A lender’s guide to navigating the most common IRS tax forms requested on the Form 8821.

2025 looks like a big year ahead for lenders. How can you prepare?  With the new year underway, the lending landscape is poised to undergo significant shifts driven by changes …

Obtaining transcripts can be one of the most challenging hurdles in the due diligence process. Issues can surface for a variety of reasons, some of which are easily prevented. To …

Amidst economic turmoil, many have turned to fraudulent methods to secure business financing. Lenders should prepare for it to get worse in the months ahead.  

Accessing federal tax returns is crucial for evaluating a potential borrower’s creditworthiness. Our experts break down the critical aspects lenders need to know about amended returns to ensure smoother and more accurate loan processing.

In a webinar hosted by Tax Guard earlier this year, experts Rachel Libowitz, Senior Tax Advisor, and Jessica Bramlett, former Director of Customer Success, provided in-depth analysis and guidance on the complexities surrounding IRS collections and tax liabilities, and how they impact lenders and businesses.

Kickstarting the fight against the ever-growing tax gap will be a federal and national effort IRS Commissioner Charles Rettig recently testified before Congress about the state of the tax gap …

The IRS Form 8821, Tax Information Authorization, is an important tool for many lenders and their tax due diligence process. But misconceptions about Form 8821 can cost a lender a …

After reading our previous blog post, “Five Key Things to Understand About the 45-Day Rule,” you should have a good idea as to how the IRS’s 45-day rule works.  In …

Most factors have heard of the 45-Day Rule, but the intricacies and complexity involved can certainly make it confusing. Given that there are a lot of aspects of the rule …

Funding a business is risky. There are many things to consider, for example, is the company solvent? Does it have a healthy balance sheet? And most importantly, does it have …

Professional employer organizations (PEOs) – sometimes referred to as “employee leasing companies” or “co-employers” – have been in existence in a variety of forms for over 20 years. However, all …