Mark Friedlich

Tax season is the natural trigger for an estate planning conversation, and the logic is simple, Mark Friedlich @mfriedlich writes. The documents your clients are already gathering for their returns are the same documents an estate planning attorney needs to build or update a comprehensive plan. bit.ly/475bnze #tax #estateplanning

The ERC trap: We are deep in the messy stages of the Employee Retention Credit, writes Mark Friedlich @mfriedlich. If you represent clients who claimed the ERC, you are frustrated. The IRS stops processing without warning. The agency says they are done. The reality on the ground says otherwise. t.co/BsQpWoWU8p

The ERC trap: We are deep in the messy stages of the Employee Retention Credit, writes Mark Friedlich @mfriedlich. If you represent clients who claimed the ERC, you are frustrated. The IRS stops processing without warning. The agency says they are done. The reality on the ground says otherwise. bit.ly/4kWLjfn

The IRS has finally addressed the reporting threshold confusion that has plagued tax practitioners since 2021, writes Mark Friedlich @mfriedlich. The Treasury and the IRS issued proposed regulations last month to align backup withholding rules with the OBBBA's restoration of the original $20,000 and 200-transaction threshold. bit.ly/4qfZ35X #tax #IRS

After four years of delays and reversals, the 1099-K threshold is back where it started. Read my article in today's @AccountingToday accountingtoday.com/opinion/new-ir…

After extensive cuts in IRS staffing, will the 2026 tax season be seamless or turn into a doomsday? Former IRS Commissioners Charles Rettig and Danny Werfel share an optimistic view of the agency's ability to pull off a successful tax filing season with tax expert Mark Friedlich @mfriedlich. bit.ly/4bBuP9z #tax #IRS

Can the IRS Pull Off The 2026 Tax Season? Former IRS Commissioners Rettig and Werfel weigh in. Read my article @AccountingToday for the details. accountingtoday.com/opinion/will-t…

High WPM links: @benmvaldez @TaxNotes @TaxPolicyCenter @AshaSGlover @Law360 @Zachary_Cohen @tax @LauraEWeiss16 @AndrewDesiderio @PunchbowlNews @YourVoiceAtIRS @AlexParkerDC @mfriedlich @AccountingToday @taxtweet @russcfox @adamnmichel And more! eidebailly.com/insights/blogs…

The IRS Announces The 2026 Tax Season Will Open January 26,2026!

Tax work has always required patience, judgment and a steady hand. What is different today is the speed of change and the pressure that comes with it. Here are some of the challenges that tax professionals will face in 2026, from Mark Friedlich @mfriedlich. bit.ly/3N9CeCP #tax

Tax pros face unique challenges in the coming year. Read my latest article in @AccountingToday for insight and guidance. accountingtoday.com/opinion/tax-pr…

I break it all down here. Practical and legal implications and what is next following the Court's decision.

Will September 30th be the last day for tax pros / taxpayers to receive a paper check refund from the IRS? With Executive Order 14247 set to take effect in less than 40 days, @mfriedlich breaks down recent developments for tax preparers to consider since his initial June article. bit.ly/4knkzmd

The 9/30 deadline for the move from paper to digital of federal payments Is fast approaching. Read my article for how this shift will affect tax preparers, taxpayers, and especially unbanked and underbanked populations. I break down the latest status here: sprou.tt/1Mm5Ubqhhvm

Make this #tax season less challenging by arming yourself with the right resources, like our 2025 Federal Tax Key Facts and Figures Card. You can use this card as an easy reference tool for many commonly consulted rates, ratios and rules. Get this resource card and more with our tax season resource kit. Download today: bit.ly/49deiEA

BREAKING NEWS…IRS will announce the opening date for the 2025 tax filing season for individual returns will be January 27th. Opinions are my own.

Deadline looms for millions of businesses subject to CTA filing | Wolters Kluwer wolterskluwer.com/en/news/poll-o… via @Wolters_Kluwer

Many accounting firms face a critical challenge in rapidly improving staff proficiency. CCH® Knowledge Coach solutions address these challenges by offering structured guidance, real-time feedback, and data-driven insights. To learn more, see below. sprou.tt/1DeMSSD5dwH

Explore the SEC's latest climate disclosure updates and their impact on auditors and public companies. Check out @mfriedlich's latest @AccountingToday article for insights into what these changes mean. Read here: bit.ly/4fhASzd #Audit