We immerse ourselves in opportunities related to critical federal, state and local tax credits and incentives so we can help you lower your overall tax burden — whether as part of an overall business tax strategy, or due to an economic disruption, business relocation or expansion, or sizable transaction.
With a diverse background in tax, audit, real estate, technology and energy, our national-reaching practice helps companies maximize opportunities across the U.S. Over the last decade, we have been heavily involved in interpreting and advising clients on credits and incentives stemming from federal legislation, including the Tax Cuts and Jobs Act, CARES Act, Inflation Reduction Act and One Big Beautiful Bill Act. We translate that understanding to help entities in all industries, from manufacturing and technology to real estate and energy, and our clients range from start-ups commercializing an idea to developers building their capital stack with tax equity. Using our deep expertise in federal, state and local taxation, we have helped companies claim credits ranging anywhere from $5,000 in research and development (R&D) tax credits to more than $20 million in Historic Tax Credits (HTCs).
Below are just a few of the numerous credits and incentive programs that often offer the most opportunity for private businesses and their owners:
Use our guide to help your private company proactively plan for tax opportunities and potentially ease your 2025 tax burden.
The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer. From its extension of Tax Cuts & Jobs Act provisions, to modifications of other tax laws and the addition of entirely new provisions, the OBBBA will affect businesses, individuals and even international taxpayers. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry.
Designed to incentivize long-term investment in low-income and economically distressed communities, QOZs allow taxpayers to defer paying tax on capital gains by investing in qualified opportunity funds.