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Insights

Recent Insights

Article

September 9, 2022

IRS released Notice 2022-36 to provide penalty relief to taxpayers that faced hardships when filing their 2019 and 2020 tax returns. Learn more here.

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Article

May 21, 2025

Updated: July 31, 2025

Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.

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Podcast

December 8, 2022

14:033

Speakers: Gregory Marx

Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.

Article

August 10, 2023

Pass-through entity taxes (PTET) are constantly changing on a state-by-state basis. Read this article to keep up with the latest PTET election news.

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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.

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Webinar Recording

January 12, 2026

Watch and stay ahead of 2026 accounting regulation changes. Learn what's new, what's required, and how to ensure financial reporting accuracy.