Resources
LIFO Tax Benefits: Timing Matters in a Tariff-Inflation World
Explore how LIFO’s inventory accounting aligns with tariff inflation, helping CFOs and tax leaders increase tax deferrals and maintain margins.
Payroll Tax Refunds After M&A — Is Your Business Eligible?
Companies that have experienced M&A activity or internal reorganizations within the past three years may be eligible for refunds on overpaid payroll taxes.
Don’t Leave Charitable Deductions on the Table
High-earning families often give generously throughout the year, but poor documentation and incomplete tracking leave thousands in tax deductions unclaimed. From non-cash donations to appreciated securities, each type of gift has specific IRS requirements that must be met to maximize benefits and avoid audit risk. By building a simple tracking system and understanding the rules, you can ensure your generosity works as efficiently as possible.
Protecting Your Family’s Finances in an Economic Downturn
When the economy feels uncertain, families worry about job security and rising costs, but financial downturns don't require panic - they call for clarity and preparation. By focusing on building liquidity, reviewing spending priorities, ensuring proper insurance coverage, and avoiding fear-based decisions, you can create stability during volatile times.
Why estate taxes aren’t the only inheritance-related costs to consider
Estate planning discussions often focus on the federal estate tax exemption, but most families face different challenges when transferring wealth. Probate fees, state-level taxes, capital gains exposure, and administrative complexity can all erode inheritances - even for estates well below the federal threshold. A comprehensive estate plan addresses these hidden costs, not just headline tax numbers.
Real Estate and Cost Segregation
Learn more about cost segregation studies and found out if performing one is a smart next step for your real estate portfolio.
United States Postal Service updates postmark guidance: Impacts the IRS mailbox rule for timely tax submissions
USPS postmark changes mean mail may be postmarked days after deposit. Learn how this impacts IRS filing deadlines and section 7502 timely mailing rules.
Trump Accounts: A Guide for Parents and Employers
The One Big Beautiful Bill Act introduced Trump Accounts, a new type of tax-advantaged savings account for children under 18, and families with young children need to act before the April 15, 2026, tax filing deadline to take full advantage. Eligible children born between 2025 and 2028 can receive a $1,000 federal seed contribution, but only if parents check the right box when filing IRS Form 4547. Beyond the initial government contribution, parents, grandparents, employers, and charitable organizations can all contribute, but Trump Accounts come with nuances that families and employers need to understand, from gift tax reporting obligations to employer compliance requirements. Our comprehensive guide breaks down what you should know, including who qualifies, how to file, contribution limits, and what employers should consider when evaluating Trump Accounts as an employee benefit.
IRS Releases Final Form Instructions for Taxpayers Claiming the R&D Tax Credit
The revised instructions address changes to the treatment of §174A domestic research expenditures and align with prior IRS guidance and clarifications on reporting requirements.
Unlocking Tax Relief: OBBB’s Impact on Government Contractors
OBBB simplifies tax rules for contractors and businesses, enabling immediate R&E expensing, permanent pass-through relief, and expanded QSBS benefits.
Estate planning Q&A: Planning with 1202 exclusions
Discover how section 1202 and OBBBA changes create new estate planning opportunities using nongrantor trusts to multiply QSBS exclusions.
Cybersecurity Risk Management for Nonprofits | Aprio Insights
Get actionable guidance on cybersecurity risk management for nonprofits. Enhance your organization's defenses against phishing, ransomware, and more.
IRS clarifies 100% first-year bonus depreciation rules
The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows businesses to fully deduct the cost of qualified property in the year it's placed in service, rather than depreciating it over several years.
What Companies Need to Know About the Surge in Investment Scams
What Companies Need to Know About the Recent Surge in Investment Scams.
How to Protect Your Dental Practice from IRS Audits: A Guide to Tax Compliance
As a dental practice owner, few things disrupt your focus like the prospect of an IRS audit. Between managing patient care, staff, and daily operations, tax compliance can feel overwhelming -- especially with increased IRS scrutiny of small businesses. This guide shows you how to transform tax compliance from a source of stress into a standard business process, with practical strategies for building an "audit-ready" system that protects your practice and maximizes profitability.
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