Posted on December 22, 2025
by
Richard Cabrera
One of the many investor-friendly provisions of the One Big Beautiful Bill Act (OBBBA) is the expansion of Internal Revenue Code Section 1202, which enables owners and early investors in domestic C corporations to permanently exclude capital gains from the sale or exchange of qualified small business stock (QSBS). The changes contained in the new […]
In this episode, Senior Manager of Tax Services Matt Ginsberg, CPA, explains the changes to specific research and experimental tax credits outlined in the OBBB.
Posted on December 15, 2025
by
Brandon Bowers
Increasing reliance on artificial intelligence (AI) has the potential to transform businesses and how they operate. On the one hand, companies of all sizes are realizing AI’s benefits in automating repetitive tasks, improving efficiency and transforming large volumes of raw data into meaningful market intelligence. However, like many technologies, AI also has a dark side […]
Posted on December 11, 2025
by
Jonathan Kraes
Each year, the IRS announces the maximum amount taxpayers may contribute to their retirement savings plans adjusted for inflation. For 2026, these limits increase across all account types, giving taxpayers more opportunities to improve their financial security in retirement. Employer-Sponsored Retirement Plans Taxpayers with access to employer-sponsored retirement savings plans, such as 401(k)s, 403(b)s and […]
The 2025 tax law, commonly referred to as the One Big Beautiful Bill Act (OBBBA), makes a significant change to how businesses treat specific research and experimental (SRE) expenditures by permanently restoring taxpayers’ ability to fully deduct domestic research costs immediately in the year incurred. This is a considerable win for companies that were required […]
Posted on December 04, 2025
by
Angie Adames
In this episode, Director of Tax Services Angie Adames, CPA, shares new opportunities and some the common mistakes made by owners of rental and vacation properties.
Businesses in or relocating to California have two opportunities in 2026 to apply for more than $600 million in valuable California Competes Tax Credits (CCTC) that they may use over multiple years against the personal or corporate income taxes they pay to the state. The online application periods for fiscal year 2025-2026 are Jan. 5, […]
