Infusion CPAs and Advisors

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/15/2026

Most expense reimbursements become taxable wages if they’re not handled correctly—yikes. A simple accountable plan can help your business reimburse employees tax-free, protect deductions, and reduce IRS risk. Learn the 3 rules every company should know. Check it out now!

Discover how an accountable plan protects tax deductions and allows tax-free employee reimbursements while maintaining IRS compliance.

10/13/2026

Crowdfunding isn’t automatically tax-free or taxable—what matters is the type of campaign, what donors receive, and how it’s reported. From personal gifts to rewards and equity raises, the tax rules can surprise you. Find out what really applies before you launch or donate. Read now.

Crowdfunding can have unexpected tax consequences. Learn how personal donations, rewards, investments, Form 1099-K, and gift tax rules may apply.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/09/2026

QuickBooks is taking a big step toward AI-powered accounting—now you may be able to ask questions, send invoices, and process payments through Meta’s new Muse platform. Sounds convenient, right? Find out why accurate books matter more than ever. Read now.

QuickBooks is joining Meta's Muse for Small Business. Discover how this AI integration impacts your financial data and why accurate bookkeeping matters more.

10/08/2026

Think your tax return was filed? The IRS may say otherwise—even years later. 😳 Learn the key differences between preparing, filing, and IRS acceptance, plus what to do if you receive a missing return notice. Read now to protect your records and avoid costly surprises.

Learn what to do if the IRS says your tax return was never received, including how to verify filing, respond to notices, and protect a refund.

10/07/2026

A tax return filed years ago can still come back to haunt you—especially if fraud was involved, even without your knowledge. 😳 Learn what the latest court ruling means for taxpayers, nonprofits, and business owners, plus how to protect your organization. Read now.

The Supreme Court's Murrin ruling allows the IRS to audit fraudulent tax returns indefinitely, even if the fraud was committed solely by the tax preparer.

10/06/2026

Think cash payments are simple? For businesses, a single transaction over $10,000 can trigger Form 8300 reporting—and even smaller payments can count in some cases. Stay ahead of costly mistakes and keep your business compliant. Read now to learn what to watch for.

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

10/05/2026

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

10/02/2026

A glamorous image and a “can’t-miss” investment offer can hide serious fraud. Learn how a fake athlete-and-advisor scheme allegedly stole millions, the warning signs to watch for, and how to protect your money. Read now to stay one step ahead.

A high-profile $1.3M investment fraud highlights the critical need for independent verification, internal controls, and proactive tax strategy.