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Private Company Insights

February 25, 2026 David Charles, Samantha Kite

The Written Binding Contract Rule’s Impact on Bonus Depreciation in Real Estate

Recent IRS guidance on eligibility of 100% bonus depreciation under the OBBBA proves eligibility for full expensing in 2025 and even 2026 is subject to critical timing requirements.

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February 24, 2026 Nick Antonopoulos

Capitalization, Impairment and Foresight for Real Estate Development Projects

Capitalization of costs, interest capitalization and impairment testing are important in real estate accounting, but so are broader issues that can elevate financial reporting to a strategic asset.

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February 17, 2026 Hannah Prengler, Jayne Callahan

California Overhauls Market-Based Sourcing Regulations Beginning in 2026

The California Franchise Tax Board has new rules for market-based sourcing for sales of items other than tangible personal property, for tax years 2026 tax years and later.

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February 10, 2026 Karen Raghanti

New York Enacts and Refines Beneficial Ownership Information Reporting for LLCs

New York recently issued guidance removing the reporting requirement for LLCs formed in New York. Learn about the changes and new requirements.

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February 09, 2026 David Charles

What the Sirius Solutions Decision Means for Self-Employment Tax in Limited Partnerships

The ruling in Sirius Solutions LLLP v. Commissioner could result in significant tax savings for service partnerships, fund managers and professional firms operating through limited partnerships.

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February 02, 2026 Hannah Prengler, Karen Raghanti

Ohio Offers Business Incentives with New 2026 Capital Gains Deductions

Learn about two new capital gain deductions available to qualifying business owners and investors that sell ownership interest in an Ohio business in 2026.

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January 28, 2026 Gino Scipione

6 Financial Reporting Shifts Private Companies Must Know for 2025 Year-End

Be aware of the accounting standards shifting from "future considerations" to "current reality." Make sure you’re ready for the key FASB standards that became effective during 2025.

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January 26, 2026 Ryan Hochberg

How ASU 2023-09 Could Impact Your Private Company’s 2026 Income Tax Disclosures

Private companies must implement ASU 2023-09 beginning with financial statements for the 2026 year. Know the potential impact on your business.

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January 20, 2026 Jon Marshall

The Importance of Real Estate Appraisals in Estate and Gift Tax Returns

Accurate real estate appraisals play a crucial role in estate planning, particularly when it comes to navigating the complexities of estate and gift tax returns.

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December 22, 2025 Michael McGivney

Bonus Depreciation Beats Section 179 Expense (When 163(j) Interest Limits Apply)

While bonus depreciation and Section 179 expense may seem interchangeable after the OBBBA, be aware of an important difference in how each provision impacts allowed interest expense under Sec. 163(j).

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December 15, 2025 Beth Reho

How Inventory Cycle Counts Can Optimize Your Inventory Management Process

Discover whether year-end physical inventory counts or ongoing cycle counts best support accurate reporting and audit readiness for your business.

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December 02, 2025 Ray Polantz, Robert Venables

2025 Year-End Tax Planning Guide for Private Companies

With year-end approaching, it's time for businesses to proactively plan for and execute on tax opportunities to help ease their 2025 tax burden. New this year is the One Big Beautiful Bill Act (OBBBA), which contains numerous tax law extensions as well as new provisions that may be impactful....

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November 17, 2025 Joe Falbo, Tom Kotick

2025 Year-End Tax Planning Guide for Individuals

Minimizing taxes is an ongoing challenge for individual taxpayers, and, as year-end approaches, that goal becomes even more critical. There are numerous options within the tax code to help reduce your individual tax burden. To accomplish this, you must evaluate your overall tax situation and...

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November 14, 2025 Michael McGivney

Certain Partnership Transactions May Benefit from a “Hidden Bonus” in Bonus Depreciation

Explore the eligibility of Sec. 743(b) for bonus depreciation, the regulatory framework permitting its limited usage and practical considerations.

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November 12, 2025 Jonathan Williamson

3 Actions U.S. Clean Energy Developers Must Take in an Uncertain Environment

Learn about FEOC requirements, Beginning of Construction (BOC) thresholds, and tax considerations for alternative financing and investing structures.

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October 31, 2025 Michael Boncher

Trusts & Taxes 101: Charitable Remainder Trusts vs. Charitable Lead Trusts

Charitable remainder trusts and charitable lead trusts are two options that can help you achieve your goals while still allowing you to take the related income tax deduction.

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October 22, 2025 Valerie Steppel

4 Ways Your Tech & Life Science Company Can Benefit from a Financial Audit Before It’s Required

Why would a tech start-up conduct a financial statement audit before it’s even required? There are many long-term benefits to consider.

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October 15, 2025 Mike Dellavalle

Digital Asset Tokenization: What Advisers Need to Know Before Investing

Tokenized assets are here to stay. Learn what investment advisers and capital allocators need to know when deciding if investing in tokenized assets is the right fit.

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October 07, 2025 Cynthia Pedersen

GENIUS Act Offers Stablecoin Guidance; Comment Period Now Open

Learn more about key provisions in the GENIUS Act and on which particular items the Treasury is seeking comments.

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October 02, 2025 Jim Lisy

Is the M&A Market Ready to Wake Up?

Many are disappointed in the “sleepy” volume of market transactions in 2025, despite early optimism. Will transactions heat up in Q4 and beyond?

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