Category: Uncategorized
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IRS New AI Guidelines – What it Means for You – Part 3: Disclosure(s) Day
Part 1 of this article covered two Circular 230 obligations AI exposes: technical competence and data security. We walked through why blind reliance on a GAI tool violates §10.35 and §10.22, why uploading client R&D data into a public GAI platform risks a client-confidentiality violation under 6713 and 7216(a), and we introduced the Systematic Verification…
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IRS New AI Guidelines
What it Means for You – Part 2: Brand New Day (for Fees) As discussed in Part 1 of this article, on June 24, 2026, the IRS Office of Professional Responsibility (OPR) released Issue Number 2026-19, providing the first formal regulatory framework for the use of Artificial Intelligence (AI) in federal tax practice. Part 1…
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IRS New AI Guidelines
What it Means for You – Part 1: Good Luck, Have Fun, Don’t Die-vulge Client Data On June 24, 2026, the IRS Office of Professional Responsibility (OPR) released Issue Number 2026-19, providing the first formal regulatory framework for the use of Artificial Intelligence (AI) in federal tax practice. For CPA firms and specialists, this notice…
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RISE2040: The Strategic Blueprint for Internalizing R&D Tax Services
The landscape of the accounting profession is undergoing a fundamental transformation. According to the RISE2040 initiative, the industry is hurtling towards a future where traditional compliance work becomes “invisible.” In this new paradigm, routine tax reporting and reconciliations are no longer the primary human workload; instead, they function as background infrastructure, automated by AI and…
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Don’t Leave Credits on the Table: Non-Compliant Taxpayers, Economic Assessment, and the Cost of Refusal
Part 2 of 2: Non-Compliant Taxpayers, Economic Assessment, and the Cost of Refusal By Les Bryson, The LAB Business Solutions (thelab.tax) | Blake Peters, EA, Peters Specialty Tax Services (petersspecialtytax.com) Part 1 of this series established the §174/§41 statutory linkage and laid out the clean paths available to compliant taxpayers (Situations 1 and 2). Read here.…
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Don’t Leave Credits on the Table: Why Practitioners Are Wrong to Refuse R&D Credit Work for 2022–2024
1 of 2: The Legal Framework for Compliant Taxpayers By Les Bryson, The LAB Business Solutions (thelab.tax) | Blake Peters, EA, Peters Specialty Tax Services (petersspecialtytax.com) Introduction In working with our clients over the past year, we have heard a troubling pattern emerging in the R&D tax credit community. Some practitioners are refusing to pursue…