News & Insights
It’s Not Too Late to Participate in Giving Tuesday
October 28th, 2025
|
Tax Credits |
Nonprofit
Does your nonprofit routinely participate in the annual online fundraiser Giving Tuesday? If so, you know it’s a can’t-miss opportunity to raise money and awareness about your organization and mission. […]
READ MORE
Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
|
By Nate Whitson |
High Net Worth |
Tax Credits |
Wealth Management |
High Net Worth
As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks, […]
READ MORE
New Rules Could Boost Your R&E Tax Savings in 2025
October 10th, 2025
|
Tax |
Tax Credits |
Small & Midsize Businesses
A major tax change is here for businesses with research and experimental (R&E) expenses. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) reinstated the immediate deduction for U.S.-based […]
READ MORE
Renewable Energy Credits: What You Need to Know After the OBBBA
September 10th, 2025
|
By Christopher Young |
Tax Credits |
Affordable Housing |
Small & Midsize Businesses
The One Big Beautiful Bill Act (OBBBA) modified several business and individual renewable energy credits included in the Inflation Reduction Act. The OBBBA accelerates the phase-out of several key incentives, […]
READ MORE
Businesses Can Still Choose to Address Sustainability
August 8th, 2025
|
Tax |
Tax Credits |
Small & Midsize Businesses
For many years, businesses of all shapes and sizes have at least considered sustainability when running their operations. Many people — including customers, investors, employees and job candidates — care […]