Veritas Planning Advisors - CPA

10/09/2026

QuickBooks is now connecting with Meta’s new Muse for Small Business AI platform—making it possible to create invoices, accept payments, and ask questions about your finances without opening your accounting software. AI can save time, but accurate books still matter. Read now to see why it matters for your business.

QuickBooks is joining Meta's Muse AI platform. Learn how this integration simplifies financial management for business owners and why accurate books still matter.

10/09/2026

Big news for K–12 giving: a new federal tax credit could turn charitable donations into a direct tax break starting in 2027. But there’s a catch—state rules, credit limits, and carryforward details matter. Curious how it works? Read now to see what this could mean for your giving strategy.

Learn how the upcoming IRC Section 25F Federal Scholarship Tax Credit works, including the $1,700 cap, state credit offsets, and the 2027 start date.

10/09/2026

Helpful seasonal content builds trust and keeps your business top of mind when homeowners are ready to schedule service.

10/08/2026

Thought you filed your tax return? The IRS may not have a record of it — and that can lead to surprise notices, penalties, or even lost refunds. Learn what to check, what the notice means, and how to respond before paying anything. Read now.

Received an IRS notice claiming a tax return is missing? Learn how to verify the letter, prove delivery, and protect your refund or resolve an SFR.

10/07/2026

A tax return fraud case is raising eyebrows: the IRS may be able to assess back taxes indefinitely—even if the taxpayer didn’t know the preparer filed fraudulently. If you rely on a tax pro, this is a must-read. Find out what it could mean for you.

The Supreme Court declined to review Murrin v. Commissioner, allowing the IRS to audit fraudulent returns indefinitely, even if the taxpayer was innocent.

10/07/2026

Take a moment this week to recognize how far you've come. Gratitude has a way of turning ordinary moments into extraordinary ones.

10/06/2026

Accepting cash in your business? A payment over $10,000 can trigger Form 8300 reporting—and even some smaller payments may count in unexpected ways. Stay ahead of IRS rules, avoid costly mistakes, and protect your business. Read now to see what’s reportable.

Businesses receiving large cash payments may need to file Form 8300. Learn what counts as cash, filing deadlines, and when reporting is required.

10/06/2026

It's never too early to think about year-end giving. Planning ahead can help maximize both your charitable impact and potential tax benefits.

10/05/2026

Accepted cash payments? There’s one reporting rule many businesses overlook—and it could save you from costly compliance headaches. Learn when Form 8300 is required and why it matters for your business. Read now and stay ahead of the rules.

Learn why the IRS and FinCEN require businesses to file Form 8300 for large cash transactions and how to ensure your compliance.

10/05/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.