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The Blog

Tax cases & IRS updates, in plain English.

What the latest court decisions and agency announcements actually mean for you — written by Alex Volkov, NY-licensed CPA. No jargon, no hype.

The IRS’s 2026 “Dirty Dozen” scam list is out — and AI is the new trick.

Every filing season the IRS publishes its Dirty Dozen — the twelve scams most likely to cost you money or your identity. This year’s list has a new star: AI-generated voice calls that sound exactly like a federal agent.

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No tax on tips and overtime: what the new 2026 deductions actually say.

The One Big Beautiful Bill Act — signed July 4, 2025 — created brand-new deductions for tipped workers, hourly workers earning overtime, seniors, and car buyers. Here’s what the tips and overtime breaks really cover, and what they don’t.

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Your receipts aren’t enough: a Tax Court lesson for the self-employed.

A licensed real estate agent claimed big Schedule C deductions for travel, meals, and his car. The Tax Court threw out nearly all of them — and added a 20% penalty. The problem wasn’t that the expenses were fake. The problem was the records.

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First-time IRS penalty relief is now automatic.

Missed a filing or payment deadline on your 2025 return? The IRS’s new Automatic Exemption from Penalty program means qualifying taxpayers get first-time penalty relief without calling, writing, or asking. Here’s who qualifies — and what it doesn’t cover.

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$1,000 for your kid’s future: Trump Accounts are live.

The federal government will seed a new tax-advantaged savings account with $1,000 for children born 2025–2028. Accounts went live in July 2026 — and there’s a catch involving a 10-page IRS form.

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The SALT cap is $40,000 now — should you itemize again?

The One Big Beautiful Bill Act quadrupled the state-and-local-tax deduction cap for 2026. For New York homeowners, the itemize-vs-standard-deduction math just changed — but only through 2029.

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The IRS lost a third of its staff. Here’s what that means for your case.

Between January 2025 and January 2026, more than 31,000 IRS employees left — about 30% of the workforce. The watchdogs say the damage shows up in backlogs, phone lines, and refund delays. Here’s how to navigate it.

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Bought a car this year? The interest may now be deductible.

The One Big Beautiful Bill Act created a brand-new deduction for auto loan interest — up to $10,000 a year for qualifying new vehicles, through 2028. Here’s who qualifies.

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The IRS said “we mailed it.” The Tax Court said: prove it.

In Wales v. Commissioner, the IRS tried to shut down an innocent-spouse case by claiming it had mailed a determination notice two years earlier. It couldn’t produce the mailing log — and the court kept the case alive. Here’s why IRS procedure matters as much as IRS substance.

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Stop paying a fee to pay your taxes.

The IRS reminded everyone this month that Direct Pay moves money straight from your bank account — no sign-in, no fee. If you’re self-employed and still paying quarterly estimates by card, you’re donating a percentage for nothing.

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Archive

September 2026