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Insights

Recent Insights

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Podcast

March 9, 2023

23:23

Speakers: Melinda Young, Sarah McGregor

Learn how your business can take advantage of state credits and incentives programs to reduce the tax burden, increase cash flow and make investments for growth.

Article

October 4, 2021

Final regulations address qualified business asset investment calculation when qualified improvement property is depreciated under the alternative depreciation system.

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Article

March 14, 2023

Updated: September 19, 2025

Form 7205 is used for claiming the Section 179D Energy Efficient Commercial Building Deduction. Learn more about the process here.

Case Study

September 29, 2023

Learn how we helped a real estate investment company leverage the Opportunity Zone program to save on taxes and generate tax-exempt growth.

Article

August 14, 2024

Learn how to navigate the decline in traditional real estate financing and explore alternative financing methods to secure capital for your projects.

Bridget in Boston running over the Charles River

Article

January 22, 2026

Learn how forming a Massachusetts Securities Corporation (MSC) helps VC-backed companies avoid excise tax, and decide if it's right for your business.

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Article

May 22, 2020

Updated: September 18, 2025

Qualified Opportunity Zone Fund and 1031 exchanges both come with tax benefits for real estate investors, but which one is right for you? Find out here.

Article

October 4, 2022

FinCEN division of the Department of Treasury issued a final rule on beneficial ownership information reporting requirements. Learn more here.

Tax Beat Podcast thumbnail

Podcast

December 13, 2023

35:42

Speakers: Sarah McGregor, David Mohimani

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.

Article

September 22, 2023

Gain a comprehensive understanding of the Opportunity Zone program's current status. Learn about key trends, challenges, and strategies for success.