CPA fails tax bookkeeping test. Carrots and Burritos. - [Tax News & Views Still Stalled Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240405): Nation waits for tax vote that might never come. - [Tax News & Views Going, Going... Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240408): Tax bill's fate could be dimming - [Tax News & Views TikTok Unicorn Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240409): TikTok is not considered "substantial authority," AZ rebates still taxable. Tax bill still stalled. Changing corporate ownership base. $24M "gift." Unicorn Day. - [Tax News & Views Buyback Bookmobile Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240410): IRS warns of spearphishing for tax pros and businesses. Updated stock buyback tax rules. Seeking sixty votes. Deadline tips. Bookmobile day, golfer day. - [Tax News & Views Fraud and Fondue Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240411): High income, high danger of tax scams. What happens if you don't file. Taxing theft victims, and how to not become one. Fondue day with 8-track. - [Tax News & Views Battle Lines Drawn Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240412): Battle line emerges for TCJA extensions. - [Tax News & Views Laundry and Levy Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240415): Dealing with today's tax deadline. Day traders have a deadline too. Last minute resources. Tax bill fades. Tax day freebies. Laundry Day. - [Tax News & Views Working The Room Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240416): Senators press the flesh to move tax bill. - [Tax News & Views Banana Distribution Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240417): IRS extends relief for inherited IRA distributions. NIL combines. Work-life benefits tax-free. Commissioner visits Congress. Banana Day. - [Tax News & Views Tax and Piñata Breaks](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240418): IRS on treatment of home energy credits. More tax bill obstacles. Employers ghosting IRS. Accidental American tax traps. Piñata Day. - [Tax News & Views Money Walking Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240419): Tax Day dwindles accounts. - [Tax News & Views Story Time Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240422): Lawmakers want to hear your tax story. - [Tax News & Views The Art of the Cherry Cheesecake Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240423): Art is finer with a shaky appraisal. What's a late filer to do? Iowa legislature closes; what tax bills passed. Cheesecake and English Muffins. - [Tax News & Views Tries to Hitch a Ride with the FAA Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240424): FAA authorization bill may be "last chance" to advance tax bill. Tax "magician" clients may need more magic. Pigs in a Blanket. - [Tax News & Views Transferable Credit Rules and Penguin Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240425): Clarity on selling energy credits may open up market. TIGTA closes big ERC fraud scheme. IRS alternative dispute office. Penguin Day. - [Tax News & Views Transfers Credits and Pretzels Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240426): IRS keeps reins on credit transfers. Congress, 2024, and 2025. Easement deduction lands foul. Fraud Friday. National Pretzel Day. - [Tax News & Views Maddening Leaks Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240429): IRS data breach frustrates taxpayers. - [Tax News & Views Ohtani Oatmeal Raisin Roundup](https://www.eidebailly.com/insights/blogs/2024/4/roundup20240430): When does Shohei get a theft loss? Kansas tax cut veto upheld. IRS biofuel credit carelessness. Bad cop. Oatmeal Cookies and Raisins. - [Capitol Hill Recap: Tax Committee Grills Treasury Secretary](https://www.eidebailly.com/insights/blogs/2024/5/20240502recap): Treasury Secretary Janet Yellen testified before Congress and entertained some tough questions from lawmakers. - [Capitol Hill Recap: TCJA Breaks the Bank](https://www.eidebailly.com/insights/blogs/2024/5/20240510recap): A congressional report shows that the extension of expiring tax cuts in the Tax Cuts and Jobs Act would be costly. - [Capitol Hill Recap: Disaster Tax Relief Bill to Hit House Floor](https://www.eidebailly.com/insights/blogs/2024/5/20240516recap): A successfully executed procedural maneuver means that House lawmakers will vote on disaster tax relief. - [Capitol Hill Recap: Tax Fight Begins](https://www.eidebailly.com/insights/blogs/2024/5/20240523recap): Lawmakers talk about next year's tax fight. - [Capitol Hill Recap: Tax Teams Announcement](https://www.eidebailly.com/insights/blogs/2024/5/20240530recap): The House and Senate were out this week for Memorial Day recess and nothing major occurred on Capitol Hill tax wise. - [IRS announces underpayment, overpayment rates for 2024 Third Quarter](https://www.eidebailly.com/insights/blogs/2024/5/2024q3interestrates): Underpayment and overpayment rates remain the same from 2024 Second Quarter. - [Tax News & Views Schedule III May Basket Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240501): Will cannabis businesses finally get tax deductions? Treasury Secretary visits Congress, talks tax. Accounting method change changes in store. May baskets. - [Tax News & Views Scurvy and Security Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240502): IRS warns of data theft schemes. Paying tax on house gains. Spin-off guidance. Rescheduling triggers legal weed push. Pillar 2 is here. Scurvy Awareness. - [Tax News & Views Going Big Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240503): IRS targets big game in its audit sights. - [Tax News & Views Big Money Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240506): ERC incorrect claims approach $1 billion. - [Tax News & Views Taxes and Tourism Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240507): Deadline approaches for tax-exempts. IRA investors: beware partnerships. Deducting loyalty awards. CRAT scheme injunction. Tourism Day. - [Tax News & Views Commissioner and Cream Pie Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240508): Werfel dishes on ERC, weed tax, and old IRS tech. Offshore penalty assessment gets easier. Eide Bailly expands. Check your EFTPS. Cream Pie day. - [Tax News & Views Lost Deals and Lost Socks Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240509): Ohtani translator plea deal for tax crime. Losing a deal over ERC. Tax bill optimism lingers. Offshore gift, trust reporting changes. Lost sock remembrance. - [Tax News & Views Protect IDs Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240510): IRS adds ID protections. - [Tax News & Views Tax Talk Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240513): Presidential contenders talk tax. - [Tax News & Views Athletes and Biscuits Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240514): State tax woes for athletes and entertainers, rich and not so rich. IRS data breach extent still uncertain. IRS tech funding woes. Buttermilk Biscuits. - [Tax News & Views Chocolate Chips are No Scam Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240515): Exempt organization returns are due today. IRS warns of scammy social media credit claims. TN refund time. ERC prison time. Chocolate Chips. - [Tax News & Views ERC Moratorium on the Grill Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240516): Suit challenges Employer Retention Credit processing moratorium. Microcaptive promoter penalty settlement. International corner. BBQ day. - [Tax News & Views Busy Bee Nonfilers Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240520): Disaster bill disastrous for tax bill hopes? Yellen nixes billionaire tax. Non-filers get busy filing ahead of IRS crackdown. National Bee Day. - [Tax News & Views Floor Action Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240521): The House is expected to vote on disaster tax relief. - [Tax News & Views Rips IRS Penalty Process Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240522): Taxpayer Advocate slams IRS international penalty assessment. Holding up a hold-up workaround. Tornadoes. Pudding. - [Tax News & Views Free File Taffy Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240523): Free file renewed for five years; direct file future still unclear. Tax policy and the elections. Improper payments. Taffy. - [Tax News & Views Priority Hamburger Guidance Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240528): AICPA tells the IRS to reconsider its priorities. $4 trillion in tax cuts expiring. Will they be paid for? Disaster due dates. ID theft. Burgers. - [Tax News & Views Advances Tax Bills and ERC Refunds at Snails Pace Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240529): AMT complicates SALT cap repeal efforts. 2025 tax bill tactics. St. Louis loses remote tax bid. ERC refunds languish. Snail Day. - [Tax News & Views Faulty Tax Knowledge Fakesgiving Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240530): Poll: folks don't understand tax. New electricity credit guidance. S corporation gift values. Global minimum tax. "Fakesgiving." - [Tax News & Views One Hand Giveth, The Other Taketh Away Roundup](https://www.eidebailly.com/insights/blogs/2024/5/roundup20240531): Tax increases likely to accompany TCJA tax cut extensions. - [IRS Announces Next Steps for ERC](https://www.eidebailly.com/insights/blogs/2024/6/20240628erc-extra): Explore the latest IRS updates on ERC processing, including claim reviews, eligibility checks, and steps to deal with disallowance & examinations. - [Capitol Hill Recap: IRS Funding Fight](https://www.eidebailly.com/insights/blogs/2024/6/recap20240606): If lawmakers from opposing parties are arguing over IRS funding, then it must be a day that ends in d-a-y. - [Capitol Hill Recap: TCJA Talks Abound](https://www.eidebailly.com/insights/blogs/2024/6/recap20240613): Several meetings took place this week on Capitol Hill about extending TCJA provisions. - [Capitol Hill Recap: Soaring Deficits and Tax Policy](https://www.eidebailly.com/insights/blogs/2024/6/recap20240621): Congressional budgeters paint Federal coffers with red ink as lawmakers discuss tax cuts. - [Tax News & Views Summer "Fun" Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240603): The tax bills that will likely be ignored all summer. - [Tax News & Views Three's Company Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240604): Tax Court upholds taxes on TV actress estate from 2001 tax shelter. Navajo tax woes. $40M DC residency fight settlement. Go big or go home. Cheese. - [Tax News & Views Congress Runs Slowly Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240605): Congressional GOP attacks IRS enforcement and free-file funding. Syndicated easements - procedural win, substantive loss. Running and veggie burgers. - [Tax News & Views Scams and Schemes Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240606): IRS seeks outside help to prevent scams. Audit to the tax gap? Navajo tax troubles. International Tax Corner. D-Day anniversary. - [Tax News & Views Revenue Romp Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240607): The prospect for a tax fight next year is high. - [Tax News & Views Puerto Rico Egg Roll Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240610): IRS: We've identified 100 potential island tax evaders. ID theft victims face long refund waits. Tax-free tips touted. Egg Roll Holiday. - [Tax News & Views Estimated Tax Sweet Corn Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240611): Second Quarter payment deadline looms. Entity taxes and refunds. Double Tax in Philly. The 9-martini lunch goes to Tax Court. - [Tax News & Views: Lost 401(k) Falafels](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240612): Registry for lost 401(k)s, Glider kits, Electric Vehicles. - [Tax News & Views: Sewing Up Clean Energy](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240613): Clean energy, erroneous notices, first "Survivor," scam awareness - [Tax News & Views: Flag Day Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240614): IRS News, Notices, and Penalties. New Tax Plans and Other Updates. - [Tax News & Views Basis Shift Strudel Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240617): IRS goes after partnership basis shifting, announces new enforcement team. ERC news incoming? Corporate rate battle. Veggies and strudel. - [Tax News & Views Fishes Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240618): More reports on the proposed new regulations and revenue ruling to address complex partnership transactions. - [Tax News & Views Basis Tax Boost Watch Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240619): Big tax boost in store in 2026 if TCJA expires. IRA wage, apprenticeship rules out. R&D claim rules relaxed. Juneteenth. Watches. - [Tax News & Views Ice Cream Float Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240620): Research credit, TCJA, IRA, and ice cream sodas. - [Tax News & Views Here Comes The Judge Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240621): Supreme Court tax decision could open the door to more tax controversy. - [Tax News & Views Money Hunt Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240624): Midmarket accounting firms seek new cash avenues. - [Tax News & Views California, Chicago, Catfish Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240625): IRS adjusts high-income exam approach. California budget deal suspends NOLs. Chicago pols with tax trouble. Catfish. - [Tax News & Views Apologies and Pudding Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240626): Return leak lawsuit ends in IRS apology and reform promises. IRA credit substance worries. TCJA and C corporations. Pudding. - [Tax News & Views ID Theft Refund Delay and Ice Cream Cake Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240627): Taxpayer Advocate report rips ID theft refund delays, ERC processing, phone policies. New IRS easement offer. Cake and Onions. - [Tax News & Views Paul Bunyan Roundup](https://www.eidebailly.com/insights/blogs/2024/6/roundup20240628): TCJA debated, individual income tax review, IRA defended, and IRS using AI. - [State Tax News & Views: Arkansas tax cuts, disaster relief, "No Taxation Without Representation," and more.](https://www.eidebailly.com/insights/blogs/2024/6/salt20240628): IRS gives disaster relief in multiple states. Arkansas Gov. signs bill cutting income tax rates. Oregon added to direct file program. Origins of phrase "No Taxation Without Representation". - [Tax News & Views Trades Chevron Deference for Garlic Ice Cream Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240701): The end of regulatory "tax exceptionalism?" IRS finalizes crypto broker reporting. Automated penalty relief. Exotic ice cream day. - [Tax News & Views Declares Independence from Chevron and UFOs Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240702): Supreme Court allows new challenges to old rules. Can President now order IRS audits? IRA's stiff reporting rules. World UFO Day. - [Tax News & Views Scams and Sundaes Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240708): IRS: Energy credit scam goes viral. Tax bill remains dead. Canada's new digital tax. Scamming Grandpa. Chocolate, almonds, sundaes. - [Tax News & Views Social Media Sugar Cookie Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240709): IRS: social media tax advice can be sketchy. IRA credit wage monitoring challenges. GOP platform tax planks. Pennies on the dollar fail. Sugar Cookies. - [Tax News & Views Overturning EV Credit Regs but with Kittens](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240710): Overturning EV Credit Regulations. Tax Cut Negotiations. National Kitten Day - [Tax News & Views Reporting Basket Contract Deals with a Free Slurpee](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240711): Reportable transactions, past-due taxes, Chevron, clean fuel, in the courts, slurpees - [Tax News & Views Collections and Jello Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240712): Billions for the asking. The future of energy tax credits. Home hooch legal? Rental owner time management. Jello, Fries and Pie. - [Tax News & Views Chevron Doctrine of Gummi Worms](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240715): Chevron Doctrine, Conservation Easement Deductions, ERC Lawsuit, Dork Day, Gummi Worms - [Tax News & Views Alcohol and Hot Dog Tax](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240717): Alcohol Tax, Vance, Clean Energy, Landlords’ Tax Breaks, Conservation Easements, Chevron, Federal Interest Rates, “Killer B” Transactions, Virtual Currency, In the Courts. - [Tax News & Views Retirement Accounts and a Daiquiri](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240719): Retirement Accounts, Hunter Biden, Taxes on Tips?, Research Credit, Conservation Easements, Chevron, Daiquiris - [Tax News & Views Tax Preparer Regulations in a Hammock](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240722): Tax Preparer Regulation, TCJA, Chevron, IRS, Rules Committee, Conservation Easements, Refund Processor, In the Courts, Hammocks - [Tax News & Views Frosted Lemonade Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240723): IRS & Policy Updates, Tax Relief for Texans, Scam Alert, BOI, R&D Credit, Frosted Lemonades - [Tax News & Views Drive-Thru Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240724): IRS & Policy News, Transfer Pricing, Partnership Taxation, Digital Assets - [Tax News & Views Celebrate Your Interns Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240725): IRS Updates, Tax Court Nominees, Chevron, Carbon Credit, Tax on Tips, Child Support, FBAR, BOI, Legitimate Business Expenses - [Tax News & Views Celebrate Your Aunts and Uncles Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240726): IRS Procedure, Tax on Super-Rich, Related-Party Basis-Shifting, Boomer Candy, Tax Court, TikTok, Sports, Conservation Easements, In the Courts, What Day is it? - [Tax News & Views Chicken Wing Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240729): The Election, IRS, Illegal FL Sales Tax, Tax on Super-Rich, OECD Funding, BOI - [Tax News & Views Energy Credits Roundup](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240730): Tax Bill, Energy Credits, CTA/BOI, Tax Court Confirmation, Chevron, Tax Compliance - [Tax News & Views Roundup with a Mutt](https://www.eidebailly.com/insights/blogs/2024/7/roundup20240731): IRS, Kamala Harris, Tax Policy, Taxes, Conservation Easements, In the Courts, What day is it - [State Tax News & Views: TX Sales Tax Sourcing, WV Tax Cuts, MA Taxes for Boston Celtics, and more.](https://www.eidebailly.com/insights/blogs/2024/7/salt20240719): IRS gives disaster relief in more states. Missouri PTET Changes. Pennsylvania increased NOL deduction. Future of the SALT Cap. - [New ERC Denial Letters from the IRS Should Be Taken with a Grain of Salt](https://www.eidebailly.com/insights/blogs/2024/8/20240802erc-extra-aug): Last week, taxpayers started receiving denial letters for ERC claims. - [IRS announces underpayment, overpayment rates for 2024 Fourth Quarter](https://www.eidebailly.com/insights/blogs/2024/8/2024q4interestrates): Underpayment and overpayment rates remain the same from 2024 Third Quarter. - [Tax News & Views Roundup Tax Legislation and Spider-Man](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240801): Tax Legislation, Social Security Taxes, Energy Credits, US Steel, Cannabis, Direct File, Marcum Acquisition, Chevron, Spin-offs, ERC, In the Courts, What Day is it - [Tax News & Views Ice Cream Sandwich Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240802): Tax Bill, Transfer Pricing, IRS, Intellectual Property, Opportunity Zones, Social Security - [Tax News & Views IRS Hiring Spree Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240805): IRS, Taxpayer Advocate, Transfer Pricing, Chevron, Conservation Easements, In the Courts - [Tax News & Views Denied ERC Root Beer Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240806): Practitioners spot errors in new batch of ERC claim denials. Tax bill failure adds to IRS ERC woes. Taxpayer Advocate not picking up. Root Beer Float Day. - [Tax News & Views Entity Reporting Raspberries and Cream Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240807): You may already be racking up entity reporting fines. IRS reminds us that data security is mandatory. Complexity is costly. Campaign corner. Raspberries and Cream. - [Tax News & Views Single Class of Cat Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240808): 18 GOP representatives defend committed IRA credits. S election survives shareholder misappropriation. Advocate blasts IRS international penalty practices. Cat Day. - [Tax News & Views ERC Resumption Reading Room Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240809): IRS begins processing post 9/24/23 ERC claims, defends disallowance letters. Who is claiming energy credits. The $8.41 tax sale. Book Lovers Day. - [Tax News & Views ERC Elephant Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240812): Tax Legislation, Election, Disaster Relief, IRS Enforcement, Looper, Direct File, Crypto, Bankruptcy, Conservation Easements, ERC, In the Courts, Elephants - [Tax News & View Filet Mignon Tips Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240813): Legacy IT systems linger at IRS. MN storm victims get extension. Tip taxation becomes national issue. IRS secret shopper visits Great Falls. Filet Day. - [Tax News & View Second Life for Fine Handwriting Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240814): Election season giving "second life" to tax bill? More storm deadline moves. IRS reports hiring success. Campaigns go tip-crazy. Calligraphy Day. - [Tax News & Views PTINs and Pie Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240815): IRS realizes it has preparer ID numbers. Nebraska property tax bill moves. What countries attract the wealthy. Lemon Meringue Pie. The Moon. - [Tax News & Views Tell a Joke Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240816): Another ERC Disclosure Program, Conservation Easements in the Courts, and Happy Birthday, IRA! - [Tax News & Views Potatoes and Politics Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240819): IRS forms anti-scam coalition. New ERC disclosure program paired with rejection letters. Nebraska veto. Child credit bidding war. National Potato Day. - [Tax News & Views Corporate Tax Rate and Bacon Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240820): IRS Business Tax Accounts. Proposed Regs for Foreign Currency. Harris to Pursue 28 Percent Corporate Tax Rate. Accounting Professor Tax Evasion. National Bacon Day. - [Tax News & Views Special Session Spumoni Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240821): TIGTA says IRS tax-exempt unit productivity lags. NE Governor signs special session tax bill. Harris adopts Biden tax agenda. Refrigerator magnate falls. Spumoni! - [Tax News & Views ERC Appeals Burger Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240822): IRS ERC disallowance by algorithm. Taxpayer Advocate says IRS needs better ERC appeal process. IRS auto-levy resumes. Whistleblowers' long waits. Burger Day. - [Tax News & Views Anyway Deduction Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240823): California SALT workaround reforms fizzle. $5 Trillion Tax Plan. Tariff costs. Data breach fallout. "Anyway deductions" fall short in Tax Court. - [Tax News & Views Tax Extenders and Dog Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240826): Tax Extender Wish List. IRS Spinoff Guidance. Trump's Tip Tax Proposal. Covid-19 Fraud Scheme. National Dog Day. - [Tax News & Views Lame Duck Pots de Creme Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240827): Might tax bill move after election? Harris tax plans come into focus. Candidates trillion-dollar 2026 question. Non-profit exec red flags. Pots de Creme. - [Tax News & View Cherry Turnover Tax Surprise Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240828): IRS: don't wait until December to adjust your tax payments. Tax info e-mails as "data incidents." Crypto evasion "pervasive." The CFO's machine guns. Cherry Turnovers. - [Tax News & View Cash Deals and Lemon Juice Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240829): Treasury finalizes rules for reporting cash real estate sales. House lead taxwriter bemoans paper check theft. Exempts and tax season. Lemon juice and cabernet. - [Tax News & Views IRS Audit Goals and College Colors Roundup](https://www.eidebailly.com/insights/blogs/2024/8/roundup20240830): Applications open for Advanced Energy Tax Credits. IRS Audit Goals. Proposed Unrealized Gains Tax. IRS Fraud Coalition. National College Colors Day. - [State Tax News & Views: NJ AI tax incentives, Proposed NE Property Tax Reform, "Window Tax", and more.](https://www.eidebailly.com/insights/blogs/2024/8/salt20240802): New states added to IRS direct file program for 2025. Alaska Child Care Credit. Missouri Income Tax Cuts. New Jersey AI tax incentives. - [State Tax News & Views: Market Sourcing, EV Taxes, Nebraska, Swimming Pools.](https://www.eidebailly.com/insights/blogs/2024/8/salt20240816): EVs unplug gas tax revenue. Nebraska legislature special tax session nears finish. VP pick highlights MN tax policy. Swimming pools and taxes. - [State Tax News & Views: Voluntary Disclosure, Incentive Disclosure, Migration, Three-wheeled Cars.](https://www.eidebailly.com/insights/blogs/2024/8/salt20240830): Easing back-tax lookbacks. Moving for tax reasons. CA SALT workaround fix dies. Berkshire unit tax defeat. Reliant Robins. - [IRS extends filing deadlines for some South Dakota filers due to storms](https://www.eidebailly.com/insights/blogs/2024/9/20240911sdstormextension): Taxpayers in counties hit by June 16 storms get some deadlines moved to February 3, 2025. - [IRS extends filing deadlines for some Iowa filers due to June storms](https://www.eidebailly.com/insights/blogs/2024/9/20240912iastormextension): Taxpayers in Iowa counties hit by June 16 storms get some deadlines moved to November 1, 2024 - [The IRS Announces New Per Diem Rates Effective October 1, 2024](https://www.eidebailly.com/insights/blogs/2024/9/per diem rate update 202410): IRS updates special per diem rates. Includes rates for the transportation industry, incidental expenses, and the high-low substantiation method. - [Tax News & View Excessively Fine Rarebit Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240903): 11th Circuit says foreign account fines can violate 8th Amendment. Countdown to 2025. Unrealized gain tax - wise, or terrible? Welsh Rarebit Day. - [Tax News & View Crowdfunds an Extra Dessert Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240904): IRS explains crowdfunding taxes. Harris floats $50K startup cost deduction. California equipment tax break. Tax compliance cost survey. Extra Dessert Day. - [Tax News & View Cheese Pizza Capital Gain Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240905): Harris pares back capital gain tax proposal, splitting with Biden. Internal context for US gain rates. Slot bet fails in Tax Court. National Cheese Pizza Day. - [Tax News & View Sports Betting and Moms, Be Lazy Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240906): More tax discussion on the campaign trail, IRS warns about sports betting, and the Tax Courts have been busy. - [Tax News & Views Fewer ERC Errors More TV Dinners Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240910): IRS Commissioner defends ERC denial process, plans to stick around. No tax bill likely before election. Campaign tax issues on debate day. TV Dinners! - [Tax News & Views Artificially Intelligent IRS Notice Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240911): IRS expands use of AI - but not yet to apply automatic penalty relief. Debate skips over taxes. What the rich pay. Remembering 9/11. - [Tax News & Views IRS Shakes Up TikTok Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240912): TikTok ban hampering IRS fight against bad social media tax info. 1099-K bill advances. 2025 bracket preview. EU taxers take bite out of Apple. Chocolate Milkshake Day. - [Tax News & Views Corporate AMT and Chocolate Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240913): Corporate Alternative Minimum Tax Regs. Taxes on Overtime. Taxes on Unrealized Capital Gains. International Chocolate Day. - [Tax News & Views Rate Watch and Ozone Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240916): Corporate Alternative Minimum Tax Regs. Taxes on Overtime. Taxes on Unrealized Capital Gains. International Chocolate Day. - [Tax News & Views Apple Dumpling Sad Song Basis Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240917): Estate tax return filers have to report asset basis to beneficiaries. Microcaptive mishap. Deducting a criminal defense lawyer. Country Music and Apple Dumplings. - [Tax News & Views SALT and Cheeseburger Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240918): Trump floats end to SALT deduction cap. EV charge station rules go final. Monthly estimated tax? Teeing up '25 tax fights. Cheeseburgers and Krispie treats. - [Tax News & Views Whistleblower and Butterscotch Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240919): 3 whistleblowers share $74M IRS reward. ERC repeal bill. Everyone gets a tax cut. GOP unhappy with OECD Pillar 2; will it stand up in court? Butterscotch Pudding Day. - [Tax News & Views Energy Credits with a Queso Starter](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240920): Energy Credits, TCJA, Transfer Pricing, Tax Administration, IRS, Tax Court, In the Courts, Queso - [Tax News & Views ERC in the Family](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240923): ERC, Election, Corporate Minimum Tax, Carbon Capture, Conservation Easements, TIGTA, In the Courts, Family - [Tax News & Views Punctuates the Wealthy Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240924): JCT tax rate report stirs controversy. California manufacturing break veto. Unveiling private placement insurance. ERC gone wild. Punctuation Day. - [Tax News & Views Cooks the Lame Duck Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240925): Post-election Congress session looks unlikely to pass tax bills. Is there hope? IRS "daring" ERC claimants to sue. Doctor estate avoids life insurance inclusion. Cooking day, lobster day. - [Tax News & Views Pancakes Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240926): Government funding, guidance, the future of partnerships, more from the campaign trail, and in lighter news... enjoy some pancakes! - [Tax News & Views ERC Claims and Scarves Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240927): New process for incorrect ERC claims, tax extenders, proposed manufacturing credits, analysis of campaign tax policies, and National Scarf Day! - [Tax News & Views Corporate AMT and Podcasts Roundup](https://www.eidebailly.com/insights/blogs/2024/9/roundup20240930): Corporate AMT, Conservation Easements, Basis Shifting, In the Courts, Podcasts - [State Tax News & Views: Migration and Translation.](https://www.eidebailly.com/insights/blogs/2024/9/salt20240913): Migration by county. What is the role of taxes? State taxes and sports free agents. The Rosetta Stone as a tax document. State by state tax roundup. - [State Tax News & Views: SALT Caps, Sales Taxes, Targeted Taxes and Breaks](https://www.eidebailly.com/insights/blogs/2024/9/salt20240927): SALT deduction chat enters the election chat. Sales tax compliance burdens. State tax news roundup. - [Geothermal Heating & Cooling: An Exciting Option for Tax Savings and Energy Savings](https://www.eidebailly.com/insights/blogs/2025/1/20250107-geothermal): Tax credits make many more geothermal installations cost-effective. - [IRS Defers 2024 Deadlines for Taxpayers Affected by Los Angeles Wildfires](https://www.eidebailly.com/insights/blogs/2025/1/20250113-ca-fires): Federal and California filing deadlines generally extended to October 15, 2025. - [Is Your Company Ready for 2024 ACA Tax Reporting?](https://www.eidebailly.com/insights/blogs/2025/1/20250114-acav2): Non-extendable deadlines loom. - [Trump Challenges Global Minimum Tax](https://www.eidebailly.com/insights/blogs/2025/1/20250121ap-oecd): Research, other tax credits are key issue. - [The Supreme Court Rules on CTA – But Questions Remain](https://www.eidebailly.com/insights/blogs/2025/1/20250127cta): Enforcement, compliance remain on hold. - [IRA Credits Remain in Place Despite Mixed Signals](https://www.eidebailly.com/insights/blogs/2025/1/20250129aptp): "Any outright repeal of these tax credits would require Congressional action." - [Tax News & Views Digital Assets and the New Year Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250102): Things to watch in 2025, IRS relief for digital assets, future of green energy credits and opportunity zones, and National Motivation and Inspiration Day! - [Tax News & Views Clean Hydrogen Tax Rules & Writing to Congress Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250103): Hydrogen tax rules released, Trump tax proposals, Corporate Transparency Act, and National Write to Congress Day! - [Tax News & Views Trump One Powerful Apple Tree Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250106): Tax extension to