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HUD REAC Requirements: A Guide for Multifamily and Public Housing Entities

HUD REAC Requirements: A Guide for Multifamily and Public Housing Entities

Is your organization prepared for HUD REAC filing requirements? Explore best practices and modern processes to stay compliant.
Navigating the New R&D Landscape After the OBBB: Your Top 10 Section 174 Questions Answered

Navigating the New R&D Landscape After the OBBB: Your Top 10 Section 174 Questions Answered

Explore key Section 174 updates from the OBBB, including FAQs, amended return tips, and R&D credit strategies from Aprio's July 2025 webinar.
Final regulations released on increased catch-up contributions under SECURE 2.0

Final regulations released on increased catch-up contributions under SECURE 2.0

The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance.
Getting more from every dollar: pre-tax arbitrage for business owners

Getting more from every dollar: pre-tax arbitrage for business owners

Unlock the power of pre-tax spending to optimize your financial strategy and significantly reduce tax burdens. Discover how strategic spending can transform everyday expenses into effective wealth-building tools through educational assistance programs, healthcare accounts, and charitable giving policies. Learn how high-earning individuals and businesses can deploy these tactics to preserve more income and enhance future growth.
Avoiding the 100% Penalty: Key Factors in Determining Responsibility for Unpaid Taxes

Avoiding the 100% Penalty: Key Factors in Determining Responsibility for Unpaid Taxes

Discover how the IRS's 100% penalty holds individuals accountable for unpaid payroll taxes that should have been handed over to the government. This article explores which "responsible persons" can face personal liability, including surprising outside parties like board members or lenders, and offers best practices to avoid these costly pitfalls. Don't miss real-world cases and expert advice to protect yourself from unexpected financial exposure.
Spotting Counterfeit Cash: A Guide for Individuals and Businesses

Spotting Counterfeit Cash: A Guide for Individuals and Businesses

Discover how to safeguard your finances by learning to identify counterfeit currency. This guide delves into the pressing issue of fake money, detailing key security features of genuine bills and offering practical steps and tools for detection. Equip yourself with essential knowledge to protect both your money and the broader economic system.
Avoiding Common Pitfalls in Employee Benefit Plans

Avoiding Common Pitfalls in Employee Benefit Plans

Employee benefit plans are vital for workforce well-being and financial security, yet navigating the complexities of compliance, particularly under ERISA, is crucial to avoid costly pitfalls. This article explores common challenges in managing these plans and offers practical guidance to ensure transparency, compliance, and employee trust in your organization’s benefits framework.
Charitable Contributions: New Tax Rules Under One Big Beautiful Bill Act

Charitable Contributions: New Tax Rules Under One Big Beautiful Bill Act

The One Big Beautiful Bill Act brings significant changes to tax rules on charitable contributions starting in 2026, with new provisions and renewed limits impacting individual and corporate giving strategies. From introducing a 0.5% deduction floor and a modified Pease rule to a new non-itemizer deduction, find out how these changes might shape your charitable goals and maximize your tax benefits. Read on to explore strategies for navigating this evolving landscape.
Understanding Marketability When Valuing Controlling Business Interests

Understanding Marketability When Valuing Controlling Business Interests

Discover why marketability plays a crucial role in business valuation, particularly for private enterprises, and how the controversial Discount for Lack of Marketability (DLOM) applies even to controlling interests. Explore real-world implications, including an illuminating Iowa Court of Appeals case, and learn best practices for accurately valuing illiquid assets.
Automating Your Nonprofit Back Office for Efficiency and Impact

Automating Your Nonprofit Back Office for Efficiency and Impact

Imagine a nonprofit where paperwork takes over. Automation can streamline operations, reduce errors, and enhance transparency.
Partnership Basis: What Is It & How Does It Work?

Partnership Basis: What Is It & How Does It Work?

Gain insight into partnership basis, track decisions to optimize ownership, and maintain compliance to avoid costly tax consequences.
3 New Tax Breaks for Individuals: What the OBBBA Offers for Tips, Overtime, and Car Loans

3 New Tax Breaks for Individuals: What the OBBBA Offers for Tips, Overtime, and Car Loans

Discover exciting new tax relief options in the One Big Beautiful Bill Act (OBBBA) for tip earners, those working overtime, and car loan borrowers. This article breaks down the key deductions available from 2025 to 2028, which can help reduce taxable income and offer significant savings—learn about eligibility, phaseout limits, and how to maximize these opportunities.
Understanding the 2025 and 2026 Tax Deduction Reforms

Understanding the 2025 and 2026 Tax Deduction Reforms

The One Big Beautiful Bill Act (OBBBA) enacts significant tax reforms in 2025 and 2026, impacting standard vs. itemized deductions. From increased standard deductions to revamped SALT caps and mortgage interest rules, the changes offer new opportunities and challenges for filers. Discover how these updates could affect your financial planning and why early preparation with your tax advisor is essential.
How the One Big Beautiful Bill Act Revamps the QBI Deduction

How the One Big Beautiful Bill Act Revamps the QBI Deduction

Discover the transformative changes to the Qualified Business Income (QBI) deduction brought by the One Big Beautiful Bill Act (OBBBA). With the deduction now permanent, expanded phase-in ranges, and the introduction of a minimum deduction, business owners can optimize their tax strategies and capture enhanced savings. Dive into the full article to explore these game-changing updates and strategic planning opportunities.
The End of Paper Checks: Preparing for a Fully Digital IRS

The End of Paper Checks: Preparing for a Fully Digital IRS

Prepare for the IRS's transition to a fully digital payment system by September 30, 2025, as they phase out paper checks to cut costs and boost security. Discover how this shift affects taxpayers, especially those unbanked or living abroad, and learn essential steps to ensure smooth electronic refunds and benefits. Get ahead of the change with timely guidance and practical advice.
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