Posts by Aprio Publisher
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 started thinking outside the box to come up with new, innovative ways to raise and deploy capital. In our latest webinar, thought leaders and subject matter experts from Aprio’s Real Estate team joined reputable industry…
Read MoreFrom 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 enhance productivity and elevate quality with the end goal of maintaining a competitive edge. This pursuit often leads to the adoption of methodologies that directly support continuous improvement and prospective cost savings Among the most…
Read MoreMastering 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 treatment, understand at-risk considerations, convert passive losses through disposition, qualify for material participation, and meet real estate limitations. By leveraging these strategies, taxpayers can effectively manage their passive losses and maximize tax savings. Navigating the…
Read MoreOhio 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 on the total revenue from all business transactions, often in lieu of a net income tax. Ohio’s Commercial Activity Tax (CAT) is an example of a gross receipts-based tax that is applied to all receipts…
Read MoreBreaking 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 a 3% sales tax on a broad range of software and technology-related services. This change was enacted as part of the state’s Budget Reconciliation and Financing Act of 2025 (HB 352), which was signed into…
Read MoreTaxpayer 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 decision concluding that the City of Atlanta (City) did not properly calculate the business occupation taxes for Block, Inc. (Block), the owner of the payment systems Square and CashApp.[1] The City audited Block’s Atlanta business…
Read MoreNotable 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 have occurred in Florida, Arkansas, and Georgia. These include (i) a Florida tax bill that repeals sales tax on commercial real estate, (ii) Arkansas legislation that makes significant changes to the state’s income tax apportionment…
Read MoreHow 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 dynamics, cannot be overstated. Disagreements and misunderstandings are natural, but how these issues are addressed can profoundly impact family relationships, legacies and multigenerational wealth attainment and/or retention. Knowing how to handle disagreements is key when…
Read More6 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, hiring is sluggish, and while production is gradually increasing, it’s doing so in an environment with thinner margins and heightened caution. Rising input prices, particularly in steel, copper, and natural gas, are reigniting margin pressure.…
Read More6 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 spreads are narrowing again, making real estate less compelling compared to fixed income alternatives. Demand-side pressures are stabilizing while construction volumes remain depressed, potentially supporting future Net Operating Income (NOI) growth. Below, we break down…
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