How to Retrieve Your IP PIN
Need to retrieve your IRS IP PIN but not sure where to start?
In this video, we walk you through the exact steps to recover an existing IP PIN using the official IRS retrieval page and ID.me verification. You’ll learn how to access your current-year IP PIN so you can file your tax return without delays. If you’ve misplaced your PIN or can’t find the IRS letter, this quick guide will help you get back on track fast and stress-free.
Wrapping up 2025 - End of Year Items
As we close out 2025, we want to thank our clients for another great year and share a few important updates. In this video, we highlight exciting firm news — including our acquisition of WB CPA Group and the addition of three new team members — along with key year-end tax reminders and recent tax law changes.
In this video, we cover:
* Deadlines for various contributions
* Fourth-quarter estimated tax payments
* Year-end payroll and equipment purchase considerations for business owners * The importance of providing any IRS Identity Protection PINs (IP PINs)
Thank you for trusting Intrust CPA with your tax and accounting needs. We’re grateful for the opportunity to serve you and look forward to working with you in 2026.
Wishing you a joyful holiday season and a happy New Year!
FAFSA Success: How to Maximize Your Financial Aid
The FAFSA isn’t just a form — it’s part of your family’s financial strategy. In this video, we’ll walk through how to:
✅ Have a plan before you apply
✅ Think about multi-generational planning — how college funding fits into your bigger family goals
✅ Use our team of experts to make smart, tax-efficient choices
✅ Why it’s essential to fill it out every year — even if you think you won’t qualify
Watch now to make sure your FAFSA works for you, not against you!
OBBBA Impact: SALT Deduction
Discover how the One Big Beautiful Bill Act (OBBBA) transforms the landscape of state and local tax (SALT) deductions. This video breaks down the key changes, their impact on high-income earners, and what it means for tax planning. Tune in now to learn more!
OBBBA Impact: Social Security & Taxes
In this video, we break down the new Senior Deduction introduced by the OBBBA. Learn how it reduces federal taxes on Social Security benefits for seniors, who qualifies for the deduction, and how to plan around income limits and phaseouts.
OBBBA Impact: No Tax on Overtime & Tips
In this video, we break down the One Big Beautiful Bill Act (OBBBA) and its impact on overtime pay and tips for workers and employers. Learn how the OBBBA, signed into law on July 4, 2025, retroactively introduces new tax deductions for qualified overtime and tips from January 1, 2025, through December 31, 2028. We explain who qualifies for these deductions, including workers in occupations that customarily received tips before 2025, and what the parameters are.
OBBBA Impact: Tax Rate Solidification
In this video, we unpack a pivotal piece of the One Big Beautiful Bill Act (OBBBA)—the solidification of federal income tax rates—and explore what it really means for everyday taxpayers. From long-term financial stability to easier filing, we highlight the key benefits you need to know, including:
• Permanent reduction in tax rates
• Increased standard deduction
• Simplified tax preparation
• Stability for tax planning
Hit play and let’s make sense of what these changes actually mean for you!
Lunch & Learn: Earned Sick Time Act with Lindsay Raymond
Intrust CPA hosted this informative Lunch & Learn with guest speaker Lindsay Raymond of DAR Law on June 25th, 2025. It includes information tailored for business owners navigating Michigan’s new Earned Sick Time Act (ESTA).
This new legislation introduces important changes to employee leave requirements. Understanding your obligations is essential for compliance and proactive business planning.
In this recap, Lindsay breaks down the key elements of ESTA, what it means for your business, and how to implement the necessary policies with confidence. Whether you have a small team or a growing company, this session will equip you with the knowledge you need to stay ahead of the curve.
Introducing: The One Big Beautiful Bill Act
To begin our series on the One Big Beautiful Bill Act, Jon gives a brief overview of the major changes implemented in the bill. If you would like to skip ahead, here are the chapters:
00:00 Introduction
02:48 Tax Rate Solidification
03:52 No Tax on Overtime & Tips
05:04 Taxes on Social Security
06:16 S.A.L.T. Cap
07:03 Simplifying The Tax Code
09:20 Permanent Increase In The Estate Tax Threshold
10:15 QBI Deduction
11:03 Credit for Private Schools
12:01 Trump Accounts
12:42 Accelerated Depreciation
13:33 Fun Items
Michigan Earned Sick Time Act
Michigan-based employers, the Michigan Earned Sick Time Act is something to familiarize yourselves with as it will have major tax and budgetary consequences.
The Michigan Earned Sick Time Act goes into effect February 21, 2025. It requires businesses to provide paid sick leave to all employees, and applies to even part-time and seasonal employees. Jon goes into some of the tax ramifications and things to be considering.
More about the Earned Sick Time Act here.
Post-Election Impact on Tax Planning
Now that the election is over, and we have the results, we have some idea of the tax policy changes that may occur. Work the plan we have created with you, and continue to stay in touch as more unfolds.
For detailed information on the policies President-Elect Trump presented during his campaign, please see this document.
Sunset of the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act was revolutionary in what it did – spreading out tax brackets, lowering tax rates, and simplifying tax preparation for many.
However, many of these tax changes pertaining to individuals sunset at the end of 2025, so tax planning related to this is crucial. This video covers the big changes that will occur if TCJA sunsets without any government intervention:
- Itemized deductions and personal exemptions will resume
- Tax rates will revert to the previous, higher rates
- Child Tax Credit will decrease to the previous, lower rate
- QBID (for business owners) will be discontinued
- Significant decrease in Estate and Gift Tax exemption
Watch now for more information on how this may affect you, and how to be proactive in planning for these changes.
Tax Implications of the 2024 Election
Today we break down some of the differences in tax policies and general tax strategy between Harris and Trump.
If you are looking for a more detailed non-partisan dive into where the 2024 candidates stand on taxes, check out https://taxfoundation.org/ You may also download this overview of the 2024 tax policies of the two major presidential candidates here: https://bit.ly/3Xj2GM1
Intrust End of Year Update (12/28)
Merry Christmas & Happy Holidays from Intrust CPA! In today’s video, Jon Sluis shares some end-of-year reminders and thoughts.
Specifically, what to remember before the year ends, student loan updates and some reminders for January 15th.
To view older videos, please click here: Intrust CPA on YouTube

