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Insights

Recent Insights

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Article

April 14, 2025

Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.

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Podcast

April 9, 2025

27:36

Speakers: Brooks E. Nelson, Sarah McGregor, Kasey Pittman

Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.

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Alert

April 4, 2025

President Trump announces sweeping 2025 tariffs targeting 80+ countries. Learn how new reciprocal tariffs and import tax changes may impact trade.

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Article

April 3, 2025

Learn how the potential expiration of the QBI deduction in 2025 may impact pass-through businesses and what tax planning steps you should consider.

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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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Article

March 25, 2025

Get IRS theft loss deduction guidance for victims of online scams, including phishing, romance, account compromise and kidnapping, under Section 165 rules.

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Podcast

March 24, 2025

28:46

Speakers: Brooks E. Nelson, Sarah McGregor, Rick Woods

Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).