Posted on January 15, 2026
by
Angie Adames
Countless benefits can come from owning vacation property that taxpayers use as a personal retreat for part of the year and lease to others in return for rental income during other times. However, renting residential property, whether a house, apartment, room or boat, has numerous tax implications that property owners must plan for to maximize […]
Too often, entrepreneurs focus succession planning on a single event, such as their eventual retirement or exit from the business. They may even put off planning altogether until they feel confident that the company can survive their absence or there is someone capable of filling their shoes and carrying on the legacy they created. The […]
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 […]
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, […]
Posted on November 20, 2025
In this episode, Director of Tax Services Christian Burgos, CMI, JD, LLM, shares details of Washington State’s new law that taxes a wide ranges of services, including advertising, software development and more.
Posted on November 18, 2025
by
Brendan Kurpis
Charitable giving is a great way to support causes that are important to you and your community while establishing a legacy of philanthropy for your family members to carry on long after you are gone. For some, it also allows them to reduce their tax bill by understanding some basic rules. Who Can Claim Charitable […]
In this episode, Director of Tax Services Patti Giarratano, CPA, explains the sections of the recent tax law change and how they could impact high-net-worth individuals.
Posted on October 27, 2025
by
Brandon Bowers
The recent global outage of Amazon Web Services’ (AWS) cloud platform is a powerful reminder that even the most robust IT infrastructure can experience disruptions. Whether or not your business was among the thousands taken offline, now is a good time to evaluate your organization’s reliance on technology and the resilience strategies you have in […]
Posted on October 23, 2025
by
Joanie Stein
The IRS and Department of the Treasury recently issued final regulations concerning the SECURE Act that require certain high-income taxpayers’ 401(k) and 403(b) plan catch-up contributions to be designated as after-tax Roth contributions, beginning in tax year 2026. Background For more than two decades, individuals aged 50 and older have had the opportunity to supercharge […]
In this episode, Director of Transaction Advisory Services Fabio de Filippo, CPA, shares the importance of getting books in order when contemplating the sale of a business.