go in first reconciliation bill. Tax chaos unleashed? Longtime GOP tax figure to lead Treasury tax policy. Apple Tree Day. - [Tax News & Views Tempura Research Deduction Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250107): Restoration of research deduction on tap? ERC claim limits in play. One powerful bill - or two? Dental tax extraction. Tempura Day. - [Tax News & Views Credits New Types of Technology Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250108): 4th-quarter estimates due in one week. Energy credits extended to more technologies. Confusion, SALT cap figure in tax talks. Typing Day. - [Tax News & Views IRS Challenges and Apricots Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250109): Taxpayer Advocate raps IRS for slow ERC processing. Scams, ID theft highlighted in annual report. The importance of spelling. Apricot Day. - [Tax News & Views Basis Shifting Regs & Houseplants Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250110): Republicans divided over tax bill strategy. $20,000 SALT cap? Final Regs on partnership basis shifting. Clean vehicle credit guidance. IRS Free File opens. Houseplant Appreciation Day! - [Tax News & Views Disaster Deadlines and Duckies Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250113): Federal and California deadlines for 2024 filings extended to 10/15 for L.A. County filers. Regulation dump covers includes shifts. Rubber Duck Day. - [Tax News & Views Flying Regs, Flying Kites Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250114): Spin-offs, auto-enrollment join end-of-administration regulation parade. Tax fights: contradictions in the Trump coalition. Kite Day. - [Tax News & Views Doffs a Hat to Stopping Scams Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250115): IRS warns of scams, takes steps to stop them. Estimated taxes are due today. Tax committee gets to work. ERS? National Hat Day. - [Tax News & Views Fiscal Constraint and Fig Newton Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250116): W-2, 1099 deadlines approach. Bond markets and tax cuts. SALT workarounds on the table? Taiwan double tax bill moves. Fig Newtons. - [Tax News & Views Corporate AMT Roundup with Benjamin Franklin ... and Popeye?](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250117): Corporate AMT, Trump’s Tax Cuts, IRS Pick - Billy Long, Treasury Pick - Scott Bessent, Loper Bright, Energy Credits, OECD Abusive Transactions List, American Express, Hot Assets, Cloud Regs, Spinoff Private Letter Rulings, GILTI Avoidance Memo, Final Donor-Advised Fund Regs, DOJ Tax Division, In the Courts, Franklin and Popeye - [Tax News & Views Appreciates Squirrel Tariffs Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250121): Trump says 25% tariffs on imports from Canada, Mexico start February 1. Werfel leaves. Indefinite IRS hiring freeze. Appreciate... squirrels? - [Tax News & Views Executive Orders Come In From the Cold Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250122): Trump moves add uncertainty to rulemaking, stop IRS hiring. Taking on global minimum tax. Tariff Territory. Come in from the cold. - [Tax News & Views SALT Cap Pie Day Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250123): SALT deduction cap opponents claim Trump as ally, face budget hawk fight. IRA credit impoundment? Corn dog diet. National Pie Day. - [Tax News & Views CTA and Compliments Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250124): Corporate Transparency Act. How to fund Trump tax cuts. Proposed tax legislation. IRS hiring freeze. Economic impact of tariffs. Defendants charged in largest ERC tax fraud. National compliment day! - [Tax News & Views Tax Season is a Piece of Cake Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250127): Tax season officially underway. Tariff threats escalate. "Big beautiful bill" biggens. IRS hiring freeze. Chocolate cake. - [Tax News & Views Senior Scams and Rattlesnake Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250128): No, the IRS isn't going to send the sheriff. Bessent confirmed at Treasury. Endowment taxes. Rattlesnakes and daisies. - [Tax News & Views Funding Freeze is a Puzzle Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250129): Funding Freeze, Federal Employee Buyouts, IRM Transparency, Tariff Promises, Transfer Pricing, In the Courts, Chinese New Year - [Tax News & Views Thawed Freezes and Croissants Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250130): Buyouts offers sow IRS confusion, but you still have to file. Spending freeze rescinded, it seems. Yodel for Croissant Day. - [Tax News & Views Crypto Reporting & Hot Chocolate Roundup](https://www.eidebailly.com/insights/blogs/2025/1/roundup20250131): Push to strike down DeFi reporting requirements. Proposed tax legislation. Senate reconciliation plan ready to go. PPP fraud. IRS private letter ruling on IVF costs as medical expenses. National Hot Chocolate Day! - [State Tax News & Views: A look ahead for 2025](https://www.eidebailly.com/insights/blogs/2025/1/salt20250103): Policy issues and court battles in the coming year. Updates in IA, ID, IL, IN, KS, LA, MI, NJ, NY, WA. The Coolidge Tax Era. - [State Tax News & Views: The Legislative Season Begins.](https://www.eidebailly.com/insights/blogs/2025/1/salt20250110): Flat Tax Revolution. Governors propose tax changes in ID, KY, ND, NY. Georgia gets a tax court. The dawn of 1040 e-filing. - [State Tax News & Views: Relief in California & Legislative Sessions Underway.](https://www.eidebailly.com/insights/blogs/2025/1/salt20250117): California Wildfire Relief. Future of SALT Cap. Maryland Governor pitches higher taxes. IL announces Direct File. History of tariffs. - [State Tax News & Views: SALT Cap Fight, Tip Taxes, and Budget Season](https://www.eidebailly.com/insights/blogs/2025/1/salt20250124): Corporate rates around the US. News from CA, CT, GA, ID, IN, KS, MA, ME, MS, NE, NY, RI, TX. Supreme Court news from 1916. - [State Tax News & Views: Office Conversion Incentives, Nexus Reform, Nonresident Tax Triggers.](https://www.eidebailly.com/insights/blogs/2025/1/salt20250131): Some states tax you for a single work day. Updates from CA, CO, IL, IN, MA, MD, MO, MT, NY. Tax controversy in Judea. - [US Transfer Pricing Documentation: Protective and Practical](https://www.eidebailly.com/insights/blogs/2025/10/20251006tp): It's not always the law, but it's a good idea. - [Beyond Common Ownership: the Next Frontier of Transfer Pricing Rules?](https://www.eidebailly.com/insights/blogs/2025/10/20251020tp): Incentives for mispricing don't require common owners. - [Capitol Hill Recap: Taxes and the Shutdown](https://www.eidebailly.com/insights/blogs/2025/10/apcap20251003): As the shutdown begins, the impact on taxes is unclear. - [Capitol Hill Recap: The Coming Affordable Care Act Premium Hike](https://www.eidebailly.com/insights/blogs/2025/10/apcap20251017): Ending the shutdown could hinge on an extension of healthcare tax credits--but it may not stop planned increases in premiums. - [Capitol Hill Recap: Treasury Not Stopping Amid Shutdown](https://www.eidebailly.com/insights/blogs/2025/10/apcap20251024): Despite the government shutdown, Treasury is still producing guidance on implementation of the One Big Beautiful Bill Act. - [Capitol Hill Recap: The CAMT Clash](https://www.eidebailly.com/insights/blogs/2025/10/apcap20251031): The corporate alternative minimum tax could hit some companies trying to take advantage of a new R&D tax perk. - [Tax News & Views International Weekly: The Stewardship Situation](https://www.eidebailly.com/insights/blogs/2025/10/apintl2025): The OBBBA addressed an issue in the current international tax rules long-sought by businesses, but may have left new questions. - [Tax News & Views International Weekly: Trump on Pharma](https://www.eidebailly.com/insights/blogs/2025/10/apintl20251001): The background on Trump's plans to use tariffs to drive pharmaceutical production back into the U.S. - [Tax News & Views International Weekly: The Stewardship Situation](https://www.eidebailly.com/insights/blogs/2025/10/apintl20251008): The OBBBA addressed an issue in the current international tax rules long-sought by businesses, but may have left new questions. - [Tax News & Views International Weekly: The Global Tax Shutdown Dilemma](https://www.eidebailly.com/insights/blogs/2025/10/apintl20251015): The shutdown has hobbled government as the Trump administration works to seal an international tax deal by the end of the year. - [Tax News & Views International Weekly: Retreat on Carbon Tax?](https://www.eidebailly.com/insights/blogs/2025/10/apintl20251022): The U.S. pushes back shipping carbon tax, but similar taxes are on the horizon. - [Tax News & Views International Weekly: The OECD’s 10-Year-Old Tax Initiative](https://www.eidebailly.com/insights/blogs/2025/10/apintl20251029): After 10 years, the OECD's review of its first major tax anti-avoidance initiative shows real, if unclear, results. - [Tax News & Views Shutdown and Coffee Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251001): Government shuts down; IRS remains open. Opportunity Zone guidance from Treasury. Lumber tariffs. EV Credit expires. International coffee day! - [Tax News & Views Book-Tax Changes and Naming Your Car Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251002): CAMT, Priority Guidance Plan, Interest Capitalization, Crypto, Shutdown, EV Credit, Research Credit Form, Deportations, TIGTA, ERC, In the Courts, Name Your Car - [Tax News & Views Smiles Through the Shutdown Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251003): Watchdog warns that IRS is short of capacity for upcoming tax season. Tax credits and the shutdown. Scotch and Soy. Smile! - [Tax News & Views Noodles a New IRS CEO Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251006): Social Security head takes on IRS "CEO" Job. Bessent remains "Acting Commissioner." Shutdown to hit IRS hard. Noodles. - [Tax News & Views Healthy Snack and Leadership Shuffle Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251007): More on the new IRS "CEO." New Acting Compliance Chief. Shutdown drags on. 25% big truck tariffs. Nice tries. Office fruit. - [Tax News & Views IRS Furloughs & Top Spinning Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251008): IRS begins employee furloughs. Leadership changes at the IRS. OBBBA and clean energy. Excise tax penalty relief. International top spinning day! - [Tax News & Views Lays Off The Pizza And Beer Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251009): IRS Layoffs Start to Bite. Notice machines keep working. Risks to upcoming tax season. The Sasquatch of taxes. Pizza and beer awareness. - [Tax News & Views Feel-Good Furloughs Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251010): Fraught Furloughs, Leadership in Legislation, Shutdown Stalemate, Budget Briefing, Bessent Boasts, Tumultuous Tariffs, Bracket Bonanza, School Selections, EV Exhortations End, AMT Flexibility Frightens, In the Courts, Conscious Cake - [Tax News & Views Fails To End The Shutdown Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251013): More IRS Layoffs Ahead of Extension Deadline. Strange ACA credit bedfellows. China trade war heats up. Failure Festival. - [Tax News & Views Dessert Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251014): Much of IRS workforce still furloughed; IRS layoffs continue. ACA credits and the government shutdown. OBBBA and clean energy. National dessert day! - [Tax News & Views Extension Deadline Expense Report Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251015): If you haven't filed, file today. No 2nd extensions. Disaster area deadline relief. IRS shutdown questions. Expense reports. - [Tax News & Views Shutdown Layoffs for Cats Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251016): Shutdown Layoffs Paused, Shutdown Continues, Global Public Debt, Community Finance Staff, Film Industry, Democratic Party Strategy, In the Courts, Global Cat Day - [Tax News & Views Cleans The Left Side of the Virtual Desktop Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251017): Administration IRS crime division revamp aims to target opponents. ACA credits remain sticking point. Close browser tabs, but not this one. - [Tax News & Views Shutdown Statistics Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251020): Is Nov. 1 a drop-dead date for the shutdown? The coming ACA premium hike. Lobbying against partnership exams. Slinking away from tariffs. Statistics. - [Tax News & Views Won't Shut Down American Frogs Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251021): No end in sight. Tariffs: China, betting markets, meat. Transfer pricing. The tax preparer's big fat SEC wedding. American frogs. - [Tax News & Views the Shutdown is Nuts Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251022): Shutdown Impact, Revenge Tax, OBBBA Relief for Car Lenders, Tips Deduction, Cost Recovery Questions, Math Errors on Returns, Nonprofit Pressures, In the Courts, Nuts - [Tax News & Views Clerical Errors and Cream Pies Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251023): Congresses passes bill reforming IRS treatment of clerical return errors. New ERC guidance. Grinch tariffs, beef tariffs. Boston Cream Pie. - [Tax News & Views Black Cat Crosses Tariff and Shutdown Path Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251027): ACA rate boosts, SNAP increases shutdown pressure. A tariffic commercial. Refund betting. Prada Pastor. Black Cats. - [Tax News & Views Fresh Chocolate and Stale IRS Tech Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251028): Inspector General highlights IRS tech challenges heading into tax season. IRS "CEO" role questioned. Solar shelter fizzle. Chocolate. - [Tax News & Views Illinois Oatmeal Surprise Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251029): Illinois considers surprise tax on unrealize appreciation for approval by tomorrow. Shutdown filing season concerns. Grassley v. Gates Foundation. Oatmeal. - [Tax News & Views Candy Corn Shutdown Consequences Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251030): Shutdown Consequences, Shutdown Progress?, Digital Tax, Energy Credits, Tariffs, OECD, Federal Law Reach, Pillar 2 Plan, Candy Corn Day - [Tax News & Views Halloween Roundup](https://www.eidebailly.com/insights/blogs/2025/10/roundup20251031): ACA credits and the government shutdown. IRS and ICE Data Sharing. Senate resolution to end tariffs. State tax competitiveness index. Happy Halloween! - [Tax Administration: The Rules, the Reviews, the Relief](https://www.eidebailly.com/insights/blogs/2025/10/salt20251002): Illinois Amnesty Program Kicks Off; Navigating Sales Tax in Colorado; Rhode Island Decouples From Section 174; Other SALT Updates - [High Earning, Higher Stakes: Tax Challenges for Athletes](https://www.eidebailly.com/insights/blogs/2025/10/salt20251016): Recruiting College Athletes with Tax, States Continue to Pursue Digital Ad Tax, Oregon Offers Agriculture Overtime Tax Credit, Other SALT Updates - [States Split on Federal Tax Law Conformity: Indiana Considering Special Legislative Session](https://www.eidebailly.com/insights/blogs/2025/10/salt20251030): Indiana Considers Special Legislative Session, MTC Issues New Guidance for Airlines and Partnerships, States Face Challenges When Updating Manuals For Legislative Changes, Seasoned with SALT: Are Tariff Fees Taxable? - [California Climate Disclosure Laws](https://www.eidebailly.com/insights/blogs/2025/10/sb261-20251001): The good news: Year 1 reporting allows flexibility. - [What Transfer Pricing Can Learn from Shohei Ohtani](https://www.eidebailly.com/insights/blogs/2025/11/20251103tp): It's great to pitch and hit. - [6-7 Reasons to Invest In the Next Generation of Advisors](https://www.eidebailly.com/insights/blogs/2025/11/20251117tp): If the headline makes no sense, this article is for you - [IRS announces underpayment, overpayment rates for 2026 First Quarter](https://www.eidebailly.com/insights/blogs/2025/11/2026q1interestrates): Underpayment and overpayment rates remain the same from 2025 Fourth Quarter. - [Capitol Hill Recap: Stalling on the Shutdown](https://www.eidebailly.com/insights/blogs/2025/11/apcap20251107): The shutdown continues, but some details are emerging about a compromise on healthcare tax credits. - [Capitol Hill Recap: After the Shutdown](https://www.eidebailly.com/insights/blogs/2025/11/apcap20251114): Congress reopens government without resolution of healthcare tax credit issue. - [Capitol Hill Recap: The Growing Divide on Health Care](https://www.eidebailly.com/insights/blogs/2025/11/apcap20251121): The parties have strong disagreements on how to extend healthcare tax credits--and not much time to resolve them. - [Tax News & Views International Weekly: Tariffs Go to Court](https://www.eidebailly.com/insights/blogs/2025/11/apintl20251104): The foundation for many of Trump's tariffs are under review at the Supreme Court. - [Tax News & Views International Weekly: Pillar Two's Escalating Compliance Costs](https://www.eidebailly.com/insights/blogs/2025/11/apintl20251112): A new study highlights significant compliance costs for the new global minimum tax. - [Tax News & Views International Weekly: Progress on the Global Tax Front](https://www.eidebailly.com/insights/blogs/2025/11/apintl20251126): New OECD data indicates stabilization on corporate taxes, though there are nuances in the details. - [Tax News & Views Supreme Tariff Sandwich Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251103): Supreme Court hears tariff case this week. $50K tariff for one late delivery. Still shut down. Tax Obscura: foreign trusts. Sandwiches. - [Tax News & Views Tariff Election Day Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251104): Tariffs go before nine key voters tomorrow. The issues, the voters. How a blog made it happen. Shutdown glimmers? Pay that withholding. Elections, barbarians. - [Tax News & Views Football Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251105): Supreme Court hearing case on tariffs. Election Day tax results. Government shutdown updates. OBBBA and senior tax cuts. National American Football Day! - [Tax News & Views Nacho Direct File Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251106): Direct File, Shutdown Fight, Tax Law Guidance, Tip and Overtime Pay Relief, Tariffs, IRS Data Share, Conservation Easements, Nacho Day - [Tax News & Views Furloughs the Fountain Pens Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251107): IRS reels back some furloughed employees ahead of tax season. Fraud fighters remain off the job. Behind Direct File's demise. Fountain pens. - [Tax News & Views Accounting for a Shutdown Breakthrough Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251110): Senate advances shutdown-ending measure. What happens now. Dakota reservation deadline relief. Tariff rebates and pasta. Accounting! - [Tax News & Views Veterans Day Shutdown Winddown Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251111): Shutdown-ending bill heads to House. ACA tax credits not in deal. The House outlook. IRS effects. Rebates. Veterans. - [Tax News & Views Loosen Up and Lighten Up Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251112): House to vote today to end shutdown. Tariff talks continue. IRS grappling with furloughs. Revenue Ruling on staking of digital assets. Get outside week! - [Tax News & Views Hugs the Shutdown Finale Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251113): Shutdown ends without ACA tax credit extension. What's next for IRS. Another one in January? IRS v. Commissioner. Hugs. - [Tax News & Views Loosen Up and Lighten Up Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251114): IRS coming back to life. ACA Credits. Avoiding another shutdown. Tariffs in the Supreme Court. Clean energy and the OBBBA. It's National Loosen Up Lighten Up Day! - [Tax News & Views Homemade Bread Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251117): Trumps withdraws top IRS lawyer pick. Life after shutdown. Certain tariffs repealed. Transportation tax policy. OBBBA and tips & overtime. It's National Homemade Bread Day! - [Tax News & Views Apple Cider Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251118): Proposed rules for crypto reporting. Government shutdowns, in general. ACA credits. Tariffs and global growth. Innocent spouse relief in the courts. It's National Apple Cider Day! - [Tax News & Views Entrepreneurs and Tax Season Peril Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251119): Former IRS Commissioners fret about coming filing season, possible 2nd shutdown. Crypto, farm sale deferral instructions. Entrepreneurship. - [Tax News & Views Fudges Tax Season Problems Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251120): Inspector General Highlights Filing Season Staffing Worries. Lawmakers "skeptical" on tariff rebates. Trusted employee helps herself. Fudge Day. - [Tax News & Views Gingerbread Men Get No Credits Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251121): Treasury tries to limit refundable credits to immigrants. Acting Chief Counsel defiant. IRS Tech Dysfunction and its History. Gingerbread. - [Tax News & Views Hijacks the Tip and Overtime Rules Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251124): Details on the tips, overtime deduction rules. ACA compromises floated by administration, Congress. IRS-ICE deal blocked. D.B. Cooper? - [Tax News & Views Shops For Penalty Abatement Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251125): Taxpayers will no longer have to ask for "automatic" penalty relief. Overtime losers. ACA vaporware. Remember to shop. - [Tax News & Views Cuts the Cake Inspection Budget Roundup](https://www.eidebailly.com/insights/blogs/2025/11/roundup20251126): Administration, Congress look to slash Treasury's IRS Inspector General. UK reasons to be thankful. Elder scammer gets 10 years. Cake. - [State Taxation in the Digital Era: Evolving Rules, Legal Challenges, and Policy Debates](https://www.eidebailly.com/insights/blogs/2025/11/salt20251113): States Keep an Eye on Maryland Digital Ad Tax; Possible Compliance Solutions for Small Businesses Post Wayfair; Southeastern State DORS Look to Adopt AI; Oregon's "Kicker" Tax Available for 2025 - [Year-End Planning for State Taxes: Don't be Caught Off Guard!](https://www.eidebailly.com/insights/blogs/2025/11/salt20251120): Year-End Planning for State Taxes, State Nexus Laws: Are States Overregulating and Overreaching?, States Use Tax Laws to Incentivize Behavior in IL and OH, The CO Regulatory Agenda, Electronic Filing in ID, and KC Business Earnings Tax - [A Method to the Madness](https://www.eidebailly.com/insights/blogs/2025/12/20251202tp): Why transfer pricing matters. Picking and monitoring transfer pricing methods. - [We Wish You an Arm’s Length Margin and a Happy Year End](https://www.eidebailly.com/insights/blogs/2025/12/20251215tp): Tis the season for year-end transfer pricing adjustments! - [Another Trip Around the Transfer Pricing Sun: Four Bold Predictions for 2026](https://www.eidebailly.com/insights/blogs/2025/12/20251229tp): Wherein our hero goes bold on 2026. - [Capitol Hill Recap: Looking for Options on Healthcare Tax Credit](https://www.eidebailly.com/insights/blogs/2025/12/apcap20251205): Year-end is approaching with no agreement on healthcare tax credits. - [Capitol Hill Recap: Time on Health Tax Credits Running Out](https://www.eidebailly.com/insights/blogs/2025/12/apcap20251212): Congress may not have time to prevent healthcare premiums from spiking in 2026. - [Capitol Hill Recap: New Year, New Healthcare Costs](https://www.eidebailly.com/insights/blogs/2025/12/apcap20251219): Congress is leaving without a deal on healthcare tax credits, but that doesn't mean all hope is lost in 2026. - [Capitol Hill Recap: Crypto in the Spotlight](https://www.eidebailly.com/insights/blogs/2025/12/apcap20251226): Congress is set to tackle crypto taxes in 2026. - [Tax News & Views International Weekly: Telecommuting and Taxes](https://www.eidebailly.com/insights/blogs/2025/12/apintl20251203): The OECD is soliciting feedback on how mobile work is affecting taxes. - [Tax News & Views International Weekly: Year-End Global Tax Negotiations](https://www.eidebailly.com/insights/blogs/2025/12/apintl20251210): Republicans hope some saber-rattling can push the U.S./OECD agreement on taxes forward. - [Tax News & Views International Weekly: Global Minimum Tax Agreement in Jeopardy](https://www.eidebailly.com/insights/blogs/2025/12/apintl20251217): As the New Year approaches, negotiations over the global minimum tax are starting to break down in public. - [Tax News & Views Red Apples for a Crazy December Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251201): December in Congress will be "crazy." Trumps mixed ACA tax credit signals. Get ready for the season - the tax season. Red Apples. - [Tax News & Views Giving Tuesday Math Error Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251202): Math error notice bill signed. Tax Court, tax penalty bills clear House. No ACA tax credit progress. No tax on non-naughty tips. Giving Tuesday. - [Tax News & Views Trump Accounts and Making Gifts Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251203): Trump Accounts, AMT Guidance, ACA Credit Lapse, Bonus Depreciation Implications, Tariffs, Remote Working, Foreign Passive Income, In the Courts, Make a Gift - [Tax News & Views Socks it to Scams Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251204): IRS highlights social media and senior scams. Watchdog has little trouble committing ACA fraud. Top-end multitasking. "96% returns." Socks. - [Tax News & Views Busy Congress Brownie Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251208): Tensions high in ACA credit fight as December days dwindle. Trump to unveil farm tariff bailout. Costco v. tariffs. Brownies and lard. - [Tax News & Views Tax and Pastry Bites Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251209): US is a low-tax country, for now. Congress does nothing to extend ACA credits. States ponder OB3 conformity. Pastries. - [Tax News & Views Lager and HSA Guidance Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251210): HSA Guidance, HSA Legislation, ACA Subsidy Vote, White House Review of Money-Laundering Rule, Crypto Legislation, IRS Job Cuts Impact on States, Carbon Capture Credit Safe Harbor, NIL Accounts, Trump Accounts, DOJ Tax Division, In the Courts, Lager Day - [Tax News & Views Pasta Ring Impasse Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251211): Show votes seem to presage end of enhanced ACA tax credits. Weak IRS tempts costly fraud. Florida, the hockey state. Pasta rings. - [Tax News & Views Entity Tax and Cat Roundup Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251215): After five years, still no more entity tax SALT cap workaround guidance. IRS crime chief stays on. No progress on ACA credit extension. Herding cats. - [Tax News & Views Chocolate Covered Regulation Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251216): ACA tax credit deal next month? Lender reporting for car loans. Tribal benefit clarity. Tariff refund resistance. No records, no deductions. Chocolate. - [Tax News & Views Corporate Maple Syrup Transparency Act Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251217): Courts Reject Challenges to CTA, ACA’s Enhanced Premium Tax Credit Future, Tariffs, Foreign Digital Services Retaliation, OECD Pillar 2 Commitment, Fees for S Corp Ruling Requests, In the Courts, Maple Syrup - [Tax News & Views Bakes Cookies but Not Tax Credits Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251218): Bigger refunds coming. Enhanced ACA tax credit vote forced for January, but passage unlikely. Remember the individual mandate? Bake cookies. - [Tax News & Views Legal Weed Tax Math Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251222): Tax relief for legal weed sellers. Immigrants: file or not? About those "warrior dividends." Congress goes home. Yes, there will be math today. - [Tax News & Views Airs Postmark Grievances Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251223): USPS policy change endangers some year-end deductions. Refund talk. Refund resistance. Britney vs. IRS. IRS top 10. Grievances. - [Tax News & Views Fiddles Big With Year-End Tax Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251229): Planning tips for the final week. A look ahead to 2026 tax issues. Smashed packages. Fleeing California. Death and Taxes. Big fiddle fete. - [Tax News & Views Updates its Bacon Mileage Rate Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251230): 2026 rates for business, medical, and charity mileage. Top 2025 tax policies. Expiring green energy credits. "Friendly" tax advice. Bacon. - [Tax News & Views Puts Down the Phone For Year-End Tax Moves Roundup](https://www.eidebailly.com/insights/blogs/2025/12/roundup20251231): One day to rule them all. How to bag those last-day deductions. Vindicating the 401(k). A costly failure to execute. No Interruptions. - [Moving States? Navigating State Residency to Avoid Double Taxation](https://www.eidebailly.com/insights/blogs/2025/12/salt20251204): Moving States and Common Issues; Multiple Moves Fail to Shift Alabama Couple’s Domicile; California Finds Taxpayers Still Residents Across Several Rulings; Massachusetts Confirms Tax on Gain Tied to Previous Residency - [States Continue to Decouple from OBBBA Amid Budget Shortfalls](https://www.eidebailly.com/insights/blogs/2025/12/salt20251218): Illinois, Delaware and Washington DC Decouple from parts of OBBBA, IL extends PTET Indefinitely, MN PTET expires 12/31/25, New Hampshire Tax Amnesty, Electronic Filing in Idaho - [Corporate Transparency Act Filing Rules Are Back On](https://www.eidebailly.com/insights/blogs/2025/2/20250220cta): Most filers face a March 21 deadline. - [Tariffs and Tax Planning in the Trump Era](https://www.eidebailly.com/insights/blogs/2025/2/abtariff20250206): It will take a team. - [Tax News & Views International Weekly: Out at the United Nations](https://www.eidebailly.com/insights/blogs/2025/2/apintl20250205): Walking away from U.N. tax talks. The New tariff world. Notable news. - [Tax News & Views International Weekly: Congress and the Global Tax Deal](https://www.eidebailly.com/insights/blogs/2025/2/apintl20250212): Will the global minimum tax survive? Tariff Tangle. Retaliation. - [Tax News & Views International Weekly: Getting Congress Informed](https://www.eidebailly.com/insights/blogs/2025/2/apintl20250219): International tax is hard for practitioners. It's hard for representatives and senators, too. - [Tax News & Views International Weekly: Digital Tax Trade War](https://www.eidebailly.com/insights/blogs/2025/2/apintl20250226): Will failure of "Pillar One" lead to a trade war over Digital Services Taxes? - [A Look at the Hegseth IRS Notice](https://www.eidebailly.com/insights/blogs/2025/2/hegseth20250218): A cabinet nominee gets an IRS letter. Dirty business, or business as usual? - [Tax News & Views Carrot Cake Tariff Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250203): 25% tax announced for Mexican, Canadian imports. Retaliation vowed. How they work, who they affect. Carrot Cake Day. - [Tax News & Views Pauses for Soup Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250204): Canada, Mexico tariffs on "pause." China tariffs a go. DOGE "deletes" Direct File - from X. DOGE data access concerns. Soup. - [Tax News & Views Fiscal Pork Fondue Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250205): China does tariffs. Tax trouble brewing in Congress. IRS hiring freeze and tax filing. DOGE "read only" rights. Fondue and Pork Rinds. - [Tax News & Views Fro-yo Buyout Takeback Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250206): IRS takes back "resign" offer for tax season employees. Senate bags "one beautiful bill" on TCJA extension. Frozen Yogurt for Optimists. - [Tax News & Views DOGE the Gumball Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250207): DOGE Treasury Access, Trump Tax Priorities, Tax Legislation, Employee Buyout, Carried Interest, OMB, Sports News, In the Courts, Bubblegum - [Tax News & Views Spending Freeze or Computer Clean Up Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250210): Noncompliance with Spending Freeze Block, DOGE Treasury Access, Tariffs, Tax Cuts, Senate Budget Resolution, Erroneous Refunds, Carried Interest, Taxes Abroad, Corporate Transparency Act, Tax Legislation, In the Courts, National Clean Out Your Computer Day - [Tax News & Views Tariffs and Lattes Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250211): Steel, Aluminum Levies slated for March 4. Winners and losers. IRS and immigration crackdown. 