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Insights

Recent Insights

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Article

December 20, 2024

In 2025, the federal estate tax exemption is $13.99M per individual ($27.98M per married couple). Learn how TCJA’s expiration could affect this limit.

Article

August 8, 2023

Learn how to avoid dual partner-employee status and its tax implications for your partnership. Discover structuring alternatives in this informative guide.

Webinar Recording

February 20, 2023

Stay up to date on the latest changes to the State Tax Nexus for both sales tax and income tax and avoid costly mistakes or penalties.

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Article

January 26, 2026

Uncover the key takeaways from IRS Notice 2026-11, which provides interim guidance on additional first-year deduction depreciation under Section 168(k).

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Webinar Recording

June 1, 2026

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.