News & Insights
What You Need to Know About Filing an Extension — and Minimizing Penalties
April 9th, 2026
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Tax |
Tax Credits |
High Net Worth
If you don’t have everything ready to complete your 2025 federal individual income tax return by the April 15 deadline, you can request an automatic extension. Filing Form 4868, “Application […]
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It’s Your Last Chance to Claim These Clean Energy Tax Breaks
April 6th, 2026
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Tax |
Tax Credits |
High Net Worth
Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an electric vehicle or made certain green home […]
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IRS Releases Guidance on New Depreciation Deduction
March 30th, 2026
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Tax |
Tax Credits |
Small & Midsize Businesses
A new but temporary special depreciation allowance for qualified production property (QPP) was created by last year’s One Big Beautiful Bill Act (OBBBA). It’s available for certain manufacturing-related real property […]
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New Provisions for 2026 May Affect Your Tax Planning
March 16th, 2026
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Tax |
Tax Credits |
High Net Worth |
Small & Midsize Businesses
The many tax-related provisions that went into effect last year after the One Big Beautiful Bill Act (OBBBA) was signed into law are affecting 2025 federal income tax returns being […]
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Some Small Businesses Can Still Benefit from the Health Care Coverage Credit
March 3rd, 2026
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Tax Credits |
Healthcare |
Small & Midsize Businesses
Tax credits reduce tax liability dollar-for-dollar. As a result, they can be more valuable than deductions, which reduce only the amount of income subject to tax. One tax credit that […]