1099-Ks. Latte Day. - [Tax News & Views Drives a Lincoln or a DOGE Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250212): Big IRS workforce reduction? DOGE barred from Treasury records. IRS on the border? House vs. Senate. Lincoln's Birthday. - [Tax News & Views Tax, Tariff, and Tortellini Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250213): House reconciliation bill "pays largely for itself." Will SALT, tip proposals fit? Tariffs and VATs. New auto depreciation rules. Tortellini. - [Tax News & Views House Advances Budget and Valentine's Day Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250214): House advances budget. Proposed end of EV tax credits. More proposed legislation (child tax credit, tips, estate tax). DOGE arrives at IRS. More on tariffs. Happy Valentine's Day! - [Tax News & Views Tax Package and Random Acts of Kindness Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250217): Tax Legislation, DOGE in the IRS, Tariffs, Loper Bright, In the Courts, Random Acts of Kindness - [Tax News & Views Needs a Tax Season Battery Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250218): IRS braces for filing season layoffs. You still should file. DOGE and tax data. VAT vs. Tariffs. SALT intake. Credits gone Wild! Battery Day. - [Tax News & Views Chocolate Mint Day Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250219): Ways and Means Committee considers corporate SALT deduction limit. Senate to vote on Budget Resolution. DOGE, the IRS, and taxpayer data privacy. BOI reporting. National Chocolate Mint Day! - [Tax News & Views Delays, Disclosures, and Muffins Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250220): BOI reporting resumes. DOGE layoffs hit IRS; expect delays. Trump endorses "one bill" approach. National Muffin Day. - [Tax News & Views IRS Layoff and Sticky Bun Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250221): IRS firings cover 6,000 - 7,500. White House implies they were poor performers. No DOGE personal tax data access. Sticky Bun Day. - [Tax News & Views House Puts in Its Chips on Budget Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250224): High-stakes House budget vote on tap tomorrow. Many tax implications. IRS cuts reverberate. Tariff Talk. Tortilla Chip Day. - [Tax News & Views Chocolate-Covered Resignation Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250225) - [Tax News & Views Reconciliation Passage and Pistachio Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250226) - [Tax News & Views Tax Legislation with Polar Bears Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250227) - [Tax News & Views Pancake Day Roundup](https://www.eidebailly.com/insights/blogs/2025/2/roundup20250228): Analysis of tax cut extensions. FinCEN announces no penalties under CTA. IRS dirty dozen. IRS workforce updates. Tax trouble in Florida. National Pancake Day! - [State Tax News & Views: 2025 Sales Taxes and State Legislative Developments.](https://www.eidebailly.com/insights/blogs/2025/2/salt20250207): 2025 Sales Tax Rates. Future of SALT Cap. CA proposes study of tariff impacts on state. ID advances income tax cut bill. NY considers tax credit to fill building vacancies. PA bill to eliminate personal income tax. - [State Tax News & Views: Nonresident taxes; legislation starts to move.](https://www.eidebailly.com/insights/blogs/2025/2/salt20250214): State taxes and a mobile workforce. A Kentucky flat tax. Dysfunction in Minnesota. Other legislative news. - [State Tax News & Views: Individual tax rates, state legislative and case law developments](https://www.eidebailly.com/insights/blogs/2025/2/salt20250220): Individual income tax rates, mini model bills, other legislative and legal news. - [State Tax News & Views: Single Factor Distortion, Seattle 5% Payroll Tax Vote, New Legislation.](https://www.eidebailly.com/insights/blogs/2025/2/salt20250227): Also: downstream effects of IRS cuts, SALT workarounds, and news from around the country. - [Treasury Exempts Domestically-owned Entities from Ownership Reporting](https://www.eidebailly.com/insights/blogs/2025/3/20250303cta): Treasury says reporting will be limited to entities with foreign ownership. - [India Faces Major Transfer Pricing Reform](https://www.eidebailly.com/insights/blogs/2025/3/20250307tp): "India is far and away the most active jurisdiction in terms of TP audits and controversy" - [Why Transfer Pricing Matters in Acquisitions](https://www.eidebailly.com/insights/blogs/2025/3/20250310tp): Keeping sand out of the mojito. - [Navigating State Sustainability Reporting](https://www.eidebailly.com/insights/blogs/2025/3/20250312sustainability): State environmental reporting requirements fior California, New York, Colorado, and Washington. - [Tariff Turmoil Revives Interest in Neglected Components of Transfer Pricing Documentation](https://www.eidebailly.com/insights/blogs/2025/3/20250317tp): Internal and intercompany processes step up. - [Remember to accrue interest on your intercompany receivables!](https://www.eidebailly.com/insights/blogs/2025/3/20250324tp): It's not just a good idea. It's the law. - [IRS provides new flexibility in reporting ERC income adjustments](https://www.eidebailly.com/insights/blogs/2025/3/20250325erc): Rather than reducing deductions, credit can be reported as income. - [FinCEN Rule Excludes Domestic Entities from Beneficial Ownership Reporting](https://www.eidebailly.com/insights/blogs/2025/3/20250326cta): Interim guidance limiting Corporate Transparency Act reporting to foreign entities is made permanent. - [Remember to accrue interest on your intercompany receivables!](https://www.eidebailly.com/insights/blogs/2025/3/20250403tp): It's not just a good idea. It's the law. - [IRS announces underpayment, overpayment rates for 2025 Second Quarter](https://www.eidebailly.com/insights/blogs/2025/3/2025q2interestrates): Underpayment and overpayment rates remain same as 2025 First Quarter. - [Capitol Hill Recap: (Base)line in the Sand](https://www.eidebailly.com/insights/blogs/2025/3/apcap20250321): A debate about how to measure the cost of a potential tax bill is consuming Washington--here's why it matters. - [Capitol Hill Recap: To the Limit](https://www.eidebailly.com/insights/blogs/2025/3/apcap20250328): Republicans may try to add a debt limit increase to a large tax package, but it could prove to be a risky move. - [Tax News & Views International Weekly: Amount B-Hive](https://www.eidebailly.com/insights/blogs/2025/3/apintl20250313): Amount B and Transfer pricing. A surprising OECD envoy. Tariff uncertainty. A forgotten superhero. - [Tax News & Views International Weekly: Reconciliation and International Taxes](https://www.eidebailly.com/insights/blogs/2025/3/apintl20250319): How the tax package working through Congress could affect global taxes. Also arguments for a major court case and more tariff reactions. - [Tax News & Views International Weekly: Waiting for Retaliation](https://www.eidebailly.com/insights/blogs/2025/3/apintl20250326): The administration promised possible retaliation against the global minimum tax, but it may take a while to see what form that will take. - [Tax News & Views Farmer Filing and Peach Blossom Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250303): Farmer deadline today. Forget BOI. Tariffs. IRS worker office return ordered. $4.5 trillion = zero? Peach blossoms. - [Tax News & Views Marching Tariffs Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250304): Trump taxes buyers of Mexican, Canadian, Chinese goods bigly. Retaliation begins. IRS back to office - if there is one. Marching Band Day. - [Tax News & Views IRS Cuts and Cheese Doodles Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250305): Thousands of IRS workers take the buyout. Reports say Trump seeks 50% IRS workforce reduction. Tariffs and reaction. Cheese doodles and Absinthe. - [Tax News & Views Tax Legislation with Oreos Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250306): Trump Speech, Tax Legislation, IRS Firings, Energy Tax Credits, Debt Ceiling, Tariffs, Previously Taxed Income, In the Courts, Dentists and Oreos - [Tax News & Views Employee Appreciation Day Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250307): Trump economic vision. Possibility of private school tax credits. Cost of 2025 Trump tax cuts. More on tariffs. IRS layoffs. National Employee Appreciation Day! - [Tax News & Views Tax Legislation and Napping with Bagpipes Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250310): Tax Legislation, IRS Money Freeze, TCJA, DOGE Treasury Access, Loper Bright, Tax Data Disclosures, REIT Rules, Hewlett Packard, Napping with Bagpipes - [Tax News & Views Tears out IRS Plumbing Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250311): Inside the DOGE'd IRS: skeleton staff, no plan. Congress struggles with tax priorities, energy credits. Appraisal Debacle. World Plumbing Day. - [Tax News & Views Plants a Big Beautiful Flower Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250312): Commissioner nominee begins meeting Senators. Wild tariff day. One big bill gains steam. House votes to stop DeFi reporting. Flowers. - [Tax News & Views Senate Tax Talks and Popcorn Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250313): Trump to meet with Senate Finance Panel. Retaliatory tariffs. IRS funding and layoffs. Economic effect of TCJA extension. - [Tax News & Views Required Minimum Pie Distribution Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250314): April 1 deadline for 73 year-olds. IRS chief lawyer pushed out. 20% IRS staff cut target. Judge pushes back. Pi Day. - [Tax News & Views Deadlines and Cabbage Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250317): Partnership, S corporation filing (or extension) day. Deduction relief for some scam victims. Doge and IRS. Corned beef and cabbage. - [Tax News & Views Back to Work Sloppy Joe Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250318): IRS employees rehired, told to stay home. Chopping the Taxpayer Advocate office. Tariffs. Sloppy Joes. - [Tax News & Views Poultry and Personnel Cut Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250319): Cuts stop audits, slow down tax problem resolution. IRS rehires, but doesn't use, fired staff. Tariff "Liberation Day." Poultry Day. - [Tax News & Views IRS Ravioli is Happiness Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250320): IRS, Federal Workers, Electric Vehicles, Transfer Pricing, Blogs, In the Courts, Happiness and Ravioli - [Tax News & Views Energy Credits and Flowers Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250321): Republican tax cut wish list. Future of of clean energy credits uncertain. Taxes on sports betting. National Flower Day! - [Tax News & Views Tax Cut Consequences with Cheesesteaks and Puppies Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250324): Tax Cut Consequences, Tax Legislation, Turmoil at IRS, IRS and Immigration, Corporate Transparency Act, Muni Tax Breaks, Federal Workers, Taxpayer Data, Tariffs, In the Courts, Cheesesteaks and Puppies - [Tax News & Views Waffles, Web-filing, and Branded Fraud Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250325): Getting your return right the first time. Gutting Taxpayer Advocate Office. Tax bill sprint, or false start? Fraud apparel. Waffles. - [Tax News & Views Paper Checks and Manatees Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250326): Trump: get rid of paper check tax refunds. When you refund gets stolen. Why IRS doesn't share returns. Spinach or Manatees? - [Tax News & Views Baseball Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250327): Republican tax bill updates. US debt limit. Crypto broker legislation sent to Trump. More on tariffs. MLB opening day! - [Tax News & Views Tariffs on a Stick Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250328): A temp gig for IRS Commissioner-designate. Tempting taxpayers. Tariffs and car prices. Black Forest Cake - on a stick? - [Tax News & Views Taters and Tariffs Roundup](https://www.eidebailly.com/insights/blogs/2025/3/roundup20250331): IRS closes modernization offices, puts IT help on leave. 'Liberation Day' looms. House to vote on disaster deadlines. Tater Day. - [State Tax News & Views: Capping Corporate SALT Deductions; Grocery Tax and Property Tax Bans.](https://www.eidebailly.com/insights/blogs/2025/3/salt20250306): Also: relief for the mobile workforce, the first 1040 deadline, and news from around the country. - [State Tax News & Views: SALT cap fighters, IRS cuts as source of state revenue agents, and legislative updates.](https://www.eidebailly.com/insights/blogs/2025/3/salt20250313): The fight to increase SALT deductions. IRS cuts affect state tax agencies. News from AR, IA, ID, IL, KS, MD, MA, MN, NY, OK, UT, WI, WY. - [State Tax News & Views: Tax-breaking your way to the Final Four](https://www.eidebailly.com/insights/blogs/2025/3/salt20250320): NIL income exclusions for the home teams. Proper tax court manners. Tax news around the nation. - [State Tax News & Views: Corporate State & Local Deduction At Risk?](https://www.eidebailly.com/insights/blogs/2025/3/salt20250327): Taxwriters eye C-Corporation state and local deduction. Property tax turmoil. Tax news around the U.S. - ['Reciprocal' Tariffs Disrupt Transfer Pricing](https://www.eidebailly.com/insights/blogs/2025/4/20250403tp): Old data sets become a problem. - [The Tariff Trap: Balancing Transfer Pricing and Customs Controversy](https://www.eidebailly.com/insights/blogs/2025/4/20250414tp): The goals of tariff collectors and income tax collectors can conflict. How to protect your business. - [IRS Has Resumed Sending Automated Levy Notices](https://www.eidebailly.com/insights/blogs/2025/4/20250415collection): Don't ignore these. - [The Managerial Side of Transfer Pricing](https://www.eidebailly.com/insights/blogs/2025/4/20250421tp): Sometimes changing transfer pricing practices requires new performance metrics. - [Designing effective Transfer Pricing Policies](https://www.eidebailly.com/insights/blogs/2025/4/20250429tp): It takes teamwork. - [Capitol Hill Recap: Tariffs and Taxes](https://www.eidebailly.com/insights/blogs/2025/4/apcap20250404): President Trump has announced a new tariff regime that could bring in huge new revenues. Here's how this plays into the Congressional puzzle on taxes. - [Capitol Hill Recap: Forward Progress on Tax Bill](https://www.eidebailly.com/insights/blogs/2025/4/apcap20250411): House Republicans overcame one of the first major hurdles towards getting a tax bill passed in 2025, but they had to relent--for now--on demands for deep spending cuts. - [Capitol Hill Recap: The Trump Tax Hike?](https://www.eidebailly.com/insights/blogs/2025/4/apcap20250418): Some Republicans, even in the White House, want to raise the top income tax rates to help pay for a TCJA extension. Here's why they face a tough sell to the rest of the party. - [Tax News & Views International Weekly: Highlighting Pharma](https://www.eidebailly.com/insights/blogs/2025/4/apintl20250402): Senate Democrats have issued a report highlighting alleged tax avoidance by one pharmaceutical giant. Here's why it could matter for the GOP's tax reconciliation bill. - [Tax News & Views International Weekly: A Global Tax Meeting](https://www.eidebailly.com/insights/blogs/2025/4/apintl20250409): Even with the U.S. out of the agreement, the Organization for Economic Cooperation and Development is still moving forward with meetings to negotiate a global tax overhaul. Will they be able to find a path forward? - [Tax News & Views International Weekly: Pillar Two Headaches](https://www.eidebailly.com/insights/blogs/2025/4/apintl20250416): As Pillar Two moves forward, multinational corporations say its much more of a compliance and administrative problem than a tax liability problem. Here's why that could help, or hurt, the chances for a deal with the U.S. - [Tax News & Views International Weekly: U.S. Treasury Speaks](https://www.eidebailly.com/insights/blogs/2025/4/apintl20250423): A new U.S. Treasury official says peaceful coexistence between the U.S. tax system and the global minimum tax is possible. But how can that be achieved? - [Tax News & Views Has a Penny For Your ERC Thoughts Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250401): New pandemic credit guidance vexes tax pros. 'Liberation Day' Eve. Senate ponders tax bill, White House ponders rate boost. Appraisal follies. Pennies. - [Tax News & Views Liberates the PB&J Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250402): "Liberation Day" is here. What to expect, who pays. Reactions. IRS layoffs and abusive tax shelters. $25K SALT cap? PB&J Day. - [Tax News & Views Tariff Burritos Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250403): Tariffs, Budget, FOIA Backlog, Fired Probationary Employees, DOJ Tax Division, Burritos - [Tax News & Views Carrots and Tariff Sticks Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250404): What to do if you owe. Tariff effects and reactions. Senate moves on budget, taxes. International Carrot Day. - [Tax News & Views Coffee Cake and Tariff Crash Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250407): The tariffs will continue until morale improves. Senate passes budget resolution. 25% IRS cut. Coffee Cake Day. - [Tax News & Views Questionable Tax Credit Empanada Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250408): Billy Long links to "tribal credit" promoter. Injunction against IRS ERC processing denied. No pausing tariffs. Empanadas and Pygmy Hippos. - [Tax News & Views Unicorn Resignation Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250409): Acting IRS head resigns following taxpayer data sharing deal. Tariffs take effect. Trump "open" to tax rate boosts, lobbies for budget. Unicorns. - [Tax News & Views Dog Hugs and Tariffs Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250410): Tariffs, Budget, Regulation Repeal, IRS, Treasury, Energy Credits, Migrant Filings, Millionaire’s Tax, Tax Legislation, Employee Firings, In the Courts, Hug Your Dog - [Tax News & Views Big Beautiful Poutine Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250411): 1st quarter estimates also are due 4/15. House moves 'Big Beautiful Bill' forward. Tariff Fallout. Poutine party. - [Tax News & Views Deadlines and Pecans Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250414): Last minute filing tips. Weekend tariff turmoil. IRS rehiring stops. Congress starts in on tax details. National Pecan Day. - [Tax News & Views Deadline Day, Bunion Day Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250415): File or extend. Use E-file. Pay electronically. Or take your chances with the mail. Day trader deadline. Bunion Day! - [Tax News & Views Post-Deadline Librarian Banana Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250416): Steps to prevent 2026 tax trauma. What will 2026 tax day look like? Tax war on non-profits? Rate boost rumblings. Bananas. - [Tax News & Views IRS Cheese Ball Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250417): IRS, Tariffs, Direct File, Harvard’s Tax-Exempt Status, Millionaire Tax Hike, SALT Deduction, Energy Credits, In the Courts, Cheese Balls - [Tax News & Views Exercise Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250418): Partnership basis-shifting regs. Harvard's tax exempt status. Changes happening at the IRS. Hobby losses in the court. National Exercise Day! - [Tax News & Views Changes Commissioners Twice Between Lawn Mowings Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250421): Musk loses power struggle over acting IRS Commissioner. Harvard fight is really about IRS control. Keep off the grass. - [Tax News & Views Earthly Jelly Bean Penalty Waiver Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250422): School district wins $2 million ACA penalty waiver. IRS takes center stage in DC. Tariff break scramble. Jelly beans. - [Tax News & Views Will Not Withhold Cheesecake Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250423): Withholding check-up time. Inspector General investigates IRS firings. What's next in tariffs. Administrative pros and cheesecake. - [Tax News & Views Tariff Pigs in a Blanket Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250424): Tariffs, Collective Bargaining, Tax Legislation, Revenue Rulings, In the Courts, Pigs (or Carrots) in Blankets - [Tax News & Views Arbor Day Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250425): Taxes on high income taxpayers. Turmoil at the IRS. European business tax policy. Tariff economic predictions. $1.7M in FBAR penalties assessed against Taxpayer. National Arbor Day! - [Tax News & Views Superheroes Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250428): Washington lawmakers back in session; tax bill updates to come. Trump floats income tax cut. New IRS Chief. IRS guidance on ERC claims. National Superhero Day! - [Tax News & Views Dances Around IRS Layoffs Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250429): Taxpayer Advocate spared in current layoffs; Taxpayer Experience office gutted. Tariff two-step. House tax bill nearly done? Dance Day. - [Tax News & Views Chord Change and Tax Change Roundup](https://www.eidebailly.com/insights/blogs/2025/4/roundup20250430): Washington state capital gain, estate tax hikes. Some tariff relief. Treasury tax pick advances. SALT huddle. Jazz Day. - [State Tax News & Views: $25,000 SALT Deduction Cap? State Weed Taxes. Sundance tax credits.](https://www.eidebailly.com/insights/blogs/2025/4/salt20250403): SALT deduction boost floated as part of tax talks. Film fest tax credits in Colorado. Tax policy, tariff history, and more. - [State Tax News & Views: Tax-Free NIL Deals and the Final Four.](https://www.eidebailly.com/insights/blogs/2025/4/salt20250410): Tax on the road to sporting glory. Retirees learn to look at all the taxes. State-by-state roundup. - [State Tax News & Views: Deduction Caps, Mobile Workforces.](https://www.eidebailly.com/insights/blogs/2025/4/salt20250417): $25K state tax deduction cap called too low. AICPA supports 30-day safe-harbor for roaming taxpayers. SALT news around the U.S. - [State Tax News & Views: Data Centers, Film Credits, Bootlegger Tax Filing.](https://www.eidebailly.com/insights/blogs/2025/4/salt20250424): The cost of data center tax breaks. 'Accountant 2' tax credits examined. SALT news around the U.S. - [Opportunities in the Texas Franchise Tax](https://www.eidebailly.com/insights/blogs/2025/4/saltextra20250401): Tax savings are hiding in the complexity. - [It’s All About That (Cost) Base](https://www.eidebailly.com/insights/blogs/2025/5/20250505tp): What you may be missing in your transfer pricing analysis. - [The Profit Split Method: A Transfer Pricing Method for Today](https://www.eidebailly.com/insights/blogs/2025/5/20250512tp): Revisiting a neglected pricing method. - [Beware Too-Good-To-Be-True Transfer Pricing Tariff Planning](https://www.eidebailly.com/insights/blogs/2025/5/20250520tp): Bad implementation can harm planning for tariffs and transfer pricing. - [IRS announces underpayment, overpayment rates for 2025 Third Quarter](https://www.eidebailly.com/insights/blogs/2025/5/2025q3interestrates): Underpayment and overpayment rates remain same as 2025 Second Quarter. - [Capitol Hill Recap: Divisions and Delay](https://www.eidebailly.com/insights/blogs/2025/5/apcap20250502): Another delay in Republican plans to release tax legislation serves as a reminder for how difficult their task is. - [Capitol Hill Recap: The Tax Time Warp](https://www.eidebailly.com/insights/blogs/2025/5/apcap20250509): As Congress gets ready to release its first draft of real tax legislation, there's new talk of temporary changes. - [Capitol Hill Recap: The House Budget Bump in the Road](https://www.eidebailly.com/insights/blogs/2025/5/apcap20250516): The Republican Congressional leadership faces its first major setback in advancing tax legislation, due to factions with opposite demands. - [Capitol Hill Recap: The Senate Scrubbing Begins](https://www.eidebailly.com/insights/blogs/2025/5/apcap20250522): The House just passed a major piece of tax legislation. Now the Senate will completely rewrite it. - [Tax News & Views International Weekly: The Digital Tax Game](https://www.eidebailly.com/insights/blogs/2025/5/apintl20250507): Digital services taxes, a longstanding target of U.S. complaints, are now part of Trump's global tariff wars. - [Tax News & Views International Weekly: Coexisting with the World](https://www.eidebailly.com/insights/blogs/2025/5/apintl20250514): The U.S. is willing to work with other countries on the global minimum tax--but only if they stay away from U.S. companies. - [Tax News & Views International Weekly: Retaliation on Auto-Pilot](https://www.eidebailly.com/insights/blogs/2025/5/apintl20250521): A self-executing law would retaliate against countries using Pillar Two against the U.S.--another potential escalation in the cross-Atlantic tax standoff. - [Tax News & Views International Weekly: Tweaking the Rates and Dials](https://www.eidebailly.com/insights/blogs/2025/5/apintl20250528): Slight changes to some of the tax rates on international income show that GOP opposition to rate increases only goes so far. - [Tax News & Views Multistate May Basket Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250501): Pushing back on aggressive state income tax policy. Appeals office personnel losses. Exec pay targeted. Car tax? May Day. - [Tax News & Views Tax and Tubas Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250502): Korb nominated for second go as head IRS lawyer. Trump threatens Harvard tax exemption. SALT talks stall in Congress. New HSA limits. Tubas. - [Tax News & Views Astronaut Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250505): Republican tax bill updates. New on tariffs. Trump challenges tax exempt statuses. IRS budget cuts. National Astronaut Day! - [Tax News & Views Beverage Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250506): No tax on overtime proposal. Tax bill timing updates. Tariffs on foreign movies. Report shows loss in IRS workforce. National beverage day! - [Tax News & Views Tax Legislation with Tourism Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250507): Tax Legislation, Tariffs, IRS, Tax Credits, Mass Firings, In the Courts, Tourism Day - [Tax News & Views Tax Legislation and Coconut Cream Pies Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250508): Tax Legislation, Tariffs, Global Minimum Tax, U.S. – China Tax Treaty, Tax Credits, Corporate Transparency Act, Basis Shifting, Taxpayer Data, In the Courts, Coconut Cream Pie - [Tax News & Views Tax Legislation is Fintastic Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250509): Tax Legislation, Global Minimum Tax, Tariffs, Raising Rates, ERC, Executive Orders, In the Courts, Fintastic Friday - [Tax News & Views Miles to Go On The Way to a Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250512): First pieces of House reconciliation bill. SALT cap, tips, overtime so far not addressed. Tariff Truce. Pope and taxes. Odometers. - [Tax News & Views Big Beautiful Bill and Bulb Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250513): Detailed summary of budget tax provisions drops. Depreciation, research deductions boosted. Energy credits slashed. Early ERC cutoff. Tulips. - [Tax News & Views Big Bill and Little Dog Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250514): "Big Beautiful" tax bill clears Ways and Means unchanged. SALT deduction cap remains an issue. Commissioner-designate tax credit concerns. Chihuahuas. - [Tax News & Views Chocolate Chip Deadline Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250515): Exempt organization returns are due today. Whither the "Big Beautiful Bill?" The SALT deduction fight. A payroll provider goes bad. Chocolate Chips. - [Tax News & Views Bike to Work Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250516): Tax bill updates. Tax bill addresses ERC claims. SALT debate with tax bill. Investigation into IRS nominee. National bike to work day! - [Tax News & Views Big Beautiful Bill Jumps Again Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250519): Budget committee reverses, advances "Big Beautiful Bill." Energy credits at risk? IRS staff re-hired. IRS commissioner hearings this week. Frog festival. - [Tax News & Views Big Beautiful Bill Jumps Again Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250520): IRS Commissioner nominee faces Senate Finance Committee. Trump lobbies for budget bill. Independent contractor debacle. Rescue Dogs. - [Tax News & Views SALT, Strawberries and Cream Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250521): House Speaker claims SALT cap increase deal. IRS nominee unsure whether tax credit he promoted exists. Senate passes tip break. Strawberries and Cream. - [Tax News & Views Passes Big Beautiful Bill Pudding Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250522): House advances Trump budget with tax changes after all-nighter. SALT deduction cap boosted. Senate rewrite next. Vanilla pudding and craft distilleries. - [Tax News & Views No Fear Tax Bill Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250527): Overseas filer deadline approaches. Will Senate carve up House tax bill? Credit Union provision not included. Tariff turnaround. No fear, but sunscreen. - [Tax News & Views Pardon My Hamburger Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250528): Reality show couple, employment tax evader get Trump pardons. Energy credits, SALT deductions spark tax bill tension. National Hamburger Day. - [Tax News & Views Alligator Ate My Tariff Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250529): Trade court strikes down "Liberation Day," fentanyl tariffs. Tax Court: SE tax can hit limited partners. OBBBA and retaliation. Alligator Day. - [Tax News & Views Creativity Roundup](https://www.eidebailly.com/insights/blogs/2025/5/roundup20250530): Tax bill updates. Foreign taxes in house passed tax bill. IRS 2024 data. US tax revenue by tax type. National creativity day! - [State Tax News & Views: Freight Charges, Tariffs, Partner Sourcing.](https://www.eidebailly.com/insights/blogs/2025/5/salt20250508): Freight charges not taxable from third party. Tariffs subject to sales tax. SALT news around the U.S. - [State Tax News & Views: Who Can Utilize the SALT PTE Election? Do You Owe CA Minimum Franchise Tax? And More](https://www.eidebailly.com/insights/blogs/2025/5/salt20250515): Professional Services Axed from SALT PTE Use. Failure to withdraw from CA leads to minimum franchise tax. Market-based sourcing in Arkansas. SALT news around the U.S. - [State Tax News & Views: A Penny For Your Thoughts](https://www.eidebailly.com/insights/blogs/2025/5/salt20250522): La. Tax Dept. Eyes Remote Sellers. Proposed SALT Deduction Raises Cap. Alabama Decouples From TCJA R&D expenses. Arizona Includes Digital Assets in Unclaimed Property. Washington Increases Taxes to Makeup Deficit. - [State Tax News & Views: Nexus Relationships, SALT Scoreboard, & More](https://www.eidebailly.com/insights/blogs/2025/5/salt20250529): Complex Nexus Relationships. SALT Scoreboard Q1 2025. Ca. Bill Proposes to Match Federal Tax Changes. La. Broadens Marketplace Facilitator Definition. New York Violates Due Process With Retroactive Internet Rule. ​Texas Increases Business Property Tax Exemption. - [Maryland Budget Passes with New Tax on Technology Services, Surtax on Capital Gains](https://www.eidebailly.com/insights/blogs/2025/5/saltextramd20250528): Technology services are now subject to sales and use tax. - [Can I Use My Financial Statement Valuation for Transfer Pricing?](https://www.eidebailly.com/insights/blogs/2025/6/20250603tp): Different purposes, different rules. - [The Transfer Pricing Functional Analysis: What's in it for Your Business?](https://www.eidebailly.com/insights/blogs/2025/6/20250609tp): The quality of your Functional Analysis is a direct reflection of your transfer pricing service provider's understanding of your company. - [The Impact of Transfer Pricing on Management Accounting and Incentives](https://www.eidebailly.com/insights/blogs/2025/6/20250617tp): A good transfer pricing study also addresses non-tax business needs. - [Stock Based Compensation: A Global Transfer Pricing Headache](https://www.eidebailly.com/insights/blogs/2025/6/20250623tp): When two complicated parts of tax planning collide, things get even more complicated. - [Transfer Pricing in the Asset Management Industry: One Size Fits None](https://www.eidebailly.com/insights/blogs/2025/6/20250630tp): There is no cookie cutter approach for the asset management industry. - [Capitol Hill Recap: Byrd-Watching](https://www.eidebailly.com/insights/blogs/2025/6/apcap20250606): How the late Robert Byrd still exerts huge control over tax legislation in Congress. - [Capitol Hill Recap: SALT Showdown](https://www.eidebailly.com/insights/blogs/2025/6/apcap20250613): While the House raised the current SALT deduction cap to $40,000, senators are skeptical of the need for strong relief. - [Capitol Hill Recap: Permanency Doesn't Come Cheap](https://www.eidebailly.com/insights/blogs/2025/6/apcap20250620): Senate Republicans want to make permanent changes to the tax code, and it has them diverging from the plan outlined by the House. - [Capitol Hill Recap: Peril with the Parliamentarian](https://www.eidebailly.com/insights/blogs/2025/6/apcap20250627): Republican hopes of passing their major tax legislation before July 4th hit a major procedural snag. - [Tax News & Views International Weekly: Retaliatory Fears](https://www.eidebailly.com/insights/blogs/2025/6/apintl20250604): Some fear that a new measure to retaliate against foreign taxes will drive investment away, but the administration isn't backing down. - [Tax News & Views International Weekly: More International Tax Changes Coming?](https://www.eidebailly.com/insights/blogs/2025/6/apintl20250611): A Senate proposal would ease out some international tax rules. - [Tax News & Views International Weekly: International Tax Tweaks](https://www.eidebailly.com/insights/blogs/2025/6/apintl20250625): The Senate version of a massive tax bill makes some significant changes to the existing tax code governing multinational companies. - [Tax News & Views Big Bill to Leave Work Early Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250602): Big Bill, Trump Budget, Tariffs, IRS, In the Courts, Leave Work Early - [Tax News & Views Bicycle Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250603): Tax bill senate updates. Cost of the tax bill and concerns over national deficit. Corporate AMT interim regs. World bicycle day! - [Tax News & Views Hugging and Herding Cats Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250604): Trump IRS pick clears Finance Committee. Senate leaders herd tax bill votes. Senators question SALT, tip provisions. Steel tariffs double. Hug your cat. - [Tax News & Views Hot Air and Senate Negotiations Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250605): Momentum slowing in Senate? 