tax

How the New Section 1202 Can Save You Millions: Strategic Tax Planning for Founders and Investors

By Michael R. Ioffredo, CPA – Tax Manager, and Anh Bui – Tax Senior Section 1202 has long offered a powerful tax break for qualifying startup founders and investors by…

The Senior Deduction: How Seniors Can Save More on Taxes Under the OBBBA

By Andrew K. Venzke, CPA – Tax Supervisor,  and Nick A. Kline – Tax Staff What Is the Senior Deduction? Beginning with the 2025 tax year and continuing through 2028,…

Review Your Business Expenses Before Year End

Now is a good time to review your business’s expenses for deductibility. Accelerating deductible expenses into this year generally will reduce 2025 taxes and might even provide permanent tax savings.…

Should Your Business Maximize Deductions for Real Estate Improvements Now or Spread Them Out?

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…

The 2025–2026 “High-Low” per Diem Business Travel Rates Are Here

If you have employees who travel for business, you know how frustrating it can be to manage reimbursements and the accompanying receipts for meals, hotels, and incidentals. To make this…

Tax Court Case Provides Lessons on Best Recordkeeping Practices for Businesses

Running a successful business requires more than delivering great products or services. Behind the scenes, meticulous recordkeeping plays a crucial role in financial health, compliance and tax savings. Good records…

Maryland: New Taxes and Increased Rates

The Budget Reconciliation and Financing Act of 2025 was passed on May 20, 2025. The new legislation makes several updates to Maryland tax law. Here is a summary of the…

What the OBBBA Means for Your Business

The One Big Beautiful Bill Act (OBBBA), which was enacted on July 4, 2025, is filled with favorable tax provisions for businesses. It makes permanent or extends many tax breaks…

Planning for 2025 and the Future With the New Tax Law

Will you be able to benefit from the One Big Beautiful Bill Act (OBBBA), signed into law earlier this year? The law makes many tax provisions, which were scheduled to…

New Rules Could Boost Your R&E Tax Savings in 2025

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…

Your Giving Strategy Just Changed — Thanks to OBBBA

Charitable giving is often about more than generosity; it’s also a key part of a thoughtful tax and legacy strategy. The One Big Beautiful Bill Act (OBBBA) introduces new opportunities…

One Big Beautiful Bill Green Energy Credit Deadlines. What You Need to Know.

In 2023, taxpayers claimed more than 8 billion dollars’ worth of clean and energy-efficient tax credits. With a multitude of credits available, it was easier for the everyday person to…

Divorcing as a Business Owner? Don’t Let Taxes Derail Your Settlement

Divorce is stressful under any circumstances, but for business owners, the process can be even more complicated. Your business ownership interest is often one of your largest personal assets, and…

Lower Your Self-Employment Tax Bill by Switching to an S Corporation

If you own an unincorporated small business, you may be frustrated with high self-employment (SE) tax bills. One way to lower your SE tax liability is to convert your business…

A Tax Guide to Choosing the Right Business Entity

One of the most critical decisions entrepreneurs make when starting or restructuring a business is choosing the right entity type. This choice directly impacts how the business is taxed, the…