REAL ESTATE INVESTMENT STRATEGY
A Practical Tax Guide for Individual and Small Business Clients By Jessica Irving Marschall, CPA, ISA AM President and CEO, MAS LLC | The Green Mission Inc. | GM-ESG | Probity Appraisal Group April 2026 Introduction Real estate has long served as one of the most powerful wealth-building vehicles available to individual investors and small […]
Read MoreThe Tax Preparer Problem Is Bigger Than You Think – And It Tracks With Everything We See
PROFESSIONAL COMMENTARY | TAX PRACTICE By Jessica Marschall | March 2026 A recent report from the Center for Taxpayer Rights sent undercover investigators into tax preparation offices across six states, and what they found was alarming. Non-credentialed paid preparers routinely failed to ask basic questions about household composition and income. When they did ask, their […]
Read MoreYour Tax Preparer Committed Fraud. You Pay the Price.
A federal court ruling makes clear: if your preparer filed a fraudulent return, the IRS can audit you decades later, even if you had no idea what was happening. By Jessica Irving Marschall, CPA March 19, 2026 The Case That Should Get Every Taxpayer’s Attention Here is a case out of Tax Court that should […]
Read MoreThe Patchwork Problem: State Conformity with the One Big Beautiful Bill Act
TAX POLICY ANALYSIS | MARCH 2026 How diverging state tax laws are creating compliance complexity for businesses and individuals across America EXECUTIVE SUMMARY Enacted on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduced sweeping changes to the federal tax code. However, federal law is only the starting point. Most states base their […]
Read MoreThe Case for Cost Segregation Analysis: Why the One Big Beautiful Bill Act Makes It More Valuable Than Ever
By Jessica Irving Marschall, CPA March 2026 As tax season is in full swing, my clients and I have been thrilled by the Cost Segregation analyses for which they invested, resulting in significant tax reductions through allocation to shorter-year depreciation buckets. These reports are not cheap and should not be invested in for many simple […]
Read More“Just Add Their Names to the Deed”
Why This Common Request Can be a Mistake in 2026, and What to Do Instead By Jessica Irving Marschall, CPA | President, MAS LLC | Updated March 10, 2026 It sounds like the ultimate act of kindness. A parent wants their home to pass to their children without the hassle of probate, so they ask: […]
Read MoreTax Season Updates: March 2026 Edition
Important Deadlines, Legislative Changes & Tax Planning Insights Dear Valued Clients, As we move through filing season, there is an extraordinary amount to cover. The tax landscape has shifted dramatically with the passage of the One Big Beautiful Bill Act (OBBBA), the IRS is facing serious legal challenges over taxpayer privacy, and rising costs of […]
Read MoreQSBS Eligibility Evaluation and Ongoing Compliance Consulting
MAS LLC Tax Advisory & Consulting Services QSBS Eligibility Evaluation and Ongoing Compliance Consulting Expanded Advisory Services for New and Existing Clients February 2026 Jessica Irving Marschall, CPA, ISA AM President & CEO, MAS LLC Fredericksburg, Virginia Why QSBS Matters More Than Ever The Qualified Small Business Stock exclusion under Internal Revenue Code Section 1202 […]
Read MoreThe IRS-Taxpayer Compact: How America’s Promise of Taxpayer Confidentiality Is Being Broken
A Bipartisan Crisis That Transcends Politics By Jessica I. Marschall, CPA, ISA AM, President MAS LLC, The Green Mission Inc., GM-ESG, and Probity Appraisal Group February 12, 2026 Every April, more than 150 million Americans perform an extraordinary act of trust. They hand over to the federal government their full legal names, dates of birth, […]
Read MoreTHE LONG GAME
By Jessica I. Marschall, CPA, ISA AM Rental Property Passive Losses, Depreciation Recapture, and the Tax Consequences You Cannot Afford to Ignore President & CEO, MAS LLC | The Green Mission Inc. | Probity Appraisal Group | GM-ESG Published February 2026 | For educational and professional reference purposes Introduction Residential rental real estate is one […]
Read More