899 Problems. SALT deduction in play? CBO: tariffs raise revenue, hurt economy. Hot Air Balloon Day. - [Tax News & Views Supreme Court Exempt Donut Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250606): Supreme Court overturns Wisconsin denial of Catholic charity tax exemption. Big Beautiful Bill happenings. Solving 899 problems. Donut Day. - [Tax News & Views Big Beautiful Strawberry Rhubarb Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250609): Make those 2nd quarter payments. Senate shoots for July 4 bill passage - how it could happen. Growth projections in question. Accounting methods. Pies. - [Tax News & Views Big Beautiful Ballpoint Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250610): Senate leader tees up IRS nominee vote. Senate considers trimming tax cuts; House Speaker warns against that. Moving parts include 199A, energy credits. Pens. - [Tax News & Views Sweet Corn Storm Delay Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250611): Deadline relief for parts of Texas, Oklahoma, and Missouri. IRS staff cuts to slow return processing. Tariffs. Tax bill update. Corn on the cob. - [Tax News & Views Peanut Butter Cookie Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250612): Tax bill senate updates. Trump savings accounts. Energy credits in tax bill. Foreign revenge tax. National Peanut Butter Cookie Day! - [Tax News & Views Long Sewing Machine Confirmation Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250613): Deadline relief for parts of Texas, Oklahoma, and Missouri. IRS staff cuts to slow return processing. Tariffs. Tax bill update. Corn on the cob. - [Tax News & Views Working Cat Estimated Tax Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250616): 2nd Quarter payment day. Senate tax bill release day. Some taxpayers are more equal than others. Tax credit sales at risk. Faxes. Cats at work. - [Tax News & Views Senate Bill Vegetables and Strudel Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250617): Senate bill trims SALT deduction, 199A. Less ERC retroactive claim disallowance. Research deductions made permanent, partly retroactive. Vegetables and Strudel. - [Tax News & Views Cleans the Budget Bill Fishbowl Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250618): CBO: bill loses money. Senate faces July 4 'deadline.' Explaining Senate SALT cap workaround rules. Estate tax, overtime, international pieces. Clean that aquarium. - [Tax News & Views Fish Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250619): Tax bill senate updates. Tax bill public perception. SALT Cap changes in Senate version. Efficiency at the IRS. National Fishing Day! - [Tax News & Views Tax Legislation at Work with Dogs Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250620): Tax Legislation, Transfer Pricing, Kenneth Kies, CTA, In the Courts, Take your Dog to Work Day - [Tax News & Views Rings in a Big Tax Bill Week Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250623): GOP leadership aims for floor vote this week even as bill text still changes. "Byrd bath" adds complications. Current policy accounting fun. NYPD's finest. Onion Rings. - [Tax News & Views Pralines and Legislation Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250624): Tax Legislation, IRS, Energy Credits, Pillar 2, Transfer Pricing, TIGTA, Corporate Reorgs, In the Courts, Praline Day - [Tax News & Views Big Beautiful Strawberry Parfait Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250625): Tax Legislation, IRS, Tariffs, International, In the Courts, Strawberry Parfaits! - [Tax News & Views Handshake Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250626): Tax bill senate updates. Economic projections of tax bill. National Taxpayer Advocate issues report. IRS modernization. Updates to K-2/K-3 filing requirements. - [Tax News & Views Revenge Tax No, Food Trucks Yes Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250627): Treasury Secretary says deal ends need for "revenge tax." Byrd rule zaps key funding items of tax bill. Trump still wants bill by July 4. Dread tax time 2026. Food Trucks. - [Tax News & Views Asteroid Vote-a Rama Roundup](https://www.eidebailly.com/insights/blogs/2025/6/roundup20250630): Senate tees up long day of voting on tax bill. Senate vote says it's free. SALT cap workarounds left uncapped. Surprise tax on wind, solar. Asteroid Day. - [State Tax News & Views: Property Tax in the News, State Impacts of the Big, Beautiful Bill, and State Developments](https://www.eidebailly.com/insights/blogs/2025/6/salt20250605): Property Tax in the News, A Review of ​May's SALT Developments, WI Upholds Limits of PL 86-272, OK Reduces Individual Tax Rates, Brackets, State Impacts of the Big, Beautiful Bill - [State Tax News & Views: IL Tax Amnesty for Out-of-State Retailers, Data Center Tax Changes, and AI Mingling with State Taxation](https://www.eidebailly.com/insights/blogs/2025/6/salt20250612): IL Tax Amnesty for Out-of-State Retailers, Data Center Tax Changes, and AI Mingling with State Taxation - [State Tax News & Views: Car Dealers Are Big Winners in CA Tax Sharing; NM Issues Publication for Tax Credits; ​More Than 58,000 Businesses Get TN Franchise Refunds](https://www.eidebailly.com/insights/blogs/2025/6/salt20250626): Car Dealers Are Big Winners in CA Tax Sharing; Minn. Tax Breaks for Data Centers; New Mexico Issues Publication for Tax Credits; ​More Than 58,000 Businesses Get TN Franchise Refunds - [Transfer Pricing for Government Contractors: Not Just for the Tax Department](https://www.eidebailly.com/insights/blogs/2025/7/20250714tp): The maze of related-party pricing when doing business with the government. - [Transfer Pricing and Withholding Tax - Whack-a-Mole for Multinationals](https://www.eidebailly.com/insights/blogs/2025/7/20250728tp): Transfer pricing that seems "safe" for income tax purposes can create withholding danger. - [Capitol Hill Recap: Next Steps](https://www.eidebailly.com/insights/blogs/2025/7/apcap20250704): The One Big Beautiful Bill Act is now law--but that doesn't mean work is finished. - [Capitol Hill Recap: The OBBB Implementation Battle Begins](https://www.eidebailly.com/insights/blogs/2025/7/apcap20250711): The GOP's big tax bill was signed last week, but the Trump administration isn't waiting to outline its implementation plan. - [Capitol Hill Recap: A Return to Reconciliation?](https://www.eidebailly.com/insights/blogs/2025/7/apcap20250718): Republican lawmakers are already mulling a second tax bill after passing the One Big Beautiful Bill Act. It's a longshot, but not to be totally dismissed. - [Capitol Hill Recap: Axe Falling on Treasury?](https://www.eidebailly.com/insights/blogs/2025/7/apcap20250725): As Treasury gears up to implement the One Big Beautiful Bill, Congress is trying to cut back its workforce. - [Tax News & Views International Weekly: Peace at Last on Pillar Two?](https://www.eidebailly.com/insights/blogs/2025/7/apintl20250702): The U.S. announced a deal with the OECD over its global minimum tax--but until questions are answered, the world's not quite ready to relax. - [Tax News & Views International Weekly: The Tax Bill's Global Tax Review](https://www.eidebailly.com/insights/blogs/2025/7/apintl20250709): With the One Big Beautiful Bill Act, Congress reversed some of the decisions it made 10 years ago about how the global tax system should work. - [Tax News & Views International Weekly: Retaliatory Tools](https://www.eidebailly.com/insights/blogs/2025/7/apintl20250716): Republicans removed a retaliatory tax from the Big Beautiful Bill after reaching a truce on the global minimum tax. But the Trump administration isn't totally disarmed. - [Tax News & Views International Weekly: The Substance of the Matter](https://www.eidebailly.com/insights/blogs/2025/7/apintl20250730): Republicans in Congress are pressing the new IRS commissioner to reconsider a potentially powerful prior administration precedent. - [Tax News & Views Extra: Tax and Budget Bill Heads to President](https://www.eidebailly.com/insights/blogs/2025/7/extra20250703): House approves Senate's version of the "Big Beautiful Bill" after marathon vote. - [Execution is a Lot - Estate Tax Portability Edition](https://www.eidebailly.com/insights/blogs/2025/7/extra20250718): Reilly's Fourth Law, illustrated: execution isn't everything, but it's a lot. - [Tax News & Views Creative Budgeting and Creative Ice Cream Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250701): After all-nighter, Senate on verge of passing tax bill. House has to accept changes. SALT, energy, in play. Canada drops DST. Creative ice cream flavors. - [Tax News & Views Big Beautiful Bill Boogies Back to the House Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250702): House members scramble to get to D.C. for vote. Will House swallow big Senate changes? What's in, what's out. Disco Day. - [Tax News & Views Big Beautiful Blueberry Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250708): Trump signs the big bill. When it takes effect. What's in it. Tips win, gamblers lose. War on energy credits. Tariff Tuesday. Blueberries. - [Tax News & Views Sugar Cookie Legislation Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250709): Tax Legislation, Tariffs, Energy Credits, Government Restructuring, Church Political Speech, In the Courts, Sugar Cookie Day - [Tax News & Views Kitten Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250710): Social Security taxation. State Impacts from OBBBA. More tax proposals on Capitol Hill. Brazil 50% Tariff to come. National Kitten Day! - [Tax News & Views No Tariffs on Muffins Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250711): Congress sends disaster deadline relief bill to Trump. Tariffs again. More things in the bill. Get an IP Pin. Have a blueberry muffin today! - [Tax News & Views Mac and Cheese Tariff Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250714): Unpacking gain, education breaks in the new tax bill. Big tariff weekend. Energy credit uncertainty. Misplaced trust. Mac and cheese. - [Tax News & Views Audits the Gummi Worms Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250715): IRS struggles with high income audits. Complications of ending refund checks. New tax policy chief has Malta history. Gummi Worms. - [Tax News & Views Hot Dog Legislation Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250716): Tax Legislation, Crypto, Trade Policy, International Tax, Tariffs, In the Courts, Hot Dog Day - [Tax News & Views Lottery Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250717): Opportunity Zones. Estimates for itemizers under OBBBA. Gambling losses. "Crypto Week" on Capitol Hill. Uncashed retirement checks. National Lottery Day! - [Tax News & Views Foreign Entity Fish Egg Friday Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250718): Foreign entity rules foil energy credits. Foundations dodge tax bullet. Supersized gain break. IRS official rejects ICE request, replaced. Caviar. - [Tax News & Views Junk Food Budget Cut Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250721): House GOP budget has extra IRS cuts. More on the big bill. Are they done? EU 15-20% tariff? Hot dogs as health care. Junk Food Day. - [Tax News & Views Big Beautiful Hammock Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250722): House appropriators advance IRS cuts. Appeals chief quits. Surprise SALT phaseout bracket. Wind, solar credits trimmed. Hammocks. - [Tax News & Views Ice Cream Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250723): Johnson speaks on potential second tax bill. Proposed removal of capital gain on the house sales. More on tariffs. Economic predictions of OBBB. Opportunity Zone revamp. IRS funding battles. National Vanilla Ice Cream Day! - [Tax News & Views Drives Through the Tax Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250724): Business IRS account renewal deadline next week. Watchdog: big IRS cuts. Watchdog staff cut too. Predicting tax bill fights. Drive-Thru day. - [Tax News & Views Legislating Carousels Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250725): Tax Legislation, Tax Return Consequences, Basis Shifting, IRS, Global Minimum Tax, Tariffs, Federal Workforce Cuts, Funding Cuts, TIGTA, In the Courts, Carousel Day - [Tax News & Views Milk Chocolate Tariff Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250728): EU tariff deal. Importers still worried. IRS streamlines large business exam process. A second tax bill? Figuring out the last one. Lawyers seek tax fairy. Milk chocolate. - [Tax News & Views IRS Lasagna Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250729): IRS, Tariffs, Energy Credits, Medicaid Cuts, Johnson Amendment, In the Courts, Lasagna - [Tax News & Views Cheesecake Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250730): Further unpacking the OBBBA. Guidance on CAMT for partnership. Changes at the IRS. New tariffs announced. Bill for tariff rebates introduced, but unlikely. National Cheesecake Day! - [Tax News & Views Turmoil Mutt Roundup](https://www.eidebailly.com/insights/blogs/2025/7/roundup20250731): IRS Large Business, preparer oversight bosses suspended. IRS, after firings, is hiring. Tariffs and August 1. Digital tax strategy. Mutts. - [State Tax News & Views: Brief Overview of the One Big Beautiful Bill; Mid-Year Cases & Trends & OK Decides that Native Americans owe income tax](https://www.eidebailly.com/insights/blogs/2025/7/salt20250710): Brief Overview of the One Big Beautiful Bill; Mid-Year Cases & Trends; OK Decides that Native Americans owe income tax - [State Tax News & Views: State Impacts to the OBBB; Colo. Looks to Exempt Overtime and Tips; "Small" Win for Small Sellers in Idaho; Huge Tax Bill for Drop Shipper in Wash.](https://www.eidebailly.com/insights/blogs/2025/7/salt20250724): State Impacts to the One Big Beautiful Bill; Colo. Looks to Exempt Overtime and Tips; "Small" Win for Small Sellers in Idaho; Huge Tax Bill for Drop Shipper in Wash. - [Left Pocket, Right Pocket, Hole in Your Pocket: How Transfer Pricing Impacts Consolidated Profits](https://www.eidebailly.com/insights/blogs/2025/8/20250811tp): Transfer Pricing Mistakes Don't Come Out in the Wash - [Arm's Length and Strong Arms: The Geopolitical Elements of Transfer Pricing](https://www.eidebailly.com/insights/blogs/2025/8/20250825tp): It's not just about revenue. - [IRS announces underpayment, overpayment rates for 2025 Fourth Quarter](https://www.eidebailly.com/insights/blogs/2025/8/2025q4interestrates): Underpayment and overpayment rates remain same as 2025 Third Quarter. - [Capitol Hill Recap: Constructive Debate on Energy Credits](https://www.eidebailly.com/insights/blogs/2025/8/apcap20250801): President Trump may be contradicting some members of his own party on the details of OBBB implementation. - [Capitol Hill Recap: Upping the Ante on Credits](https://www.eidebailly.com/insights/blogs/2025/8/apcap20250808): Sen. Grassley is not relenting in his push against the Trump administration's plans for OBBB implementation. At stake is a safe harbor for wind and solar projects. - [Capitol Hill Recap: Treasury's Middle Path on Energy Credits](https://www.eidebailly.com/insights/blogs/2025/8/apcap20250822): Treasury's new guidance rolls back a safe harbor for compliance on energy credit rules, but stops short of full repeal. - [Capitol Hill Recap: The Months Ahead](https://www.eidebailly.com/insights/blogs/2025/8/apcap20250829): With the massive One Big Beautiful Bill now finished, Congress faces a few more issues related to tax. - [Tax News & Views International Weekly: Spare No Expense](https://www.eidebailly.com/insights/blogs/2025/8/apintl20250806): The OBBB changes a quirk in the TCJA that sometimes left companies with high international tax bills. - [Tax News & Views International Weekly: The Big Tariff Revenue Haul](https://www.eidebailly.com/insights/blogs/2025/8/apintl20250813): The new tariffs are predicted to bring in significant new revenue--but there are reasons to be skeptical. - [Tax News & Views International Weekly: On Offense on Digital Taxes](https://www.eidebailly.com/insights/blogs/2025/8/apintl20250827): President Trump has threatened a trade war over digital taxes. How it will play out is unclear. - [Big IRS ERC Claim Exam Push Underway](https://www.eidebailly.com/insights/blogs/2025/8/ercexamextra20250828): Taxpayers face 30-day deadline to provide ERC claim documentation - [Tax News & Views Homemade Tariff Pie Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250801): Big broad boost: tariff hikes kick in August 7. Rough day for tariffs in court. GOP cool on tariff rebates. Epstein tax files. Pies and baseball. - [Tax News & Views Can't Quit Cookies or Tariffs Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250804): Tariffs may be 'hard to quit.' Trade official brushes off court losses on tariffs. Company sues for ERC, IRS stops processing. Cookie Day. - [Tax News & Views Long IRS Memories and Self-Celebration Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250805): Tax season start now undetermined. GOP Tea Party scandal memories haunt IRS personnel. Welcome to Earth, your ID is pre-stolen. Blogger Day. - [Tax News & Views Lighthouse on Tariffs Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250807): Tariffs, OBBB, Government Funding, Bankruptcy Court, IRS, DOJ, In the Courts, Lighthouse Day - [Tax News & Views Withholds the Tarantulas Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250808): IRS doesn't adjust withholding for tax cuts, padding election year refunds. Tariffs take effect. Tariffs and car insurance. Tarantulas, frozen custard. - [Tax News & Views Short Long Era Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250811): IRS Commissioner Billy Long ousted after less than 2 months, posted to Iceland. Why? What next for IRS? Tariff boast to backfire? Good teeth. - [Tax News & Views B-Side IRS Commissioner Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250812): Tighter Treasury political control of IRS expected. Return disclosure risks. Export taxes? Opportunity zones and rural investments. Vinyl day. - [Tax News & Views Calligraphy Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250813): R&D hiring accelerates with OBBB. 7th IRS commissioner of the year. OBBB's affect on Social Security. IRS lawsuit regarding taxpayer data. World Calligraphy Day! - [Tax News & Views OBBB and AMT with Lizards Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250814): OBBB and AMT, No Tax on Tips, Tax Cuts, SALT cap Workaround, Energy, Tariffs, World Lizard Day - [Tax News & Views Long Colorful Shirt Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250815): Article says "territorial" Treasury Secretary seeks "total control" of IRS. Bessent visits IRS, with company. The NIL wedge. Hawaiian shirts. - [Tax News & Views Melting Pies and Tax Credits Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250818): Regs tighten timing for solar, wind projects. More high-level IRS personnel put on leave. Call the insecure line. Ice cream pies. - [Tax News & Views Statue of Limitations & Taking Flight Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250819): Precedential opinion on preparer fraud statute of limitations. IRS and ICE data disputes. IRS proposal to change Form 8308 requirements. National Aviation Week! - [Tax News & Views Performance Evaluation Radio Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250820): Watchdog says "performance-based" layoffs weren't performance based. IRS ID theft struggles. Tariffs. Radios. - [Tax News & Views OECD Spumoni Deal Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250821): OECD, Tariffs, IRS, Disregarded Payment Losses, OBBB Passage, Department of Treasury, Retirement, In the Courts, Spumoni Day - [Tax News & Views Energy Credit Tooth Fairy Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250822): Clarity on phasedown of energy credits. IRS is hiring; cutbacks over "for now." Direct File polling. No Tax Court juries. Tooth Fairy. - [Tax News & Views Treasury No. 2 Splits Like a Banana Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250825): Treasury Deputy who briefly ran IRS forced out. IRS tries to rehire employees it pushed out. Rookie mistakes. Banana splits. - [Tax News & Views Dog Day at the IRS Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250826): Bush-era tax shelter warrior returns to IRS. Can IRS modernization survive budget, staff cuts? India 50% tariff. Billionaires. Doggies. - [Tax News & Views Just Because Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250827): Cost of tax complexity. OBBB and tipped income. Digital services taxes. IRS navigates AI. 50% tariff on Indian goods. National Just Because Day! - [Tax News & Views Burgers at Treasury Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250828): Treasury, Tariffs, Federal Reserve, IRS, Energy Credits, Taxpayer Compliance, In the Courts, Burgers and Bow Ties - [Tax News & Views Retro Research Team Colors Roundup](https://www.eidebailly.com/insights/blogs/2025/8/roundup20250829): IRS provides guidance for retroactive research deductions and method changes. Another IRS staff loss. ERC exam surge. Go Team! - [State Tax News & Views: State Implications to the One Big Beautiful Bill; Local Taxes Are Often Overlooked; Colo. Reacts to OBBB; Penn. Still Struggles to Find PTET Workaround](https://www.eidebailly.com/insights/blogs/2025/8/salt20250807): State Implications to the One Big Beautiful Bill; Local Taxes Are Often Overlooked; Colo. Reacts to OBBB; Penn. Still Struggles to Find PTET Workaround - [State Tax News & Views: Untangling the Tax Treatment of Bundled Transactions](https://www.eidebailly.com/insights/blogs/2025/8/salt20250821): SALT Effects of Tariffs; Md. Court strikes down ad tax provision; NJ updates its nexus standards; Tax credits in NJ and UT - [So You Have a Permanent Establishment: Time to Call in the Transfer Pricing Nerds.](https://www.eidebailly.com/insights/blogs/2025/9/20250908tp): Got permanent establishment? You have a transfer pricing issue. - [Where's the TP in OB3?](https://www.eidebailly.com/insights/blogs/2025/9/20250922tp): The new tax law tweaks to international tax have transfer pricing implications. - [Capitol Hill Recap: Affordable Care Act Credits in the Shutdown Mix](https://www.eidebailly.com/insights/blogs/2025/9/apcap20250912): A soon-to-expire health tax credit could become a key negotiating point in the upcoming shutdown standoff. - [Capitol Hill Recap: Tip of the Iceberg](https://www.eidebailly.com/insights/blogs/2025/9/apcap20250919): Congress passed Trump's campaign pledge to exempt taxes on tips--but the implementation is a lot more complicated than a slogan. - [Capitol Hill Recap: Crunch Time on the Budget](https://www.eidebailly.com/insights/blogs/2025/9/apcap20250926): To avoid a government shutdown, the parties may need to come together on a key Obamacare credit. - [Tax News & Views International Weekly: Making the U.S./OECD Tax Agreement Work](https://www.eidebailly.com/insights/blogs/2025/9/apintl20250910): An agreement to prevent a U.S./OECD trade war over the global minimum tax was announced in June, but so far there have been few details on how the parties will smooth over prickly political divides. - [Tax News & Views International Weekly: Tax Reporting Transparency, at Home and Abroad](https://www.eidebailly.com/insights/blogs/2025/9/apintl20250924): Congress may use funding authority to block a tax transparency initiative. - [The IRS Announces New Per Diem Rates Effective October 1, 2025](https://www.eidebailly.com/insights/blogs/2025/9/per diem rate update 202510): IRS updates special per diem rates. Includes rates for the transportation industry, incidental expenses, and the high-low substantiation method. - [Tax News & Views Telephone Tips Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250902): Treasury leaks professions eligible for tax-free tips. Federal Circuit says Trump tariffs illegal; allowed to continue pending appeal. Phone day. - [Tax News & Views Skyscrapers Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250903): Tax policy to watch for remainder of year. Tariffs planed on imported drugs. Treasury releases preliminary tipped occupation list. National Skyscraper Day! - [Tax News & Views IRS Budgets Wildlife Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250904): IRS Budget, IRS Chief Counsel, Treasury Nomination, Tax Legislation, Federal Workers, Tariffs, Medtronic, In the Courts, Wildlife - [Tax News & Views No Toppings on Pizza or IRS Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250905): Another IRS leadership departure. One departee calls ICE tax data sharing "illegal." New breaks for coaches, seniors. Pizza and 401(k)s. - [Tax News & Views Tip Deduction Literacy Era-ending Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250908): Not everyone on the tip profession list will qualify for the deduction. Judge grills IRS on ICE data dump. Farewell, TaxProf Blog. Literacy. - [Tax News & Views Chief Counsel with Sudoku Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250909): IRS Chief Counsel Nominee, Tip Deduction, IRS, Tribal Tax Credit Sales, Congressional Stock Trading, Financial Information Sharing, Tariffs, Currency Gain and Loss Rules, OECD, Levy Hearings, ACA Tax Credits, In the Courts, Sudoku Day - [Tax News & Views Ideas Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250910): Corporate AMT guidance. Supreme Court review of tariffs. IRS Data Sharing. Revenge tax. OBBB complexity. National Idea Day! - [Tax News & Views Estimated Tax Address Switcheroo Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250911): Be careful where you mail third quarter payments. Or better yet, pay online. Harsh words from IRS law nominee. Taxing Billionaires. Remembering. - [Tax News & Views Tax Court Cannabis Shake-Up Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250912): Tax Court: Non-deductible cannabis shop W-2 wages don't count for Sec. 199 QBI. IRS new blood comes with 50 years experience. Shakes and games. - [Tax News & Views Double Cheese Deadline Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250915): Extended partnership, S corporation returns due today. 3rd quarter estimates too. IRS internal tribal credit guidance. New forms for OBBBA. Cheeseburgers. - [Tax News & Views Ozone Day Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250916): Draft Schedule 1-A. Final regs for catch up contributions. Enhanced tax credits. Comments on IRS Direct File. Tribal Credits. World Ozone Day! - [Tax News & Views Continuing Resolution with Pet Birds Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250917): Continuing Resolution, Tax Legislation, IRS, Healthcare, Greenhouse Gas, Research Credit, Digital Tax, KPMG, Electric Trucks, Superfund Excise Tax, In the Courts, Pet Bird Day - [Tax News & Views Monitors the Water and the Shutdown Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250918): "Leaders are growing further apart." Tax Court changes advance. Diaper station tax credits? Tariff farm bailout trial balloon. Watching water. - [Tax News & Views Overthinks the Tip Deduction Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250919): Proposed regs issues this morning may bar online content providers from tip break. IRS hiring lawyers. TPA rips tax ID number process. Overthinkers. - [Tax News & Views Dual Role Dog Vetting Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250923): Return preparer head takes on return preparer discipline job. Volunteer IRS re-vetting cancelled. OB3 "refund boom?" Hobby losses. Dogs. - [Tax News & Views Bluebird Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250924): Permits for renewable energy projects. EU global minimum tax. Premium tax credits. IRS to phase out paper refund checks. Bluebird of Happiness day! - [Tax News & Views Lobster Shutdown with Fat Bears Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250925): Government Shutdown, Global Minimum Tax Framework, Trump Accounts, Tariffs, Federal Workers, Solar Credits, Medicaid, Tip Income Exemption, In the Courts, Lobsters and Fat Bears - [Tax News & Views Tax Exempt Better Breakfast Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250926): Administration goes after tax exempts it says are tied to violence. National security tariffs on medicine, sofas. "Jock Tax" shut out. Breakfast. - [Tax News & Views Coffee Is For Government Closers Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250929): Last-minute conference ahead of Wednesday shutdown. Mass firings threatened. Tariffs threaten disaster rebuilding. Coffee. Coffee. - [Tax News & Views Will Not Podcast the Shutdown Roundup](https://www.eidebailly.com/insights/blogs/2025/9/roundup20250930): Shutdown appears probable. The IRS is ready to keep going for 5 days. Ex-commish blasts worldwide individual tax. Tax Obscura. Podcasts. - [State Tax News & Views: Results of Colorado's Special Legislative Session](https://www.eidebailly.com/insights/blogs/2025/9/salt20250904): Colorado's Special Legislative Session yields new tax laws; Texts are telemarketing in Texas; The state can use alternative apportionment in Minnesota; Washington expands taxation of services beginning October 1; Other developments in California, Hawaii, Indiana and New York - [State Tax News & Views: Defining Digital Goods and Related Exemptions](https://www.eidebailly.com/insights/blogs/2025/9/salt20250918): Defining Digital Goods and Related Exemptions; Burden of Proof and Taxpayer Outcomes; Credits and Incentives; Other SALT Updates in Colorado, New York, Oregon and Washington - [Unpriced Intercompany Relationships: the Audit Dog That Didn't Bark](https://www.eidebailly.com/insights/blogs/2026/1/20260112tp): What the CPAs look for in transfer pricing at audit time - [Capitol Hill Recap: Health Tax Credit Crossovers](https://www.eidebailly.com/insights/blogs/2026/1/apcap20260109): Many Republicans sided with Democrats on key healthcare tax credit vote, sparking hopes for a deal. - [Capitol Hill Recap: Another Bite at the Reconciliation Apple?](https://www.eidebailly.com/insights/blogs/2026/1/apcap20260116): While there's talk of another tax bill for 2026, it doesn't yet have the momentum to overcome skepticism--yet. - [Capitol Hill Recap: IRS Budget Continues to Slide](https://www.eidebailly.com/insights/blogs/2026/1/apcap20260123): Congress takes another ax to IRS funding. - [Capitol Hill Recap: Hope for Healthcare Credit Enhancements](https://www.eidebailly.com/insights/blogs/2026/1/apcap20260130): Despite weeks of silence, lawmakers still working on health insurance tax credit deal. - [Tax News & Views International Weekly: The Global Tax Deal's Highlights and Gaps](https://www.eidebailly.com/insights/blogs/2026/1/apintl20260107): The recently announced global tax agreement still leaves U.S. companies with some paperwork to do. - [Tax News & Views International Weekly: Giving Credits Where Due](https://www.eidebailly.com/insights/blogs/2026/1/apintl20260114): Aside from the broad exemption for U.S. companies, the OECD's new agreement includes new treatment for tax credits that spur development. - [Tax News & Views International Weekly: Simplifying Pillar Two](https://www.eidebailly.com/insights/blogs/2026/1/apintl20260121): Aside from a broad exemption for U.S. firms, the OECD's new safe harbors aim to ease compliance. - [Tax News & Views International Weekly: Remote Work Headaches](https://www.eidebailly.com/insights/blogs/2026/1/apintl20260128): International remote work is now normal--but the tax rules haven't caught up. - [Tax News & Views Global Minimum Tax Carve Out for Birds Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260105): OECD Pillar 2 Agreement, 2026 and the IRS, Threats to US Economy?, OBBBA Reception, Stablecoin Treatment, Regulations: Car-Loan Tax Break Test, Regulations: Drug Maker Fee, Tariffs, Deficiency Petitions Subject to Equitable Tolling?, Disaster Filing Deadline Extension, In the Courts - [Tax News & Views Apple Tree and ACA Vote Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260106): Will House ACA vote lead to tax credit compromise? IRS R&D claim focus. 