Recent Insights
Newsletter
May 21, 2026
Uncover notable updates from the May 2026 tax policy review, including government funding, potential legislation and trade policy developments.
Article
July 23, 2026
A Trump account is an IRA for children that they gain control of at 18. Explore how to set one up, how contributions work, 529 comparisons and tax rules.
33:49
Speakers: Sarah McGregor, Kasey Pittman
Explore 2025 tax reform changes, IRS operations during shutdowns, and economic trends shaping planning decisions for businesses and individuals.
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 28, 2025
Explore how the One Big Beautiful Bill Act's (OBBBA) tax reform impacts government contractors and the new opportunities it presents to the industry.
Article
October 27, 2025
Explore the government technology trends, regulatory updates and strategies revealed during the 2025 Government and Public Sector Virtual Conference.
11:43
Speakers: Brian Dill, Michael Valerio
Understand the potential effects of tariffs and tax changes on global tech operations and how U.S. policies may shape the future of the industry.
Article
August 20, 2025
Learn about the Scholarship Granting Organization (SGO) tax credits introduced by the 2025 tax reform bill. Gain insight into IRC Sections 25F and 139K.
Alert
July 14, 2025
Section 70435 of the recent tax reform bill features a tax exclusion for agricultural lenders. Learn about eligible property types and qualifying loans here.
Article
August 28, 2025
Discover how the 2025 tax reform impacts insurance companies, including how it will reshape tax planning, investment strategy and compliance delivery.