2026 Pocket Tax GuideThe 2026 edition of our Pocket Tax Guide is packed with up to date tax information, rate updates, and a summary of the OBBBA and delayed effects from the Secure 2. 0 legislation for both 2025 and 2026. Its ideal for fostering client goodwill and attracting new clients. The subscription is available in three PDF formats for both online and print use, allowing for easy personalization through Adobe Acrobat. It also includes high resolution, print ready

Teams become overwhelmed with hidden work

Includes membership to the CW Connect Technical Support Tax Forum

depreciation requirements

Future Value Table – Fixed Sum

procedural timing rules can override the merits of an otherwise correct refund position

time redesign

Built for practical

preserve basis

higher education

Understanding how life settlements differ from policy surrenders is essential for accurate tax planning and compliance

compensation versus gift

and provisions set to sunset or be extended