2026 year-end planning starts now! Apple trees. - [Tax News & Views Healthcare Credits with the Harlem Globetrotters Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260107): Corporations Lobby for Tax Break Fixes, Healthcare Credits, Opening of Business Tax Filing Season, Tax Filing Tips, Fired Federal Workers, Continuing Leadership at IRS, California Wealth Tax, Charitable Exemption Revoked, Harlem Globetrotter Day - [Tax News & Views Types A Settlement Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260108): IRS plans one last conservation easement settlement offer. IRS addresses overtime reporting. ACA credit vote today. Type it up. - [Tax News & Views Tea and Tax Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260112): Getting your taxes ready to file. IRS budget cuts reduced; still big. ACA deal brewing? Googling California. Hot tea. - [Tax News & Views Ducks a Funding Cut Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260113): Concerns over IRS funding cuts. Beware Delaware, buy-and-holders. C Corp revival from Sec. 1202? Rubber ducks! - [Tax News & Views Pets Dress Up Budget Reconciliation Bill Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260114): Budget Reconciliation Bill, Shrinking Deficit, Booming Economy?, ACA Deal?, Additional Corporate AMT Guidance, No Additional Spinoff Rules, Upcoming Borrow Fee Proposed Regulations, Global Minimum Tax, Plans for Foreign Currency Relief, IRS Data Sharing, Questions on Cryptocurrency, Clarified Definition of Tipped Employee, In the Courts, National Dress Up Your Pet Day - [Tax News & Views Estimated Tax Everything Bagel Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260115): Individual 4th Quarter Estimated Payments Due Today. Why pay electronically. IRS budget cuts clear House. Bagels. - [Tax News & Views Limited Partner Coffee Break Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260120): 5th Circuit reverses Tax Court on limited partner self-employment tax. Will other circuits follow? Greenland tariff meltdown. Coffee breaks. - [Tax News & Views Grandmas Change IRS Leadership Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260121): IRS Leadership Changes, IRS Funding Woes, Rebate Checks Need No Congressional Approval?, Self-Employment Tax Victory?, “Trump Account” Complications, Letter Rulings on Spinoffs?, Worthless Stock Deduction Simplified?, IRS Internal Controls Found Lacking, Beneficial Ownership Data Request, Grandma Day - [Tax News & Views Comes in From The Cold With a 1099 Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260122): Waiting on W-2s and 1099s. Trump floats home depreciation. Latest IRS budget cut to cost $38B. Another tariff walkback. It's cold out there. - [Tax News & Views 123 Go! Filing Season Start Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260126): Tax season is officially underway. File carefully. Shutdown possible in wake of MN shooting. Other tax season challenges. Easy as 1-2-3. - [Tax News & Views Risk of Shutting Down Chocolate Cake Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260127): Shutdown Risk, Filing Season Begins, Upcoming Clean Fuel Tax Credit Rules, Tariffs, Pandemic Penalty Relief, Retirement Account Deadline, Chocolate Cake - [Tax News & Views Filing Season Worries, Daisies, and Rattlesnake Roundup Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260128): Watchdog warns of IRS problems at start of tax season. IRS will still take and issue paper checks, but expect delays. Daisies and rattlesnakes. - [Tax News & Views Chips In on Taxpayer Advocate's Tax Season Worries Roundup](https://www.eidebailly.com/insights/blogs/2026/1/roundup20260129): Taxpayer Advocate Report cites paper problems, outsourcing, and ERC backlog. IRS CEO discovers fraud enforcement. Corn chips. - [State Tax Insights for the New Year: Key Trends and Strategies for the Year Ahead](https://www.eidebailly.com/insights/blogs/2026/1/salt20260108): 2026 State Tax Competitiveness; States to Get Aggressive with Audits; Taxpayers to Rely on State Uniformity in State Challenges; California Looks to Raise Taxes on High Earners; Growth Opportunities with California Competes Program - [State Tax Playoffs: Legislative Sessions Kick Off a High‑Stakes Season](https://www.eidebailly.com/insights/blogs/2026/1/salt20260122): Sales Tax Audits Are Escalating; California and Washington Pursue Wealth Tax; Georgia Debates Lowering Income Tax or Property Tax; Maine Proposes Mandatory Worldwide Combined Reporting - [Capitol Hill Recap: Budgets, Congress and Tax Filing Season](https://www.eidebailly.com/insights/blogs/2026/2/apcap20260206): The IRS won't face a shutdown for at least eight months, but they will deal with more budget cuts. - [Capitol Hill Recap: Trade Votes on the Agenda](https://www.eidebailly.com/insights/blogs/2026/2/apcap20260213): As Trump waits for Supreme Court tariff decision, he faces dissent from both parties in symbolic Congressional votes. - [Capitol Hill Recap: Congressional Action on Tariffs? Don't Count on It.](https://www.eidebailly.com/insights/blogs/2026/2/apcap20260227): There's pressure on Congress to act on tariffs, but finding consensus could be all but impossible. - [Tax News & Views International Weekly: Pivoting to Digital](https://www.eidebailly.com/insights/blogs/2026/2/apintl20260204): With the global minimum tax out of the way, at least for now, digital taxes are taking center stage. - [Tax News & Views International Weekly: Taxing on Substance](https://www.eidebailly.com/insights/blogs/2026/2/apintl20260211): In the past year, the OECD and the U.S. have gone in opposite directions in regards to targeting intangible income. - [Tax News & Views International Weekly: Moving Ahead on Amount B](https://www.eidebailly.com/insights/blogs/2026/2/apintl20260225): Aside from the global minimum tax, the OECD's recent international tax project has produced new methods for calculating routine distribution transactions. - [Tax News & Views Unauthorized Groundhog Disclosure Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260202): Trump's $10B lawsuit against Trump's Treasury Department. Another government shutdown. Minnesota Montana LLC connection. Groundhogs. - [Tax News & Views The Day the Shutdown Died (Maybe) Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260203): Spending deal appears unstoppable after Trump intervention. ACA tax credits, not so much. Tariff deals and discontents. Carrot cake, Clear Lake. - [Tax News & Views Clean Fuels & Women's Sports Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260204): Clean Fuel Production Regulations, Government Funding, Trump Tax Break Woes, IRS Disorganized?, Backlog of Retirement Apps at IRS, In the Courts, Women’s Sports - [Tax News & Views Migrating Monarchs and IRS Staff Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260205): IRS HR, tech staff sent to process returns. Get an IRS individual online account. States, Feds, and school choice credits. Monarchs. - [Tax News & Views Taxpayer Chocolate and Tariff Toothache Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260209): Ex-IRS execs slam $10B Trump IRS suit and seek to intervene. ICE barred from using IRS data. Ways to ease your tax filing. Chocolate and toothaches. - [Tax News & Views Tax Messaging Under Umbrellas Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260210): Tax Law Messaging, Trump IRS Suit, Federal Funds Stuck in Court, IRS Leadership, Tax Pro Accounts, Tariffs and the Like, Umbrellas - [Tax News & Views Electrific ERC Claim Cleanup Claim Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260211): GAO says IRS claims to be nearly done with ERC claims. Tell that to the taxpayers. Watchdog highlights IRS paper scan troubles. Electrify your day. - [Tax News & Views Paczki and Data Leak Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260212): IRS admits improper return info disclosures to ICE. House rejects Canada tariff emergency. Gloomy CBO news on deficit. Paczki. - [Tax News & Views Presidents, Grouches, and Bonus Deadlines Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260216): Court ruling may revive old refund claims. Influencers and their deductions. D.C. resident tax season limbo. Presidents and grouches. - [Tax News & Views Fancy Donuts and Energy Credits Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260217): Energy Credit Potpourri, ACA Tax Credit, Direct File Replacement, IRS-ICE Data Sharing, The Highway Bill of Life, Investments by Foreign Governments, Fasnacht Day - [Tax News & Views Milks the Refunds Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260218): Average refund up, return processing down. Reasons why. Is populist vibe shifting from tax cuts? Failure of Charitable LLC shelter. Mile-high milking. - [Tax News & Views Tugs Against ID Theft Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260219): Get an IP-PIN to reduce ID theft risk. Be careful with your tax info. The ongoing IRS data leak drama. Nonprofits and "Domestic Terrorism." Tugs and chocolate mints. - [Tax News & Views Wishful Tax Thinking and Cherry Pie Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260220): The lure of wishing for impossible tax things. Supreme Court overturns IEEPA tariffs. Cherry pie and muffins. - [Tax News & Views Supreme Tariff Banana Bread Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260223): Supreme Court strikes down Trump Tariffs. Trump lashes out with new tariffs. Are they legal? Tariff refunds. Banana Bread. - [Tax News & Views OECD Tortilla Chips Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260224): OECD Carve Out, Corporate AMT Guidance, Tariffs, Trump Account Rules, Energy Credit Challenge, Minimum Distribution Rules, IRS Employee Onboarding Process, In the Courts, Tortilla Chips - [Tax News & Views Goes Nuts for Tax Scams Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260225): AI-enhanced tax scam phone calls. Trump floats new retirement savings match. State of the tariffs and refunds. A tax nerd vs. DOGE. Chocolate-covered nuts. - [Tax News & Views Refunds and Pistachios Roundup](https://www.eidebailly.com/insights/blogs/2026/2/roundup20260226): Tariff refund foot-dragging, Bad faith? Tariffs vs. deficits. Tariff replacements. DBCFT. US tax scam across the pond. Pistachios. - [The State Conformity Puzzle: Updates, Trends, and Legislative Outlook](https://www.eidebailly.com/insights/blogs/2026/2/salt20260205): State Responses to Conformity; Ohio cases provide guidance on sourcing temporarily stored goods; Rhode Island introduces bill for annual Amnesty Program; States Move to Shut the “Montana Loophole” - [A State Tax Tug of War: The Latest State Tax Legislative Developments](https://www.eidebailly.com/insights/blogs/2026/2/salt20260219): SALT Tip: Key considerations for tiered PTEs electing PTET; Hawaii, Maryland, and others propose social media and digital advertising taxes; Cities and states target wealthy taxpayers; States continue to conform and decouple from OBBBA provisions; Wisc. Supreme Court passes on P.L. 86-272 case - [Tongue‑Tied by Taxes: State Tax Twists Worth Watching](https://www.eidebailly.com/insights/blogs/2026/2/salt20260226): The Property Tax Cycle At A Glance, Alaska and Montana Contemplate a Statewide Sales Tax, California Considering an End to Water's Edge Elections, Arizona and Ohio Wrangle Conformity, Utah Proposes Digital Ad Tax - [Safe At Last? India strikes a tone of welcome practicality in its transfer pricing safe harbor regime](https://www.eidebailly.com/insights/blogs/2026/2/tp20260210): A rare opportunity for administrative untangling and tax certainly in India - [Curb Your Enthusiasm: The Supreme Court Rejects IEEPA Tariffs](https://www.eidebailly.com/insights/blogs/2026/2/tp20260223): The end of the beginning? - [Capitol Hill Recap: Housing and Tax Politics](https://www.eidebailly.com/insights/blogs/2026/3/apcap20260306): Lawmakers may look at the tax code to discourage some investors from speculating on homes. - [Capitol Hill Recap: Democrats Unveil Tax Plans](https://www.eidebailly.com/insights/blogs/2026/3/apcap20260313): Democrats look to reduce the income tax burden, but face pushback from their own coalition. - [Capitol Hill Recap: The Odds of Extenders](https://www.eidebailly.com/insights/blogs/2026/3/apcap20260320): There is a need for a year-end tax extenders bill, but it remains unclear if Congress can get over partisanship. - [Capitol Hill Recap: Second Tax Go-Around](https://www.eidebailly.com/insights/blogs/2026/3/apcap20260327): The stars may be aligned for another substantial tax bill this year. - [Tax News & Views International Weekly: Taxing Overseas](https://www.eidebailly.com/insights/blogs/2026/3/apintl20260304): Senate tax-writers take up expatriate tax issues, but likely won't satisfy critics of current setup. - [Tax News & Views International Weekly: Pillar Two in the Developing World](https://www.eidebailly.com/insights/blogs/2026/3/apintl20260311): Developing countries face crucial decisions about the global minimum tax. - [Tax News & Views International Weekly: Digital Taxes and Trade](https://www.eidebailly.com/insights/blogs/2026/3/apintl20260318): Digital service taxes combine tax and trade issues, posing a challenge for negotiations. - [Tax News & Views International Weekly: Pillar Two Back Taxes](https://www.eidebailly.com/insights/blogs/2026/3/apintl20260325): U.S. companies will have protection from Pillar Two moving forward, but still face the system in 2024 and 2025. - [Tax News & Views Farm Cat Poker Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260302): Farm filing Day. It doesn't have to be. Refunds, IRS web site visits are up. Poker player busts out with jury. Rescue cats. - [Tax News & Views Tariffs in the Courts with Wildlife](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260303): Tariffs in the Courts, Tax Policy and Bills, Maybe?, Global Minimum Tax Relief?, Depreciation Deduction for Domestic Production, Tips and Overtime Instructions, In the Courts, Wildlife Day - [Tax News & Views Colors Over Tip Deduction Calculation Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260304): IRS changes tip deduction calculation mid-season. IRS CEO heads to the Hill. Gain indexing's moment. Holi and Harrison. - [Tax News & Views Doodles Up Refunds Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260305): Trade court orders IEEPA refunds without delay. IRS "CEO" says tax season is going smoothly, despite personnel cuts. AI tax failures. Doodles. - [Tax News & Views Trump Account Pre Wash Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260309): IRS issues initial Trump Account $1K award rules. "A mixed bag." IRS Dirty Dozen scams. Tariff refund turmoil. Montana plates. Dishwashers. - [Tax News & Views IRS Commissioner Napping Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260310): IRS Commissioner Future. Trump Accounts. Proposed Legislation. Tariffs. No Tax on Tips Difficulties. In the Courts. Napping. - [Tax News & Views Tax Liability Overflow Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260311): What to do when you owe on tax day. Paper refunds backing up. Dems float "affordability" tax plans. PPP fraud and the busy family man. Plumbing. - [Tax News & Views Blooming Wealth Tax Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260312): Minnesota SALT workaround fix stalls. Wealth Taxes have a moment. Another run at tariffs. Always be filing. Plant a flower. - [Tax News & Views Pandas and Partnership Deadline Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260316): 1065 and 1120-S returns need to be filed or extended today. Tax season: slow start, frozen refunds. Pandas. - [Tax News & Views OECD Digital Tax with Tea for Two Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260317): OECD Digital Tax. Frank Bisignano’s Future. IRS Modernization Plan. IRS Reform Bill. State Apportionment. In the Courts. Tea for Two Tuesday. - [Tax News & Views Sloppy Joe and Sloppy Tax Season Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260318): Paper refunds back up. Refund bump disappoints so far. AI chatbots vs. tax humans. Blue v. Red taxes. Sloppy Joes. - [Tax News & Views Crows for Early Depreciation Change Deadline Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260319): IRS procedure to elect more depreciation comes with tight deadlines. IRS program to come clean may favor wealthy. Poultry. - [Tax News & Views Cuddly Kittens and Cuddly Refunds Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260323): Filings lag. Refunds up, but below projections. Navigating Tax Season. New Shelter, Same as Old Shelter. Kittens and Puppies. - [Tax News & Views Farms Nest Eggs Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260324): Trump accounts as future Roth conversions. The unexamined large partnership. The unrefunded tariff. Ag Day. - [Tax News & Views Waffles on Refunds Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260325): Bessent ignores questions on delayed refund checks. The refund schedule. IRS personnel cuts hinder AI adoption. Waffles. - [Tax News & Views Tax Legislation Potpourri on Opening Day Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260326): Tax Legislation Potpourri, Energy Credit Cliff, Prime Time for Tax Shelters?, Reporting for E-commerce Platforms, In the Courts, Opening Day! - [Tax News & Views Pencils In Delayed Refunds Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260330): Avoiding return processing snags. Blue state big refunds. Taxes always bust your brackets. The tariff refund puzzle palace. Pencils. - [Tax News & Views Colors Refunds Between the Lines Roundup](https://www.eidebailly.com/insights/blogs/2026/3/roundup20260331): Paper refund restrictions are trouble for the unbanked. Why one might get a smaller refund. PEOs and employee tax credits. Crayons. - [A SALT Grab Bag: Small Bites, Big Impact](https://www.eidebailly.com/insights/blogs/2026/3/salt20260305): Taxes on Groceries are Getting Stale, Florida, Idaho, Oregon, and Virginia Grapple with H.R. 1 Conformity, Maryland Looks For Exceptions to Tech Sales Tax, California Court Finds Three-Factor Apportionment is Appropriate for Some Taxpayers, Connecticut Working to Address Affordability - [SALT Credits & Incentives: The Playbook - Part I](https://www.eidebailly.com/insights/blogs/2026/3/salt20260310): Part 1 of 4: In this special series, we start with the basics—what state and local tax credits are and why they matter to states and taxpayers alike. - [The SALT Fine Print: Small Details That Trigger Big Tax Consequences](https://www.eidebailly.com/insights/blogs/2026/3/salt20260312): No receipts, no refund in Ohio; California's expanding nexus reach; Washington waives penalties on digital ad tax; More states address conformity with OBBBA​ - [SALT Credits & Incentives: The Playbook - Part II](https://www.eidebailly.com/insights/blogs/2026/3/salt20260317): Part 2 of 4: Explores how SALT credits and incentives impact different industries—and which sectors stand to benefit the most. - [SALT Madness: What's Advancing and What's Out?](https://www.eidebailly.com/insights/blogs/2026/3/salt20260319): Colorado and Washington Mixing Revenue Raisers with Targeted Relief, Florida and Virginia Will Return In Special Legislative Sessions, A Challenge to Chicago's Social Media Tax, Alternative Apportionment is Viable When Single-sales Factor Overstates State Income - [SALT Credits & Incentives: The Playbook - Part III](https://www.eidebailly.com/insights/blogs/2026/3/salt20260324): Part 3 of 4: Focuses on analyzing, negotiating, securing, and complying with SALT credits and incentives. - [SALT Digital Nexus and Sourcing Risks: Key State Tax Developments to Watch](https://www.eidebailly.com/insights/blogs/2026/3/salt20260326): Digital Nexus in IL, MN and NJ, Sourcing Digital Goods is Complicated, Alaska Weighs Implementing a State Sales Tax, Millionaire and Wealth Taxes in CA, MA, NY, and WA - [SALT Credits & Incentives: The Playbook - Part IV](https://www.eidebailly.com/insights/blogs/2026/3/salt20260331): Part 4 of 4: A SALT credits and incentives manufacturing case study, illustrating how the same project can produce very different incentive outcomes in Minnesota, Iowa, and Colorado. - [The Throughline: Putting a History Degree to Use in Transfer Pricing Advisory](https://www.eidebailly.com/insights/blogs/2026/3/tp20260309): The transfer pricing past is never dead. It's not even past. - [From the ground up: building a compliant and sustainable transfer pricing function](https://www.eidebailly.com/insights/blogs/2026/3/tp20260323): Strong foundations aren't just for houses. - [Capitol Hill Recap: The Plan for Reconciliation](https://www.eidebailly.com/insights/blogs/2026/4/apcap20260403): Republicans hope to keep tax issues out of a reconciliation bill, but they may be coming anyways. - [Capitol Hill Recap: Democrats on Offense on Tax Day](https://www.eidebailly.com/insights/blogs/2026/4/apcap20260417): Democrats push to bring back the IRS Direct File program, while the IRS and Republicans claim it's unnecessary. - [Capitol Hill Recap: Congress Taking a Pass on Tax](https://www.eidebailly.com/insights/blogs/2026/4/apcap20260424): Congress likely won't be able to fit in a major new tax bill this year, despite some indications they could. But anything is still possible. - [Tax News & Views International Weekly: New Big Beautiful Revisions](https://www.eidebailly.com/insights/blogs/2026/4/apintl20260401): Lawmakers already want to change the OBBBA's international structure, and more is likely to come. - [Tax News & Views International Weekly: Tax Changes and the OECD Deal](https://www.eidebailly.com/insights/blogs/2026/4/apintl20260408): Congress may look to pass another tax law--but they may need to consider the recent OECD global tax agreement. - [Tax News & Views International Weekly: Transfer Tax Troubles](https://www.eidebailly.com/insights/blogs/2026/4/apintl20260415): Treasury issued new rules on the 1% excise tax on transfers, but plenty of questions remain. - [Tax News & Views International Weekly: OECD's Extra Work](https://www.eidebailly.com/insights/blogs/2026/4/apintl20260422): The OECD has nailed down the big details of the global minimum tax, but now faces many vexing smaller questions. - [Tax News & Views International Weekly: The Digital Tax Gulf](https://www.eidebailly.com/insights/blogs/2026/4/apintl20260429): The digital tax fight is heating up--and the sides may be talking past each other. - [Tax News & Views CEO is Aware of the Statistics Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260401): "Defiant" IRS CEO doesn't worry about who is in charge. Church politics deal scuppered. Trump account uptake. Numbers and figures. - [Tax News & Views PBJ Liberation Day Anniversary Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260402): 2025 estimated tax penalties waived for qualifying farmers. One year after liberation day: the why, the how, refunds, what now. PBJ. - [Tax News & Views Too Much Sweet Popcorn and Overtime Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260406): Overdoing the overtime deduction? New tax law, new scams. IRS says IRS is doing great this season. Reconciliation 2.0. Caramel corn. - [Tax News & Views Extended Empanada Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260408): You haven't filed? You can extend. Postmark problems. ERC: sue or lose? IRS, IRS watchdog face funding cuts. Empanadas. - [Tax News & Views Sky Falling Deadline Looming Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260409): When an extension is the smart move. Tax lobbyists gear up for Reconciliation 2.0. Donor-advised funds. Chicken Little awareness. - [Tax News & Views Moo Tax Content Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260410): Disagreement over crypto tax bill. More confusion over tariffs. What to avoid as tax day approaches. And National Farm Animals Day. - [Tax News & Views Appreciates Plants and Audit Risk Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260413): "The IRS isn't going to catch me." IRS agents return from immigration assignments. Tip deduction rules. Tax policy perceptions. Plants. - [Tax News & Views Pecans and Tax Prep](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260414): Immigrants wary of filing new tax returns, Congress not looking to include tax items in reconciliation, highly touted auto loan interest deduction not catching on, new face at Treasury. - [Tax News & Views Goes Bananas at the Deadline Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260415): File or extend today. Use E-file and E-pay. How to do it. Why you don't just drop it in the mail. Tax time politics. Bananas. - [Tax News & Views Library of Post April 15 Thoughts Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260416): Lessons of the tax season. IRS boss praises IRS performance, promises to audit high incomes. Tax day politics. Librarians. - [Tax News & Views Cheese Fries Tariff Refund Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260420): Tariff refund process opens today. What we know, What we don't. Pause on Trump $10B suit against IRS. States vs. the rich. Cheese fries. - [Tax News & Views Creativity and Taxes Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260421): New experiments in taxation for Creativity Day--new Taxpayer Advocate portal, Brazil tries "friendly" tax collection. Also, tariff refunds won't be going to consumers, and IRS budget cuts causing worries. - [Tax News & Views Awaits its Jelly Beans and Refunds Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260422): Small return mistakes lead to long refund waits. Quarterbacks with a .000 batting average. How the rich are taxed. Jelly Beans. - [Tax News & Views Weed and Cheesecake Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260423): Rescheduling revolutionizes state-legal weed taxes. IRS moves to fire key tax shelter investigator amid enforcement cuts. Cheesecake. - [Tax News & Views Manatee Marijuana Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260427): Dispensaries in line for deductions for entire current tax year. Trump $10B suit snags. Pandemic refunds. Marine mammal rescue. - [Tax News & Views Blueberry Pie Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260428): Bipartisan IRS changes moving through Congress. New tariffs on deck. California wealth tax delighting some, angering others. Blueberry pie? - [Tax News & Views Zippy ERC Refund Extension Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260429): Taxpayer Advocate explains new ERC appeal extensions. Capital gain indexing back in play? Donor Disclosure in the courts. Zippers. - [Tax News & Views Passes the Baton Roundup](https://www.eidebailly.com/insights/blogs/2026/4/roundup20260430): Goodbye, and thank you. - [SALT Developments: What's New, What's Changing, What Still Matters](https://www.eidebailly.com/insights/blogs/2026/4/salt20260402): SALT Is Essential In Due Diligence, CO - Are Streaming Services TPP?, SC Grants Automatic 6-month Extension To File, UT To Tax Targeted Advertising And Digital Streaming Services, WA Millionaire's Tax Becomes Law - [Q1 2026 SALT Developments: Enforcement, Incentives & Relief](https://www.eidebailly.com/insights/blogs/2026/4/salt20260409): When a Federal Tax Change Follows You to the State Level, CO Moves Forward With Ballot Initiative to Tax High-Earners, A Challenge to WA Millionaire's Tax, CT Tackles Affordability, SC Enacts Tax Cuts - [State Tax News and Views: The Carrots-and-Sticks Edition](https://www.eidebailly.com/insights/blogs/2026/4/salt20260416): LA's Taxation of SaaS Creates Complexity at Parish Level, IN Tax Amnesty, ME Includes Millionaire's Tax In Budget, OR Extends PTET Election, State Disaster Relief is a Disaster - [What is Market-Based Sourcing? A State & Local Tax Guide for Multistate Businesses](https://www.eidebailly.com/insights/blogs/2026/4/salt20260423): "Benefit received" sounds simple. State auditors and courts have spent years proving otherwise. If your market-based sourcing position rests on billing addresses, expect it to be the first thing an auditor challenges - [State & Local Tax Meets AI: How Technology Is Reshaping Taxability, Nexus, and State Enforcement](https://www.eidebailly.com/insights/blogs/2026/4/salt20260430): AI, digital taxes, audit risk, and income tax cuts—see what’s changing in state and local tax and why it matters now. - [Four Transfer Pricing Words That Don’t Exist, But Should](https://www.eidebailly.com/insights/blogs/2026/4/tp20260406): Wherein our hero fearlessly corrects the trade vocabulary. - [On Heroes and CAPEs](https://www.eidebailly.com/insights/blogs/2026/4/tp20260420): The marathon of IEEPA refunds. - [Capitol Hill Recap: IRS Tweaks Moving Through Congress](https://www.eidebailly.com/insights/blogs/2026/5/apcap20260501): Despite acrimony, Congress is pushing through a bipartisan package of IRS reforms. - [Capitol Hill Recap: Time Running Out on Tax Bill](https://www.eidebailly.com/insights/blogs/2026/5/apcap20260508): Congress is neglecting taxes now, but hope for a tax bill this year isn't totally gone. - [Capitol Hill Recap: Gas Tax Pause Faces Unclear Path](https://www.eidebailly.com/insights/blogs/2026/5/apcap20260513): The latest push for a gas tax pause faces challenges in Congress. - [Capitol Hill Recap: Looking for Common Ground on Taxes](https://www.eidebailly.com/insights/blogs/2026/5/apcap20260520): Lawmakers want to pass bipartisan tax legislation, but they could face hurdles to making that a reality. - [Tax News & Views International Weekly: Is Pillar Two Ready for Takeoff?](https://www.eidebailly.com/insights/blogs/2026/5/apintl20260506): Business group concerned about Pillar Two's upcoming filing deadline. - [Tax News & Views International Weekly: The Export Income Deduction](https://www.eidebailly.com/insights/blogs/2026/5/apintl20260512): A newly expanded deduction for income from export sales could be targeted for new revenue by a future Congress. - [Tax News & Views International Weekly: The Stakes of Side-by-Side](https://www.eidebailly.com/insights/blogs/2026/5/apintl20260518): Countries still aren't sure how much revenue they gave up by giving the U.S. an exemption from Pillar Two. - [Tax News & Views International Weekly: More Developments as Pillar Two Filing Deadline Nears](https://www.eidebailly.com/insights/blogs/2026/5/apintl20260522): The OECD came up with a new plan to avoid Pillar Two start-up glitches. - [Tax News & Views Orange Juice Roundup](https://www.eidebailly.com/insights/blogs/2026/5/roundup20260504): Nonprofit scrutiny. Courts take on economic substance, implicit support. Samsung dynasty's record inheritance tax. Orange juice for your morning. - [Tax News & Views Hoagie Daily Roundup](https://www.eidebailly.com/insights/blogs/2026/5/roundup20260505): Trillions in non-transparent trusts. Mis-timing family giving. More on economic substance. How to lobby for tariff help. And Cinco de Mayo and National Hoagie Day. - [Tax News & Views Roast Leg of Lamb Roundup](https://www.eidebailly.com/insights/blogs/2026/5/roundup20260507): IRS mixed reviews on filing season. Midterms flummoxing GOP tax plans. Shell's minimum tax charge. And roast lamb. - [Tax News & Views Weekly Roundup](https://www.eidebailly.com/insights/blogs/2026/5/roundup20260515): Gas tax freeze fever. NYC luxury property taxes. Conservation easements. Tariff refunds. And National Pizza Party Day! - [Tax News & Views Weekly Roundup](https://www.eidebailly.com/insights/blogs/2026/5/roundup20260529): AI taxes. Fuel tax credit woes. International tax structures. More on gas tax holiday, Trump weaponization fund. And yay for paper clips! - [Tax Cuts Aren’t Always Tax Cuts: How States Are Quietly Broadening the Tax Base](https://www.eidebailly.com/insights/blogs/2026/5/salt20260507): States are cutting income tax rates while expanding sales tax, excise taxes, and digital economy taxation—often leaving businesses with no real tax savings. - [State Tax Roundup: Taxability, Sourcing, and State Tax Risk](https://www.eidebailly.com/insights/blogs/2026/5/salt20260514): Alabama excludes credit card transaction fees from sales and use tax, Colorado advances proposal to apply sales tax to downloadable software, Mandatory worldwide combined reporting proposal moves forward in California, Wealthy taxpayers must consider the full picture when relocating, Tax Tip: Have unfiled state taxes? We can help! - [State Tax Trends: New Policies, Old Risks, and Everything in Between](https://www.eidebailly.com/insights/blogs/2026/5/salt20260521): States Continue to Use Tax Policy to Influence Behavior, Minnesota Passes Omnibus Tax Legislation, Extending PTET and Conforming to Some Federal Provisions From Last Year's Federal Budget Bill, Arkansas Cuts Income Tax Rates Again, It's Business Personal Property Assessment Season! - [State Gross Receipts and Excise Taxes: Key Risks in Washington, New Mexico, Hawaii, and Arizona](https://www.eidebailly.com/insights/blogs/2026/5/salt20260528): Expanding into new states? Learn how gross receipts taxes in WA, NM, HI, and AZ impact nexus, sourcing, and service revenue—and how to plan ahead. - [What the IEEPA Tariff Refund Process Can Learn from Transfer Pricing](https://www.eidebailly.com/insights/blogs/2026/5/tp20260505): The tariff refund process can be unfair on the supply chain and consumers--transfer