GILTI Conscience Podcast | The Evolution and Impact of the CWI Standard
GILTI Conscience Podcast | Navigating Pillar Two: Side-by-Side, Safe Harbors and the Future of Global Tax Cooperation
5 Key Takeaways | OBBBA: State and Local Tax Issues and Impacts – Analysis and Practical Guidance
5 Key Takeaways | Salt Update: Navigating the Complex Landscape of Sales and Use Tax Sourcing
5 Key Takeaways | Equity and State Taxes: Equitable Doctrines and Their State Tax Application
Podcast - Betty: Glamour en pasarela, caos contable y tributario
Marijuana to Schedule III: What Changes, What Doesn’t, and What Comes Next
6 Key Takeaways | Update on Significant Unclaimed Property Issues
5 Key Takeaways | New York Tax Developments
Childcare Benefits Under the Big Beautiful Bill: What's the Tea in L&E?
New Tips and Overtime Guidance, NLRB Circuit Split, and Stalled Nomination- #WorkforceWednesday® - Employment Law This Week®
GILTI Conscience Podcast | From GILTI to NCTI: Unpacking the 2025 Tax Overhaul
Tax Talk with Josh Wykle – The Big Beautiful Bill & Overtime Deductions: What's the Tea in L&E?
GILTI Conscience Podcast | Adapting to Tariff Volatility in International Business
Key Advantages of Using REITs by Funds for Foreign Investors — The Tax Blueprint Podcast
Managing the Financial Impact of Tariffs on Your Government Contract
Key Advantages of Using REITs by Funds for Tax-Exempt Investors — The Tax Blueprint Podcast
Episode Three: Choice of Entity and Inbound Transactions
5 Key Takeaways | The Illinois Franchise Tax: A Trap for the Unwary - and Even the Wary
Key Advantages of Using REITs by Funds for US Individuals and GP Stakeholders — The Tax Blueprint Podcast
The sale of a family business is a complex process. Almost invariably, it will raise issues that need to be considered and addressed pre-sale. Navigating those issues will be the key to achieving a successful outcome for both...more
Employee stock ownership plans (ESOPs) have proven to be powerful tools for aligning employee interests with company success and creating significant retirement wealth for participants while providing business owners with...more
Key Takeaways - The FY 2027 budget process is underway, with the president submitting his proposal April 3 and committees beginning hearings the week of April 13. Senate leadership is expected to move a budget resolution the...more
Our Federal & International Tax Group reviews a pair of Tax Court rulings that raise significant questions about the potential formulary and holding period limitations on foreign tax credits available on Section 78 gross-ups...more
The tax case of CooperVision , heard recently by the First Tier Tribunal, feels like a case we’ll hear more about over the next couple of years. This case concerns longstanding executives who had invested in a company and...more
In the world of retirement plans, it’s easy to overlook the fine print — until someone sues you over it. The IRS just reminded us why distribution notices matter with the release of Notice 2026-13, which updates the safe...more
"April showers" (tax season, with deadlines often falling around April 15) can indeed bring Research & Development (R&D) tax credits. Introduced on March 11, 2026, and referred to the Ways and Means Committee on March 18,...more
To keep you informed of recent activities, below are several of the most significant federal events that have influenced the Consumer Financial Services industry over the past week. Federal Activities: On April 10, the...more
On April 10, at the request of the Commodity Futures Trading Commission (CFTC) and the Department of Justice, the U.S. District Court for the District of Arizona granted a temporary restraining order (TRO) through April 24...more
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (the “OBBBA”). Among other things, the OBBBA makes permanent many provisions of the 2017 Tax Cuts and Jobs Act (the “TCJA”) that otherwise would...more
Key Points - • The DOJ's new National Fraud Enforcement Division consolidates federal fraud resources, including tax, health care, and consumer fraud units, into a centralized enforcement group laser-focused on protecting...more
The US Court of Federal Claims’ decision in Kwong v. United States may pose beneficial opportunities for taxpayers and litigation risk for the government by altering the substantive amount of interest, penalties, and...more
On March 19, 2026, in Jones Bluff, LLC v. Commissioner, 166 T.C. No. 6 (2026), the Tax Court held that a partnership could not assert due process claims to invalidate an IRS adjustment on behalf of its partners under the...more
When most business owners start talking about “succession,” it sounds like a financial term. But if we’re honest, it rarely feels that way, it feels more personal...more
Should you request the automatic extension of time to file your tax return with the IRS? What is the specific process to obtain the extension, and what does a U.S. taxpayer need to know about this important right?...more
The 2024-25 Federal Budget contained a somewhat vague (but relatively modest) announcement of a ‘clarification and broadening’ of the classes of assets in respect of which non-residents would be subject to Australian capital...more
Zur Milderung der hohen Energiekosten und zuletzt rasanten Preissteigerung hat der Koalitionsausschuss am 13. April 2026 ein Entlastungspaket beschlossen, dass den Bürgerinnen und Bürgern schnelle Abhilfe gegen höhere...more
On April 6, 2026, the IRS released Rev. Proc. 2026-14 (Revenue Procedure), providing guidance regarding the nomination of census tracts to be designated as qualified opportunity zones (QOZs) pursuant to the new “OZ 2.0”...more
The White House proposed significant budget cuts to the Treasury Inspector General for Tax Administration (TIGTA), reducing its funding by nearly 17% for fiscal year 2027 to the lowest level since 2007....more
The Delaware Office of the Secretary of State (SOS) confirmed that on April 10, 2026, invitation notices were sent to businesses (holders) identified as potentially out of compliance with Delaware’s unclaimed property law....more
Management Services Organizations (MSOs) are increasingly used by professional and service‑type businesses to separate the administrative operations of a business from its core professional services. The model is attractive...more
In Washington, retirement accounts are considered assets subject to division at divorce. The purpose of a retirement asset is to provide someone with income after his or her active working years, and to have accumulated such...more
Family heirlooms, jewelry, artwork, and treasured household items often carry far more emotional value than financial worth. Because of this, when these items are not included in your estate plan, they easily become sources...more
President Trump has famously said that “‘tariffs’ is the most beautiful word to me in the dictionary.” As financial service firms know, the Administration’s tariff policy has not been limited to non-U.S. goods and services....more
For US technology (including AI), pharma and medical device, biotechnology and life science companies, establishing an Australian subsidiary to access the Australian R&D Tax Incentive (RDTI)—including a refundable tax offset...more
