Recent Insights

Article
February 10, 2025
The federal SALT cap impacts deductions for state and local taxes. Find out how states use PTE tax regimes as a workaround and what's ahead in 2025.

Alert
January 28, 2025
Learn how the "Unleashing American Energy" order pauses Inflation Reduction Act funds, reshaping energy policy and electric vehicle incentive programs.

Webinar Recording
January 20, 2025
Watch to learn strategic tax planning post-2024 election, including updates on TCJA, international tax, state and local changes, and estate planning.

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
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.

Webinar Recording
December 18, 2024
Watch for a tax-focused webinar exploring 2024 election impacts on federal tax policies. Learn about tax credits, compliance, and strategies for the future.

Article
December 17, 2024
Learn how statewide ballot measures can impact property taxes, sales tax exemptions, fiscal planning and other tax reforms.

Article
December 17, 2024
Learn about the economic impact of tariffs and how OECD tax pillars influence U.S. international trade and taxation strategies.

Article
November 26, 2024
Learn how the Republican House majority plans to shape 2025 tax policy, including TCJA provisions, tax relief for families and small business benefits.

Article
November 25, 2024
Learn about potential 2025 tax changes under the GOP Senate, including TCJA, estate tax exemptions and other Trump-era tax provisions.