pricing may have the answer. - [Capitol Hill Recap: Taxing AI](https://www.eidebailly.com/insights/blogs/2026/6/apcap20260603): A new proposal to tax data centers at the federal level kicks off a new debate. - [Capitol Hill Recap: Reconciliation Summer in DC?](https://www.eidebailly.com/insights/blogs/2026/6/apcap20260617): Republicans say they want to pass another tax-and-spending bill, regardless of the difficulties and long odds. - [Tax News & Views International Weekly: New Digital Levies Emerge](https://www.eidebailly.com/insights/blogs/2026/6/apintl20260602): Countries are trying out a new kind of digital tax on primarily U.S. services. - [Tax News & Views International Weekly: Rubber Hits the Road for Pillar Two](https://www.eidebailly.com/insights/blogs/2026/6/apintl20260616): The OECD is still tweaking Pillar Two, weeks away from its first filing deadline. - [Tax News & Views International Weekly: Tax Transparency Traps](https://www.eidebailly.com/insights/blogs/2026/6/apintl20260624): There's more public information on international taxes than ever before, which can be more confusing than illuminating. - [Highlight: The New Foreign Entity Restrictions on Clean Energy Credits](https://www.eidebailly.com/insights/blogs/2026/6/highlight20260610): Looking into the complex new restrictions on foreign entities and certain clean energy credits. - [Tax News and Views Highlight: “Superdeduction” Gives Tech Corps Unique Choice](https://www.eidebailly.com/insights/blogs/2026/6/highlight20260623): Companies have the option to retroactively claim some tax benefits for R&D spending, but that presents some tricky choices. - [Tax News & Views Weekly Roundup: Treasury Testimony, Global Tax News and Donuts](https://www.eidebailly.com/insights/blogs/2026/6/roundup20260605): From this week: Treasury Secretary testifies on Capitol Hill. Canada reviews controversial streaming tax. IRS employees targeted by White House executive order. Donuts for all! - [Tax News & Views Weekly Roundup: IRS, Crypto, Clean Energy and Jerky](https://www.eidebailly.com/insights/blogs/2026/6/roundup20260612): IRS workforce continues to weather changes, new cryptocurrency tax rules under consideration, clean energy tax credit questions multiply, and Jerky Day. - [Tax News & Views Weekly Roundup: New Taxes on AI, Cloud Computing, Billionaires](https://www.eidebailly.com/insights/blogs/2026/6/roundup20260619): Bernie Sanders proposes a giant AI tax, while California's controversial billionaire tax to make it on November ballot. - [Tax News & Views Weekly Roundup: Crypto, Social Security, and Royal Taxes](https://www.eidebailly.com/insights/blogs/2026/6/roundup20260626): Senators propose major Social Security tax change, while King Charles becomes first British monarch to release tax information. - [State Tax Legislation Trends: Ballot Measures and New Revenue Strategies](https://www.eidebailly.com/insights/blogs/2026/6/salt20260604): A look at state revenue trends and why they matter, Florida, Missouri, and North Carolina put tax questions to voters, Illinois approves taxes and fees on social media, digital assets and advertising services, New York to tax second homes - [State Residency Tax Planning for High-Net-Worth Individuals](https://www.eidebailly.com/insights/blogs/2026/6/salt20260611): New millionaire taxes and capital gains rules are reshaping state residency planning. Learn key risks, myths, and strategies to plan ahead - [The Evolution of Sales Tax Economic Nexus: From Wayfair to Today's Enforcement Trends](https://www.eidebailly.com/insights/blogs/2026/6/salt20260625): Sales tax nexus is triggered by physical presence or economic activity, with economic nexus typically measured against a $100,000 sales threshold; States are steadily trending away from the 200-transaction threshold; Which sales count towards the sales threshold varies by state and requires careful analysis - [More IRS Transfer Pricing Audits…Please?](https://www.eidebailly.com/insights/blogs/2026/6/tp20260601): Nobody likes audits, but they could lead to more certainty in tax planning. - [Arm's Length and Arms Down: A TP Practitioner's Musings on the World Cup](https://www.eidebailly.com/insights/blogs/2026/6/tp20260615): How the World Cup is kind of like transfer pricing. - [Capitol Hill Recap: The Ongoing Healthcare Cost Rise](https://www.eidebailly.com/insights/blogs/2026/7/apcap20260709): The fallout from the expiration of enhanced Obamacare premium credits will continue into 2027, according to a new study. - [Capitol Hill Recap: Lame Duck Lawmaking](https://www.eidebailly.com/insights/blogs/2026/7/apcap20260715): November and December could be a packed time for Congress to look at further tax changes. - [Tax News & Views International Weekly: OECD Implementation Assistance](https://www.eidebailly.com/insights/blogs/2026/7/apintl20260714): There's more public information on international taxes than ever before, which can be more confusing than illuminating. - [Tax News & Views Weekly Roundup: Trust-Stacking, Second Home Tax, and July 4th](https://www.eidebailly.com/insights/blogs/2026/7/roundup20260702): The IRS is taking on stacked trusts, the Trump admin is nixing the Canada/Mexico trade deal, and NYC's new second home tax is hard to avoid. And more for this July 4th week. - [Tax News & Views Weekly Roundup: Auto-Relief, Big Beautiful Birthday and Kittens](https://www.eidebailly.com/insights/blogs/2026/7/roundup20260710): The IRS is rolling out automatic penalty relief for some taxpayers, officials are concerned about global tax reports, and more on the OBBBA's one-year birthday in this week's tax roundup. And kittens! - [Happy 250th Birthday, USA: 250 Years of Arguing About State and Local Taxes](https://www.eidebailly.com/insights/blogs/2026/7/salt20260701): State and local tax has been an American argument for 250 years. Here's how we got a system of thousands of overlapping jurisdictions, and where it's headed. - [Tax News & Views Blog](https://www.eidebailly.com/insights/blogs/taxblog): Tax News & Views will help you stay informed with what's happening in the tax world. Whether it's a new tax law tacked on to a spending bill, a new court case that reminds us of venerable tax lessons, or a surprising approach by states to tax non-residents, it's fair game. - [Blogs](https://www.eidebailly.com/insights/blogs/taxblog/blog listing) - [Bongards Modernizes Quoting with Agentic AI and Salesforce Optimization](https://www.eidebailly.com/insights/case studies/bongards modernizes quoting with agentic ai and salesforce optimization): With support from Eide Bailly, Bongards streamlined its Salesforce workflows, reduced manual effort, and laid the groundwork for future AI innovation. - [How Data Transparency Drives Innovation at Building Zone Industries](https://www.eidebailly.com/insights/case studies/data transparency drives innovation at bzi): Discover how eliminating data silos and automating key processes helped position Building Zone Industries for greater innovation and scalability into the future. - [Schoolcraft Memorial Hospital Works with Eide Bailly to Transform Data into Decisions](https://www.eidebailly.com/insights/case studies/schoolcraft memorial hospital data into decisions): Discover how we helped SMH find a way to streamline and leverage the substantial data generated across departments to support proactive decision-making. - [The Future of Finance: Automation in Accounting and Finance](https://www.eidebailly.com/insights/events/2024/8/cao controller roundtable): During this interactive roundtable session, we’ll delve into conversation with Gartner, a global organization dedicated to delivering actionable, objective insight. - [Double Entry Accounting, Income Statement and Balance Sheet for Public Schools](https://www.eidebailly.com/insights/events/2025/10/10-10 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [ACA 30 Minute Roundtable - Option Two](https://www.eidebailly.com/insights/events/2025/10/10-14 aca roundtable): In this webinar, you’ll gain access to accurate and timely information and the opportunity to get your ACA compliance questions answered. - [Lunch Bites: Update a LEA FCMAT Calculator That Includes Charter in Lieu](https://www.eidebailly.com/insights/events/2025/10/10-16 k12 lunch bites cpe): Part of the California K-12 Professional Development Workshops. - [Accounting for Capital Assets, Noncapitalized Equipment and Supplies for Public Educational Agencies](https://www.eidebailly.com/insights/events/2025/10/10-17 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [Banking Seminar Series: One Big Beautiful Bill & Beyond - 2025 Bank Tax Update](https://www.eidebailly.com/insights/events/2025/10/10-20 bank cpe): Join us for a crucial webinar as we explore the tax landscape and its implications for the banking industry. - [Future-Proofing Your Business: Compliance & Risk Strategies for Sustainable Growth](https://www.eidebailly.com/insights/events/2025/10/10-21 csf): Explore how to protect what you’ve built — your assets, your reputation, and your future — by embedding smart compliance strategies and resilient risk frameworks into your business DNA. - [Fall Accounting & Auditing Update - Session One](https://www.eidebailly.com/insights/events/2025/10/10-23 fall aa cpe): Our Fall 2025 Accounting & Auditing Update covers ASUs effective for 2025 financial statements and beyond, including key updates on crypto assets, joint venture guidance, and updates to the credit loss standard. - [Lunch Bites: Understanding the Property Tax Component of the LCFF](https://www.eidebailly.com/insights/events/2025/10/10-23 k12 lunch bites cpe): Part of the California K-12 Professional Development Workshops. - [Standardized Account Code Structure (SACS) for California Public Schools](https://www.eidebailly.com/insights/events/2025/10/10-24 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [Strategic Inventory Management: An Overall Approach to Operational, Financial and Tech Excellence](https://www.eidebailly.com/insights/events/2025/10/10-28 inventory management): This comprehensive webinar will delve into best practices that span the operational, financial, and technological facets of inventory management. - [Lunch Bites: Advanced Concepts of the Local Control Funding Formula (LCFF)](https://www.eidebailly.com/insights/events/2025/10/10-30 k12 lunch bites cpe): Part of the California K-12 Professional Development Workshops. - [First Interim Reporting for California K-12 Public Schools](https://www.eidebailly.com/insights/events/2025/10/10-31 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [R&D Incentives: What Leaders Across Industries Need to Know](https://www.eidebailly.com/insights/events/2025/10/10-7 csf): Learn more about qualifying activities, the benefits of the R&D tax credit, our process for helping clients claim the credit, and examples of clients who have successfully qualified for the credit. - [Business of Healthcare: Centralizing the Credentialing, Enrollment, Licensure & Compliance Functions – Stories from the Trenches](https://www.eidebailly.com/insights/events/2025/10/10-8 boh cpe): This webinar will explore the journey of two health systems who centralized their functions, the obstacles they encountered, and the efficiencies they gained for faster approvals and better compliance — while also increasing cash flow and reducing denials. - [Lunch Bites: Look at the Local Control Funding Formula (LCFF) From a New Lens](https://www.eidebailly.com/insights/events/2025/10/10-9 k12 lunch bites cpe): Part of the California K-12 Professional Development Workshops. This workshop lays the foundation for the subsequent three workshops. - [Banking Seminar Series: M&A Update Panel Discussion](https://www.eidebailly.com/insights/events/2025/11/11-10 bank cpe): Our panel of banking transaction experts will discuss the current Merger and Acquisition environment and provide their insights and observations into current trends and hot topics. - [Navigating Markets, Policy, and Nonprofit Priorities](https://www.eidebailly.com/insights/events/2025/11/11-11 innovest cpe): Join Innovest and Eide Bailly for a virtual conference exploring how today’s economic trends, shifting market valuations, and evolving public policy are reshaping long-term financial planning and organizational strategy for nonprofits. - [Student Financial Aid Series: Measuring What Matters in Higher Ed - Clarifying Priorities and Tracking What Drives Impact](https://www.eidebailly.com/insights/events/2025/11/11-11 sfa cpe): This webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical, strategic, and human-centered metrics. - [Close the Year with Confidence: Payroll, Compliance, & Reporting Essentials](https://www.eidebailly.com/insights/events/2025/11/11-13 csf): Join our session for key updates to help you prepare W-2s for 2025 and stay informed on both federal and state compliance changes. - [CAH Series: Rural Healthcare Resilience - Securing Your Hospital’s Financial Future](https://www.eidebailly.com/insights/events/2025/11/11-14 cah cpe): Explore actionable strategies CAHs can implement immediately to improve cash flow, strengthen margins, and build resilience. - [New Tax Legislation: Key Business Credits & Incentives Considerations for the Manufacturing & Distribution Industry](https://www.eidebailly.com/insights/events/2025/11/11-18 tax leg cpe): Whether you're planning for year-end or looking ahead to 2026, this session will equip you with actionable insights to optimize your tax strategy. - [2025 Tax Update - Session One](https://www.eidebailly.com/insights/events/2025/11/11-20 tax update cpe): This session provides an overview of the new legislation and how it impacts organizations and individuals. - [ACA 30 Minute Roundtable - Option Three](https://www.eidebailly.com/insights/events/2025/11/11-21 aca roundtable): In this webinar, you’ll gain access to accurate and timely information and the opportunity to get your ACA compliance questions answered. - [Wealth Transition Update](https://www.eidebailly.com/insights/events/2025/11/11-25 csf cpe): We'll highlight important strategies and considerations to help you, your charities, your business, and your family succeed. - [New Tax Legislation: Key Considerations for Building Owners and the Construction & Real Estate Industry](https://www.eidebailly.com/insights/events/2025/11/11-4 tax leg cre cpe): Join our panel of tax experts as they break down the OB3 provisions most relevant to your industry, share real-world applications, and provide actionable strategies. - [Fall Accounting & Auditing Update - Session Two](https://www.eidebailly.com/insights/events/2025/11/11-5 fall aa cpe): Our Fall 2025 Accounting & Auditing Update covers ASUs effective for 2025 financial statements and beyond, including key updates on crypto assets, joint venture guidance, and updates to the credit loss standard. - [Business of Healthcare: AI in Action](https://www.eidebailly.com/insights/events/2025/11/11-6 boh cpe): This session is purposefully designed to move beyond technical jargon and focus instead on how healthcare leaders can leverage AI as a practical tool for addressing their most pressing challenges. - [CAH Series: Navigating the Impact of the One Big Beautiful Bill (OBBB) on Healthcare Providers and Medicaid](https://www.eidebailly.com/insights/events/2025/11/11-7 cah cpe): This session outlines the expected impacts of OBBB on hospitals, healthcare providers, and patients, while offering strategies for adapting to these changes. - [Weighing the Pros & Cons of vCISO and Outsourcing Security](https://www.eidebailly.com/insights/events/2025/12/12-11 csf): In this webinar, we’ll take a deep dive into how organizations should assess their IT and security needs when evaluating outsourcing options. - [CAH Series: Medicare Cost Report Hot Topics](https://www.eidebailly.com/insights/events/2025/12/12-12 cah cpe): Join as we discuss recent MAC interpretations, complex cost reporting issues, and strategies to improve reimbursement. - [2026 CPT Healthcare Coding Updates Webinar](https://www.eidebailly.com/insights/events/2025/12/12-15 cpt healthcare cpe): This webinar will focus on the most significant changes to the CPT code set effective January 1, 2026. - [The Hidden Cost of Non-Compliance & Regulatory Blindness](https://www.eidebailly.com/insights/events/2025/12/12-16 csf): Through real-world examples and expert insights, we’ll examine how small oversights can lead to major setbacks. - [Quarterly Legislative Update](https://www.eidebailly.com/insights/events/2025/12/12-16 quarterly leg update cpe): Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. - [From Close to Kickoff: 1099, Year-End Tasks, and Starting the New Year Right](https://www.eidebailly.com/insights/events/2025/12/12-17 csf): Join us to discuss updates and items to keep in mind as you prepare for year-end. - [2025 Tax Update - Session Two](https://www.eidebailly.com/insights/events/2025/12/12-18 tax update cpe): Learn more about the effects of recent tax legislation on areas such as domestic research and development (R&D) expenses under IRC Section 174 and the R&D credit, as well as the impact on energy incentives previously introduced or expanded by the Inflation Reduction Act of 2022. - [Common Errors and Their Corrections in Employee Benefit Plans](https://www.eidebailly.com/insights/events/2025/12/12-2 csf cpe): Join as we provide an overview of common errors in employee benefit plans (EBPs), including: eligibility errors, contribution errors, plan loan and withdrawal errors, and more! - [Business of Healthcare: Putting the Office of Inspector General (OIG) Risk Assessment Guidance into Practice](https://www.eidebailly.com/insights/events/2025/12/12-3 boh cpe): In this session, we will discuss how to put the OIG guidance into practice and share a case study outlining one organization’s approach to aligning established practices alongside the opening of a new hospital and additional service lines. - [Student Financial Aid Series: Leading Change and Building Buy-In - Practical Approaches to Drive Influence, Alignment, and Follow-Through](https://www.eidebailly.com/insights/events/2025/12/12-4 sfa cpe): This is the last in a series of three webinars exploring organizational effectiveness in the higher education sphere. - [CAH Series: Top Revenue Opportunities within the Revenue Cycle](https://www.eidebailly.com/insights/events/2025/12/12-5 cah cpe): This session will focus on all three areas of the revenue cycle: front-end, mid-cycle, and back-end. - [Banking Seminar Series: Securing the Future - Cybersecurity, AI Risk, and Data Governance in Finance](https://www.eidebailly.com/insights/events/2025/12/12-8 bank cpe): Discover current threat trends, relevant regulatory developments, and actionable strategies for safeguarding sensitive information. - [GASB Audit & Accounting Update](https://www.eidebailly.com/insights/events/2025/12/12-9 gasb cpe): This session will provide a comprehensive overview of recent and upcoming standards, as well as ongoing GASB projects. - [GASB's Latest Standards](https://www.eidebailly.com/insights/events/2025/3/march gasb): Get an inside look at GASB-103, and GASB-104, and discover how they might impact your governmental entity. - [Quarterly Legislative Update](https://www.eidebailly.com/insights/events/2025/3/quarterly legislative update): Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. - [Prioritizing Security in Construction Decision-Making](https://www.eidebailly.com/insights/events/2025/4/4-16 construction): Learn how to mitigate risks and build a secure digital future for your construction business. - [Building with Intelligence: Streamlining Construction Operations for Future Exit](https://www.eidebailly.com/insights/events/2025/4/4-2 construction): Explore how construction businesses can leverage intelligent operations to maximize value. - [Data Management Blueprint: From System Selection to Reporting Success](https://www.eidebailly.com/insights/events/2025/4/4-23 construction): We'll equip you with the knowledge to select the right technology and transform data into actionable insights. - [Top Strategies for Improving Profitability at Your Organization](https://www.eidebailly.com/insights/events/2025/4/4-8 imp): Discuss tactics for creating agility in your strategic planning, prioritizing cost vigilance, focusing on your talent, and optimizing your technology. - [Critical Access Hospital Conference](https://www.eidebailly.com/insights/events/2025/4/cah 2025): You’re invited to attend our annual Critical Access Hospital (CAH) Conference April 2-4, 2025 in Omaha, Nebraska. - [Financial Performance: Drive Profitability through Data-Driven Decisions](https://www.eidebailly.com/insights/events/2025/5/5-13 imp cpe): Join us to discover how to drive profitability through data-driven decision-making. - [Navigating Tariffs: Strategies and Solutions for Your Business](https://www.eidebailly.com/insights/events/2025/5/5-15 tariffs): Join us as we provide practical insights on how to effectively navigate tariff-related issues. - [Spring Accounting & Auditing Update](https://www.eidebailly.com/insights/events/2025/5/5-20 spring audit accounting cpe): This session will provide a comprehensive overview of ASUs effective for 2025 financial statements and beyond. - [Increase Cash Flow with a Robust Credits & Incentives Strategy](https://www.eidebailly.com/insights/events/2025/5/5-8 imp): This webinar will discuss some of the available tax credits and deductions for your organization, including the R&D credit, energy incentives, discretionary and statutory incentives, and more. - [Strategies for Navigating Change and Improving Financial Operations](https://www.eidebailly.com/insights/events/2025/6/6-10 imp): Join us as we detail how to establish an expandable planning approach that enables swift responses to shifting market conditions. - [Quarterly Legislative Update](https://www.eidebailly.com/insights/events/2025/6/6-17 quarterly leg update cpe): Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. - [Data and Digital Strategies for Leaders in the AI Era](https://www.eidebailly.com/insights/events/2025/6/6-18 imp): Discover how to define an effective digital strategy, identify your key data sources, and leverage your data effectively to drive results and maximize AI's potential. - [DoD Contractors Will Need CMMC Certification, Are You Ready?](https://www.eidebailly.com/insights/events/2025/6/6-3 dod): Join us for a discussion on how the CMMC will impact construction companies and the essential steps you need to take toward readiness and compliance. - [Market Trends and Cash Flow Management Strategies](https://www.eidebailly.com/insights/events/2025/6/6-5 imp): In this webinar, we will discuss effective cash flow management and equip you with practical skills to improve financial operations. - [NEW Tax Legislation: An Overview](https://www.eidebailly.com/insights/events/2025/7/7-14 tax leg update cpe): Join us for an overview of the bill and the impacts this new legislation will have on your organization. - [Beyond the Bottom Line: Leveraging Your Financial Statements for Sustained Success](https://www.eidebailly.com/insights/events/2025/7/7-22 imp): This advanced webinar is designed to help seasoned professionals master financial statement analysis and leverage these insights to drive strategic success. - [New Tax Legislation: Impacts on Opportunity Zones](https://www.eidebailly.com/insights/events/2025/7/7-28 tax leg opportunity zone cpe): Recent tax legislation has made the Opportunity Zone (OZ) tax incentive program permanent. This legislation also introduces incentives for new investors, including fresh deferral and gain exclusion opportunities. - [Transform Your Operations with Modern Solutions](https://www.eidebailly.com/insights/events/2025/7/7-29 imp): Explore how a modernized technology stack can ensure your organization remains agile, secure, and competitive — particularly in the AI Era. - [New Tax Legislation: What Leaders Need to Know About the Changes to the R&D Tax Credit and Capitalization of R&D Expenses under Section 174](https://www.eidebailly.com/insights/events/2025/8/8-1 tax leg r and d cpe): Recent tax legislation has fixed the Section 174 pain point for taxpayers with domestic research and development (R&D) expenses and the requirement to capitalize on those expenses. - [New Tax Legislation: Maximizing Tax Benefits through Fixed Assets and Capital Expenditures](https://www.eidebailly.com/insights/events/2025/8/8-11 tax leg expenditures cpe): Join our experts as we break down the key provisions, provide real-world examples, and offer actionable insights to help you navigate and leverage these changes. - [Annual State and Local Tax Update](https://www.eidebailly.com/insights/events/2025/8/8-12 salt cpe): In this webinar, we will focus on recent state and local tax developments that affect your tax liability and what you need to know to remain in compliance. - [Unlocking Success: Addressing Talent Gaps in Your Organization](https://www.eidebailly.com/insights/events/2025/8/8-18 csf): Join us to learn how strategic outsourcing can enable your organization to scale efficiently and improve the performance and productivity of your current talent. - [New Tax Legislation: Key Considerations for Your Business](https://www.eidebailly.com/insights/events/2025/8/8-19 tax leg business considerations cpe): Join us to discuss some of the key business tax considerations in the new tax legislation and the impacts the legislation will have on your organization. - [Navigating the IRS Collection Process: Understanding Enforcement, CDP Rights, and Automated Collections](https://www.eidebailly.com/insights/events/2025/8/8-21 market cpa cpe): This presentation offers a comprehensive overview of the IRS collection process, from initial notice to enforcement actions. - [Agility in Operations: Navigating Tariffs, Market Changes, & the Rise of AI](https://www.eidebailly.com/insights/events/2025/8/8-27 csf cpe): Explore how organizations can build operational agility to stay ahead in the face of tariffs, supply chain disruptions, and the accelerating influence of artificial intelligence. - [Maximize ROI by Optimizing Your Current Tech Stack](https://www.eidebailly.com/insights/events/2025/8/8-28 csf): Join us to explore strategies for consolidating, integrating, and automating your existing digital ecosystem. - [Developing an Effective Framework of Financial Policies](https://www.eidebailly.com/insights/events/2025/8/8-5 framework cpe): This session will focus on the importance of a robust fiscal policy framework and the implementation of best practices in successfully managing a finance department. - [New Tax Legislation: Impacts on Energy Incentives](https://www.eidebailly.com/insights/events/2025/8/8-5 tax leg energy incentives cpe): Learn how the new legislation impacts the available energy incentives and the additional requirements to qualify and monetize energy incentives. - [Helping Clients Navigate the Employee Retention Credit Mess](https://www.eidebailly.com/insights/events/2025/8/8-7 market cpa cpe): Recent developments in ERC processing and IRS ERC examinations have left many who made claims in the dark as to whether or not they will receive them. - [Quarterly Legislative Update](https://www.eidebailly.com/insights/events/2025/9/9-17 quarterly leg update cpe): This session is geared towards investors, tax professionals, and business owners who want to maximize their gain exclusion opportunities. - [Affordable Care Act Compliance in Depth](https://www.eidebailly.com/insights/events/2025/9/9-19 csf): In this session, we will review the latest developments and discuss how to ensure compliance. - [Aligning Data for AI: Structuring for Scalability and High Impact](https://www.eidebailly.com/insights/events/2025/9/9-22 csf): This webinar offers a deep dive into structuring data effectively, tackling data chaos, and creating a robust data foundation. - [ACA 30 Minute Roundtable - Option One](https://www.eidebailly.com/insights/events/2025/9/9-23 aca roundtable): In this webinar, you’ll gain access to accurate and timely information and the opportunity to get your ACA compliance questions answered. - [Student Financial Aid Series: Performing Your Best in Higher Ed - Practical Strategies for Organizational Effectiveness Amid Change](https://www.eidebailly.com/insights/events/2025/9/9-26 sfa cpe): The session will equip higher ed administrators and department leaders with tools to assess and adapt their organizational structure for improved clarity, efficiency, and alignment amid uncertainty. - [New Tax Legislation: Key Considerations for your Business – Continued](https://www.eidebailly.com/insights/events/2025/9/9-3 tax leg bus considerations cpe): This is a continuation of our August 19, 2025 webinar. If you missed Part 1, stream the session on-demand to make sure you don’t miss a moment of this important conversation. - [Inside the Tax Controversy Toolbox: How We Help Clients Resolve IRS and State Tax Issues](https://www.eidebailly.com/insights/events/2025/9/9-30 market cpa cpe): Gain insight into how Eide Bailly supports clients facing IRS and state tax challenges. - [Business of Healthcare: Opportunities and Challenges Facing Health Systems - An Executive Panel Discussion](https://www.eidebailly.com/insights/events/2025/9/9-4 boh cpe): This panel discussion will delve into the opportunities and challenges health system leaders currently face. - [Q3 Manufacturing Outlook: Assessing and Validating Industry Trends](https://www.eidebailly.com/insights/events/2025/9/9-8 q3 manufacturing outlook): Join us for our Q3 Mid-Market Manufacturing Outlook webinar, which will leverage insights from our 2025 Mid-Market Manufacturing Report. - [New Tax Legislation: Impacts on Section 1202 Qualified Small Business Stock](https://www.eidebailly.com/insights/events/2025/9/9-9 tax leg section 1202 cpe): This session is geared towards investors, tax professionals, and business owners who want to maximize their gain exclusion opportunities. - [2025 Tax Update - Session Three](https://www.eidebailly.com/insights/events/2026/1/1-16 tax update cpe): Join us for critical reminders and new developments heading into the tax filing season. - [Healthcare Fraud Uncovered: Forensic Accounting Strategies, Warning Signs, and Control Measures](https://www.eidebailly.com/insights/events/2026/1/1-20 med practice cpe): This webinar will provide an overview of common fraud schemes in the healthcare industry, such as false billing, upcoding, and kickbacks. - [Second Interim Reporting for California K-12 Public Schools](https://www.eidebailly.com/insights/events/2026/1/1-23 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [Optimizing Accounting Operations](https://www.eidebailly.com/insights/events/2026/11/11-12 gasd cpe): Session 3 in our Government Advisory Services Professional Development Workshop. This training walks through efficient month-end and year-end close processes, including practical tips and a comprehensive close checklist. - [Quarterly Legislative Update - December 2026](https://www.eidebailly.com/insights/events/2026/12/12-16 quarterly leg update cpe): Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. - [Q4 Microsoft Updates: Feature Releases, Licensing Changes & What You Need to Know](https://www.eidebailly.com/insights/events/2026/12/12-17 microsoft updates): Stay current on the rapidly evolving Microsoft ecosystem — including the accelerating role of AI — through this quarterly webinar series. - [What Comes Next: Planning to Prosper in Times of Transition](https://www.eidebailly.com/insights/events/2026/2/2-10 csf cpe): Explore how to strengthen long-term value and competitive positioning through proactive planning, leadership sustainability, and operational strategy. - [MPECC Pre-Conference Webinar: Medicare Provider Enrollment Basics Part 2](https://www.eidebailly.com/insights/events/2026/2/2-11 pre mpecc cpe): The second session in our two-part comprehensive Medicare Provider Enrollment Basics webinar series will delve into key aspects of Medicare revalidation. - [Behind the Numbers: What Every Practice Owner Should Know About Valuation and Earnings Quality](https://www.eidebailly.com/insights/events/2026/2/2-17 med practice cpe): In this session, we will break down the valuation methods commonly used in medical practice transactions — exploring how earnings, assets, and market data shape the numbers. - [Economic Forecast Update - Turning the Page: Insights for Investors Entering 2026](https://www.eidebailly.com/insights/events/2026/2/2-2 csf): A timely conversation designed to help you navigate what’s ahead with confidence. Presenters will share their perspectives on the economy, markets, and important factors for investors to keep in mind. - [Future-Focused Financials: From Growth to Business Transition Planning](https://www.eidebailly.com/insights/events/2026/2/2-26 csf): Join us as we explore how to approach business transitions with confidence, leveraging thorough planning, risk management, and a long-term vision to protect organizational value and accelerate growth. - [MPECC Pre-Conference Webinar: Medicare Provider Enrollment Basics Part 