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Planning Basis research deskSection 07 · Page 13 of 13Last 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.

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Sources cited on this page

  1. Tax Section Odyssey — Turning technology gains into client value, 27 August 2026taxodyssey.libsyn.com
  2. Tax Section Odyssey — Tax planning unleashed, 14 November 2025aicpa.net.libsyn.com
  3. Tax Section Odyssey — Navigating recent IRS guidance on R&E expenses, 10 September 2025taxodyssey.libsyn.com
  4. IRS — Internal Revenue Bulletin 2025-38: Revenue Procedure 2025-28www.irs.gov
  5. Tax Section Odyssey — Unlocking the future of tax research with AI, 21 August 2025taxodyssey.libsyn.com
  6. IRS YouTube — Choose a Tax Preparer Wisely, 2016www.youtube.com
  7. Taxpayer Advocate Service — Choosing the right tax return preparer, January 2026www.taxpayeradvocate.irs.gov
  8. AICPA & CIMA — Tax Section Odysseywww.aicpa-cima.com