Two Estate Planning Strategies to Help Protect Wealth

There is no universal playbook for business owner tax planning — the right moves depend on your entity type, your compensation structure, your capital investments, and a dozen other factors unique to your situation. That is exactly why now is the time to sit down with an advisor who knows your business. December 31 does not wait, but your tax outcome is still yours to influence.

How Treasury and the IRS interpret, administer, and enforce federal tax law, and what Loper Bright means if you disagree with a regulation.

Do you know what your 2026 tax bill looks like right now? If the answer is “not really,” you still have time to change it — but not much. December 31 is the deadline that actually matters, and the decisions you make before it arrives will shape your tax outcome far more than anything you do next April.

Build a stronger AI business case with a five-step framework to define vision, estimate ROI, assess risk, and secure funding before initiatives stall.

Does your AI spend qualify for the R&D tax credit? Learn which costs count, how to classify them, and what documentation strengthens your position.

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.