1](https://www.eidebailly.com/insights/events/2026/2/2-4 pre mpecc cpe): The first session in our two-part webinar series will provide a thorough understanding of the Medicare enrollment process and the essential disclosures required. - [Operational Readiness for Practice Transactions](https://www.eidebailly.com/insights/events/2026/3/3-17 med practice cpe): Operational due diligence is essential when positioning a medical practice for a merger, acquisition, or partnership. Join as we outline operational readiness beyond financials, focusing on workflows, compliance, technology, and staffing. - [Medicare Provider Enrollment Compliance Conference (MPECC)](https://www.eidebailly.com/insights/events/2026/3/3-17-19 mpecc cpe): Join us in Salt Lake City for a comprehensive conference devoted to Medicare provider enrollment! - [Before You Sell: How Early Wealth Transition & Estate Tax Planning Determines Your Net Outcome](https://www.eidebailly.com/insights/events/2026/3/3-18 before you sell): If you’re considering an exit from your business, your wealth plan and estate strategy need to move to the front of the line — well before LOIs and deal terms. This executive-level session will demonstrate how early planning protects after-tax proceeds, preserves family legacy, and avoids preventable surprises at closing. Learn practical steps to align ownership structure, cashflow goals, and tax strategy so you can negotiate with confidence and keep more of what you’ve built. - [Quarterly Legislative Update - March 2026](https://www.eidebailly.com/insights/events/2026/3/3-24 quarterly leg update cpe): Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. - [Build to Last: Integrating Technology, Change and Talent into One Resilient Strategy](https://www.eidebailly.com/insights/events/2026/3/3-25 csf): This webinar will offer practical strategies for investing in technology, leading change successfully, and building the skills your team will need in the future. Additionally, we will explore scenario planning techniques that help leaders anticipate and prepare for various possible futures, ensuring that their organizations remain agile and competitive. - [Q1 Microsoft Updates: Feature Releases, Licensing Changes & What You Need to Know](https://www.eidebailly.com/insights/events/2026/3/3-26 microsoft updates): Stay current on the rapidly evolving Microsoft ecosystem — including the accelerating role of AI — through this quarterly webinar series. - [Microsoft Dynamics GP End-of-Life: Navigating Essential Timelines and Next Steps](https://www.eidebailly.com/insights/events/2026/3/3-3 csf): In this webinar, we will demystify the GP sunset timeline, clarify compliance and security risks, and equip you with actionable steps to ensure business continuity and a smooth transition. - [2026 Critical Access Hospital Conference](https://www.eidebailly.com/insights/events/2026/3/3-31 cah cpe): Hosted in Omaha, NE, this comprehensive event will provide you with actionable takeaways that you can use in your healthcare setting. - [2026 Mid-Market Manufacturing Outlook Report](https://www.eidebailly.com/insights/events/2026/3/3-5 manufacturing outlook): The manufacturing industry is continuously evolving, influenced by advancements in technology, changes in economic policies, and the complexities of global supply chains. It is essential for manufacturers to evaluate current trends affecting their operations and validate their strategies for 2026 and beyond. - [Positioning Your Business for Transition: Key Trends in M&A, Valuation, and Capital Strategy](https://www.eidebailly.com/insights/events/2026/4/4-13 csf): This session is designed for organizational leaders who want a clearer picture of what to expect, which strategies drive value, and how their industry dynamics may influence timing and outcomes. - [California Public School Award Administration and Management](https://www.eidebailly.com/insights/events/2026/4/4-17 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [AI in Manufacturing, Distribution & Logistics: Practical and Innovative Strategies for Getting Started](https://www.eidebailly.com/insights/events/2026/4/4-21 ai in manufacturing): Designed for manufacturing leaders looking to understand and apply AI in meaningful, business-driven ways. - [AI in Manufacturing, Distribution & Logistics: Practical and Innovative Strategies for Getting Started](https://www.eidebailly.com/insights/events/2026/4/4-22 ai in manufacturing): Designed for manufacturing leaders looking to understand and apply AI in meaningful, business-driven ways. - [Capturing Today’s Top Tax Incentives With Confidence](https://www.eidebailly.com/insights/events/2026/4/4-22 csf): While tax credits and incentives are expanding access to opportunity, regulatory changes are also increasing complexity. - [Removing the Hype from AI: Where Leaders Should Focus Their Organizations for AI Success](https://www.eidebailly.com/insights/events/2026/4/4-29 lehi event): Join us for this in-person event at our Lehi office. We'll cover which enterprise AI capabilities are production‑ready, where risks remain, and how to drive real business value. - [Why "We Have an MSP" Isn't Enough: What Defense Contractors Need to Know About CMMC](https://www.eidebailly.com/insights/events/2026/4/4-30 external cmmc): Eide Bailly joins Open Approach for an honest fireside conversation covering what the CMMC process actually requires, from both sides of the assessment table. - [2026 GASB Accounting & Auditing Update - Session 1](https://www.eidebailly.com/insights/events/2026/5/5-15 gasb cpe): Session 1 combines an overview of upcoming GASB Statements 103, 104, and 105 with a practitioner-led roundtable on implementing recent standards, offering practical insights into implementation challenges, audit considerations, and real world lessons learned. - [Spring Accounting & Auditing Update - Session One](https://www.eidebailly.com/insights/events/2026/5/5-19 spring aa cpe): During this session we'll cover: common financial reporting errors; upcoming changes to audit, review, and attestation standards; and key ethics and independence considerations affecting CPAs. - [Best Practices for ERP Replacement](https://www.eidebailly.com/insights/events/2026/5/5-20 erp cpe): This webinar covers the end‑to‑end ERP replacement journey for governments, from defining requirements and evaluating vendors to planning implementation, staffing, and budgeting. - [2026 GASB Accounting & Auditing Update - Session 2](https://www.eidebailly.com/insights/events/2026/5/5-20 gasb cpe): Session 2 covers the GASB’s current technical agenda and emerging guidance on revenue and expense recognition, as well as an ethics update focused on professional responsibilities, independence considerations, and emerging issues for government accounting professionals. - [Spring Accounting & Auditing Update - Session Two](https://www.eidebailly.com/insights/events/2026/5/5-21 spring aa cpe): During this session we'll cover: FASB projects and emerging accounting topics; Accounting Standards Updates that are effective for 2025 and 2026; and how to prepare for future ASUs. - [Business Planning & Analysis to Balance Risk and Reward](https://www.eidebailly.com/insights/events/2026/5/5-26 csf): Learn how a strong BP&A framework helps finance teams gain clarity, improve forecasting, and lead with confidence amid uncertainty. - [Government Accounting and Financial Reporting Key Concepts](https://www.eidebailly.com/insights/events/2026/5/5-28 gasd cpe): Session 1 in our Government Advisory Services Professional Development Workshop. This training provides an overview of core governmental accounting concepts and key GASB pronouncements affecting local government financial statements. - [Emerging Trends in the Nonprofit Sector](https://www.eidebailly.com/insights/events/2026/5/5-28 np cpe): Join us as we explore the trends reshaping nonprofits and offer actionable insights to help leaders manage risk, adapt to change, and strengthen long-term impact. - [Set Your Future Direction: 360 Roadmapping In Action](https://www.eidebailly.com/insights/events/2026/5/5-7 csf): Discover how a holistic evaluation of people, processes, technology, data & AI, and security translates into an actionable roadmap for confident, aligned decision-making. - [Guide to Exiting Your Business](https://www.eidebailly.com/insights/events/2026/5/5-8 csf): Gain insight into what buyers look for, common pitfalls that derail exits, and how early readiness can create better outcomes when it’s time to transition. - [Year-End Closing for California K-12 Public Schools: Foundational](https://www.eidebailly.com/insights/events/2026/6/6-12 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [Year-End Closing for California K-12 Public Schools: Advanced](https://www.eidebailly.com/insights/events/2026/6/6-19 k12 prof dev cpe): Part of the California K-12 Professional Development Workshops. - [Quarterly Legislative Update - June 2026](https://www.eidebailly.com/insights/events/2026/6/6-23 quarterly leg update cpe): Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. - [Q2 Microsoft Updates: Feature Releases, Licensing Changes & What You Need to Know](https://www.eidebailly.com/insights/events/2026/6/6-25 microsoft updates): Stay current on the rapidly evolving Microsoft ecosystem — including the accelerating role of AI — through this quarterly webinar series. - [AI Maturity for ROI: Assessing Governance, Risks, Systems, & Data](https://www.eidebailly.com/insights/events/2026/6/6-3 csf): This webinar is designed to help leaders diagnose their organization’s AI maturity and understand the foundational capabilities required to scale AI responsibly and effectively. - [Public Pension Plan Update 2026](https://www.eidebailly.com/insights/events/2026/6/6-4 pension cpe): This webinar delivers an overview of key issues impacting state and local government public pension plans. - [Annual State and Local Tax Update](https://www.eidebailly.com/insights/events/2026/6/6-9 csf): Our state and local tax (SALT) professionals will highlight common challenges, discuss current hot topics, and share practical considerations to help you stay compliant and plan for the future. - [Accounting Method Developments](https://www.eidebailly.com/insights/events/2026/7/7-14 accounting method cpe): Join us as we explore recent developments in accounting methods and periods and learn how you can make the most of your revenue and expense recognition methods. - [When Spending Increases but Confidence Doesn't: Understanding Investment Health](https://www.eidebailly.com/insights/events/2026/7/7-16 csf): This session invites executive leaders to discuss what investment decisions actually reveal about organizational health. - [International Tax: Going Global](https://www.eidebailly.com/insights/events/2026/7/7-28 csf): Join this session to gain clarity on common challenges, understand your options, and build confidence in your approach to global growth. - [From Data to Decisions: Enhancing Nonprofit Financial Insight with Data, Strategy, and AI](https://www.eidebailly.com/insights/events/2026/7/7-29 nonprofit data cpe): This session explores how the evolution of data tools and practices is changing the way organizations turn financial information into clear, timely insight. - [Confidence in Numbers: Strengthening Visibility as Business Evolves](https://www.eidebailly.com/insights/events/2026/8/8-11 csf cpe): Explore how finance leaders are strengthening visibility by streamlining accounting operations and putting analytics to work. - [Guide to Making Tax Law Work for You](https://www.eidebailly.com/insights/events/2026/8/8-19 csf): Explore how a tax‑focused approach to planning helps high‑net‑worth individuals preserve after‑tax wealth, plan for transitions, and create clarity across personal, business, and family structures. - [ESOP Readiness: What Leaders Need to See Before They Decide](https://www.eidebailly.com/insights/events/2026/8/8-5 csf): In this session, we’ll examine ESOP as a strategic option, helping leaders move beyond surface-level benefits to understand when an ESOP strengthens performance and supports growth. - [Budgeting Key Concepts](https://www.eidebailly.com/insights/events/2026/8/8-6 gasd cpe): Session 2 in our Government Advisory Services Professional Development Workshop. This session covers the foundations of local government budget management, including essential terminology, revenue sources, and budgeting methods. - [Q3 Microsoft Updates: Feature Releases, Licensing Changes & What You Need to Know](https://www.eidebailly.com/insights/events/2026/9/9-24 microsoft updates): Stay current on the rapidly evolving Microsoft ecosystem — including the accelerating role of AI — through this quarterly webinar series. - [Quarterly Legislative Update - September 2026](https://www.eidebailly.com/insights/events/2026/9/9-29 quarterly leg update cpe): Our National Tax Office Team will update you on the latest from Capitol Hill with a focus on how changes may affect you and your organization. - [Effective Financial Management](https://www.eidebailly.com/insights/events/2027/1/1-14 gasd cpe): The final session in our Government Advisory Services Professional Development Workshop. This session highlights best practices for developing and administering financial policies, procedures, and budgets, with a focus on effective interim and year-end budget reporting. - [Salesforce's Acquisition of Informatica Underscores the Importance of Data Integrity in AI](https://www.eidebailly.com/insights/firm news/2025/salesforce acquisition of informatica): The development and evolution of generative artificial intelligence (AI) is happening at unprecedented speeds. Here's what we think that means for the future of business. - [Tax News](https://www.eidebailly.com/insights/tax news) - [Your AI Maturity Is Being Limited by Business Adoption & Change](https://www.eidebailly.com/insights/tools/ai maturity assessment/business-ebty) - [Your AI Maturity Is Being Limited by Risk & Governance](https://www.eidebailly.com/insights/tools/ai maturity assessment/risk-ebty) - [Your AI Maturity Is Being Limited by Technology & Data Readiness](https://www.eidebailly.com/insights/tools/ai maturity assessment/technology-ebty) - [Thank You](https://www.eidebailly.com/insights/tools/ai maturity assessment/thank you) - [Data-Ready, AI-Curious](https://www.eidebailly.com/insights/tools/ai readiness assessment/ai curious-ebty) - [Data Foundation Needs Attention](https://www.eidebailly.com/insights/tools/ai readiness assessment/needs work-ebty) - [Data-Ready for AI at Scale](https://www.eidebailly.com/insights/tools/ai readiness assessment/ready-ebty) - [Thank You](https://www.eidebailly.com/insights/tools/ai readiness assessment/thank you) - [Eide Bailly TCFD-Aligned Climate Disclosure (CARB SB-261)](https://www.eidebailly.com/insights/tools/aligned climate disclosure): Access Eide Bailly’s first climate risk disclosure, published in accordance with the most recent TCFD framework and California SB-261 requirements. - [Thank You](https://www.eidebailly.com/insights/tools/business protection checklist/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/buy side decision guide/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/cfo tech trends e-book/thank you) - [CFO Tech Planning Toolkit](https://www.eidebailly.com/insights/tools/cfo toolkit): Access our CFO Tech Planning Toolkit designed to help you reduce redundancy, align your technology with strategy, and future-proof your organization. - [Thank You](https://www.eidebailly.com/insights/tools/cfo toolkit/thank you) - [Not Quite Ready](https://www.eidebailly.com/insights/tools/cmmc readiness assessment/not quite ready-ebty) - [Not Ready Yet](https://www.eidebailly.com/insights/tools/cmmc readiness assessment/not ready yet-ebty) - [Ready for CMMC](https://www.eidebailly.com/insights/tools/cmmc readiness assessment/ready-ebty) - [Thank You](https://www.eidebailly.com/insights/tools/cmmc readiness assessment/thank you) - [Construction Industry Outlook Report](https://www.eidebailly.com/insights/tools/construction dive industry report): Access our report for insights about the rise of artificial intelligence in construction and advice to help your organization adapt, grow, and thrive in 2026. - [Thank You](https://www.eidebailly.com/insights/tools/construction dive industry report/thank you) - [Construction Planning Toolkit](https://www.eidebailly.com/insights/tools/construction planning toolkit): Discover how construction leaders are shaping future strategy through tech and strategic planning. - [Thank You](https://www.eidebailly.com/insights/tools/construction planning toolkit/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/digital future 360 assessment/thank you) - [Business Leader’s Due Diligence Checklist](https://www.eidebailly.com/insights/tools/due diligence checklist): Download our due diligence checklist to identify risks, avoid common pitfalls, and guide smarter M&A decisions. - [Thank You](https://www.eidebailly.com/insights/tools/due diligence checklist/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/essential guide to due diligence/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/executive leadership roadmap/thank you) - [Early-Stage Exit Readiness](https://www.eidebailly.com/insights/tools/exit readiness/early stage-ebty) - [Strong Exit Readiness](https://www.eidebailly.com/insights/tools/exit readiness/late stage-ebty) - [Positioning for an Exit](https://www.eidebailly.com/insights/tools/exit readiness/mid stage-ebty) - [Thank You](https://www.eidebailly.com/insights/tools/exit readiness/thank you) - [Fixed Asset Services - Request for Assessment](https://www.eidebailly.com/insights/tools/fixed asset services rfa): Lower your taxes and optimize your strategy for immediate and long-term benefits with fixed asset planning. Get started and request an assessment today. - [FMLA — Request for Assessment](https://www.eidebailly.com/insights/tools/fmla - request for assessment): Our Business Credits & Incentives team can assess your organization’s eligibility and help you maximize the Section 45S credit. Request an assessment to get started. - [Technology that Performs: An Outlook for Healthcare Leaders](https://www.eidebailly.com/insights/tools/healthcare leaders outlook): Explore the 2026 Healthcare Technology Outlook for insights on modernization, AI readiness, and visibility to support smarter decisions and reduce risk. - [Thank You](https://www.eidebailly.com/insights/tools/healthcare leaders outlook/thank you) - [Healthcare Planning Toolkit](https://www.eidebailly.com/insights/tools/healthcare planning toolkit): Discover how healthcare leaders are shaping future strategy through tech and strategic planning. - [Thank You](https://www.eidebailly.com/insights/tools/healthcare planning toolkit/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/healthcare-industry-outlook-report/thank you) - [IT Health Check](https://www.eidebailly.com/insights/tools/it health check) - [Manufacturing Planning Toolkit](https://www.eidebailly.com/insights/tools/manufacturing planning toolkit): Discover how manufacturing leaders are shaping future strategy through tech and strategic planning. - [Thank You](https://www.eidebailly.com/insights/tools/manufacturing planning toolkit/thank you) - [Nonprofit Leadership Toolkit](https://www.eidebailly.com/insights/tools/nonprofit leadership toolkit): This curated toolkit is designed to help support the growth, expansion, and future of nonprofits. - [Thank You](https://www.eidebailly.com/insights/tools/nonprofit leadership toolkit/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/proactive playbook/thank you) - [State & Local Tax Credits and Incentives - Request for Assessment](https://www.eidebailly.com/insights/tools/salt request for assessment): State and local tax credits and incentives can help your organization increase cash flow and operate at peak performance. Request an assessment to get started today. - [Thank You](https://www.eidebailly.com/insights/tools/strategies to become a data-driven company/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/tax planning guide/thank you) - [Thank You](https://www.eidebailly.com/insights/tools/technology buying guide/thank you) ## Thank You - [Thank You](https://www.eidebailly.com/mlp/thank you/thank you page template) ## Economic Damages - [Economic Damages](https://www.eidebailly.com/services/advisory/fraud and forensic advisory services/economic damages): Financially damaging events may have a sweeping impact on an organization – we’ll help you gain an understanding of the economic damages in your matter. - [Fraud Prevention & Detection](https://www.eidebailly.com/services/advisory/fraud and forensic advisory services/fraud prevention and detection): By investing in robust prevention and detection measures, your organization can proactively mitigate fraud risks. Eide Bailly’s forensic accounting professionals can pinpoint concern areas in your organization and make recommendations to help you improve internal controls or test specific accounting or risk concerns within the organization. - [Investigative Forensic Accounting](https://www.eidebailly.com/services/advisory/fraud and forensic advisory services/investigative forensic accounting): Eide Bailly’s Fraud & Forensic Advisory team works with any number of allegations of misconduct or fraud, including embezzlement, employee theft, false vendors, ghost employees, improper payroll, exaggerated overtime or expenses, and more. - [Information Risk & Compliance](https://www.eidebailly.com/services/advisory/risk advisory services/information risk and compliance): Information technologies and their associated controls are pervasive across every industry and should be regularly audited or evaluated to identify opportunities for improvement and mitigate potential risks. - [Internal Audit](https://www.eidebailly.com/services/advisory/risk advisory services/internal audit): Our experienced team brings decades of audit experience to deliver timely, accurate, and meaningful audits. We provide a blend of audit, business process analysis, and industry expertise in order to help you create, grow, and protect what you value most. - [SOC Audit](https://www.eidebailly.com/services/advisory/risk advisory services/soc audit): Be confident that your controls are doing their job with SOC reports. Your clients trust you to handle their data. It is your responsibility to ensure their data is protected and that the information you provide is accurate and complete. - [Need a Business Valuation? Discover How Eide Bailly Can Help](https://www.eidebailly.com/services/advisory/transaction advisory/business valuation): Strategic business decisions start with understanding business value, cash flow, and risk. Learn why companies choose Eide Bailly for business valuations. - [Navigate ESOP Transitions with Confidence](https://www.eidebailly.com/services/advisory/transaction advisory/esop): Employee Stock Ownership Plans can strengthen your succession strategy, culture, and tax position. Explore whether an ESOP is right for your business. - [Business Transition Planning](https://www.eidebailly.com/services/advisory/transaction advisory/ownership transition): Preparation is key to a successful transition. Our team is ready to help you plan your exit. - [Quality of Earnings](https://www.eidebailly.com/services/advisory/transaction advisory/quality of earnings): Buying or selling a business? Move forward confidently with quality of earnings and due diligence. - [Sell-Side Advisory](https://www.eidebailly.com/services/advisory/transaction advisory/sell-side advisory): Prepare for a successful sale with strategic sell-side advisory, valuation, and transaction support from Eide Bailly. side advisory, valuation, and transaction support from Eide Bailly. - [Multi-Employer Benefit Plans](https://www.eidebailly.com/services/audit and assurance/employee benefit and retirement plan audits/multi-employer benefit plans): Eide Bailly’s dedicated multi-employer team specializes in audit and advisory services for these unique benefit plans. - [Business Planning & Analysis](https://www.eidebailly.com/services/client accounting services/finance and accounting/business planning and analysis): Empower your business with planning & analysis support from Eide Bailly — strategic insight, forecasting, and clarity for confident, sustainable growth. - [Fractional CFO & Controller Services](https://www.eidebailly.com/services/client accounting services/finance and accounting/fractional cfo and controller services): When resources are stretched or expertise is missing, your financial operations can’t afford to stall. That’s where fractional CFO and controller services step in. We provide the leadership and insight you need, without the overhead — so you can keep moving forward with confidence. - [Outsourced Accounting](https://www.eidebailly.com/services/client accounting services/finance and accounting/outsourced accounting): Outsourcing is an effective business strategy as it gives you access to specialized knowledge, expertise, and resources to overcome these challenges. By outsourcing your accounting functions, you can alleviate the burden of managing time-consuming daily tasks and instead dedicate that valuable time to shaping the future of your organization. - [Payroll](https://www.eidebailly.com/services/client accounting services/finance and accounting/payroll): Simplify payroll with accurate processing, tax compliance, and year-end support from Eide Bailly, so you can focus on growing your business with confidence. - [Private Client Solutions](https://www.eidebailly.com/services/client accounting services/finance and accounting/private client solutions): Transform complexity into opportunity with Eide Bailly’s Private Client Solutions. Tailored services for families, trusts, and foundations to protect wealth and legacy. - [Year-End Planning & Compliance](https://www.eidebailly.com/services/client accounting services/finance and accounting/year-end planning and compliance): Take the first step toward year-end success. Explore proactive strategies to ensure compliance and drive growth year-round. - [Outsourced Managed IT and Security Solutions](https://www.eidebailly.com/services/client accounting services/technology/outsourced managed it and security solutions): Experience the competitive advantage of outsourcing with proactive guidance to optimize technology investments and increase efficiency. - [Cybersecurity Advisory](https://www.eidebailly.com/services/digital/cybersecurity/cybersecurity advisory): Eide Bailly’s cybersecurity team provides guidance, strategic direction, and prioritization of business objectives and cyber risks. We help you understand where you need to focus your resources and how to effectively implement them by developing strategies specific to your unique environment. - [Threat Management](https://www.eidebailly.com/services/digital/cybersecurity/threat management): Professionals trained in incident response can help quickly identify, document, and summarize an incident, providing answers and solutions when you need them most. Eide Bailly’s threat management professionals bring unique skillsets shaped by their backgrounds in computer forensics, investigative techniques, and cybersecurity. - [Data Analytics & Intelligence](https://www.eidebailly.com/services/digital/digital data/analytics and intelligence): How can data intelligence help you? Eide Bailly's solutions empower businesses with predictive analytics ✓ Start enhancing your analytics today. - [Business Process Automation](https://www.eidebailly.com/services/digital/digital data/business process automation): Looking to enhance efficiency with business process automation services? Eide Bailly offers top-notch solutions ✓ Boost productivity today. - [Data Integration](https://www.eidebailly.com/services/digital/digital data/integration): Are you utilizing the best data integration capabilities? Eide Bailly delivers leading services to make your data work harder ✓ Learn more about our services. - [Data Warehouse Consulting Services | Eide Bailly](https://www.eidebailly.com/services/digital/digital data/warehousing): Centralize and organize your data into a single source of truth with our data warehouse consulting services. ✓ Translate your data into actionable insights. - [Cloud Modernization](https://www.eidebailly.com/services/digital/secure cloud/cloud modernization): Need a robust cloud modernization strategy? Optimize your infrastructure with Eide Bailly's expert guidance ✓ Get started with a consultation today. - [Collaboration & Productivity](https://www.eidebailly.com/services/digital/secure cloud/collaboration and productivity): Collaboration and productivity tools have the power to boost employee efficiency, user engagement and retention, as well as increase customer collaboration and satisfaction. - [Arctic Wolf](https://www.eidebailly.com/services/digital/technology partners/arctic wolf): Experienced Concierge Security® experts work as an extension of internal teams to provide 24x7 monitoring, detection, and response, as well as ongoing risk management and fully managed security awareness training to give organizations the protection, resilience, and guidance they need to defend against cyber threats. - [Microsoft](https://www.eidebailly.com/services/digital/technology partners/microsoft): Modernize your business with Microsoft’s suite of cloud business solutions built for the future of work. - [Microsoft 365](https://www.eidebailly.com/services/digital/technology partners/microsoft/microsoft 365): Eide Bailly is a Microsoft Solutions Partner that will help your organization maximize M365 for collaboration, productivity, security, and compliance. - [Microsoft Azure](https://www.eidebailly.com/services/digital/technology partners/microsoft/microsoft azure): The Azure platform is large and provides scalable and reliable infrastructure as a service, platform as a service, and software as a service to organizations. - [Microsoft Dynamics Partner](https://www.eidebailly.com/services/digital/technology partners/microsoft/microsoft dynamics partner): Microsoft Dynamics 365 combines Dynamics AX and the Dynamics CRM application to provide a solution for ERP and CRM needs. - [Microsoft Fabric](https://www.eidebailly.com/services/digital/technology partners/microsoft/microsoft fabric): Microsoft Fabric is a comprehensive analytics solution designed to unify the entire data ecosystem. - [Microsoft Power Platform](https://www.eidebailly.com/services/digital/technology partners/microsoft/microsoft power platform): Microsoft Power Platforms are designed to accelerate innovation across your organization and equip your employees with the tools to confidently do their work. With Microsoft Power Platform, you can do more with your data in a cloud ecosystem with AI capabilities. - [NetSuite Consulting Services | Eide Bailly](https://www.eidebailly.com/services/digital/technology partners/netsuite): Manage your financials, inventory, distribution, human capital, & more with NetSuite’s cloud ERP. ✓ See how our NetSuite consultants can support your business. - [Salesforce Consulting Services | Eide Bailly](https://www.eidebailly.com/services/digital/technology partners/salesforce): Invest in Salesforce for a solution that innovates, integrates, and adapts for the future of your business. ✓ See how our Salesforce consultants can help you. - [Experience Cloud](https://www.eidebailly.com/services/digital/technology partners/salesforce/experience cloud): Salesforce Experience Cloud allows you to deliver branded and personalized experiences for customers. Let Eide Bailly help you get started today. - [Field Service](https://www.eidebailly.com/services/digital/technology partners/salesforce/field service): Salesforce Field Service Lightning is an onsite job management platform with real-time collaboration capabilities. Let Eide Bailly help you implement Field Service Lightning today. - [Revenue Cloud](https://www.eidebailly.com/services/digital/technology partners/salesforce/revenue cloud): Revenue Cloud by Salesforce is a cloud-based comprehensive platform that helps your team close deals faster. Organizations can now automate and streamline billing, invoicing, configure price quote (CPQ), contract and operations management, and revenue recognition. - [Sales Cloud](https://www.eidebailly.com/services/digital/technology partners/salesforce/sales cloud): Ready to convert more leads and close more deals with Salesforce Sales Cloud? Let Eide Bailly help you today with your Salesforce Sales Cloud implementation. - [Service Cloud](https://www.eidebailly.com/services/digital/technology partners/salesforce/service cloud): Deliver a better and more personalized customer experience. Let Eide Bailly help you with your Salesforce Service Cloud implementation. - [Snowflake](https://www.eidebailly.com/services/digital/technology partners/snowflake): Snowflake is a data warehouse platform built for the cloud that provides a centralized, single source of truth for your organizational data. - [Tableau](https://www.eidebailly.com/services/digital/technology partners/tableau): Gain