Critical time-sensitive updates on energy credits

Critical time-sensitive updates on energy credits

In a move that garnered widespread attention, the One Big Beautiful Bill Act (OBBBA) accelerated the expiration dates of several energy tax credits. Given the shortened windows for claiming these benefits, taxpayers are encouraged to pay careful attention to the...
Partnership distribution rules and complexities

Partnership distribution rules and complexities

Partnerships give owners more freedom than corporations to decide who gets paid, when, and how much. But with that flexibility comes complexity, especially at tax time. Not every dollar that changes hands is treated the same.  In this article, we’ll focus...
Understanding Safe Harbor 401(k) Plans

Understanding Safe Harbor 401(k) Plans

Offering a 401(k) can be a great way to attract and retain top talent. Yet traditional 401(k) plans come with a compliance burden: they must satisfy IRS rules known as nondiscrimination testing to ensure that retirement benefits don’t disproportionately favor...
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