The IRS and its Security Summit partners have launched their annual “Protect Your Clients; Protect Yourself” summer campaign—aimed at helping tax professionals defend themselves and their clients from new and ongoing security threats.

We can't wait to see you in Las Vegas where we will be unveiling several groundbreaking new features for Tax Year 2025!

Marriage isn’t just a personal milestone—it also brings important tax implications. As trusted advisors, it’s crucial to guide newly married clients through these key steps early to streamline their first joint (or separate) filing season.

As trusted advisors, it’s our role to spotlight savings opportunities for clients navigating homeownership. The IRS’s recent Tax Tip outlines several key benefits—here’s how we can help our clients maximize their return: