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Planning BasisTAX PLANNING · RESEARCH & INSIGHT
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Planning Basis research deskSection 10 · Page 9 of 9Last updated 3 November 2026

All web sources below were retrieved or found in indexed primary-source results on 3 November 2026. Dates in titles identify publication or data periods, not necessarily the last update. Publisher descriptions establish advertised scope, not independently verified outcomes.

Supplied background: the complete attached context pack, including persona, search-term, market, lead-magnet, primer and supplier documents. Its commercial assumptions are attributed as supplied estimates; existing-research.json contained no prior documents.

Sources cited on this page

  1. IRS — IR-2026-06: Additional first-year depreciation guidance, 14 January 2026content.govdelivery.com
  2. IRS — Internal Revenue Bulletin 2025-49: 2026 retirement limitswww.irs.gov
  3. IRS — Internal Revenue Bulletin 2025-38: Revenue Procedure 2025-28www.irs.gov
  4. IRS — Choosing a tax professionalwww.irs.gov
  5. Cerebral Tax Advisors — Pricing and scopewww.cerebraltaxadvisors.com
  6. Treasury — FinCEN permanently ends US beneficial ownership reporting, 11 August 2026home.treasury.gov
  7. FTC — Safeguards Rule: What your business needs to knowwww.ftc.gov
  8. IRS — Publication 334 (2025), Tax Guide for Small Businesswww.irs.gov
  9. IRS — Internal Revenue Bulletin 2025-40: Catch-up final regulationswww.irs.gov
  10. Tax Section Odyssey — Turning technology gains into client value, 27 August 2026taxodyssey.libsyn.com