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Plain-language notes on U.S. tax deadlines, IRS letters, cross-border reporting and running a small business, written by the CPAs who handle these questions every day.

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IRS & compliance · Sep 19, 2026

Gold Card & H-1B Fee Headlines: Compliance Planning When Immigrant Status Makes You a U.S. Tax Resident

Gold Card (EO gifts $1M/$2M + USCIS I-140G $15,000/person) and H-1B cost headlines ($100k proclamation payment in litigation per USCIS; proposed $103,265 NPRM not final) are pushing high-end clients to accelerate immigrant paths. LPR status or substantial presence generally means worldwide Form 1040 reporting—pre-immigration compliance planning checklist; verify fluid fee dates against White House/USCIS/IRS.

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IRS & compliance · Sep 19, 2026

PTET Elections Still Matter: How NC (and CA) S Corps / Partnerships Can Ease the Federal SALT Cap—Compliance Planning

Even with a ~$40,000 federal SALT cap, North Carolina’s Taxed PTE election (S corps / partnerships) and California’s 9.3% PTE tax can still ease individual SALT pressure via entity-level state tax and federal entity deduction. Elect on a timely return—once filed, the NC election cannot be changed. Cary/RTP owners: model before you file.

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Permanent 100% bonus depreciation for property acquired after January 19, 2025

IRS & compliance · Sep 19, 2026

Permanent 100% Bonus Depreciation: Cary/RTP Small Businesses Buying Equipment After ~January 19, 2025

OBBBA (P.L. 119-21) permanently restores 100% bonus depreciation under §168(k) for qualified property acquired after January 19, 2025. Cary/RTP small businesses should confirm contract and placed-in-service dates before year-end CapEx—and note temporary §168(n) qualified production property.

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IRS Tax Compliance Report — download authenticated PDF

IRS & compliance · Sep 18, 2026

IRS Tax Compliance Report: How to Download & Share the Authenticated PDF

Need proof you’re federal-tax compliant for a loan, job, or benefit? Download the IRS digitally authenticated Tax Compliance Report from your Individual Online Account—and share only the original PDF so the certificate stays intact.

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2026 Roth catch-up mandate — $150k FICA wage threshold

IRS & compliance · Sep 18, 2026

2026 Roth Catch-Up Mandate: If 2025 Wages Topped $150k

Beginning in 2026, age-50+ catch-up contributions generally must be Roth if your 2025 FICA wages from that plan sponsor exceeded $150,000. Here’s what Cary/RTP employees and plan sponsors should check before year-end payroll elections close.

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NC DOR FAQs: tips and overtime deductions do not reduce North Carolina taxable income

IRS & compliance · Sep 17, 2026

NC DOR FAQs: federal tips and overtime deductions do not flow to North Carolina tax

NCDOR’s Sept 11 FAQs confirm North Carolina’s static conformity. Federal tips and overtime deductions generally do not reduce NC taxable income, and domestic R&E needs an 80% addback.

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Free 30-minute consultation: what to bring

Getting started · Sep 13, 2026

What to bring to your free 30-minute consultation

You do not need a folder of paperwork for a first conversation. Here is the short list that lets a CPA give you a useful answer in thirty minutes.

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Taste of Asia 2026, October 3, Moore Square, Raleigh

Community · Sep 12, 2026

Taste of Asia 2026: see you in downtown Raleigh on October 3

Taste of Asia 2026 comes to Moore Square in downtown Raleigh on Saturday, October 3, from 11 a.m. to 6 p.m., with Asian food, performances, cultural showcases and family activities.

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Case studies · Sep 10, 2026

IRS penalty of $25,000 reduced to $0: an anonymous client case

A client received an IRS penalty of about $25,000. After a careful review of the notice, a rebuilt timeline, organized evidence and steady follow-up, the penalty was adjusted to $0.

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