Insights and Resources

R&D Tax Credit Changes: 7 Essential Steps Businesses Must Take Now to Prepare for New Form 6765 Requirement

R&D Tax Credit Changes: 7 Essential Steps Businesses Must Take Now to Prepare for New Form 6765 Requirement

The IRS has rolled out the most significant overhaul to R&D tax credit reporting since 2009, fundamentally changing how businesses must document and report their research activities. With new Form 6765 requirements becoming mandatory for most taxpayers beginning with tax year 2026 (processing year 2027), companies claiming the federal R&D tax credit face a dramatically increased documentation burden—but those who prepare now will navigate these changes successfully.
High-Net-Worth Alert: 5 Critical OBBBA Tax Changes Taking Effect in 2026

High-Net-Worth Alert: 5 Critical OBBBA Tax Changes Taking Effect in 2026

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings sweeping changes to the tax landscape—and wealthy individuals face some of the most significant impacts. While many provisions take effect in 2026, the time to plan is now.
10 Cybersecurity Must-Dos for Small Businesses

10 Cybersecurity Must-Dos for Small Businesses

October is National Cybersecurity Awareness Month—the perfect time to give your business a digital checkup. A few simple habits can make a huge difference.
A Toast to International Coffee Day

A Toast to International Coffee Day

International Coffee Day, celebrated every year on October 1, is a glorious global tribute to one of humanity’s most cherished beverages and the rich traditions that surround it. Officially established in 2015 by the International Coffee Organization, the day not only honors the love of coffee but also raises awareness about the entire coffee journey.
Family Offices and Real Estate: Strategies for Multigenerational Wealth

Family Offices and Real Estate: Strategies for Multigenerational Wealth

Discover how family offices can help real estate investors build, govern, and transfer wealth across generations.
Preparing for the end of federal paper checks

Preparing for the end of federal paper checks

Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to prepare.
How CEOs Can Scale Smart, Stay Cash Strong, and Win Big

How CEOs Can Scale Smart, Stay Cash Strong, and Win Big

Aprio Insights on the How CEOs Can Scale Smart, Stay Cash Strong, and Win Big. Read the article.
Your Tax Relief is Here to Stay: How the One Big Beautiful Bill Act Locks in Lower Tax Brackets and Boosts Standard Deductions for 2026

Your Tax Relief is Here to Stay: How the One Big Beautiful Bill Act Locks in Lower Tax Brackets and Boosts Standard Deductions for 2026

The uncertainty surrounding your tax future has officially ended. With the passage of the One Big Beautiful Bill Act (OBBBA) in July 2025, millions of American taxpayers can breathe a collective sigh of relief—the historically low tax brackets that were set to disappear on December 31, 2025, are now permanent.
The Latest IRS Guidance on Section 174

The Latest IRS Guidance on Section 174

Aprio Insights on the The Latest IRS Guidance on Section 174. Read the article.
Best Practices for Financial Reporting in the Hospitality Sector

Best Practices for Financial Reporting in the Hospitality Sector

Explore key financial reporting best practices in the hospitality industry. Enhance compliance, efficiency, and stakeholder trust with practical advice and insights.
New IRS Electronic Payment Mandate Impacts FIRPTA Transactions

New IRS Electronic Payment Mandate Impacts FIRPTA Transactions

Aprio Insights on the New IRS Electronic Payment Mandate Impacts FIRPTA Transactions. Read the article.
Financial Survival Guide for Startups

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

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

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.
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