On February 10, 2026, Judge Jed Rakoff of the Southern District of New York ruled in United States v. Heppner that documents generated through a consumer version of Anthropic’s Claude AI were not protected by the attorney-client privilege or the work-product doctrine under the circumstances presented. The decision appears to be the first to squarely
Group of U.S. Senators Sound Alarm About State of Federal Tax Enforcement
In the midst of Congressional consideration of the administration’s FY2026 budget request for the Internal Revenue Service (which was ultimately approved on February 3, 2026), a group of U.S. Senators is raising questions about fairness in tax enforcement. Ten Senators, nine Democrats and one Independent, are questioning whether recent workforce reductions and funding decreases are
Barry Zalma’s Most Respected Works
BARRY ZALMA, ESQ., CFE
If you are in need of any assistance with regard to insurance issues the following information to assist you came from two different AI operations.
MOST RESPECTED FROM AI
Barry Zalma is an internationally recognized insurance expert, attorney (Esq., CFE), and prolific author with over 50 years of experience in insurance
Nonprofit Resources of the Week – 2/7/26
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
There Are Already New Developments in the CA Budget Saga
“ – And so it begins…. Today, California will launch back into the perennial debate over how to spread its wealth around — and there are abundant assets to allocate.”
That was four years ago, on January 10, 2022.
A trio of journalists on the Sacramento beat was covering the hottest story in town. “Like
CA State Proposed Budget Moves Front and Center
“It’s budget season again” in California.
That’s the type of announcement that conjures up visions of bored officials and lawmakers, of “snooze fests of reviewing minutiae interrupted by periodic flare-ups of partisan temper tantrums.”
Occasionally, though, there are dramatic spikes in the numbers – or worse still – massive drops. That can spark interest
Nonprofit Radio: 2026 Outlook
I recently joined fellow Nonprofit Radio contributor Amy Sample Ward (CEO, NTEN) in conversation with host Tony Martignetti about what we expect to see in the new year. Listen to the podcast here.
Our Esteemed Contributors kick off 2026 to share what they’re looking out for in the New Year. We talk about increased
Nonprofit Resources of the Week – 1/10/26
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
IRS Audits in 2026: New Rules, New Technology, and New Triggers Every Business Should Prepare For
IRS audits are changing in 2026. New reporting rules, expanded enforcement funding, and AI-driven audit selection are reshaping how taxpayers are identified, contacted, and reviewed. If you are a business owner or financial professional, staying ahead of these shifts can help you avoid penalties, prepare documentation that aligns with IRS expectations, and respond quickly if
New year, same SALT: Lightning round on 2025’s biggest topics
In this episode of the SALT Shaker Podcast, SALT Partners Jeremy Gove and Chelsea Marmor kick off 2026 with a lightning round of their favorite SALT issues from 2025. They cover market-based sourcing, tax base expansions, remote worker litigation, and the classification of streaming services as tangible property. The conversation also touches on federal intervention