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Clark Schaefer Hackett: IRS Goes Digital: Prepare for Changes to Refund Payments

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The IRS will stop issuing paper refund checks starting September 30, 2025, requiring all taxpayers to receive payments electronically. Those without bank accounts, U.S. expats, and individuals managing estates may face unique challenges under the new system. Planning ahead by setting up appropriate financial accounts and staying informed will be crucial for a smooth transition.

Read our full article written by CSH Director and tax controversy expert David Albrecht to get all the details.

Tax strategy isn’t just about filing, it’s about creating value. At CSH, our tax experts deliver proactive solutions that go beyond compliance. From federal, state and local tax planning to international structuring, estate and trust strategies, and transactional tax support, we help businesses and individuals unlock savings and manage risk.

Our experts stay ahead of legislative changes and regulatory shifts so you don’t have to, bringing clarity and confidence to your tax landscape. Already working with our tax team? Let’s make sure you’re taking full advantage of everything CSH has to offer.

Join CSH and other forward-looking business leaders for an in-person event designed to go beyond the usual tax talk. We’re bringing this conversation to three different cities, so you can choose the location that works best for you.

At each stop, we’ll trade the traditional presentation format for a relaxed, off-the-record-style conversation. Our tax experts will unpack what OBBBA didn’t cover, explore real-world planning opportunities, and answer your questions in a casual, approachable setting.

After the discussion, stick around for a happy hour with light bites and the chance to connect with peers and local leaders.

All events are from 4:00 – 6:30 PM EDT and space is limited in each city. Reserve your seat today!

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