Articles

Tax Advisor Weekly – April 4, 2025

In this week's newsletter, we highlight guidance on navigating property tax scenarios during business mergers and expansions, the importance of C-suite awareness regarding transfer pricing implications, and the latest on BOI reporting requirements for foreign companies despite the temporary elimination for domestic entities. We also cover the IRS Criminal Investigation unit's enhanced use of banking data in financial crime detection, and a proposed 5 percent payroll tax in Washington state that could significantly impact businesses.

Tax Advisor Weekly – March 28, 2025

This edition of the Tax Advisor Weekly highlights strategic choices of independent accounting firms to remain independent, an article on growing concerns about the expiring Tax Cuts and Jobs Act provisions, and the Tax Foundation's comprehensive state tax comparison resource. Additionally, we have news on the new auto tariff announcements and the IRS's latest guidance on the Employee Retention Credit as time runs out for pandemic-era claims.

A man reviewing tax documents at his computer

The Ultimate Guide to Taxes on Secondaries

Comprehensive guide to taxes on secondary private equity transactions. Learn about UBTI, ECI, FIRPTA, and strategies for optimizing returns.

A Guide to PTET for Small Business Owners

Understand how PTET bypasses SALT limits, reduces tax liability, and simplifies tax filing for small business owners.

Tax Strategies for Independent Medical Professionals

Gain financial clarity and optimize your tax strategy. Discover specialized tax guidance for independent medical professionals including PCPs, nurses, and dentists.

Tax Advisor Weekly – March 21, 2025

This edition of the Tax Advisor Weekly highlights IRS employee reinstatements, the AICPA’s 2025 tax priorities, CPA firm succession planning, and state road tax funding.

Home Office Deductions: What Remote Workers Need to Know in 2025

Understand 2025 home office deductions. Learn eligibility for self-employed and W-2 workers, claimable expenses, and filing advice.

A Guide to Ohio Tax Forms

Whether you are filing for the first time or have experience with Ohio taxes, this guide will provide comprehensive insights into the various forms, filing requirements, deadlines, and tips to streamline your tax preparation process. Understanding the nuances of Ohio tax forms can empower you to file confidently and maximize your eligible deductions and credits.

Tax Advisor Weekly – March 14, 2025

This edition of the Tax Advisor Weekly highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.

The Hidden Costs of Manual Tax Document Collection—And How to Fix It

Learn about the hidden costs of manual tax document collection and how tax firms can adopt digital tools designed to streamline document collection while maintaining efficiency.