Use our guide to help your private company proactively plan for tax opportunities and potentially ease your 2026 tax burden.
Learn MoreIn this issue we focus on subjects including M&A, estate and gift tax, foreign income, digital asset legislation, tax burdens and tax return authority levels.
Read MoreFind out which tax items are important for private equity funds to consider for year-end tax planning and beyond.
Read MoreLearn about FEOC requirements, Beginning of Construction (BOC) thresholds, and tax considerations for alternative financing and investing structures.
Read MorePosted by Jon Williamson and Stephen Fisher On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law, altering the tax landscape for the near and long-term. Much like the 2017 Tax Cuts and Jobs Act (TCJA), the impact of the OBBBA is dependent on each taxpayer’s...
Read MoreWith 2024 coming to a close, it is time to shift gears to focus on wrapping up 2024 tax items and planning for 2025. Now is a perfect time for your real estate or private equity fund to complete any necessary maintenance, as well as a bit of planning, to help ensure you are set up to provide...
Read MoreIt was my pleasure to serve as editor of this year’s AICPA Tax Adviser August Tax Clinic, a special section our firm has been honored to oversee and contribute to for decades under my colleague Tony Bakale. With the passing of this torch, I was excited to be entrusted with delivering insightful...
Read MoreLegislation, court cases and IRS guidance over the past 12 months have directly impacted the tax landscape for S corporations and their shareholders. Jonathan Williamson contributed to a recent AICPA Tax Adviser article, “Current Developments in S Corporations,” in which a host of experts weighed in...
Read MoreJoin us for a broad overview of the Inflation Reduction Act of 2022
Read MoreOhio has allocated $500 million in funding for brownfield assessment, remediation and demolition in its 2022-2023 budget. To be considered a “brownfield,” a property must be linked to either known or potential releases of hazardous substances, including asbestos abatement. Run by the Ohio...
Read MoreModifications made to the expanded Employee Retention Credit (ERC) were designed to allow more businesses paying employees while experiencing pandemic-related hardships to benefit. While the credit is extended through December 31, 2021, now is the time to focus on claiming your Q1 2021 ERC, which...
Read MoreThis blog was updated 4/7/21 First introduced under the CARES Act in March 2020, the Employee Retention Credit (ERC) is a fully refundable tax credit that benefits eligible employers who have continued to pay employees while experiencing COVID-19 economic or operational difficulties. The credit...
Read MorePrivate equity fund advisers earn income in different ways, including via management fees and profits interests. Strategic planning techniques — such as opting to waive the management fee — can help an adviser potentially defer income or take advantage of more preferential income tax rates. The key...
Read More