Original deep dives, visual explainers, and source-linked field notes for clients, business owners, and CPA firms. Every article separates practical preparation from fact-specific professional advice.
Replace one overloaded archive with a record lifecycle that connects each transaction to evidence, a return, a retention decision, and secure disposal.
SEP03Last reviewed September 5, 2026
Each guide includes key takeaways, a navigable explanation, a practical checklist, and direct links to primary authorities.
Start with the newest relevant topic, use the action list, and verify time-sensitive federal facts at the linked official source.
Review current contribution limits, the special ages 60–63 catch-up amount, and Roth treatment that may apply to some higher-paid participants.
Employees, owners & plan sponsors · 3 min read · ProTax Editorial Team
The federal credit is permanent, eligibility is broader, and employers may need to compare wage- and premium-based methods with current guidance.
Employers & CPA firms · 3 min read · ProTax Editorial Team
U.S.-created companies are exempt, while certain entities formed abroad and registered in a U.S. jurisdiction may still have obligations.
Domestic and foreign businesses · 3 min read · ProTax Editorial Team
Review expanded HSA compatibility for qualifying bronze and catastrophic coverage, telehealth relief, and certain direct-primary-care arrangements.
Individuals, families & employers · 3 min read · ProTax Editorial Team
Preserve the notice, identify the issue and response date, compare records, and obtain review before guessing.
Clients · 3 min read · ProTax Editorial Team
Review the increased credit ceiling, small-business enhancement, qualified facility costs, referral expenses, and documentation before assuming eligibility.
Employers & CPA firms · 3 min read · ProTax Editorial Team
Focus on eligibility, placed-in-service timing, business use, documentation, and cash flow—not buying something only for a promised write-off.
Business owners · 3 min read · ProTax Editorial Team
Preserve trip dates because qualifying business miles use 72.5¢ from January through June and 76¢ beginning July 1, 2026.
Self-employed clients & employers · 3 min read · ProTax Editorial Team
Use the midpoint of the year to correct workflow problems, not just to print another report.
Businesses · 3 min read · ProTax Editorial Team
New broker reporting does not replace transaction histories, wallet-transfer records, fees, basis support, or records from foreign and non-reporting platforms.
Investors, businesses & tax firms · 3 min read · ProTax Editorial TeamUpcoming topics are labeled as planned and are not presented as published guidance.