Good morning, Tax Pros!
We’re inching closer to tax season, and Thursdays are for sharpening your skills, tightening your compliance, and building confidence in your role.
💡Tax Law Spotlight:
Head of Household (HOH) Filing Status
HOH remains one of the most commonly misused statuses — and one the IRS audits heavily.
Quick reminder:
- The taxpayer must be unmarried,
- Paid over half the cost of maintaining their home,
- And have a qualifying dependent who lived with them for more than half the year (with limited exceptions).
Train yourself and your team to verify, not assume.
🧠Motivation of the Day:
“Skill is built in December. Success is built in January. Consistency is built every day.”
This is the season to train smarter, not harder.
Whether this is your 1st season or your 10th, the professionals are the ones who keep learning.
📝Today’s Task:
Choose ONE topic to strengthen today:
- Due diligence
- Filing statuses
- Credit eligibility
- Document verification
- Intake interviews
Study it, practice it, or teach it — mastery starts with repetition.
💬Discussion Question:
What tax topic do you feel least confident in right now?
Drop it below so we can tackle it together.