Recent Insights
08:53
Speakers: Christopher L. Lewis
Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.
29:38
Speakers: Brooks E. Nelson, Sarah McGregor
Listen to our podcast to learn the pandemic’s impact on the IRS & what happens behind the scenes for tax returns & IRS’ technology changes.
Article
November 2, 2021
Let us help you identify the best tax positions and opportunities for your company before year end while considering current tax law.
32:41
Speakers: Brooks E. Nelson, Sarah McGregor
Find out how states are responding to SALT Cap & what to consider before opting into pass-through entity taxation.
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.
37:10
Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill
Listen to our podcast as we discuss key highlights and surprises of the draft bill legislation, including proposed tax rate changes & the taxpayers who may be impacted.
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.
Alert
September 16, 2021
As new COVID-19 guidance raises multiple questions, discover which the IRS answered with these filing and payment deadline FAQs.
Article
September 8, 2021
Learn about key tax considerations that tax-exempt organizations should consider to best manage UBI and comply with tax exemption requirements.
34:39
Speakers: Brooks E. Nelson, Sarah McGregor, David Flinchum
Listen to our podcast to learn about the SECURE Act as we discuss current trends in employer retirement savings plans and more.