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.
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.
Learn more about cost segregation studies and found out if performing one is a smart next step for your real estate portfolio.
Understand how the Supreme Court’s Trump-era tariff decision challenges IEEPA presidential authority, reshaping tariff strategies for businesses and investors.
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.
Get actionable guidance on cybersecurity risk management for nonprofits. Enhance your organization’s defenses against phishing, ransomware, and more.
The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law.
Investment scams are now the largest source of fraud losses, with reported damages reaching $5.7 billion in 2024 alone. As scammers use AI, impersonation, and psychological pressure to bypass internal controls, companies must rethink how they protect people, processes, and capital.
Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms to use and getting organized now can help you stay on track and avoid costly IRS penalties.
For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn’t have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.