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 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 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 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 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 MoreEQUITY COMPENSATION
ESPP, ISO, RSU, and SAFEs A Comprehensive Guide to Tax Implications, Advantages, and Strategic Applications By Jessica Marschall, CPA, ISA AM President & CEO, MAS LLC | The Green Mission Inc. | Probity Appraisal Group | GM-ESG January 2026 Introduction Equity compensation has become a cornerstone of modern employee benefits, particularly in technology, startup, and […]
Read MoreVirginia’s Proposed Net Investment Income Tax
An Analysis of House Bill 378 and Its Implications for High-Income Taxpayers By Jessica I. Marschall, CPA, ISA AM January 2026 Introduction View Post Virginia House Bill 378, introduced on January 12, 2026, by Delegate Elizabeth Bennett-Parker (D-5), represents a significant departure from the Commonwealth’s historical approach to taxing investment income. If enacted, the legislation […]
Read MoreSEP-IRA Contribution Limits for 2025 and 2026:
What Business Owners and Self-Employed Individuals Need to Know By Jessica I. Marschall, CPA, ISA AM ~ January 20th, 2025 Simplified Employee Pension Individual Retirement Accounts (SEP-IRAs) remain one of the most powerful retirement savings tools available to small business owners and self-employed individuals. With higher contribution limits than traditional IRAs and relatively simple administration, […]
Read MoreThe $2 Trillion Gamble
How Gutting the IRS and Killing Direct File May Cost Taxpayers Far More Than It Saves January 2026 | Tax Policy Analysis, Jessica I. Marschall, CPA, President MAS LLC In less than one year, the Trump administration has eliminated 25% of the IRS workforce (over 25,000 employees) while simultaneously canceling Direct File, a free tax-filing […]
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