People in motion in office lobby

Insights

Recent Insights

Tax Beat Podcast thumbnail

Podcast

December 13, 2023

35:42

Speakers: Brooks E. Nelson, Sarah McGregor

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.

Article

November 29, 2023

Prepare for the 2023 tax season with our comprehensive tax planning checklist for individuals. Expert advice on life changes, investments, IRAs, and estate planning.

Article

November 16, 2023

Get a comprehensive overview of State Pass-Through Entity (PTE) Tax updates for November 2023. Stay up-to-date with the latest changes and regulations.

Webinar Recording

November 15, 2023

Discover 2023 year-end tax-saving tips for individuals. Prepare for 2024 tax changes with expert strategies. Stay updated on IRS updates and wealth transfer options.

Webinar Recording

November 14, 2023

Learn the strategies that allow you to claim the Employee Retention Credit (ERC) during organizational changes, such as acquisitions or dispositions.