Poppy CPA

05/04/2026

NEVER respond to a "prove you are a human" test (CAPTCHA) in a text message!

Scammers are using fake CAPTCHA pages to rack up international SMS charges on victims’ phone bills, and then take a cut.

04/20/2026

https://www.malwarebytes.com/blog/news/2026/04/simply-opening-a-pdf-could-trigger-this-adobe-reader-zero-day?utm_source=iterable&utm_medium=email&utm_campaign=b2c_pro_oth_20260420_aprilweeklynewsletter_v3_177636644146&utm_content=Adobe_Logo

Even though it’s patched, Adobe confirmed it was exploited in the wild, so updating is urgent, not optional.

03/17/2026

https://www.malwarebytes.com/blog/threat-intel/2026/03/watch-out-for-tax-season-robocalls-pushing-fake-relief-programs

Scammers are targeting Americans with robocalls during tax season. Here’s how to spot the scam.

01/23/2026

To claim tax credits for new energy efficient windows and doors for 2025, you must provide a unique Qualified Manufacturer Identity number on your tax return for each window and door. The QMID is four characters: letter, number, letter, number.

The QMID is also needed for water heaters, central air conditioners, furnaces, or hot water boilers.

These manufactures have met all IRS requirement for Energy Efficient Home Improvement Credits, however not all products produced may qualify.

10/14/2025

https://www.malwarebytes.com/blog/news/2025/10/ai-driven-scams-are-preying-on-gen-zs-digital-lives

Gone are the days when extortion was only the plot line of crime dramas—today, these threatening tactics target anyone with a smartphone, especially Gen Z.

10/13/2025

In the event you receive an audit assessment for "unreported IRA income" from the Wisconsin Department of Revenue for 2021 tax years and forward: this is from taking the Qualified Charitable Distributions as a reduction of your IRA income. The WDOR has no way of confirming that a QCD exists, apparently, because there is no paper form on which to report them. We do include them in the electronic file, but the WDOR hasn't tracked that information. Contact us if we prepared your returns and you receive such a notice.

07/01/2025

The latest on the tax law changes with the Senate passed budget bill today:

The Reconciliation Bill being debated in the Senate contains many tax provisions beyond extending portions of the Tax Cuts and Jobs Act and differs from the Finance Committee version in key areas.

06/23/2025

Here's another reason why Medicare Advantage plans, with all kinds of features to get you to choose them, are not always a wise choice. There is no mandate that a healthcare provider must provide you services if they don't take your particular Medicare Advantage Plan:

"Discover why more than half of older adults rely on Medicare Advantage for health coverage, and the growing trend of hospitals dropping MA plans due to adminis

03/22/2025

Finally we have an "interim final ruling" yesterday that removes the BOI reporting requirement at FinCen for all domestic entities:

WASHINGTON––Consistent with the U.S. Department of the Treasury’s March 2, 2025 announcement, the Financial Crimes Enforcement Network (FinCEN) is issuing an interim final rule that removes the requirement for U.S. companies and U.S. persons to report beneficial ownership information (BOI) to ...

03/03/2025

BOI Reporting is off again!https://www.cpapracticeadvisor.com/2025/03/02/treasury-department-suspends-boi-and-enforcement-of-corporate-transparency-act/156757/