Beyond Filing
Our Insights hub goes beyond compliance; sharing the thinking, planning, and perspective that shape confident financial decisions all year round. From cross-border considerations to long-term wealth planning, this is where we share what we’re seeing, what’s changing, and what it means for you.
Are You Missing One of the Biggest Tax Benefits Available to Real Estate Investors?
Many rental property investors are surprised to learn their losses can't offset wages or other income - often getting suspended under passive activity loss rules instead.
Latest Insights
Our latest articles cover the topics our clients ask about most, from international tax and business planning to wealth preservation and life events.
Grantor Retained Annuity Trusts (GRATs): How the Estate Planning Strategy Works
Grantor-Retained Annuity Trust (“GRAT”) Most Americans don’t have to worry about federal estate taxes. In 2026, only estates worth $15…
Nonresident Investment in the United States: Key Tax Considerations
The United States continues to attract foreign investors seeking opportunities in residential and commercial real estate, privately held businesses, and…
Tax Risks in M&A Transactions: What Sellers Should Address Before Due Diligence
Recent studies indicate that the most common claims buyers make against sellers for violations of sellers’ representations and warranties in…
Qualified Small Business Stock (QSBS): Section 1202 Eligibility and Tax Benefits
The prospect of excluding up to $15 million in taxable income from the sale of your business may seem too…
GILTI in 2026: What U.S. Owners of Foreign Companies Need to Know
For many U.S. taxpayers with international business operations, few areas of the tax law are as misunderstood-or as impactful-as the…
Real Estate Professional Status: Requirements, Tax Benefits, and Recordkeeping
For many real estate investors, rental property provides long-term wealth, steady cash flow, and valuable tax deductions. Yet despite owning…
IRS Automatic Exemption from Penalty: What Changes in 2026
For years, the IRS First-Time Penalty Abatement (FTA) program has provided eligible taxpayers with an opportunity to have certain penalties…
Choosing the Right Business Entity: LLC, S Corporation, C Corporation, or Partnership?
One of the first and most important decisions a business owner makes is selecting the legal structure under which the…
2026 Business Expense Deductions: Charitable Gifts, Sponsorships, Meals, and Entertainment
Business owners frequently incur expenses that support their communities, promote their businesses, or strengthen relationships with customers and employees. While…
The End of First-Time Penalty Abatement as You Know It
A major IRS overhaul is replacing manual penalty-relief requests with an automatic exemption system starting Summer 2026.
LLC, Corporation or Partnership?
Your legal structure and your tax structure aren't the same thing and the difference can shape your entire tax bill.
What You Can (and Can’t) Deduct in 2026
New 2026 rules reshape how charitable giving, meals, sponsorships and advertising are taxed - get the line wrong and lose…
Investing in the US? Plan Before You Buy
Non-U.S. investors who wait until after purchasing US assets often miss the planning window that could have saved them millions.
The $15 Million Tax Exclusion Founders Often Miss
Section 1202's QSBS exclusion can shelter up to 100% of gain on a qualifying business sale - if it's structured…
The Silent Partner in Every M&A Deal
Tax issues are the most common source of buyer claims in M&A deals and unresolved history can resurface the moment…
Understanding GILTI in 2026: What U.S. Owners of Foreign Companies Need to Know
For many U.S. taxpayers with international business operations, few areas of the tax law are as misunderstood—or as impactful—as the…