Hit the Jackpot? Uncle Joe’s Guide to Gambling Taxes 🍀
Hey there, friends! It’s your buddy Uncle Joe. With the holidays approaching and the end of 2026 right around the corner, you might be feeling lucky. Whether it’s a weekend…
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⚡ Electrons, Engineers, and Evidence: Indiana Tax Court Draws the Line on Expert Testimony in NIPSCO Tax Case
Date: November 7, 2026Category: Tax Litigation / Evidence / Expert WitnessesCase: Northern Indiana Public Service Company, LLC v. Indiana Dept. of State Revenue (Case No. 24T-TA-00017, Ind. Tax Ct. Aug.…
Read moreWorking from Home in South Bend: The Procedural Guide to Claiming Your Home Office Deduction
Date: Friday, November 6, 2026 As the crisp Indiana autumn sets in and we look toward the winter ahead, many of us are settling into our remote work routines. If…
Read moreHealth, Wealth, and the IRS: A South Bend Guide to Deducting Medical Expenses
Date: Friday, November 6, 2026 Whether you are hitting your daily goal of 10,000 steps walking along the St. Joseph River, braving the Indiana winter to get to the IU…
Read morePaying for College in South Bend and Beyond: A Guide to Education Tuition Tax Benefits & IRS Procedures
Date: Friday, November 6, 2026 As we head into the final stretch of 2026, college students and their families are starting to think about year-end tax planning. Whether you are…
Read more📈 IRS Releases 2027 Inflation Adjustments: What You Need to Know About Rev. Proc. 2026-35
The IRS has officially released Revenue Procedure 2026-35, detailing the inflation-adjusted tax items for the 2027 tax year. If you’re looking to optimize your tax strategy, plan for major life…
Read moreNavigating the New EPCRS Rules: What Plan Sponsors Need to Know About Revenue Procedure 2026-34
If your company sponsors a retirement plan, you know that operational hiccups can happen. Fortunately, the IRS provides a safety net: the Employee Plans Compliance Resolution System (EPCRS). The IRS…
Read moreWhen 24-Hour Caregivers Count as Medical Care: Lessons from Estate of Baral v. Commissioner
A recent Tax Court case shows how families can deduct around-the-clock caregiver costs — but only if the paperwork supports it. When a loved one develops severe dementia, families often…
Read moreWhen Good Records Aren’t Enough: Lessons from Houchin v. Commissioner
A recent Tax Court case shows that keeping a mileage log is only half the battle—and guessing later won’t save your deduction. The Setup Michael Houchin was between truck-driving jobs…
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