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Insights
- - Insights Overview
    - INSIGHTS OVERVIEW
      
      Explore the financial, tax, operational and economic drivers that impact performance in your industry.
      
      Insights Overview >
      
      HIGHLIGHTS
      Why Timely Unclaimed Property Reporting Matters: A Crucial Reminder as State Deadlines LoomSeptember 4, 2025
      The Aprio Foundation Awards $151,000 in Second Round of 2025 Community Impact Grants August 27, 2025
      Aprio Partner James Lockhart Appointed Vice-Chair of American Bar Association Real Estate Private Equity CommitteeAugust 25, 2025
    - ONE BIG BEAUTIFUL BILL OVERVIEW
      
      Explore Aprio’s collection of insights for help navigating OBBB provisions >
      
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  - Articles
    - ARTICLES
      
      Aprio is committed to sharing our thinking and insights. Explore articles by industry and service topic.
      
      View All Aprio Articles>
      
      RECENT ARTICLES
      Why Timely Unclaimed Property Reporting Matters: A Crucial Reminder as State Deadlines LoomSeptember 4, 2025
      Donor-Advised Funds: A Smart Way for Restaurants and Franchises to Give Back and Get Tax SavingsAugust 29, 2025
      New Mexico Court Reverses GRT Ruling Against Out-of-State Staffing FirmAugust 29, 2025
      Online Ticket Sites Deemed Marketplace Facilitators for Sales to Live Events in ArkansasAugust 29, 2025
    - FEATURED CONTENT
      Why Timely Unclaimed Property Reporting Matters: A Crucial Reminder as State Deadlines LoomSeptember 4, 2025
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  - Events
    - EVENTS OVERVIEW
      
      Meet Aprio team members and discuss what’s next in your industry at upcoming Aprio events and webcasts.
      
      Aprio Events >
      
      UPCOMING EVENTS
      
      Qualified Small Business Stock Updates - What You Need to Know
      September 18, 2025, 2:00 PM ET
      
      Navigating Real Estate Tax Strategies Under OBBB
      September 23, 2025, 2:00 PM ET
    - FEATURED EVENT
      
      Navigating Real Estate Tax Strategies Under OBBB
      September 23, 2025, 2:00 PM ET
      
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  - Newsroom
    - NEWSROOM
      
      Browse Aprio press releases for the latest news on Aprio, our people and the markets we proudly serve.
      
      Aprio in the News >
      
      RECENT PRESS RELEASES
      The Aprio Foundation Awards $151,000 in Second Round of 2025 Community Impact Grants August 27, 2025
      Aprio Partner James Lockhart Appointed Vice-Chair of American Bar Association Real Estate Private Equity CommitteeAugust 25, 2025
      Aprio Named to Inc. 5000 List of Fastest-Growing Companies for Third Consecutive Year August 22, 2025
    - LATEST NEWS
      The Aprio Foundation Awards $151,000 in Second Round of 2025 Community Impact Grants August 27, 2025
      
      View all Insights >
      
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  - Videos
    - VIDEOS
      
      Watch the latest video and webcasts for informative perspectives and insights from Aprio advisors.
      
      Aprio Videos & Webinars >
      
      HIGHLIGHTS
      Aprio Wealth Management | Q3 2025 Mid-Quarter Update
      Webinar: Navigating Real Estate Tax Strategies Under OBBB
      The Pulse on the Economy and Capital Markets: August 2025
      R&D and the OBBB: To Amend or Not to Amend
    - FEATURED CONTENT
      Aprio Wealth Management | Q3 2025 Mid-Quarter Update
      
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  - Podcasts
    - PODCASTS
      
      Join Aprio’s Dana Zuckofsky for Dana Delivers, for the latest restaurant, franchise and hospitality industry trends.
      
      Listen to Dana Delivers Podcasts >
      
      RECENT PODCASTS
      Fresh Pasta, Fresh Vision: Inside Pastanito with Toni CalderonApril 15, 2025
      Here’s Why Data is the Secret Sauce to Your Restaurant’s GrowthApril 8, 2025
      Risk Bites: 2025 Restaurant, Franchise, & Hospitality Survival GuideFebruary 20, 2025
    - FEATURED CONTENT
      
      Fresh Pasta, Fresh Vision: Inside Pastanito with Toni Calderon
      
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Who We Serve
- - Construction
    - CONSTRUCTION
      
      As a Top 50 Construction Accounting Firm, Aprio serves privately-held commercial construction companies, family businesses, SBEs, MBEs and general contractors.
      
