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Government Shutdowns and the Hidden Impact on Taxpayers 

Summary: A government shutdown can affect millions from federal agency operations and IRS services to individual taxpayers, resulting in significant…

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6 Key Tech Industry Insights and What They Mean for Your Business

2025 Third Quarter Report What we are seeing in technology The tech sector is settling down, even as rapid change…

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Family Offices and Real Estate: Strategies for Multigenerational Wealth 

Summary: Family offices are reshaping the real estate investment and wealth planning landscape. In Aprio’s latest Real Estate Practice webinar,…

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

Summary: Timely HUD REAC filings are essential for maintaining compliance and funding eligibility for multifamily and public housing entities. In…

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

At a glance Schedule a consultation The full story On July 16, 2025, Aprio hosted a timely and insightful webinar…

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Bitcoin and Texas Franchise Tax: Key Insights into Intangible Property Ruling

Summary: A private letter ruling concluded that for Texas Franchise Tax purposes, bitcoin is treated as intangible personal property. Taxpayers…

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Washington Court Upholds B&O Tax Sourcing for Wholesale Drop Shipments

Summary: For business and occupation tax purposes, the Washington Court of Appeals agreed with the Department of Revenue that wholesale…

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Massachusetts Unveils New Real Estate Withholding Tax on High-Value Property Transfers 

Summary: Massachusetts enacted a new regulation that imposes a withholding tax obligation on certain sales of real estate by nonresident…

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From Customs to Checkout: How Do Tariffs Impact Sales and Use Tax Compliance? 

Summary: With U.S. tariff policy rapidly evolving, one important state tax question must be answered: what are the sales and…

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

Summary: A fundamental understanding of partnership basis and tracking is crucial to making the best business decisions. The positions taken…

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Automating Your Nonprofit Back Office for Efficiency and Impact 

Summary: Nonprofit organizations often face a significant digital hurdle: automating their back-office tasks. Many nonprofits rely on limited resources, outdated…

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2025 Contractor’s Guide to Preparing for a Government Shutdown

Summary: With a potential Government shutdown on October 1, federal contractors face real risks, from halted funding and delayed payments…

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How CEOs Can Scale Smart, Stay Cash Strong, and Win Big

Key Takeaways: In today’s fast-moving business environment, CEOs face a critical challenge: how to lead their organizations from scrappy startups…

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The Role of Funds Tracing in Forensic Accounting

Summary: Companies that lack internal accounting controls may be giving money to the wrong individuals or entities without even knowing…

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Innovation in Every Bottle: R&D Tax Opportunities for Winemakers

Summary: R&D tax credits are more lucrative than ever before and can help shareholders in the wine industry increase cashflow…

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6 Real Estate Insights from Q3 2025 and What They Mean for You

Commercial real estate is showing signs of resilience as tighter capital conditions and higher costs persist. Transaction activity is stabilizing,…

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The Hidden Risks of Global Business: What Companies Should Know About Compliance

Summary: Regulations are changing fast, and enforcement is in the headlines regularly. From I-9 audits to immigration enforcement, companies must…

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The Latest IRS Guidance on Section 174

Summary: The IRS’s Rev. Proc. 2025-28 provides procedures for taxpayers to apply the new rules for §174 costs introduced by…

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A Practical Guide to Cost Allocation for Grant-Funded Organizations

At a glance Schedule a consultation The full story: A cost allocation plan is a requirement for nonprofit organizations per…

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Best Practices for Financial Reporting in the Hospitality Sector

At a glance Schedule a consultation The full story: The presentation of financial statements and proper disclosures is essential for…

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How SaaS Companies Can Increase Gross Margins or Valuations

Summary: In today’s market, buyers anchor on ARR growth, with 20% as a common threshold and 30–50% for growth‑stage companies, then…

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Preparing Your Business for Exit: A Practical Guide for Government Contractors

Summary: Successfully exiting your business requires more than just finding a buyer. It involves preparation, discipline, and the right team….

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New IRS Electronic Payment Mandate Impacts FIRPTA Transactions

Executive Order 14247, signed by President Trump on March 25, 2025, requires that all payments to and from the United…

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Profit on the Plate: How McDonald’s Franchisees Can Take Control of Food Costs

Summary: Food and paper costs are among the largest controllable expenses for McDonald’s franchisees. In this article, Aprio shares insights…

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The Benefits of Outsourced Accounting for Restaurants and Franchises

At a glance: To run a successful restaurant or franchise business, you need to provide more than great food and…

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The OBBB and ERC Audit Risk: Three Steps to Defending Your Claim

Summary: The OBBB Act significantly impacts the Employee Retention Credit (ERC) program, retroactively invalidating certain ERC claims and extending the…

