Insights and Resources

Avoid tax surprises: set up proper withholding now
Think your tax refund is just "extra money"? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year. This quick read breaks down how to fix that now, so you’re not stuck with a surprise bill (or a missed opportunity) next April.

9-Step Checklist: How to Build Your Financial Plan While Running a Restaurant
Aprio Insights on the 9-Step Checklist: How to Build Your Financial Plan While Running a Restaurant. Read the article.

How to protect your retirement accounts during market volatility
Market swings can be unsettling, but they don’t have to weaken your retirement plan. Learn how a strategic blend of short-, mid-, and long-term investments, plus flexible withdrawal methods, can build financial resilience.

Updated edition: A guide to revenue recognition
An updated edition of A guide to revenue recognition is now available.

Outsourced Accounting Solutions for Tech Startups
Aprio Insights on the Outsourced Accounting Solutions for Tech Startups. Read the article.

Market Minute: April was the cruelest month. Now, all eyes are on the Fed.
We expect the Federal Reserve to keep its policy rate in a range between 4.25% and 4.5% with little to no change in the policy statement when the Federal Open Market Committee meets on May 6 and 7.

The “Work from Anywhere” Era and the Implications on Employment Tax
Aprio Insights on the The "Work from Anywhere" Era and the Implications on Employment Tax. Read the article.

What you need to know before applying for an SBA loan
Thinking about applying for an SBA loan to start or buy a business? Understanding your options—and what lenders really look for—can make or break your application. This guide walks you through the most common SBA loan types, eligibility rules, and key documentation to help you prepare with confidence.

How to optimize your business interest deductions
Discover how optimizing interest expense deductions under IRC §163(j) can significantly impact your business's cash flow and financial planning. From legislative changes brought by the TCJA and CARES Act to strategies for maximizing deductions, this article explores the complexities and opportunities within this evolving tax landscape. Stay ahead with insights into managing debt structures and preparing for future regulatory shifts.

6 Manufacturing & Distribution Insights from Q2 2025 and What They Mean for You
Aprio Insights on the 6 Manufacturing & Distribution Insights from Q2 2025 and What They Mean for You. Read the article.

IRS clarifies exclusions from remuneration for section 4960 excise tax
IRS Chief Counsel Advice 202515014 clarifies exclusion from section 4960 remuneration for 403(b) plan deferrals and cafeteria plan contributions.

What S Corporations Actually Need to Know About Reasonable Compensation
If you are an S corp that takes distributions but not reasonable compensation, you could face penalties from the IRS.

Designing job architectures and salary structures
Designing job and salary structures that are adaptable to the changes in the workforce is essential for maintaining competitiveness.

1031 Exchanges: what qualifies and where investors get tripped up
Discover how 1031 exchanges can be a game-changer for real estate investors, offering a strategy to defer capital gains taxes while reinvesting in like-kind properties. This guide dives into the mechanics, eligibility, and potential pitfalls of executing a successful 1031 exchange.

Preparing for a federal termination for convenience
Government contracts and grants are facing increasing terminations due to shifting policies. Contractors need to prepare for a federal termination for convenience.
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