Recent Insights
33:49
Speakers: Sarah McGregor, Kasey Pittman
Explore 2025 tax reform changes, IRS operations during shutdowns, and economic trends shaping planning decisions for businesses and individuals.
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.
Article
March 31, 2025
Learn how the reconciliation process impacts tax reform and federal spending. Explore the Byrd Rule, budget resolutions and what's expected in 2025.
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
July 17, 2025
Updated: April 13, 2026
Learn how P.L. 119-21 extends Opportunity Zones into a long-term investment tool with updated rules, longer deadlines and enhanced compliance.
Article
August 25, 2025
Learn how the New Market Tax Credit (NMTC) double round of financing boosts funding potential for organizations investing in low-income communities.
Newsletter
May 21, 2026
Uncover notable updates from the May 2026 tax policy review, including government funding, potential legislation and trade policy developments.
Article
August 6, 2025
Learn how qualified production property is defined under the 2025 tax reform and how leveraging cost segregation analysis can enhance QPP deductions.
Article
July 29, 2025
Learn how the 2025 tax reform changes PCM accounting rules and impacts construction and real estate revenue recognition strategies.