      Construction Industry Services Overview >
      
      FEATURED SOLUTIONS
      
      Succession Planning >
      ERP & Business Applications >
      Outsourced Accounting >
    - FEATURED CONTENT
      Aprio Named to Construction Executive’s 2024 Top 50 Construction Accounting Firms™
      
      View all Insights >
      
      Schedule a Consultation >
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  - Dental
    - DENTAL
      
      Aprio has provided a better dental accounting experience since 1961. Grow your practice with Aprio’s experienced Dental CPAs and advisors.
      
      Dental Industry Services Overview >
      
      FEATURED SOLUTIONS
      
      Dental Transitions >
      Dental Practices for Sale >
      Outsourced Accounting >
    - FEATURED CONTENT
      Maximizing Your Practice’s Future: What Dentists Need to Know About the One Big Beautiful Bill
      
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  - Financial Services
    - FINANCIAL SERVICES
      
      Strategic assurance, tax and advisory services for Alternative Investment Funds and SEC and CFTC regulated entities.
      
      Financial Services Overview >
      
      FEATURED SOLUTIONS
      
      SOC Reporting >
      Forensics and AML Services >
    - FEATURED CONTENT
      5 Private Capital Insights from Q3 2025 and What They Mean to You
      
      View all Insights >
      
      Schedule a Consultation >
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  - Government Contractors
    - GOVERNMENT CONTRACTORS
      
      Comprehensive consulting services specifically tailored to the government contracting industry.
      
      Government Contracting Services Overview >
      
      FEATURED SOLUTIONS
      
      Government Contract Compliance >
      GSA Schedules >
      Managed Accounting for Government Contractors >
      CMMC Services >
    - FEATURED CONTENT
      The Role of GSA eTools in Maximizing Procurement Efficiency
      
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  - Healthcare
    - HEALTHCARE
      
      Aprio advises providers, physician groups, clinics and assisted living centers to improve the financial and operational health of their practices.
      
      Healthcare Industry Services Overview >
      
      FEATURED SOLUTIONS
      
      HITRUST CSF-HIPAA Compliance >
      Transaction Advisory Services >
      Retirement Plan Services >
      Aprio Medical Membership >
    - FEATURED CONTENT
      6 Healthcare Insights from Q2 2025 and What They Mean for You
      
      View all Insights >
      
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  - Housing: Affordable & Authorities
    - HOUSING
      
      Custom accounting and advisory services tailored to the needs Affordable housing developers, property managers and public housing authorities.
      
      Affordable Housing Overview >
    - FEATURED CONTENT
      What is LIHTC? A Beginner’s Guide to Low-Income Housing Tax Credits
      
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  - International
    - INTERNATIONAL
      
      Cross new borders with confidence with comprehensive services and experienced team members that speak 60+ languages.
      
      International Business Services Overview >
      
      COUNTRY PRACTICES
      
      China >
      Germany >
      Japan >
      Korea >
      Latin America >
      
      FEATURED SOLUTIONS
      
      Customs & Tariffs >
      Global Mobility >
      Inbound Tax and Advisory Services >
      Outbound Tax and Advisory Services >
      Transfer Pricing >
    - FEATURED CONTENT
      What the One Big Beautiful Bill Changes for Owners of Foreign Corporations (GILTI) and Businesses Generating Sales from Foreign Markets (FDII)
      
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  - Manufacturing, Distribution, and Consumer Products
    - MANUFACTURING, DISTRIBUTION, AND CONSUMER PRODUCTS
      
      Achieve greater synergies across your business and supply chain, leverage data to increase productivity and support profitable growth.
      
      Manufacturing, Distribution, and Consumer Products Services Overview >
      
      FEATURED SOLUTIONS
      
      Customs & Tariffs >
      Transaction Advisory Services >
      ERP and Business Applications >
      R&D Tax Credits >
      eCommerce Accounting and Advisory Services >
    - FEATURED CONTENT
      From Bottlenecks to Breakthroughs: Building Cost-Resilient Supply Chains Amid Global Uncertainty
      
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  - Nonprofit
    - NONPROFIT
      
      Develop new strategies for funding operations and provide assurance to donors, lenders and board members you are fiscally responsible.
      
