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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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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?…
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,…
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…
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…
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…
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…
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…
From Confusion to Clarity: Mastering Form 990-PF: A Guideline for Private Foundations
At a glance Schedule a consultation The full story: For Private Foundations, navigating the tax landscape can be intimidating. Understanding…
New York Approves $8 Billion Budget Allocation to Wipe Out Federal Unemployment Loan
At a glance Schedule a consultation The Full Story on New York’s FUTA Loan: In a major relief for employers…
Navigating the Patchwork of State and Local Paid Family and Medical Leave Requirements
At a glance Schedule a consultation. The Full Story on State and Local Paid Family and Medical Requirements: As federal…
All About Timing: Evolving Depreciation Deductions and Tax Incentives in the Wake of OBBB
At a glance Schedule a consultation The full story: On July 4th the President signed into law H.R.1, the legislation…
Transitioning a Family Business to the Next Generation
At a glance Schedule a consultation The full story: Family business succession is not merely a financial transaction, it’s a…
AI and the Future of Transfer Pricing: Risks and Opportunities
At a glance Schedule a consultation. The full story on AI and the future of transfer pricing: The explosive growth…
When Is the Right Time to Outsource Your Accounting and CFO Services?
Summary: As your business grows, so do your financial responsibilities. In the early stages, it might make sense to keep…
Why Forecast Accuracy Matters (and How to Improve It)
Summary: Accurate financial forecasting empowers better decision-making, cash flow management, and investor confidence. Businesses may struggle with overly optimistic assumptions,…
Updates on Reciprocal Tariffs and Implications for Your Business
At a glance Schedule a consultation. The full story on reciprocal tariffs: The White House has recently finalized key elements…
Maximizing Your Practice’s Future: What Dentists Need to Know About the One Big Beautiful Bill
At a glance Schedule a consultation The full story: The One Big Beautiful Bill (OBBB) introduces a host of changes…
The Real Cost of Losing Patients
By Roger P. Levin, DDS Successful dental practice owners utilize specific metrics to measure practice performance. The recognized metrics include…
Personal Goodwill Valuation Demystified: Safeguarding Your Business Tax Planning, M&A & Litigation
At a glance Schedule a consultation In many privately held businesses, particularly those led by founders, the departure of the…
Unlock the Power of Your Numbers: Understanding and Improving Key Financial Ratios
At a glance Schedule a consultation The full story: Aprio’s Restaurant, Franchise & Hospitality team is hosting a 4-part webinar…
Unlocking Capital: A Deep Dive into Real Estate Investment Vehicles and Tax-Advantaged Strategies
At a glance: Today’s real estate investment market is constantly evolving. To combat the uncertainty, many investors and stakeholders have…
From Theory to Peak Performance: How Lean Six Sigma Drives Operational Excellence for Manufacturers
At a glance Schedule a consultation In the evolving landscape that is modern manufacturing, companies are continuously seeking solutions to…
Mastering Passive Activity Losses & Maximizing Tax Savings
Summary: Explore the complexities of passive activity losses and their impact on tax planning. Learn how to optimize passive loss…
Ohio Supreme Court Rejects Tax Break for Expense Reimbursements
By: Tina M. Chunn, SALT Senior Manager At a glance Schedule a free consultation today! Several states impose a gross receipts tax…
Breaking Down Maryland’s New Multiple Points of Use Guidance
By: Michael Colavito, SALT Director At a glance Schedule a free consultation today! On July 1, 2025, Maryland began imposing…
Taxpayer Triumph: Georgia Court’s Decision on the Atlanta Business Tax Allocation
By: Jess Johannesen, SALT Director At a glance Schedule a free consultation today! The Georgia Court of Appeals issued a…
Notable Tax Updates: What’s New in Florida, Arkansas, and Georgia
By: Jeff Glickman, SALT Partner At a glance Schedule a free consultation today! In recent months, several notable tax developments…
How to Navigate Family Conflict Resolution & Governance
At a glance Schedule a consultation The full story: Conflict resolution in families, especially those with significant wealth and complex…
6 Manufacturing & Distribution Insights from Q3 2025 and What They Mean for You
As we enter the second half of 2025, U.S. manufacturing is navigating a familiar set of challenges. Orders are soft,…
6 Real Estate Insights from Q2 2025 and What They Mean for You
The commercial real estate landscape continues to evolve amid tight capital conditions, rising costs, and shifting investor preferences. Cap rate…
Passing the Torch: Succession Planning Strategies for Family-Owned Restaurants
The full story: Succession planning is a critical component to long-term business success — but for family-owned restaurants, the process…
From Family Roots to Financial Empowerment: Angela Dotson’s Journey to Uplift Black-Owned Businesses
Having grown up with parents who were small business owners, Angela Dotson developed a deep understanding of the challenges entrepreneurs…
The Role of GSA eTools in Maximizing Procurement Efficiency
At a Glance Schedule a consultation The Full Story: The General Services Administration (GSA) offers a set of online tools…
No Tax on Tips and Overtime: What Trump’s OBBB Means for Hospitality, Retail, and Construction
At a glance Schedule a consultation The full story: On July 4, 2025, President Trump signed into effect the One…
Key Considerations for Expanding Your Restaurant Business
At a glance Schedule a consultation The full story: Expanding your restaurant business is a major milestone, but one that…