Blogs

Tax Planning

The QBI deduction, explained: who qualifies, how to calculate it, and what changed under the OBBBA

What the QBI deduction is, who qualifies, how to calculate it, and the 2026 thresholds, phase-in ranges, and $400 minimum deduction under the OBBBA.

Practice Management

AI Adoption for CPA Firms: A Roadmap for Introducing AI Into Your Firm

AI adoption for CPA firms, done right: how to assess, pilot, and scale AI tools while staying inside Circular 230.

Tax Planning & Deadlines

Mid-Year Estimated Tax Check: Recalibrating Q3 Payments After OBBBA

The June 15 installment is paid and OBBBA reset the math. Run the mid-year estimated tax true-up before the Q3 payment.

IRS OPR Issues Guidance (Issue No. 2026-19) on Responsible AI Use in Tax Practice: What Every Tax Professional Should Know

The Office of Professional Responsibility has released new guidance on the responsible use of generative AI in federal tax practice, with an emphasis on one thing: AI can make tax professionals more productive, but it does not replace professional judgment.

Firm Operations

How to Build a Lifestyle CPA Firm From the Ground Up in 2026

Thinking about hanging your shingle? There's never been a better time!

State and Local Taxes

PTET Election by State: 2026 Complete Reference Guide

A comprehensive guide to the PTET election, and each state's PTET election status.

AI Tax Software Selection: Expert Vetting Criteria for 2026

What to know about AI software before you hand over your card.

Marble is building AI agents to transform the tax industry.

Try the preview of our first agent Intelligence. Intelligence is an AI Tax Research assistant designed for citation backed information retrieval, research and memo drafting.