Insights and Resources
Ohio Supreme Court Rejects Tax Break for Expense Reimbursements
Aprio Insights on the Ohio Supreme Court Rejects Tax Break for Expense Reimbursements. Read the article.
The OBBBA Car Loan Tax Deduction
If you're shopping for a new car, there's a limited-time tax break that could save you thousands of dollars. However, there's a specific window of time, the rules are strict, and you must act strategically to make it work. Watch our video to learn more.
A tax-focused walk-through of the One Big Beautiful Bill Act
The One Big Beautiful Bill Act overhauls the tax code, locking in many 2017 cuts and unveiling new relief for workers, families, and businesses. Read our article for an overview of new rules created by the Act, in addition to extensions or enhancements of existing provisions.
Do You Need a Family Office? Key Factors to Consider
A family office could be the vehicle you need to take your tax, wealth, and legacy goals to the next level. Find out if a streamlined structure is right for you.
Tax traps for real estate investors and how to avoid them
Uncover strategies to maximize benefits and minimize pitfalls, from understanding passive loss rules to mastering 1031 exchanges and differentiating repairs from capital improvements. Stay informed and effectively manage your investments amidst an ever-evolving tax landscape.
The Data-Savvy Nonprofit: Using Analytics to Strengthen Donor Engagement and Program Effectiveness
Learn how data analytics can revolutionize your nonprofit! This latest article provides actionable insights into increasing program effectiveness in a rapidly evolving industry.
The One Big Beautiful Bill Makes Domestic R&E Expenditures Deductible Again
The One Big Beautiful Bill Act has returned the ability for companies to immediately deduct domestic research and experimental (R&E) costs for the 2025 tax year, but it also introduces a complex network of new choices taxpayers will need to make strategically for the 2025 tax year. The Bill establishes new transition rules: one that allows for retroactive application by eligible taxpayers and another that allows for the acceleration of remaining unamortized amounts.
Cybersecurity Risks in the Audit Process: New Threats and How Assurance Teams Are Responding
A data breach used to unfold in quiet, chaotic backrooms. Now it must be explained to investors in less time than it takes to finish a workweek.
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
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