Real Stories. Real Strategy. The People Behind the Numbers.
IRS Updates
Security Summit Week Four: MFA, IP PINs, and Online Accounts, Plus the FTC Safeguards Rule “Qualified Individual” Exception Most Firms Have Not Heard Of
The IRS and Security Summit released week four of the 2026 summer series on September 4, 2026, focused on multi factor authentication, Identity Protection PINs, IRS Online Account, and Tax Pro Account. The release also names a Safeguards Rule wrinkle: a firm can approve an equivalent secure access control in writing through a Qualified Individual. Here is what tax pros need to know.
National Payroll Week Starts September 7: The IRS Wants Every Worker on a W-4 Refresh and Every Employer on a Payroll Systems Check
The IRS marked the start of National Payroll Week (September 7 through 11, 2026) with a call for workers to run a paycheck checkup and for employers to revisit payroll tax responsibilities. A free September 8 webinar covers 2026 Form W-2 reporting changes and Trump Account employer contributions. Here is what tax pros should surface for clients this week.
Treasury Proposes New 501(c)(3) Nondiscrimination Standard for Private Schools: Compliance Deadline Is May 31, 2027
Treasury and the IRS issued proposed regulations on September 3, 2026, updating the racial nondiscrimination standard for private schools claiming Section 501(c)(3) tax exempt status. The rule would apply to as many as 18,000 institutions across admissions, scholarships, financial aid, athletics, and every school administered program. Compliance clock runs to May 31, 2027.
The Tax Awards
We made history.
A full house. The whole industry in one room. The Tax Awards 2026 went viral all over social media and set a new standard for what a tax industry event can feel like. Watch the recap, then get on the waitlist so you do not miss what is coming next.
Watch The Recap Join The Waitlist →
Day One, The Mixer
Friday, June 25, 2027. A networking mixer and mingle for tax pros. Kick off the weekend with the people you have been watching online all year, now standing right in front of you.
Day Two, The Tax Awards
Saturday, June 26, 2027. The night the industry comes together. Recognition, strategy, real connection, and the awards ceremony that redefined what this space celebrates. Bigger this year.
Day Three, Bosses, Business, and Brunch
Sunday, June 27, 2027. The exclusive women only VIP brunch. Strategy, sisterhood, and the real conversations that do not happen anywhere else. Boss women in tax only.
The Podcast
Real conversations with the people moving this industry forward.
Each episode features tax professionals, firm owners, software founders, and industry voices sharing what is actually happening in this space. Strategy, scaling, compliance, the day to day reality of building in tax. No fluff. Just real conversations. Want to be featured? Tap in and apply to be a guest.
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