      Nonprofit Overview >
      
      FEATURED SOLUTIONS
      
      Managed Accounting for Nonprofits >
      Uniform Guidance Services >
    - FEATURED CONTENT
      Making the Most of Your Form 990: Strategies for Transparency, Compliance, and Impact
      
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  - Private Client
    - PRIVATE CLIENT
      
      Coordinate income and estate tax strategies, philanthropic goals, investment management and financial planning to protect and grow your legacy across generations.
      
      Private Client Services Overview >
      
      FEATURED SOLUTIONS
      
      Aprio Wealth Management >
      Income Tax and Estate Planning >
      Retirement Plan Services >
      Global Mobility >
      Family Office Services >
    - FEATURED CONTENT
      Transitioning a Family Business to the Next Generation
      
      View all Insights >
      
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  - Private Equity
    - PRIVATE EQUITY
      
      Private equity groups, pre-transaction and PE owned companies partner with Aprio to manage risk, drive growth and increase ROI across the investment lifecycle.
      
      Private Equity Overview >
      
      FEATURED SOLUTIONS
      
      Process Improvement & Project Management >
      Transaction Advisory Services (M&A) >
      Business Valuation >
      Risk Management & Advisory >
      C-Suite solutions >
    - FEATURED CONTENT
      5 Private Capital Insights from Q3 2025 and What They Mean to You
      
      View all Insights >
      
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  - Professional Services
    - PROFESSIONAL SERVICES
      
      Leverage 30+ years of experience advising law firms, veterinary practices, engineers, architects, consultants and marketing agencies.
      
      Professional Services Overview >
      
      FEATURED SOLUTIONS
      
      Transaction Advisory Services >
      Sales Tax Consulting and Compliance >
      Retirement Plan Services >
      Wealth Management >
      Treasury Management >
      Data Analytics >
    - FEATURED CONTENT
      Congrats! You Sold Your Business—Now What?
      
      View all Insights >
      
      Schedule a Consultation >
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  - Real Estate
    - REAL ESTATE
      
      Aprio’s Real Estate group provides proactive guidance and strategies to help increase equity and maximize the value of real estate transactions.
      
      Real Estate Industry Overview >
      
      FEATURED SOLUTIONS
      
      Cost Segregation Services >
      Financial Assurance >
      Affordable Housing Services >
      Retirement Plan Services >
      Wealth Management >
    - FEATURED CONTENT
      Maximizing Real Estate Tax Benefits: Bonus Depreciation vs. §179 Deduction Under the One Big Beautiful Bill
      
      View all Insights >
      
      Schedule a Consultation >
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  - Restaurant, Franchise & Hospitality
    - RESTAURANT, FRANCHISE & HOSPITALITY
      
      Aprio’s back-office solutions, financial guidance, tax planning and advisory services have helped franchisees and restaurateurs achieve profitable growth for over 40 years.
      
      Restaurant, Franchise & Hospitality Overview >
      
      FEATURED SOLUTIONS
      
      McDonald’s Franchise Solutions >
      ERP & Business Applications >
      Wealth Management >
      Outsourced Accounting >
    - FEATURED CONTENT
      Donor-Advised Funds: A Smart Way for Restaurants and Franchises to Give Back and Get Tax Savings
      
      View all Insights >
      
      Schedule a Consultation >
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  - Technology
    - TECHNOLOGY
      
      From SaaS, security and cloud service providers, to gaming, fintech and businesses on the blockchain, Aprio helps owners, C-suite executives and investors achieve their business objectives.
      
      Technology Overview >
      
      Blockchain Accounting & Advisory >
      Fintech Industry Services >
      Healthtech Industry Services >
      
      FEATURED SOLUTIONS
      
      R&D Tax Credits and Section 174 >
      SOC Reporting >
      Sarbanes Oxley (SOX) Compliance >
      Compliance as a Service >
    - FEATURED CONTENT
      OBBB Expands QSBS: What §1202 Means for Founders & Investors
      
      View all Insights >
      
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Services
- - Advisory
    ADVISORY
    
    Increase efficiencies, drive growth and mitigate risk across your organization with tailored solutions from Aprio.
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    Finance & Growth Advisory >
    Business Valuation >
    C-Suite Solutions >
    Healthcare Advisory >
    Retirement Plan Services >
    Transaction Advisory >
    Technical Accounting Consulting >
    Succession Planning >
    
