Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for March 9, 2026 – March 25, 2026. AI controversy developments March 20, 2026: The US Tax Court is considering developing a disciplinary framework for the misuse of artificial intelligence (AI) in litigation following concerns raised by Judge Mark V.
AI platforms and privilege: Tax departments should be wary about what they share
Today’s artificial intelligence (AI) platforms have shown impressive capabilities that keep evolving. As those capabilities improve, tax departments may be inclined to leverage AI’s analytical power. While this technology has led to incredible efficiencies, we’ve been warning in-house tax departments about which platforms they use and what information they share to avoid waiving privilege or
Social Impact Law: Guest Lecture 2026
Earlier this month, I had the privilege of guest lecturing to Scott Curran‘s Social Impact Law class at Chicago-Kent College of Law at the Illinois Institute of Technology. Among the areas I covered or hoped to cover (I may have been overly ambitious in setting the scope):
Lawyers and how they may be involved with nonprofits
- Nonprofit and
WCTEO 2026: Selected Highlights
The following are just some of the many highlights from the 2026 Western Conference on Tax Exempt Organizations (WCTEO). As with all of our posts capturing highlights of events, my interpretations, opinions, and selection of additional resources may be sprinkled with the information provided by the presenters.
Tribute to Doug Mancino
Beyond the Congressional Record
Zalma’s Insurance Fraud Letter – March 15, 2026
ZIFL – Volume 30, Issue 6
THE SOURCE FOR THE INSURANCE FRAUD PROFESSIONAL
Post number 5304
Zalma’s Insurance Fraud Letter (ZIFL) continues its 30th year of publication dedicated to those involved in reducing the effect of insurance fraud. ZIFL is published 24 times a year by ClaimSchool and is written by Barry Zalma. It is provided
Nonprofit Resources of the Week – 3/14/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources
Tax Scams Continue to Grow; IRS Simplifies Reporting of Scams
https://www.irs.gov/pub/irs-pdf/p6138.pdfIn February, the IRS announced a new online reporting tool for suspected tax fraud, scams, and illegal activities. Smartly, the link is on the main page (in the dark blue line):
This month, the IRS released the 2026 Dirty Dozen list of various scams to watch out for, such as fake charities seeking your
Nonprofit Resources of the Week – 3/7/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues affecting the nonprofit and philanthropic ecosystem, including those related to equity, climate change, and resilience. The series also seeks to share tools, perspectives, and sources
The European Artificial Intelligence Act in 2026
The European Artificial Intelligence Act in 2026
In June 2024 the European Parliament and European Council have adopted the Regulation (EU) 2024/1689, which will come in force in August 2nd, 2026.
Introduction
In light of the rapid technological developments and the increased dependence on tools such as artificial intelligence, there was also a constant need
Charity Fraud Report 2025 Is Out With Important Findings
The year 2025 marks “the fifth year that BDO and the Fraud Advisory Panel (both UK-based) worked together in partnership to combat charity fraud, coinciding with the tenth anniversary of Charity Fraud Awareness Week.” The purpose: “to raise the profile of fraud affecting charities, focusing on key trends and offering insights into how charities can