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Member Articles


Year-End Tax Planning Strategies and Updates for REITs and Real Estate Funds

As 2025 draws to a close, Real Estate Investment Trusts (REITs) and real estate funds face a critical window for tax planning, compliance and strategic decision making. This article distills the latest guidance, complian ...

Payroll Tax Rate Updates for 2026

In order to calculate payroll taxes accurately and effectively for your company and employees next year, it is important to understand the new and existing compliance requirements in effect for 2026. Below is an overview ...

Interim Guidance Helps Financial Institutions Capture OBBBA Tax Benefits

Authors: Tiffany Galligan, CPA; Lacey Heath, CPA; Ron Mitchell, CPA; Ashton Pellicano, CPA The One Big Beautiful Bill Act (OBBBA) included an unexpected tax break for financial institutions: lenders can exclude 25% of t ...

A Unique State Tax Amnesty Opportunity for Non-U.S. Companies

Author: Jeff Dorris, CPA Foreign companies doing business in the U.S. have struggled to comply with a patchwork of state tax compliance obligations. Now, for the first time, one state is offering a program to help these ...

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