The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance!
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.
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.
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.
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.
Discover how family offices can help real estate investors build, govern, and transfer wealth across generations.
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.
Aprio Insights on the How CEOs Can Scale Smart, Stay Cash Strong, and Win Big. Read the article.
Tax Calendar
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.