Aprio Insights on the The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry. Read the article.
Insights and Resources
How AI Can and Can’t Help Businesses with Tax Prep in 2026
Find out how AI tools can simplify document processing and categorization for business taxes, balanced with professional insight for compliance assurance.
Why estate taxes aren’t the only inheritance-related costs to consider
Estate planning discussions often focus on the federal estate tax exemption, but most families face different challenges when transferring wealth. Probate fees, state-level taxes, capital gains exposure, and administrative complexity can all erode inheritances – even for estates well below the federal threshold. A comprehensive estate plan addresses these hidden costs, not just headline tax numbers.
Opportunity Zones Are Given New Life – A Tax Advisor’s Thoughts
Aprio Insights on the Opportunity Zones Are Given New Life – A Tax Advisor’s Thoughts. Read the article.
Protecting Your Family’s Finances in an Economic Downturn
When the economy feels uncertain, families worry about job security and rising costs, but financial downturns don’t require panic – they call for clarity and preparation. By focusing on building liquidity, reviewing spending priorities, ensuring proper insurance coverage, and avoiding fear-based decisions, you can create stability during volatile times.
Don’t Leave Charitable Deductions on the Table
High-earning families often give generously throughout the year, but poor documentation and incomplete tracking leave thousands in tax deductions unclaimed. From non-cash donations to appreciated securities, each type of gift has specific IRS requirements that must be met to maximize benefits and avoid audit risk. By building a simple tracking system and understanding the rules, you can ensure your generosity works as efficiently as possible.
Nonprofit Board Governance Best Practices
Nonprofit boards should focus on aligning their finance and strategic growth initiatives to create more cohesion and improve impact. Here are the top governance practices nonprofit boards should know.
Real Estate and Cost Segregation
Learn more about cost segregation studies and found out if performing one is a smart next step for your real estate portfolio.
Learning Resources Inc. v. Trump: What SCOTUS’ Tariffs Decision Means
Understand how the Supreme Court’s Trump-era tariff decision challenges IEEPA presidential authority, reshaping tariff strategies for businesses and investors.
2026 Economic Outlook for Real Estate
Recap Aprio’s latest webinar, where we explore what lies ahead for real estate in 2026 and how investors, developers, operators, and property owners can prepare.