Insights and Resources

The Stablecoin Policy and the Future of the Dollar, Banking, and Open Systems
The GENIUS Act introduces proposed regulatory frameworks for stablecoins, aiming to address aspects of the digital asset ecosystem. Understanding its provisions is essential for stakeholders in the digital currency space.

Tax Court holds extensively documented notes are not debt
Tax Court holds related party notes did not constitute debt for tax purposes despite documentation. The creditor was denied a bad debt deduction.

Mid-Year Employee Benefit Plan Compliance Checklist: What to Focus on Before Year-End
Nearly 60 percent of recent DOL penalty letters cite late or missing Form 5500 filings, triggering fines of up to $2,670 per day. A strategic mid-year benefit plan checkup can catch these costly gaps long before regulators come calling.

Top 5 Audit Red Flags Insurance Underwriters Should Not Ignore
Less than one percent of tax returns are audited, yet the IRS’s data analytics can still single out your small business, draining cash flow and credibility. Discover the five red flags that trigger audits and how to shut them down before the IRS comes calling.

The Ripple Effect: What Will State and Local Tax Look Like Under the One Big Beautiful Bill?
The One Big Beautiful Bill introduces significant changes to state and local tax practices and policies.

A Phased Approach to Family Estate Planning
Aprio Insights on the A Phased Approach to Family Estate Planning. Read the article.

Why Business Succession Starts With a Lifetime Gift
excerpt here

What Trump’s One Big Beautiful Bill Means for Individual Taxpayers
Aprio Insights on the What Trump’s One Big Beautiful Bill Means for Individual Taxpayers. Read the article.

Signed into Law: Key Takeaways from the One Big Beautiful Bill
Aprio Insights on the Signed into Law: Key Takeaways from the One Big Beautiful Bill. Read the article.

When is an S-corp election the right move?
Your business is finally profitable, but is it profitable enough for an S-corp election? Learn the revenue, cash-flow, and compliance milestones that signal it's time.

Middle-Market Tax Strategy Playbook: Making Sense of the “One Big Beautiful Bill”
Middle-market companies racing to decode the One Big Beautiful Bill could unlock millions in cash savings, but only if they act before the 2028 deadlines slam shut. A three-month delay on a single construction milestone can erase seven figures in present-value tax savings.

Navigating U.S. Tax Obligations: A Guide for Foreign Businesses
Foreign companies doing business in the U.S. — no matter how minor — must adhere to U.S. tax compliance obligations (or risk unwelcome penalties). Failure to comply with U.S. tax obligations can result in costly penalties and lost deductions.

How 1031 Exchanges Help Real Estate Investors Grow and Transfer Wealth
excerpt here

Oregon Tax Ruling: NBC’s Economic Ties with Local Stations Triggers Income Tax Nexus
Aprio Insights on the Oregon Tax Ruling: NBC’s Economic Ties with Local Stations Triggers Income Tax Nexus. Read the article.

Unexpected Tax Bill: California Nonresident Owes Income Tax on NSOs and RSUs
Aprio Insights on the Unexpected Tax Bill: California Nonresident Owes Income Tax on NSOs and RSUs. Read the article.
No results found.
