Jennifer Sicking Named Five Star Wealth Manager

A guide to IOLTA and trust accounting for law firms: what an IOLTA account is, three-way reconciliation, multistate rules, and how to stay compliant.

Effective 2027, the Federal Scholarship Tax Credit will provide a dollar-for-dollar offset against federal income tax liability for eligible contributions.

Does your benefit plan need an audit? Find out how participant counts, plan type, and the 80-120 rule determine whether an ERISA plan audit is required.

The federal R&D tax credit can provide lucrative tax savings for companies investing in innovation. Learn more about R&D credit eligibility & utilization.

Aprio Insights on the Tax Alert: 2026 Opportunity Zone Tax Deadline – Deferred Gains Recognition Planning. Read the article.

A federal appeals court just rewrote the self-employment tax rules for limited partnerships — and if your business operates in Texas, Louisiana, or Mississippi, the change applies to you now. The Fifth Circuit’s landmark decision in K Alain, L.L.L.P. v. Commissioner replaced two competing legal standards with a brand-new test: does the partner play a significant role in managing or running the business? The answer could mean tens of thousands of dollars in SE tax savings — or an unexpected IRS bill.

This article will explain the ways a rental real estate loss can be limited, the differences between a passive and nonpassive activity, the tests to determine material participation, and real estate professional status.

Trillions of dollars in real estate assets are set to change hands as baby boomers pass wealth to the next generation, and how that transition is handled will determine whether families thrive or struggle. Whether you own a single investment property or a complex real estate portfolio, understanding your options for ownership structure, tax planning, and succession is not just smart, it’s essential. This article breaks down the strategies every real estate owner should have on their radar.

A lower tax rate feels like a win — but it may only be telling half the story. New research reveals that cost recovery provisions, system complexity, and investment incentives often drive more value than the rate alone. Is your tax strategy built around the full picture?

Dental practice owners are working harder than ever, yet many are finding it increasingly difficult to predict where their finances will land at the end of the month. The culprit is not a lack of patients or revenue — it is the gap between what the numbers show and what they actually mean. From escalating overhead to operational inefficiencies hiding in plain sight, the forces quietly undermining profitability deserve a closer look. This article breaks down what is really happening inside dental practices today and what it takes to build a financial foundation that can keep pace with growth.