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Tax planning questionnaire: a OneForm Tax Opportunity Report report card on the OneForm gradient

Tax Planning Questionnaire: 60+ Questions to Ask Clients by Life Area

A tax planning questionnaire asks clients what changed and what they plan, by life area, with screening questions first so only real opportunities get detailed follow-ups.

Brian Davis, CPA, CFE · October 11, 2026

One Big Beautiful Bill: 2026 planning: a OneForm Client planning checklist report card on the OneForm gradient

Tax planning12 min read

One Big Beautiful Bill Tax Changes: 2026 Client Planning Guide

The OBBBA made most 2017 cuts permanent, added tips, overtime and senior deductions through 2028, raised the SALT cap and limited itemized deductions from 2026.

Brian Davis, CPA, CFE · October 11, 2026

Year-end tax planning checklist: a OneForm Year-End Tax Planning Checkup report card on the OneForm gradient

Tax planning12 min read

Year-End Tax Planning Checklist 2026: Deadlines, Limits and OBBBA

Confirm December 31 moves, the January 15, 2027 estimate and the April 15, 2027 IRA and HSA deadline, using 2026 limits and the new OBBBA charitable and SALT rules.

Brian Davis, CPA, CFE · October 11, 2026

The short-term rental tax loophole: a OneForm Short-Term Rental Tax Checkup report card on the OneForm gradient

Tax planning11 min read

Short-Term Rental Tax Loophole: Rules, Tests and Records for 2026

With an average guest stay of seven days or less and material participation, short-term rental losses are nonpassive and can offset wages and other active income.

Brian Davis, CPA, CFE · October 11, 2026