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Insights

Recent Insights

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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

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

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

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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Podcast

November 17, 2022

26:05

Speakers: Sarah McGregor

Learn what is new in the final rule for Beneficial Ownership Information (BOI) reporting and what can companies do now to prepare.