Tax Credit Updates Under 2025 Tax Law by Joanie Stein

The Tenth Circuit’s April 2026 decision in Liberty Global Inc. v. United States has created uncertainty about what qualifies as legitimate versus abusive tax planning under the economic substance doctrine. Kevin M. Jacobs gives insights into the increases in risk for complex, structured tax planning and emphasizes substance over technical compliance. Kenneth Brewer reinforces this view, by remarking that the IRS may more aggressively challenge tax strategies, even if they technically comply with the law. Read the full article here: https://okt.to/MwgVeS #AMon Tax Notes

Where do Trusts fit in the paradigm of Pillar 2? Christopher Bergedahl examining the concept of “controlling interest” in the context of Trusts @ the MIT Annual Tax Conference 2026

If your business is registered in Delaware, one deadline matters more than most: June https://lnkd.in/ehuDhPs3 what the Delaware annual tax is, who must file, and what happens if you miss it. https://ow.ly/9jyt50YRlbx #DelawareBusiness #AnnualTax #DelawareLLC

In this video, Eric Bononi, founding partner of Bononi & Company, explains the critical difference between tax avoidance and tax evasion and why the distinction matters. https://lnkd.in/eVMDHfnW #TaxPlanning #TaxLaw #EstatePlanning #LegalStrategy

In this video, Eric Bononi, founding partner of Bononi & Company, explains the critical difference between tax avoidance and tax evasion and why the distinction matters. https://lnkd.in/e7SBr5c8 #TaxPlanning #TaxLaw #EstatePlanning #LegalStrategy

The April 2026 edition of the PwC Indirect Tax Digest highlights significant sales and use tax legislative enactments, regulatory adoptions, judicial decisions, and administrative guidance. https://lnkd.in/gY-cvDsX

👉 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐈𝐧𝐜𝐨𝐦𝐞 𝐓𝐚𝐱 𝐁𝐮𝐥𝐥𝐞𝐭𝐢𝐧 | 𝐀𝐩𝐫𝐢𝐥 2026 Keeping up with Income Tax updates is essential for businesses and professionals to stay compliant and make informed decisions. Our Income Tax Bulletin for April 2026 provides a crisp summary of: ✅ Recent case laws and judicial pronouncements ✅ Practical tax insights impacting businesses and taxpayers At SNR & Company, we simplify complex Income Tax developments and help you stay ahead of regulatory changes with confidence. View Post on Website - #IncomeTax #TaxUpdates #IncomeTaxBulletin #TaxCompliance #SNRAndCompany #CharteredAccountants #TaxNews

The post Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies appeared first on Policy and Taxation Group. https://lnkd.in/g-tD-5_k

Senate Finance Committee leaders are intensifying oversight of alleged abuses of Puerto Rico’s Act 60 tax incentives, pressing the IRS to investigate legal advice used by high‑net‑worth taxpayers to avoid U.S. tax obligations. In a new letter, Ron Wyden calls for an investigation into whether certain legal opinions improperly enabled taxpayers to evade income tax on U.S.-source gains as tax‑exempt after purportedly relocating to Puerto Rico. #tax #international #PuertoRico

Unresolved tax balances rarely stay the same — penalties and interest continue to grow over time. The earlier a tax issue is addressed, the more opportunities may exist for structured resolution and manageable outcomes. PLUS/AUDIT TAX P.C. assists individuals and small businesses with practical tax resolution support, IRS correspondence matters, and ongoing compliance strategies. https://lnkd.in/gguqePTu