The Fine Print | Fusion Legal & Tax

Keeping Your Books Yours When Your Bookkeeping Provider Changes Hands or Adds AINovember 6, 2026Practice Area8 min readBookkeeping companies and tools are changing quickly. If your provider is acquired, changes platforms, or introduces AI, use this practical checklist to protect access, preserve review controls, and keep your financial history portable.
A Bank Asked for Your Trust: When a Certificate of Trust May Protect the DetailsNovember 5, 2026Practice Area7 min readA certificate of trust can give a bank or brokerage the information it needs without automatically disclosing every term of your trust. Here is how Colorado families can respond carefully, coordinate the certificate with trust funding, and avoid sending more private information than the transaction requires.
A Family Member Wants to Sell Their Business Interest: Can a Right of First Refusal Keep Ownership in the Family?November 4, 2026Practice Area8 min readA right of first refusal can give family owners an opportunity to match an outside offer before a business interest leaves the family. The protection is only as useful as the process behind it—particularly the notice, valuation, funding, timing, and transfer rules.
Sales Tax Software for Accountants: How to Choose for Your Clients in 2026November 3, 2026Practice Area11 min readA practical 2026 guide to comparing sales tax software for your clients—focused on business fit, filing costs, integrations, automation, and the questions to ask before committing.
Received a New Jersey Tax Notice? A Practical State-and-Federal Response PlanNovember 2, 2026Practice Area8 min readA New Jersey tax letter can affect more than one return, year, or agency. Use this practical workflow to identify what the state is asking, preserve your records, and coordinate any related federal tax work without making rushed assumptions.
Knowing Where AI Changed the Work: The Next Measure of Law Firm MaturityOctober 30, 2026Thought Leadership7 min readPERSUIT’s 2024 survey exposed a measurement gap beneath legal AI adoption: many firms could not quantify GenAI’s effect on billable work, while most firms able to estimate it reported an impact of 5% or less. The next maturity test is not tool access—it is whether a firm can connect AI use to specific workflows, review controls, economics, and client value.
What Is ACTEC—and How Should Families Use Its Estate-Planning Resources?October 29, 2026Practice Area7 min readACTEC offers a substantial library of estate-planning education, from wills and trusts to highly technical tax discussions. Here is how Colorado families and business owners can use those materials to ask better questions—without mistaking general information for advice about their own documents.
Free SBA Counseling Is a Starting Point: How to Prepare for Local Mentoring and Federal Contracting HelpOctober 28, 2026Practice Area8 min readSBA counseling can help small-business owners organize decisions, test assumptions, and explore federal contracting. Here is how Colorado entrepreneurs can choose a resource, prepare for the first meeting, and recognize when a question needs legal or tax advice.
Before You Accept the Monthly Books: A Small-Business Owner’s Review ChecklistOctober 27, 2026Practice Area9 min readYour bookkeeper finished the month-end close—but are the reports ready to guide a decision? Use this owner-level review to identify unusual balances, unresolved questions, and cash-flow pressure before accepting the month as complete.
You Already Paid the IRS—Where Did Pandemic-Era Penalty Relief Go?October 26, 2026Practice Area6 min readSome taxpayers who paid their 2020 or 2021 balances were entitled to an automatic refund or credit when the IRS granted pandemic-era failure-to-pay penalty relief. Here is how to separate the relief from the remaining tax, interest, and other penalties—and what to do when the account does not appear to reconcile.