Spidell’s Federal Taxletter®


Monthly news and planning articles to keep you current on federal changes. Includes over 1,000 articles going back to 2009 plus useful client letters.

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Spidell’s Federal Taxletter®

Planning and strategy for your most valuable clients

Spidell’s Federal Taxletter® is a monthly newsletter plus a searchable online archive of back issues that keeps you at the leading edge of the issues that will impact your clients, from healthcare to trusts and from LLCs to virtual currencies.

Recent articles address important issues:

  • Deductibility of passive activity losses on death (May 2024)
  • ERC relief still available beyond the Voluntary Disclosure Program (May 2024)
  • Rectifying overpaid Social Security benefits (May 2024)
  • Employee Retention Credit latest updates (April 2024)
  • Court rules on beneficial ownership reporting requirements (April 2024)
  • Estimated tax penalties for 2023 returns (April 2024)
  • Missing Form 8962 will result in e-file rejection (April 2024)
  • Tax legislation still pending in Congress (March 2024)
  • Be aware of changes made to the W-2 for the 2023 tax year (March 2024)
  • March 22 is the ERC Voluntary Disclosure Program deadline (March 2024)
  • Emergency Savings Accounts go into effect this year (March 2024)
  • Employee Retention Credit Voluntary Disclosure Program (February 2024)
  • IRS grants late-payment penalty relief (February 2024)
  • Monetizing energy credits (February 2024)
  • New manufacturer PIN requirements for Energy Efficient Home Improvement Credit (February 2024)

*Customer service representatives available Monday through Friday 7:00 a.m. to 5:00 p.m. PT.

Useful Tools

Get topic-driven special reports, client-ready letters, helpful checklists, and e-mails to enhance your practice — FREE with your subscription!

Topics include:

  • Identity theft and how it can affect tax returns
  • Reverse mortgages
  • Tricks and traps of IRAs
  • Tax planning client letter and e-mail
  • Depreciation
  • Lending to family members
  • Health savings accounts (HSAs)

Trusted by tax pros

The Federal Taxletter brings the tax news I need straight to my inbox each month. I look forward to each issue; I know Spidell has me covered.
— Robert P.;
Laguna Beach, CA

Online Searchable Database

Get access to an archive of hundreds of articles dating back to 2009. Do a keyword search, bookmark, and do a search-within-a-search!

Your Solutions Resource

  • Income Tax
  • Tax Deductions
  • Tax Credits
  • Paying Tax
  • Estates & Trusts
  • Retirement Planning
  • Health Care
  • Social Security
  • Medicare/Medicaid
  • Investing
  • Asset Protection

Guarantee of excellence

Your satisfaction is our priority. If you are not completely satisfied with Spidell’s Federal Taxletter® in any way, at any point in time during the coming year, we will provide you with a full refund, hassle-free. Guaranteed.


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