Insights and Resources

The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry

The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry

Aprio Insights on the The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry. Read the article.
How AI Can and Can’t Help Businesses with Tax Prep in 2026

How AI Can and Can’t Help Businesses with Tax Prep in 2026

Find out how AI tools can simplify document processing and categorization for business taxes, balanced with professional insight for compliance assurance.
Why estate taxes aren’t the only inheritance-related costs to consider

Why estate taxes aren’t the only inheritance-related costs to consider

Estate planning discussions often focus on the federal estate tax exemption, but most families face different challenges when transferring wealth. Probate fees, state-level taxes, capital gains exposure, and administrative complexity can all erode inheritances - even for estates well below the federal threshold. A comprehensive estate plan addresses these hidden costs, not just headline tax numbers.
Opportunity Zones Are Given New Life – A Tax Advisor’s Thoughts

Opportunity Zones Are Given New Life – A Tax Advisor’s Thoughts

Aprio Insights on the Opportunity Zones Are Given New Life – A Tax Advisor's Thoughts. Read the article.
Nonprofit Board Governance Best Practices

Nonprofit Board Governance Best Practices

Nonprofit boards should focus on aligning their finance and strategic growth initiatives to create more cohesion and improve impact. Here are the top governance practices nonprofit boards should know.
Don’t Leave Charitable Deductions on the Table

Don’t Leave Charitable Deductions on the Table

High-earning families often give generously throughout the year, but poor documentation and incomplete tracking leave thousands in tax deductions unclaimed. From non-cash donations to appreciated securities, each type of gift has specific IRS requirements that must be met to maximize benefits and avoid audit risk. By building a simple tracking system and understanding the rules, you can ensure your generosity works as efficiently as possible.
Protecting Your Family’s Finances in an Economic Downturn

Protecting Your Family’s Finances in an Economic Downturn

When the economy feels uncertain, families worry about job security and rising costs, but financial downturns don't require panic - they call for clarity and preparation. By focusing on building liquidity, reviewing spending priorities, ensuring proper insurance coverage, and avoiding fear-based decisions, you can create stability during volatile times.
Real Estate and Cost Segregation

Real Estate and Cost Segregation

Learn more about cost segregation studies and found out if performing one is a smart next step for your real estate portfolio.
Learning Resources Inc. v. Trump: What SCOTUS’ Tariffs Decision Means

Learning Resources Inc. v. Trump: What SCOTUS’ Tariffs Decision Means

Understand how the Supreme Court's Trump-era tariff decision challenges IEEPA presidential authority, reshaping tariff strategies for businesses and investors.
2026 Economic Outlook for Real Estate

2026 Economic Outlook for Real Estate

Recap Aprio's latest webinar, where we explore what lies ahead for real estate in 2026 and how investors, developers, operators, and property owners can prepare.
Cybersecurity Risk Management for Nonprofits | Aprio Insights

Cybersecurity Risk Management for Nonprofits | Aprio Insights

Get actionable guidance on cybersecurity risk management for nonprofits. Enhance your organization's defenses against phishing, ransomware, and more.
Proactive Tax Strategies for High-Earning Taxpayers

Proactive Tax Strategies for High-Earning Taxpayers

The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law. 
Understanding Trump Accounts: what parents need to know about the new child-focused IRA

Understanding Trump Accounts: what parents need to know about the new child-focused IRA

Investment scams are now the largest source of fraud losses, with reported damages reaching $5.7 billion in 2024 alone. As scammers use AI, impersonation, and psychological pressure to bypass internal controls, companies must rethink how they protect people, processes, and capital.
Your 2026 Tax Season Survival Guide

Your 2026 Tax Season Survival Guide

For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn't have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.
1099 Season Is Here: What Employers Need To Know

1099 Season Is Here: What Employers Need To Know

Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can help you stay on track and avoid costly IRS penalties.
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