Recent Insights
Webinar Recording
January 20, 2025
Watch to learn strategic tax planning post-2024 election, including updates on TCJA, international tax, state and local changes, and estate planning.
Article
December 17, 2024
Learn how statewide ballot measures can impact property taxes, sales tax exemptions, fiscal planning and other tax reforms.
Article
December 2, 2024
Learn how restaurants and food retailers can reduce waste and maximize tax benefits with enhanced deductions for food donations under IRS guidelines.
Webinar Recording
November 27, 2024
Watch to learn essential 2024 tax planning strategies for individuals to maximize savings, including IRS guidance review, court decisions, and tax changes.
Webinar Recording
November 27, 2024
Watch to learn key 2024 tax-saving strategies for businesses, including IRS guidance and tax changes in 2025 to maximize savings and reduce taxable income.
Article
November 26, 2024
Learn how the Republican House majority plans to shape 2025 tax policy, including TCJA provisions, tax relief for families and small business benefits.
Article
November 25, 2024
Learn about potential 2025 tax changes under the GOP Senate, including TCJA, estate tax exemptions and other Trump-era tax provisions.
Article
November 22, 2024
Explore Trump's tax policy and its potential impacts on personal finances, from tax cut extensions to corporate rate changes and tariffs.
20:43
Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo
Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.
Article
November 11, 2024
Learn how to maximize your IRA returns with real estate investments while staying compliant with IRS regulations, including UBIT and form 990-T filing.