Legacy CPAs Monthly Newsletter
Monthly tax updates, business tips and QuickBooks guidance from the Legacy CPAs team browse the full archive below or subscribe to get each issue by email.
Latest Issue
July 2026 Newsletter
SEP and SIMPLE retirement options for small business owners, the tax rules on renting out a vacation home, and a checklist for revisiting your emergency fund goals.
June 2026 Newsletter
QSB stock tax benefits under the OBBBA, reducing IRS audit risk, and educational assistance programs as a benefits tool.
May 2026 Newsletter
Installment sales for real estate, which tax records to keep vs. shred, and minimizing taxes on an inheritance.
April 2026 Newsletter
What to do if you receive an IRS notice, the hobby-vs-business test, and common growth mistakes small businesses make.
March 2026 Newsletter
New retirement catch-up contribution rules, the return of immediate R&E expense deductions, and digital asset reporting via Form 1099-DA.
February 2026 Newsletter
Bigger deductions on rental real estate, estate planning strategies for 2026, and self-directed IRAs.
January 2026 Newsletter
The new deduction for tips and overtime income, clean energy tax incentives before they expire, and managing a sudden windfall.
December 2025 Newsletter
The new car loan interest deduction, using NOLs to ease business losses, and the tax implications of remote work.
November 2025 Newsletter
Year-end bonus depreciation strategies, five tax planning tips for individuals, and the tax rules for holiday parties.