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Future-Proofing Manufacturing: Embracing ERP, Cloud, and AI for Growth

Summary: Manufacturers lag in adopting modern, cloud-based, AI-powered enterprise resource planning (ERP) systems, risking inefficiency and lost opportunities. Embracing cloud…

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International Spotlight: Building Bridges Between German and U.S. Business

At Aprio, we know that expanding your business across borders comes with both opportunities and challenges. That’s why we’ve developed…

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Why Timely Unclaimed Property Reporting Matters: A Crucial Reminder as State Deadlines Loom

At a glance Schedule a consultation. The full story As fall approaches, so does a critical compliance milestone for businesses…

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Donor-Advised Funds: A Smart Way for Restaurants and Franchises to Give Back and Get Tax Savings

At a glance:  Whether you run a family-owned restaurant or operate a franchise location, you’re a business leader who plays…

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New Mexico Court Reverses GRT Ruling Against Out-of-State Staffing Firm

Summary: The New Mexico Court of Appeals reversed a gross receipts tax judgement against an out-of-state staffing company, concluding that…

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Online Ticket Sites Deemed Marketplace Facilitators for Sales to Live Events in Arkansas

Summary: The Arkansas Tax Appeals Commission ruled that an online ticket platform was required to collect and remit sales tax…

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New Jersey Expands Benefits for Early-Stage Tech Investors

Summary: New Jersey expands benefits to investors in early-state technology companies through recent legislation that increases the base credit percentage…

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Drive Thru to Drop-off: Take Control of Delivery Operations and Tackle Chargeback Head-on

At a glance Schedule a consultation The full story: Aprio’s Restaurant, Franchise & Hospitality team is hosting a 4-part webinar…

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Making the Most of Your Form 990: Strategies for Transparency, Compliance, and Impact

By Anna Helfen, CPA – Tax Manager, Nonprofit, Aprio Advisory Group, LLC Your organization’s Form 990 is more than a…

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California and Virginia Extend Pass-Through Entity Tax While Maine and Louisiana Address Sales Taxes on Digital Products and Service

Summary: California and Virginia extended the sunset for their pass-through entity taxes in response to the SALT deduction changes made…

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Demystifying Partnership Taxation: What it Truly Means to be a Partner

Summary: Partnerships require an understanding of the key structures, whether GPs, LPs, LLPs, or LLCs, each come with unique management,…

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Adapting to the OBBB: A Strategic Roadmap for Nonprofits

Summary: The One Big Beautiful Bill introduced new tax provisions that will reshape the nonprofit landscape, requiring strategic adjustments in…

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From Bottlenecks to Breakthroughs: Building Cost-Resilient Supply Chains Amid Global Uncertainty

At a glance:  Schedule a consultation  The traditional supply chain playbook, built on efficiency, lean inventories, and just-in-time delivery, has…

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OBBB Act and Section 174: To Amend or Not to Amend

Summary: The One Big Beautiful Bill (OBBB) Act returned immediate deductions of domestic R&D costs, and it also gave small…

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Cost Segregation in Restaurants and Franchises: How to Maximize Your Tax Savings

At a glance: Are you a restaurant or franchise leader who owns a building or just recently completed a renovation?…

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Claiming R&D Tax Credits in Architecture, Engineering & Construction: Risks and Rewards

Summary: R&D tax credits can help businesses in the Architecture, Engineering, and Construction (AEC) industries boost cashflow and fund innovation,…

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Maximizing Real Estate Tax Benefits: Bonus Depreciation vs. §179 Deduction Under the One Big Beautiful Bill

At a glance Schedule a consultation Understanding Real Estate Tax Strategies Post-TCJA: The Full Story On July 4th President Trump…

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5 Private Capital Insights from Q3 2025 and What They Mean to You

The private capital market is shifting away from a liquidity drought to a selective thaw. Secondaries have become the primary…

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What is LIHTC? A Beginner’s Guide to Low-Income Housing Tax Credits

At a glance: Schedule a consultation to learn more. As an affordable housing developer, it’s important to leverage all the…

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What the One Big Beautiful Bill Changes for Owners of Foreign Corporations (GILTI) and Businesses Generating Sales from Foreign Markets (FDII)

At a glance Schedule a consultation The full story: The OBBB, enacted on July 4, 2025, introduces notable changes to…

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OBBB Expands QSBS: What §1202 Means for Founders & Investors

At a glance  Schedule a consultation  The Full Story on How the OBBB Impacts Qualified Small Business Stock Effective July…

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State R&D Tax Credits: Recent Updates and Impacts

At a glance The full story: Claiming a research and development (R&D) tax credit can be an excellent way for…

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