QSBS Exclusion in 2026: What Founders and Early Employees Need to Know After OBBBA
OBBBA rewrote the QSBS rules for stock issued after July 4, 2025 — a new 3-year tiered exclusion, a $75M asset cap, and a bigger $15M gain cap.
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Qualified Opportunity Zones 2.0: What Changed for 2026 Under OBBBA
OBBBA made Opportunity Zones permanent starting in 2027, with new rural incentives. Here’s what changes for investors deferring capital gains in 2026.
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Section 179 vs. Bonus Depreciation in 2026: Choosing the Right Deduction for Business Owners
Section 179 now caps at $2.56M and bonus depreciation is a permanent 100% under OBBBA. Here’s how business owners should choose between them in 2026.
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Estate Planning in 2026: Who Actually Still Needs a Trust With the Higher Exemption
The federal estate tax exemption hit $15M in 2026. Here’s who still needs a trust anyway — and why state estate taxes change the math entirely.
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OBBBA Tax Changes: What You Need to Know in 2026
Dive into the details of Trump's tax plan, its major changes, potential impacts on individuals and businesses, and what it means for the economy.
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SALT Deduction Expansion: What It Means for 2025–2029
Explore the major changes in SALT deduction caps from 2025 to 2029. Learn how to optimize tax strategies for your clients before the cap reverts in 2030.
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A Guide to the Foreign Earned Income Exclusion (FEIE)
Learn how the Foreign Earned Income Exclusion (FEIE) can reduce your U.S. tax burden when living abroad. Explore eligibility criteria and practical strategies.
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What Happens to Your Stock After Your Company is Acquired?
In this guide, we cover the common scenarios that startup employees with equity may face during an acquisition.
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The Guide to Qualified Small Business Stock (QSBS) [Updated for 2026]
Discover the tax advantages of Qualified Small Business Stock (QSBS) with our all-encompassing guide. Perfect for entrepreneurs, early startup employees, and investors, we outline eligibility criteria, benefits, and best practices for making the most of this financial incentive.
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The Key Productivity Metrics to Assess Time and Cost in Tax Firms
From realization rates to turnaround times, discover the productivity metrics that actually make a difference to the profitability of a tax firm.
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