State Tax Updates

SALT Deduction Cap Workarounds: How CPAs Reduce State Tax Burden for High-Income Clients

The $10,000 SALT cap continues to punish high-income clients in California, New York, New Jersey, and Illinois — but CPAs have more levers than ever to push back. This guide delivers a tactical playbook covering PTET elections, charitable offset structures, entity restructuring, and multi-state…

Multistate Payroll Tax Compliance: How CPAs Keep Distributed Clients Out of Trouble

Remote work has turned a manageable multistate payroll tax compliance problem into a minefield — and most business clients have no idea how many states are watching. This operational playbook shows CPAs exactly how to audit a client's payroll footprint, navigate withholding registration deadlines…

Multistate Payroll Tax Compliance: How CPAs Handle Remote Employees for Business Clients

Remote work didn't just change where employees sit — it created a patchwork of withholding registrations, SUTA accounts, and reciprocity agreements that CPA firms must actively manage for their business clients. This guide walks through every employer-side trigger, from the first remote hire to a…

Multistate Payroll Tax Compliance: How CPAs Manage Withholding for Remote Workers

Remote work has made multistate payroll tax compliance one of the most common—and most misunderstood—issues CPA firms face. This guide walks through reciprocity agreements, nexus-triggering thresholds, the convenience-of-employer doctrine, and the exact workflow steps your firm needs to protect…

Nexus Study for CPAs: When to Order One and How to Charge for It

A formal nexus study is one of the highest-value advisory services a CPA can offer a fast-growing client — yet most firms undercharge for it or skip the conversation entirely. This guide walks through the triggers that should prompt a recommendation, how to scope and price the engagement as a…

California Sales Tax on Software 2027: What CPA Firms Need to Know About SB 122

California's SB 122 will extend the state's sales tax to SaaS subscriptions and downloaded software beginning in 2027 — a significant shift that raises operating costs for every CPA firm relying on cloud-based practice management tools. This guide breaks down exactly what the law covers, how much…

State Tax Nexus for Growing Clients: How Small CPA Firms Manage Multi-State Compliance

When a business client hires their first remote employee in another state or crosses a sales threshold in a new market, multi-state tax obligations follow immediately. This guide walks small CPA firms through a repeatable workflow for identifying nexus triggers, managing state registrations, and…