speed to insight and drive actionable results with Tableau’s robust visual analytics. - [Workato](https://www.eidebailly.com/services/digital/technology partners/workato): Workato offers one AI-driven platform for intelligent integrations and workflow automation across your organization. - [Implementation & Optimization](https://www.eidebailly.com/services/digital/technology/implementation and optimization): Solving your business challenges requires an alignment of your people, processes, and technology—and finding the best fit solutions for your organization is essential for long-term growth and operational efficiency. - [Digital Strategy](https://www.eidebailly.com/services/digital/technology/strategy and digital future): From identifying your desired outcomes to the architecture of your digital infrastructure and everything in between, our team of business advisors and technology professionals will bring our knowledge, passion, and experience to transform the way you do business and deliver lasting results. - [Cost Segregation](https://www.eidebailly.com/services/tax/business credits and incentives/cost segregation): Your real estate assets may have hidden value. Your building is a key asset, and with any major investment, you want to get the best return. - [Employee Retention Credit](https://www.eidebailly.com/services/tax/business credits and incentives/employee retention credit): Discover how Eide Bailly can help you navigate the complexities of Employee Retention Credit qualification and potential audits. - [Energy Incentives](https://www.eidebailly.com/services/tax/business credits and incentives/energy incentives): A trusted advisor can help you benefit from energy efficiency and renewable credits and deductions, including Energy Efficiency Deduction (Section 179D), Residential Home Credit (Section 45L), and Clean Energy Investment Tax Credit (Section 48). - [R&D Tax Credit Services](https://www.eidebailly.com/services/tax/business credits and incentives/r and d tax incentives): Ready to take advantage of R&D tax incentives? Eide Bailly’s R&D tax credit services help you qualify for federal and state R&D credits. ✓ Get started today! - [State and Local Tax Credits & Incentives](https://www.eidebailly.com/services/tax/business credits and incentives/state and local tax credits and incentives): State and local tax credits and incentives, including statutory and discretionary tax incentives, help with capital investment recovery through tax abatements and other incentives, assists with payment for completed expansion projects, and may help to offset new hiring costs. - [Private Foundation Advisory Services](https://www.eidebailly.com/services/tax/exempt organization tax/private foundation advisory services): Eide Bailly helps high-net-worth individuals and their families manage private foundations by aligning philanthropy with strategy, compliance, and financial clarity. - [Export Tax Incentives](https://www.eidebailly.com/services/tax/international tax/export tax incentives): Reduce tax liability and improve cash flow with export tax incentives. We help eligible businesses leverage IC DISC and FDII opportunities. - [Foreign Trust & Estate Tax Compliance & Planning](https://www.eidebailly.com/services/tax/international tax/foreign trust and estate tax compliance and planning): From wills, to trusts, to life insurance and gifting strategies, the way you build your estate plan will inevitably impact the amount of wealth that is passed along to future generations. Our professionals have years of estate planning experience, both domestically and internationally. Our holistic approach involves tax professionals, financial advisors, business advisors, estate planners, and more, all with the goal of helping you meet your estate planning needs. - [Global Mobility Services](https://www.eidebailly.com/services/tax/international tax/global mobility services): Support your global workforce with confidence. We help design and manage global mobility programs that align compliance, payroll, and employee needs. - [International Business Structuring](https://www.eidebailly.com/services/tax/international tax/international business structuring): Expanding globally starts with the right structure. We help you design tax efficient international models that support growth and compliance. - [Offshore Voluntary Disclosure](https://www.eidebailly.com/services/tax/international tax/offshore voluntary disclosure): An international tax professional can help you determine the correct U.S. reporting requirements for each offshore asset and report the proper income. Our team can help you identify the potential benefits and effects, including how the penalties are calculated, as well as the process and requirements of each program. - [Transfer Pricing Services](https://www.eidebailly.com/services/tax/international tax/transfer pricing): Develop defensible transfer pricing policies that align with your operations. We help manage risk, compliance, and global tax efficiency. - [U.S. Inbound Services](https://www.eidebailly.com/services/tax/international tax/us inbound services): Entering the U.S. market takes more than growth plans. We help you align strategy, execution, and compliance for long term success. - [Interest Netting Resource](https://www.eidebailly.com/services/tax/irs dispute resolution and collections/interest netting resource): Our experience with interest netting and working with the IRS can result in significant benefits, and you won't pay for interest netting services unless we are successful. - [IRS Collection Issues](https://www.eidebailly.com/services/tax/irs dispute resolution and collections/irs collection issues): Our IRS Dispute Resolution & Collections professionals specialize in addressing issues with the IRS. This includes, but is not limited to, disputing a tax liability, representation in tax court, IRS examinations, and assisting with back taxes owed. - [IRS Exam Assistance](https://www.eidebailly.com/services/tax/irs dispute resolution and collections/irs exam assistance): Our team understands the IRS, applicable tax laws, IRS interpretations and the consequences that decisions today have on your case in the future. We will help build the best case that supports your position and assist you in navigating the examination process, including pre-filing representation and assistance, finding solutions and working to prevent or abate penalties. - [Penalty Help](https://www.eidebailly.com/services/tax/irs dispute resolution and collections/penalty help): Our team understands international tax law and tax governing bodies, including the IRS. We'll work with you to complete the necessary tax forms, and when you find yourself in trouble, we'll generate reasonable cause statements to support your position and try to get penalties reduced and/or removed. - [Accounting Methods](https://www.eidebailly.com/services/tax/tax consulting and planning/accounting methods): If you have income and expenses, you can potentially benefit from a review of your tax accounting methods. Our accounting method professionals can help you understand the complex tax rules surrounding revenue and expense recognition, inventory accounting and capitalization, and cost recovery of tangible and intangible assets. - [Affordable Care Act Compliance & Consulting](https://www.eidebailly.com/services/tax/tax consulting and planning/affordable care act compliance and consulting): The Affordable Care Act impacts every business, large or small. At Eide Bailly, we can help with your ACA compliance, consulting, and analysis needs. - [Compensation & Benefits](https://www.eidebailly.com/services/tax/tax consulting and planning/compensation and benefits): Design and implement tax efficient plans that are right for your organization and employees, as well as provide compliance expertise to employers and benefit plan fiduciaries. - [Fixed Asset Outsourcing & Consulting](https://www.eidebailly.com/services/tax/tax consulting and planning/fixed asset outsourcing and consulting): Managing fixed assets can be a time-consuming and complex task. Alleviate the burden with Eide Bailly's Fixed Asset Outsourcing & Consulting services. - [Fixed Asset Planning](https://www.eidebailly.com/services/tax/tax consulting and planning/fixed asset planning): Our team will diagnose your current fixed asset policy and help plan for issues such as repair and maintenance, partial dispositions, cost segregation and componentization, bonus treatments, ghost assets, energy efficient deductions, and the overall fixed asset management system used to implement a sound tax depreciation strategy. - [Pass-Through Entity Consulting](https://www.eidebailly.com/services/tax/tax consulting and planning/passthrough entity consulting): The taxation of flow-through entities allows businesses to obtain a tax result mirroring their economic deal. - [Qualified Opportunity Zone Fund Consulting](https://www.eidebailly.com/services/tax/tax consulting and planning/qualified opportunity zone fund guidance): The Opportunity Zone Incentives Program was created to encourage investments in economically-distressed communities. The opportunity zone tax incentives provide investors the opportunity to defer, or even eliminate, capital gains taxes by investing in a Qualified Opportunity Zone. - [Tax Accounting Provision Services](https://www.eidebailly.com/services/tax/tax consulting and planning/tax accounting provision services): Our tax provision considerations are unique to each client. Our accounting for income tax professionals bring a tailored approach to meet the needs of each organization we serve. - [Tax Legislative Affairs](https://www.eidebailly.com/services/tax/tax consulting and planning/tax legislative affairs): Eide Bailly’s tax team, backed by the National Tax Office, is here to help you understand and comply with ever-evolving laws and legislation. ## AI Strategy & Readiness | Eide Bailly - [AI Strategy & Readiness | Eide Bailly](https://www.eidebailly.com/resource hubs/ai): Discover how Eide Bailly helps businesses harness AI responsibly by aligning technology with strategy, data integrity, and human oversight. - [Thank You](https://www.eidebailly.com/resource hubs/ai/thank you) - [CFO Decision Hub for the Middle Market](https://www.eidebailly.com/resource hubs/financial): A decision hub for middle market CFOs navigating growth, technology, and transition while balancing performance, risk, and long term value. - [Thank You](https://www.eidebailly.com/resource hubs/financial/thank you) - [Middle-Market Insights: Strategy, Growth, and Readiness](https://www.eidebailly.com/resource hubs/mid-market): Explore insights built for middle-market companies navigating growth opportunities, technology, capital infusion, and transition. Learn how Eide Bailly helps middle-market leaders. - [Thank You](https://www.eidebailly.com/resource hubs/mid-market/thank you) - [Owner & Operations Leadership Hub for the Middle Market](https://www.eidebailly.com/resource hubs/operational): Guidance for owners and operations leaders navigating execution, technology, change, and continuity while helping organizations perform today, protect what they’ve built, and prosper long term. - [Thank You](https://www.eidebailly.com/resource hubs/operational/thank you) - [Technology Leadership Decision Hub for the Middle Market](https://www.eidebailly.com/resource hubs/technical): Guidance for technology leaders navigating architecture, governance, integration, and scale to help organizations perform reliably, reduce risk, and grow with confidence. - [Thank You](https://www.eidebailly.com/resource hubs/technical/thank you) ## AI and Automation | Unlock your full potential. - [AI and Automation | Unlock your full potential.](https://www.eidebailly.com/perform/ai automation): Transform manual processes, unify your data, and empower your team with AI and automation solutions built for growth. - [Thank You](https://www.eidebailly.com/perform/ai automation/thank you) - [Improve Profitability, Reduce Operational Friction, and Modernize Your Tech](https://www.eidebailly.com/perform/financial-performance): A hub for mid-market operational, financial, and technology leaders to streamline processes, use KPIs effectively, and prioritize modernization. - [Access & Visibility](https://www.eidebailly.com/perform/pain point access visibility): Without real-time financial insights, decision-making becomes reactive. Learn how to gain clarity, optimize operations, and drive sustainable growth. - [Thank You](https://www.eidebailly.com/perform/pain point access visibility/thank you) - [Financial Health](https://www.eidebailly.com/perform/pain point financial health): Without a clear picture of financial health, long-term planning becomes guesswork. Take control of your financial health for long-term profitability. - [Thank You](https://www.eidebailly.com/perform/pain point financial health/thank you) - [Unlock your full potential.](https://www.eidebailly.com/perform/technology): Optimize systems, modernize tech, and harness data. Our advisors help you drive efficiency, automation, and growth with a tailored technology strategy. ## Thank You - [Thank You](https://www.eidebailly.com/contact us/thank you) ## Turn Compliance into Competitive Advantage - [Turn Compliance into Competitive Advantage](https://www.eidebailly.com/protect/compliance): Stay ahead of regulations with proactive tax, audit, and risk solutions that protect your business and turn compliance into a competitive advantage. - [Thank You](https://www.eidebailly.com/protect/compliance/thank you) - [Fraud and Risk Services That Protect Your Business | Eide Bailly](https://www.eidebailly.com/protect/fraud): Reduce fraud risk, protect financial integrity, and strengthen controls with proactive fraud and forensic services designed for middle market organizations. - [Thank You](https://www.eidebailly.com/protect/fraud/thank you) - [Protect the Frameworks Behind Every Decision](https://www.eidebailly.com/protect/outsourcing): Gain confidence with outsourcing solutions designed for middle‑market organizations. Strengthen controls, reduce risk, and maintain visibility without losing control. - [Thank You](https://www.eidebailly.com/protect/outsourcing/thank you) - [Build Resilience and Drive Growth](https://www.eidebailly.com/protect/technology): Protect your business with proactive technology consulting and cybersecurity solutions that safeguard data, reduce risk, and position you for long-term success. - [Thank You](https://www.eidebailly.com/protect/technology/thank you) - [Protect: Building Resilient, Risk Ready Businesses | Eide Bailly](https://www.eidebailly.com/protect/thought-leadership): Protect your business with proactive risk, security, and compliance strategies. Explore insights and tools for middle market financial, operational, and technology leaders. ## Events - [Events](https://www.eidebailly.com/events) - [2026 Accounting & Auditing Update](https://www.eidebailly.com/events/accounting-and-auditing-update): Stay current on FASB, GAAP, and auditing updates with practical insights on upcoming ASUs, reporting challenges, ethics, and audit quality. - [2025 Banking Seminar Series](https://www.eidebailly.com/events/banking seminar): Eide Bailly’s annual Banking Seminar Series is designed to equip banking professionals with the knowledge and strategies needed to navigate a rapidly evolving financial landscape. - [Business of Healthcare Webinar Series](https://www.eidebailly.com/events/business of healthcare): Our seasoned professionals from across the country will guide you through the most significant business and compliance risks, offering strategies to effectively manage these as part of your risk, compliance, and internal audit plans. - [2025 Critical Access Hospital Webinar Series](https://www.eidebailly.com/events/cah webinars): Through four specialized sessions, our 2025 Critical Access Hospital (CAH) series will provide a deep look into the current challenges and opportunities in rural healthcare. - [Government Updates Webinar Series](https://www.eidebailly.com/events/gasb-webinars): Join us for a comprehensive overview of the latest Governmental Accounting Standards Board (GASB) updates and implementation strategies. - [Government Advisory Services Professional Development Workshops](https://www.eidebailly.com/events/gasd workshops): This series provides foundational training for state and local government finance professionals across governmental accounting, budgeting, accounting operations, and financial management. - [Higher Education Webinar Series](https://www.eidebailly.com/events/higher education webinar series): Join us for a series of webinars designed to keep higher education professionals informed on accounting issues impacting financial aid offices and the industry - [Professional Development Workshops for California K-12](https://www.eidebailly.com/events/k12workshop): Eide Bailly invites you to join us for a series of virtual workshops aimed at simplifying the accounting process for K-12 schools in California. - [Manufacturing & Distribution Webinar Series](https://www.eidebailly.com/events/manufacturing-distribution-webinar-series): View our series of webinars designed to help you gain a clear understanding of green energy incentives, benefits of the Inflation Reduction Act, and how to implement inventory costing to improve your bottom line. - [Medical Practice Financial Management and Growth Series](https://www.eidebailly.com/events/med practice series): Our three-part Medical Practice Financial Management and Growth Webinar Series provides healthcare leaders with strategies for navigating the financial complexities of running a successful medical practice. - [Nonprofit Webinar Series](https://www.eidebailly.com/events/nonprofit webinar series): Our nonprofit webinar series provides specialized knowledge, industry expertise, and forward-thinking solutions for nonprofits of all sizes. - [Confirmed](https://www.eidebailly.com/events/on24 confirmation): Your request has been successfully submitted. A member of our team will follow up with you soon. - [Summer Leadership Program](https://www.eidebailly.com/events/slp): Our Summer Leadership Program is an educational 2-day journey that lets you peek behind the scenes of public accounting and the world of Eide Bailly. - [2025 Tax Update](https://www.eidebailly.com/events/tax updates): A comprehensive review of tax changes relevant to individuals and organizations, including recent legislative changes and developments, regulatory guidance, and planning opportunities for the upcoming year. ## Ag Producers - [Ag Producers](https://www.eidebailly.com/industries/agribusiness/ag producers): Managing fluctuating fuel and fertilizer costs, monitoring legislative changes and thinking about a succession plan for your farm is more than a full-time job. It's your life. Ag producer professionals know that, and they'll help you make informed decisions today that benefit your operation beyond tomorrow. - [Higher Education](https://www.eidebailly.com/industries/education/higher education): Our industry experience is coupled with a strong government and nonprofit knowledge base. Our higher education consulting team members are recognized leaders nationally and locally in organizations such as the GFOA, AGA, and the AICPA, and work with government and non-profit clients of all sizes across the country. No matter what issue you’re facing, our team of higher education consultants can help you find a solution, so you can spend more time focusing on the well-being of your educational institution. - [K-12 Education](https://www.eidebailly.com/industries/education/k-12 education): Our educational industry experience is coupled with a strong government knowledge base. Our team members are recognized leaders nationally and locally in organizations such as the GFOA, AGA, and the AICPA, and work with government clients of all sizes across the country. - [Telecommunications & Electric](https://www.eidebailly.com/industries/energy services/telecommunications and electric): Technology and digital transformation are pressing concerns for these industries. Customers expect sophisticated offerings through digital means, and technology enables companies to stay informed on crucial industry changes and make well-informed business decisions. - [Banks](https://www.eidebailly.com/industries/financial services/banks): At Eide Bailly, we have consultants and business advisors experienced in all facets of the financial institutions industry. - [Credit Unions](https://www.eidebailly.com/industries/financial services/credit unions): We stay up-to-speed on the latest compliance developments and help you create programs that are proactive. We'll provide the resources and training you need to have confidence you are staying in compliance. - [Regulatory Consulting](https://www.eidebailly.com/industries/financial services/regulatory consulting): The right team will help evaluate your financial institution’s current compliance program and procedures, develop written policies and procedures, and develop a compliance audit program. - [Government Advisory Services](https://www.eidebailly.com/industries/government/government advisory services): We are leaders in the government industry, offering valuable perspectives beyond our core strength of accounting and tax compliance. - [Cost Report & Reimbursement Services](https://www.eidebailly.com/industries/healthcare/cost report and reimbursement services): Expert Medicare and Medicaid cost reporting support for healthcare providers—stay compliant, understand reimbursement, and protect revenue with Eide Bailly. - [Critical Access Hospitals](https://www.eidebailly.com/industries/healthcare/critical access hospitals): Our healthcare industry advisors bring real-world experience to our clients. While we focus on the business of healthcare, your organization can focus on improving patient care in your rural community. - [Dental Practices](https://www.eidebailly.com/industries/healthcare/dental practices): We can assess your operations and identify opportunities to improve efficiency, so you can manage costs while enhancing patient care. - [Health Systems](https://www.eidebailly.com/industries/healthcare/health systems): Our industry advisors bring real-world experience to your health system. While our team handles the business of healthcare, your organization gets more time to focus on improving patient care. - [Healthcare Executive Search](https://www.eidebailly.com/industries/healthcare/healthcare executive search): We will work with you to develop a thorough understanding of your challenges, strategic goals, and leadership requirements, then create a search strategy tailored to meet your unique needs. We are eager to collaborate with you to find your next executive or board member. - [Medical Practices](https://www.eidebailly.com/industries/healthcare/medical practices): With the right advisors, you can be sure that the details are being managed and your best interest is being served — so you can turn your full attention to your patients. - [Medicare Provider Enrollment Compliance](https://www.eidebailly.com/industries/healthcare/medicare provider enrollment compliance): Our team is equipped with in-depth knowledge of the rules and regulations to help your organization obtain Medicare approval, maintain ongoing enrollment privileges (including revalidations), and navigate associated compliance risks. - [Operations, Strategy, and Planning](https://www.eidebailly.com/industries/healthcare/operations strategy and planning): Operations, strategy, and planning support for healthcare leaders — align data, operations, and financial insight to improve performance today. - [Revenue Cycle](https://www.eidebailly.com/industries/healthcare/revenue cycle): Our team of seasoned revenue cycle professionals brings experience from various segments of the healthcare industry. By leveraging our expertise, you can focus on what matters most — delivering exceptional patient care. - [Senior Living](https://www.eidebailly.com/industries/healthcare/senior living): Our healthcare industry advisors bring real-world experience to your senior living facility. Our focus on the business of healthcare allows your organization more time to focus on your residents. - [Manufacturing & Distribution Advisory Services](https://www.eidebailly.com/industries/manufacturing/manufacturing and distribution advisory services): Our seasoned manufacturing and distribution advisory team has the experience and insight to tackle the challenges and opportunities manufacturing and distribution companies face. We will work with you to create and execute a strategic operational plan that will streamline and improve operations while also increasing efficiency. - [Get the 2026 Manufacturing Outlook Report](https://www.eidebailly.com/industries/manufacturing/manufacturing dive trends report): Access our 2026 Mid-Market Manufacturing Outlook Report to help your manufacturing company adapt, grow, and thrive in the future. - [Thank You](https://www.eidebailly.com/industries/manufacturing/manufacturing dive trends report/thank you) ## Agency Recruitment Policy - [Agency Recruitment Policy](https://www.eidebailly.com/careers/agency recruitment policy): If you are interested in becoming a preferred recruitment partner of Eide Bailly, please review our policy. Together, we can identify and engage top talent. - [Experienced Careers](https://www.eidebailly.com/careers/experienced careers): When you join Eide Bailly, you'll find opportunities for education and career growth, a supportive team dedicated to your success, and benefits that put your well-being first. - [Amber Hunt](https://www.eidebailly.com/careers/experienced careers/amber hunt): With over a decade of experience in human resources and talent acquisition, Amber specializes in creating exceptional candidate experiences and building strong connections that help drive organizational success. Currently, she focuses on recruiting top tax professionals and supporting candidates throughout the hiring process. - [Bobby Cox](https://www.eidebailly.com/careers/experienced careers/bobby cox): Bobby is a relationship builder who helps Eide Bailly connect with exceptional talent. With a recruiting background spanning tax, administrative, legal, and tech roles, he now focuses on tech consulting and internal IT positions, ensuring the right people join the team to drive innovation and success. - [Brittany Laws](https://www.eidebailly.com/careers/experienced careers/brittany laws): Brittany specializes in managing end-to-end recruitment processes and enhancing candidate experiences. She excels in crafting innovative sourcing strategies to attract top talent and build strong relationships with hiring managers. Currently, Brittany focuses on hiring experienced talent for Eide Bailly’s audit and assurance service line. - [Kara Campos](https://www.eidebailly.com/careers/experienced careers/kara campos): Kara is an enthusiastic people person who enjoys collaborating and uplifting others to reach their goals. She supports a team of dedicated Talent Acquisition professionals who work with internal hiring teams and candidates to fill position vacancies in the Tax, Audit and Specialty Services service lines. - [Katy Parks](https://www.eidebailly.com/careers/experienced careers/katy parks): Katy brings more than 10 years of experience in recruiting to the Eide Bailly team. She works closely with her hiring managers to ensure she understands their needs and goals when looking to fill a position. - [Kayla McCleary](https://www.eidebailly.com/careers/experienced careers/kayla mccleary): Kayla is a dedicated recruiter with over a decade of experience helping organizations secure top talent. With a deep understanding of hiring managers' needs, she specializes in partnering with the Specialty Services team to identify the best candidates. - [Kelly Halvorson](https://www.eidebailly.com/careers/experienced careers/kelly halvorson): Kelly is a relationship builder who thrives on connecting with people and creating strong and lasting partnerships within her team and the firm. With over 10 years of experience in talent acquisition, she leads a team focused on bringing in top talent to support the firm’s growth. - [Laura Hoff](https://www.eidebailly.com/careers/experienced careers/laura hoff): Laura is an experienced talent acquisition professional skilled at developing and strengthening communication and relationships with hiring managers and candidates. She has been a long-term part of Eide Bailly's recruiting team, helping bring quality talent to our firm. - [Macey Block](https://www.eidebailly.com/careers/experienced careers/macey block): Macey is a dedicated recruiter passionate about connecting talented individuals with the right career opportunities. She believes that matching candidates to roles that align with their skills and ambitions creates value for them and the teams they join. - [Renee Ingram](https://www.eidebailly.com/careers/experienced careers/renee ingram): Renee is a dedicated recruitment professional with over 10 years of experience, specifically in the financial services industry, including the Big 4. She is passionate about identifying top talent and connecting that talent with the values and goals of great organizations like Eide Bailly. - [Sarah Tucker](https://www.eidebailly.com/careers/experienced careers/sarah tucker): Sarah’s role as a talent acquisition coordinator is an integral part of creating a stellar candidate experience. She’s a self-proclaimed “pro” at finding the right time for every interview across multiple calendars and time zones. Sarah enjoys her role because she knows the interview stage is essential to the career journey and can be a driver of stress. - [Positions with Clients](https://www.eidebailly.com/careers/positions with clients): Discover our open job opportunities below. Click on the job title to access detailed information and apply directly from the respective page if you find a position that interests you. - [Welcome to Eide Bailly](https://www.eidebailly.com/careers/welcome to eb): At Eide Bailly, your career can be more than just a job — it’s a chance to grow with purpose, thrive in a supportive community, and build a career that fulfills you. ## Technology Consulting Support - [Technology Consulting Support](https://www.eidebailly.com/technology support) - [Technology Support](https://www.eidebailly.com/technology support/custom form technology) ## Eide Bailly Akron - [Eide Bailly Akron](https://www.eidebailly.com/locations/akron): Trusted advisors in Akron. Eide Bailly combines national expertise with local insight to help you work smarter, reduce risk, and grow with confidence. - [Eide Bailly Canton](https://www.eidebailly.com/locations/canton): Trusted advisors in Canton. Eide Bailly combines national expertise with local insight to help you work smarter, reduce risk, and grow with confidence. - [Eide Bailly Cleveland](https://www.eidebailly.com/locations/cleveland): Trusted advisors in Cleveland. Eide Bailly combines national expertise with local insight to help you work smarter, reduce risk, and grow with confidence. - [Dubuque, Iowa, tax, audit, accounting, business outsourcing, business strategy, cybersecurity, wealth management, CPA](https://www.eidebailly.com/locations/dubuque): Trusted advisors in Dubuque. Eide Bailly combines national expertise with local insight to help you work smarter, reduce risk, and grow with confidence. - [Long Beach, CA CPA | Tax, Business Consulting and Advisory Services](https://www.eidebailly.com/locations/long beach): Trusted advisors in Long Beach. Eide Bailly combines national expertise with local insight to help you work smarter, reduce risk, and grow with confidence. - [Eide Bailly Schaumburg](https://www.eidebailly.com/locations/schaumburg): With a team of certified public accountants and business advisors by your side, you have an invaluable asset, all year long. - [Eide Bailly Woodland Hills](https://www.eidebailly.com/locations/woodland hills): With a team of certified public accountants and business advisors by your side, you have an invaluable asset, all year long. ## Error - [Error](https://www.eidebailly.com/error) ## Page Not Found - [Page Not Found](https://www.eidebailly.com/page not found) ## Search Results - [Search Results](https://www.eidebailly.com/search) ## Eide Bailly Privacy Statement - [Eide Bailly Privacy Statement](https://www.eidebailly.com/privacy statement) ## Disclaimer - [Disclaimer](https://www.eidebailly.com/disclaimer) - [User Agreement](https://www.eidebailly.com/disclaimer/user agreement) ## Eide Bailly Cookie Declaration - [Eide Bailly Cookie Declaration](https://www.eidebailly.com/cookiebot-declaration) ## Eide Bailly Subscription Preferences - [Eide Bailly Subscription Preferences](https://www.eidebailly.com/subscribe): We'll share timely events, tax updates, industry news, and practical tools aligned to every stage of your organization’s success. ## Client Access - [Client Access](https://www.eidebailly.com/client access): Use this page to navigate to our client portal, Eide Bailly Connect, or one of our other client access points.