Recent Insights
14:033
Speakers: Gregory Marx
Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.
Article
December 7, 2022
Find out more about tax planning strategies that can offer tremendous savings for executives with Incentive Stock Options (ISOs).
21:26
Speakers: Dale C. Hrapchak, Amber Teague
Learn 2022 year-end, tax-saving steps for professional services businesses and their owners. Find out how to prepare for tax law changes impacting 2023.
Article
December 5, 2022
Learn the critical steps midsize businesses need to take to digitally transform their organization for resiliency, innovation, and growth.
Webinar Recording
October 20, 2022
Watch our webinar to understand which states have Pass-Through Entity Tax Elections available and how to determine if your business could qualify.
15:21
Listen to our podcast to learn a few common mistakes that often occur during the development of the annual internal audit plan.
Article
September 14, 2022
Find out more about the clean energy-related tax provisions and provisions to increase tax revenues included in the Inflation Reduction Act of 2022 (IRA).
Article
September 9, 2022
IRS released Notice 2022-36 to provide penalty relief to taxpayers that faced hardships when filing their 2019 and 2020 tax returns. Learn more here.
28:15
Speakers: Sarah McGregor, Brooks E. Nelson
Learn the issues and considerations when implementing a pass-through entity election. Find out what makes a good candidate & key to-do’s for the PTE election.
Article
July 13, 2022
Have you received an IRS Notice? Find out the basic steps that should be taken upon receipt to determine the problem and come up with a resolution.