Insights and Resources

Beyond basis: understanding at-risk limits on loss deductions

Beyond basis: understanding at-risk limits on loss deductions

Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning.
How Do Wrap Rates Offer Strategic Insights for Government Contractors?

How Do Wrap Rates Offer Strategic Insights for Government Contractors?

Wrap rates have evolved from mere compliance metrics into strategic tools essential for government contractors. Stay competitive with Aprio's strategic insights on wrap rates.
ROI or money pit? Prioritizing home renovations with ROI and tax in mind

ROI or money pit? Prioritizing home renovations with ROI and tax in mind

Every homeowner faces an endless list of potential projects, but not all renovations are created equal when it comes to your financial bottom line. Strategic home improvements can impact not only your future sale price, but also your utility bills, insurance costs, tax obligations, and overall financial position. Learn how to prioritize your project list using a financially grounded framework that considers ROI, tax opportunities, and long-term asset preservation.
Retirement readiness in any economy: how to know when you’re truly prepared

Retirement readiness in any economy: how to know when you’re truly prepared

There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a retirement plan that lasts.
Understanding Safe Harbor 401(k) Plans

Understanding Safe Harbor 401(k) Plans

Navigating the complexities of 401(k) plans can be daunting for small and midsize businesses. Discover how the safe harbor 401(k) offers a simplified solution by easing administrative burdens while fostering employee financial well-being. Explore the advantages, key components, and strategic considerations to determine if it's the right fit for your business.
Fries, Shakes, and Tax Breaks: Are You Prepared for April 15?

Fries, Shakes, and Tax Breaks: Are You Prepared for April 15?

When planning for future tax liabilities, some great hidden gems can help mitigate these liabilities. Discover tax-saving strategies in line with the OBBB for your McDonald's franchise.
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It’s a joyful time of year, even with the final sprint toward tax deadlines. It’s time to emerge from winter and enjoy the world in bloom again! This edition of SmartTips is brimming with timely content for your springtime renewal, including an April Fool’s trivia quiz to kick off the month. You’ll also find a guide to keeping your business prepared for springtime storms, a look at keeping a handle on debt, and some handy spring cleaning hacks. Enjoy our April issue…happy spring!
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It’s a joyful time of year, even with the final sprint toward tax deadlines. It’s time to emerge from winter and enjoy the world in bloom again! This edition of SmartTips is brimming with timely content for your springtime renewal, including an April Fool’s trivia quiz to kick off the month. You’ll also find a guide to keeping your business prepared for springtime storms, a look at keeping a handle on debt, and some handy spring cleaning hacks. Enjoy our April issue…happy spring!
Incentive units: how partnership-style equity can reward talent without a surprise tax bill

Incentive units: how partnership-style equity can reward talent without a surprise tax bill

Non-public pass-through companies can't flash the same liquid stock options that publicly traded C-corporations deploy, but a profits interest solves the problem by letting newcomers participate only in growth that occurs after the grant date - with no immediate tax bill for either party. Learn more in our article.
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