News & Insights
Be Ready to File Your BOI Reports
February 26th, 2025
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By Jeff Mason |
Business Tax Services |
Tax
It has been a tumultuous few months for many small businesses. The Financial Crimes Enforcement Network (FinCEN) initially set a January 1, 2025, deadline for certain small business entities to […]
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Do You Have Excess Business Loss?
February 18th, 2025
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Business Tax Services |
Tax
If an individual taxpayer has substantial business losses, unfavorable federal income tax rules can potentially come into play. Here’s what you need to know as you assess your 2024 tax […]
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Taming the Tax Tangle if You’re Retiring Soon
February 13th, 2025
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Financial & Retirement Planning |
High Net Worth |
Tax
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of […]
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Inflation Reduction Act (IRA) Energy Credits for Affordable Housing
February 7th, 2025
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By Christopher Young |
Tax |
Tax Credits
The Inflation Reduction Act (IRA) opened opportunities for businesses and entities to use tax credits to subsidize the purchase and implementation of renewable energy property. The affordable housing sector received […]
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President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?
February 7th, 2025
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Business Tax Services |
High Net Worth |
Tax |
Tax Credits
President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation […]