“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 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 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 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 […]
Read More2025 Year-End Tax Strategy
Critical Deadlines and One Big Beautiful Bill Act Integration Jessica I. Marschall, CPA, ISA AM | December 31, 2025 Executive Summary The final day of the calendar year represents a critical juncture for federal tax compliance and optimization. Following the enactment of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, as Public […]
Read MoreNo Tax on Overtime, Tips, and Social Security? Decoding the OBBBA’s Actual Deductions and Senior Benefits
By Jessica I. Marschall, CPA, President MAS LLC December 31st, 2025 The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has generated significant buzz around its “no tax on tips” and “no tax on overtime” provisions. However, as tax professionals, we need to look beyond the headlines to understand what […]
Read MoreHigh-Impact Tax Issues Heading Into the 2026 Tax Season
A Strategic Advisory Guide for Sophisticated Taxpayers and Business Owners By Jessica Marschall, CPA, ISA AM President & CEO, MAS LLC | The Green Mission Inc. | Probity Appraisal Group | GM-ESG December 20th, 2025 As the 2026 filing season approaches, the questions being asked by sophisticated taxpayers are no longer about filing thresholds or […]
Read MoreFrom Tax Code to Deconstruction Sites: Building Solutions to America’s Housing Crisis
By Jessica I. Marschall, CPA, ISA AMNovember 23, 2025 Finding Hope in the Intersection of Tax Policy and Climate Action After 26 years navigating the labyrinthine corridors of federal tax policy and six years elbow-deep in deconstructed buildings across America, I have discovered something remarkable: the same 76,000 pages of tax code (including tax memos, […]
Read More
