Recent Insights
Newsletter
August 21, 2025
Review key updates from the August 2025 tax policy review, including IRS leadership changes, tax reform impacts and government funding debates.
12:57
Speakers: Martin Karamon
Does your nonprofit qualify for the Energy Efficient Commercial Buildings deduction, also known as Section 179D? Learn about eligibility and benefits here.
Article
August 20, 2025
Learn about the Scholarship Granting Organization (SGO) tax credits introduced by the 2025 tax reform bill. Gain insight into IRC Sections 25F and 139K.
Webinar Recording
August 19, 2025
Review key estate and gift tax shifts, including the new $15M exclusion and planning tips for wealthy families after the 2025 tax reform bill.
Webinar Recording
August 19, 2025
Watch and learn how 2025 tax reform impacts public finance, federal funding, and state and local governments in this update from GFOA's Emily Brock.
Article
May 28, 2025
Updated: August 19, 2025
Real estate investors can lower taxes by understanding classification rules. Learn key factors the IRS uses to determine dealer versus investor status.
Report
August 18, 2025
Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.
Article
August 14, 2025
Learn how architecture and engineering firms, as well as construction companies, can claim R&D tax credits and document expenses for IRS compliance.
Article
August 12, 2025
Discover how the 2025 tax reform impacts tech companies, from R&D expensing and QSBS changes to bonus depreciation and international tax rules.
Article
April 14, 2025
Updated: August 12, 2025
Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.