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Doing the research – it’s in your nature.
Read our blog to stay in the know.
Read our blog to stay in the know.
Blog
Doing the research – it’s in your nature. Read our blog to stay in the know.
Trump Accounts: What Families Should Know Before Contributing
Key Takeaways Trump Accounts are a new tax-advantaged savings option for eligible children and may complement, rather than replace, existing planning strategies. Families and business owners should understand contribution limits, eligibility rules, and future regulations before making contributions. Employers may…
10 Hidden Challenges of Running a Family Office
Family offices play a pivotal role for multigenerational wealthy families, often serving as the central hub for financial management, estate planning, and family governance. However, even the best-intentioned family offices can encounter pitfalls that could derail their long-term success. This…
How Lost and Missing Defined Contribution Plan Participants Affect Mergers and Acquisitions
During mergers and acquisitions (M&A), one important issue could be hiding in plain sight: the treatment of tax-qualified defined contribution retirement plans and plan participants. While the parties negotiate deal terms, plan sponsors must evaluate the plan’s eventual disposition and…
5 Tax Planning Opportunities High-Income Business Owners Should Evaluate in 2026
Key Takeaways Recent tax law changes have created new planning opportunities for high-income business owners. Pass-through entity elections and QSBS planning may provide significant tax savings when evaluated early. Proactive, year-round planning can help business owners retain more earnings and…
Massachusetts 2026 PTE change: What pass-through owners should know
Key Points Massachusetts is creating an additional elective pass-through entity tax for tax years beginning in 2026 that may preserve a federal deduction for state and local taxes above the SALT cap. Taxpayers with major 2026 transactions or significant Massachusetts…
What Business Owners Need to Know About Charitable Giving Tax Changes in 2026
Written by: David Bryant, CPA Key Takeaways New charitable giving rules in 2026 affect both itemizers and non-itemizers, making documentation and planning more important than ever. Higher income taxpayers may face reduced deduction benefits due to new AGI floors and…
How Strategic Real Estate Owners Forecast After Tax Cash Flow on Upcoming Projects
Written By: Michael Cooper, CPA Key Takeaways After-tax cash flow provides a more accurate view of investment performance than pre-tax projections Tax strategy, financing structure, and depreciation interact to influence outcomes Effective forecasting supports more informed decisions around structuring, timing,…
How Sophisticated Real Estate Owners Should Evaluate Selling, Refinancing, or Recapitalizing a Property
Written By: Jon Nelson, CPA, MST Key Takeaways Strategic real estate decisions should be evaluated through tax impact, capital priorities, and overall portfolio alignment. Selling, refinancing, and recapitalizing each serve distinct roles depending on timing, liquidity needs, and risk tolerance.…
Cost Segregation Strategy: Balancing Immediate Tax Savings with Long-Term Impact
Key Takeaways Accelerated depreciation can improve short-term cash flow, but it often increases future tax exposure through recapture. The One Big Beautiful Bill Act restored 100% bonus depreciation, creating powerful but complex planning opportunities. Smart planning aligns tax strategy with…
Understanding R&D Tax Credits and Section 174 in 2026
Key Takeaways The R&D tax credit remains a valuable incentive for companies investing in innovation, but stronger documentation and project tracking are now essential. Section 174 capitalization rules require research expenses to be amortized, increasing the importance of strategic tax…
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