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:

  • IRS drops multiple types of digital asset reporting guidance (August 2024)
  • IRS issues proposed regulations for post-2024 energy credits (August 2024)
  • FBAR and FATCA reporting requirements (August 2024)
  • Planning considerations for clients with annuities (August 2024)
  • The fine print behind IRA transfer bonuses (July 2024)
  • FinCEN issues new beneficial ownership reporting FAQs (July 2024)
  • Proposed regulations target certain CRAT transactions as listed transactions (July 2024)
  • Investing for young adults (July 2024)
  • Reclassifying marijuana as a Schedule III drug (June 2024)
  • Is an amended income tax return always necessary? (June 2024)
  • Inflation Reduction Act’s home energy rebates not subject to tax (June 2024)
  • 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)

*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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