Tax Planning Archives

New Paths to Credit Monetization and Community Investment After the OBBBA

OBBBA

Image of map representing new paths to credit monetization

6 Strategic Priorities for Professional Services Firms in 2026

Bonus Depreciation

Professional services team sitting around a conference table discussing strategic priorities

Exit Planning FAQs for Business Owners

Consulting

Business owner meeting to discuss exit planning

New Rules Redefine Partnership Liabilities and Reporting

Compliance

Image of roadway splitting representing new changes to partnership liabilities and reporting

Succession Planning for Your Professional Services Firm: Why Waiting Isn’t an Option

Consulting

CEO talking to her team in the office about succession planning

How New Child Savings Accounts Could Affect Your 2026 Taxes

High Net Worth

Piggy bank sitting in a crib representing new investment accounts established by the federal government for children

Case Study: Recovering $2.4 Million in Section 1202 Tax Savings After a Business Sale

IRS

New Rules Simplify Section 751 Exchange Reporting

IRS

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Protecting Your Legacy: Trust and Estate Planning for Pro Athletes and Entertainers

Entertainment, Sports and Media

Image of a boat in an exotic setting representing the assets and planning needs of high-net worth individuals like entertainers and professional athletes

Case Study: Guiding an Entrepreneur Through Strategic Tax and Real Estate Planning

Cost Segregation

4 Smart Money Moves for College Athletes Navigating NIL and Revenue Sharing

Entertainment, Sports and Media

Student athlete discussing name, image, likeness (NIL) and revenue sharing options with representative

Reclaim Interest Deductions: Strategic Moves for Capital-Heavy Companies

Bonus Depreciation

Arrows, percentages, and gears representing changes in business interest deductions under the new tax law