Insights

The IRS proposed regulations to expand and formalize racial nondiscrimination requirements for tax-exempt private schools. Explore the implications.

Explore how interest tracing works in debt-financed distributions and why understanding these rules matters for real estate investors and business owners.

The IRS' Automatic Exemption from Penalty (AEP) program streamlines and expands access to penalty relief for eligible taxpayers. Learn how it works.

Learn key 2026 nonprofit tax changes, IRS updates, compliance priorities, Form 990 requirements and tax planning strategies.

Watch and learn about Q3 2026 federal tax policy updates, tax legislation, SALT changes, election developments, and business tax planning strategies.

Explore who should own AI security risk in tax, how the tax AI security triad assigns clear accountability across leadership and how to make the triad work.

Explore why taxpayers with pending Employee Retention Credit claim filings in 2026 now require a documented defense strategy and the risks they face.

Understand how the permanent extension of the qualified business income deduction under Section 199A will impact architecture and engineering firms.

Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.