News & Insights
Should Your Business Maximize Deductions for Real Estate Improvements Now or Spread Them Out?
October 30th, 2025
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Tax Credits |
Affordable Housing |
Construction |
Small & Midsize Businesses
Commercial real estate usually must be depreciated over 39 years. But certain real estate improvements — specifically, qualified improvement property (QIP) — are eligible for accelerated depreciation and can even be […]
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It’s Not Too Late to Participate in Giving Tuesday
October 28th, 2025
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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. […]
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Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025
October 27th, 2025
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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, […]
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New Rules Could Boost Your R&E Tax Savings in 2025
October 10th, 2025
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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 […]
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Renewable Energy Credits: What You Need to Know After the OBBBA
September 10th, 2025
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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, […]