Why Advisors Are Rethinking Entity Structures, and Why Those of Us in Specified Service Businesses Have Fewer Options
By Jessica Irving Marschall, CPA, ISA AM, President & CEO, Marschall Accounting Services, LLC, September 27th, 2026 MAS LLC | www.MarschallTax.com Accounting Today ran a piece this week, written by Zoe Sagalow and originally published in Financial Planning, that caught my attention for two reasons. The first is that it says out loud what we […]
Read MoreCharitable Giving in 2026: How the One Big Beautiful Bill Act Reshapes the Rules for Donors
What individuals, corporations, and nonprofit partners need to know about the new deduction landscape, and the federal scholarship tax credit arriving in 2027 Jessica Irving Marschall, CPA By Jessica I. Marschall, CPA, ISA AM | President and CEO, The Green Mission Inc. ~ GM-ESG ~ Probity Appraisal Group ~ MAS LLC | August 2026 The […]
Read MoreThe One Big Beautiful Bill Act in 2026: A Comprehensive Guide to the Provisions Taking Effect This Year
A detailed guide to the major individual, business, benefits, and international changes now in force, and what taxpayers should do about them By Jessica I. Marschall, CPA | President and CEO, Marschall Accounting Services LLC | August 2026 The One Big Beautiful Bill Act, enacted as Public Law 119-21 on July 4, 2025, changed more […]
Read MoreThe S Corporation Questions Our Clients Are Asking Right Now, and What the Latest Developments Mean for You
By Jessica Irving Marschall, CPA, Marschall Accounting Services, LLC, August 20th, 2026 Every so often, a single week at our office tells a story. This past week, client after client reached out with questions that all circled the same territory: Is my S corporation still the right structure? What changed under the new tax […]
Read MoreProving the Exclusion: QSBS Requirements and the Substantiation File That Defends Them
The four pillars of Section 1202 qualification, the One Big Beautiful Bill Act enhancements, and the documentation program that carries the position from formation to exit By Jessica I. Marschall, CPA August 13, 2026 Introduction: The Exclusion Belongs to the Shareholder Who Can Prove It Internal Revenue Code Section 1202 offers one of the most […]
Read MoreThe Complete Client Guide to S Corporations: Benefits, Risks, Compliance, and Common Mistakes
By Jessica Irving Marschall, CPA Marschall Accounting Services, LLC August 11, 2026 Choosing to operate as an S corporation can be one of the most valuable tax planning decisions available to a closely held business owner. When the structure is used correctly, it can provide liability separation, pass-through taxation, meaningful payroll tax planning opportunities, and […]
Read MoreExpatriate Tax for US Taxpayers Living Abroad
CLIENT ADVISORY A planning overview, with country sections for Canada, Costa Rica, Ireland, Colombia, and Spain Jessica Irving Marschall, CPA June 4th, 2026 Why this conversation is happening now US clients are increasingly asking what it would take to live, work, and possibly hold citizenship in another country. Some are responding to political and economic […]
Read MoreThe Federal Reclassification of Accounting Misses the Mark: Why CPAs Are, and Have Always Been, Professionals
By Jessica Irving Marschall, CPA, ISA AM President and CEO, The Green Mission Inc., GM-ESG, and Probity Appraisal Group President and CEO, Marschall Accounting Services LLC May 8th, 2026 In early May 2026, the U.S. Department of Education issued final regulations implementing the One Big Beautiful Bill Act provisions governing federal graduate student loan eligibility, […]
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 […]
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