Insights and Resources

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What happens when we die?
A look at the true nature of our reality... er, about the money part though I guess.

Are Taxes Actually Good?
Learn the truth, I guess.

All About Beagles
This isn't actually what the magazine is about though.

Financial Survival Guide for Startups
Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.

The Overlooked Importance of HR in Growing Businesses
For many small and midsize businesses, HR dysfunction isn't about negligence. It's about capacity. Most founders don't build their companies with an HR strategy in mind. Learn how to solve this problem with a fractional HR resource.

Why Timely Unclaimed Property Reporting Matters: A Crucial Reminder as State Deadlines Loom
Aprio Insights on the Why Timely Unclaimed Property Reporting Matters: A Crucial Reminder as State Deadlines Loom. Read the article.

OBBB Act and Section 174: To Amend or Not to Amend
Aprio Insights on the OBBB Act and Section 174: To Amend or Not to Amend. Read the article.

Adapting to the OBBB: A Strategic Roadmap for Nonprofits
OBBB's tax law changes reshape nonprofit strategies, fundraising, and donor incentives. Learn key updates and how nonprofits can adapt.

OBBBA Opens New Estate Planning Doors: Don’t Let This Window Close
With the federal estate and gift tax exemption permanently increased to $15 million per individual (effective 2026), high-net-worth families now have unprecedented certainty and opportunity to secure their financial legacy. But here's what many don't realize: this expanded exemption creates both immediate opportunities and urgent deadlines that require swift action.

Beyond Your Will: Why High-Net-Worth Families Need Comprehensive Incapacity Planning
Sample Excerpt

Strategic Tax Planning Under the OBBBA: Maximizing Opportunities for Business Owners and High-Net-Worth Individuals
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, represents the most significant tax legislation since the Tax Cuts and Jobs Act. For business owners and high-net-worth individuals, this sweeping reform creates unprecedented planning opportunities—but only for those who act strategically.

Inside the hidden economics of luxury vacation rentals in rural markets
Why would anyone build a mansion in an economically depressed area with limited infrastructure? The answer reveals a sophisticated real estate strategy hiding behind rural luxury.

5 Critical Audit Risks Construction Companies Can’t Afford to Overlook
Construction audits present unique challenges that can catch even seasoned business owners off guard. Unlike other industries, construction companies face complex revenue recognition requirements, intricate project accounting, and constantly evolving contract terms that create specific vulnerabilities during the audit process.

State R&D Tax Credits: Recent Updates and Impacts
Aprio Insights on the State R&D Tax Credits: Recent Updates and Impacts. Read the article.
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