News & Insights
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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Government Shutdown: What Taxpayers Need to Know and How to Stay Ahead
October 22nd, 2025
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By Katie Hamilton |
Tax |
Small & Midsize Businesses
As the federal government shutdown stretches into its third week, we know many of you are feeling its impact—whether you’re waiting on a refund, trying to reach the IRS, or […]
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IRS Releases Guidance on Changes to R&E Expensing
October 19th, 2025
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Business Tax Services |
Tax |
Small & Midsize Businesses
Among its numerous tax provisions, the One Big Beautiful Bill Act (OBBBA) reinstated immediate deductions for research and experimental (R&E) expenditures under Internal Revenue Code Section 174, beginning in 2025. The […]
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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 […]