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Insights

Recent Insights

Article

April 1, 2022

Learn more about PTE Tax Election Legislation passed by the Virginia General Assembly establishing a 5.75% income tax for electing pass-through entities.

Article

March 1, 2022

We provide guidance on Beneficial Ownership Information Reporting for Closely Held Businesses. Learn about BOI reporting, who must file a report & more.

Article

February 28, 2022

IRS releases more guidance for Schedules K-2 and K-3. See if your partnership or S corporation may qualify for this new limited exception to filing Schedules K-2 and K-3.

Article

February 9, 2022

See which states require early Pass-Through Entity (PTE) tax elections for the 2022 calendar year. Contact our advisors for more guidance.

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Podcast

February 2, 2022

41:08

Speakers: Brooks E. Nelson, Sarah McGregor

Listen to our podcast to hear about the big events in the tax world during 2021 and the tax trends we expect to see continue in 2022.

Article

February 2, 2022

Learn more about recently released final regulations (2022 Subpart F Regulations) addressing the treatment of domestic partnerships for Subpart F issues.

Article

February 1, 2022

If your business relies on Public Law 86-272 to shield the business from state income tax, it’s time to review your nexus positions. Contact us for help.

Alert

October 11, 2021

Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.

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Podcast

September 14, 2021

08:29

Speakers: Michael G. Kirkman, Marci Spivey

Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ideas & actions individual taxpayers should consider now.

Article

August 12, 2021

With capital gains tax rate changes looming in Washington, learn more on controlling income recognition using a charitable trust.