    Schedule a Consultation >
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    Digital Advisory >
    Blockchain Accounting & Advisory >
    ERP & Business Applications Advisory >
    Data & Insights >
    
    Schedule a Consultation >
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    Risk Advisory >
    Governance, Risk & Compliance >
    Risk Management and Advisory >
    Internal Audit Services >
    Sarbanes Oxley (SOX) Compliance >
    Forensics & AML >
    Sustainability Services (ESG) >
    Government Contract Compliance >
    GSA Schedule Consulting >
    
    Schedule a Consultation >
    Close
    Unclaimed Property & Escheatment Services >
    
    FEATURED SOLUTIONS
    
    C-Suite Solutions >
    Sarbanes Oxley (SOX) Compliance >
    Internal Audit Services >
    ERP & Business Applications >
    Government Contracting >
    Data Management & Insights >
    Aprio Medical Membership >
    
    Close
  - Audit & Assurance
    - AUDIT & ASSURANCE
      
      Quality assurance reporting that delivers transparency and insights
      
      Financial Assurance >
      
      Non-financial Assurance >
      
      Information Assurance >
      
      FEATURED SOLUTIONS
      
      Compliance as a Service >
      Employee Benefit Plan Audit >
      HITRUST CSF >
      ISO 27001 (Security) >
      ISO 42001 (Artificial Intelligence) >
      SOC Reporting >
      Uniform Guidance Services >
    - FEATURED CONTENT
      Achieving Synergy: The Benefits of Combining ISO 9001 and ISO 27001 Audits
      
      View all Insights >
      
      Schedule a Consultation >
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  - Client Accounting Services
    - CLIENT ACCOUNTING SERVICES
      
      Grow your business with confidence with scalable client accounting services and experienced professionals that act as an extension of your team.
      
      Outsourced Accounting >
      
      Managed Payroll & HR Services >
      
      FEATURED SOLUTIONS
      
      Compliance as a Service >
      Employee Benefit Solutions >
      Financial Planning and Analysis >
      Payments Consulting Services >
      State Compliance & Entity Management >
    - FEATURED CONTENT
      The Top 11 Payroll Pain Points and How to Solve Them: Part I
      
      View all Insights >
      
      Schedule a Consultation >
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  - Federal Disruption
    - FEDERAL CONTRACT & GRANT DISRUPTION GUIDANCE
      
      Aprio helps government contractors, nonprofit organizations, and businesses navigate contract and federal grants termination, Requests for Equitable Adjustment (REA), and claims, ensuring appropriate cost recovery and compliance with FAR & OMB regulations.
      
      Federal Contract & Grant Disruption Guidance Overview >
    - FEATURED CONTENT
      A Timeline of Funding and Policy Shifts in the Department of Education
      
      Contact Us >
      
      View all Insights >
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  - Legal
    - APRIO LEGAL
      
      Aprio Legal reimagines the client experience by offering entrepreneurs and business owners a one-stop destination to power their success.
      
      Aprio Legal >
    - FEATURED CONTENT
      
      Aprio Launches Aprio Legal, LLC and Enters into Exclusive Letter of Intent with Radix Law to Debut in Arizona Market
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  - Private Client
    - PRIVATE CLIENT
      
      Coordinate investments, financial planning and tax activities across your business and family matters with concierge services that simplify life.
      
      Private Client Overview >
      
      Aprio Wealth Management >
      
      Income Tax & Estate Planning >
      
      Retirement Plan Services >
      
      FEATURED SOLUTIONS
      
      Global Mobility >
      Succession Planning >
      Family Office Services >
    - FEATURED CONTENT
      4 Private Capital Insights from Q1 2024 and What They Mean for You
      
      View all Insights >
      
      Schedule a Consultation >
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  - Talent Solutions
    - TALENT SOLUTIONS
      
      Aprio’s relationships across a broad range of industries connect top talent with opportunities across the nation.
      
      Accounting and Finance Staffing >
      
      Information Technology Staffing >
      
      Aprio Sourcing >
      
      C-Suite Solutions >
      
      FEATURED SOLUTIONS
      
      Explore Accounting & Finance Job Openings >
      Explore IT Job Openings >
    - FEATURED CONTENT
      It’s Not You, It’s Me: Unraveling the Consequences of Hiring Mistakes
      
      View all Insights >
      
      Schedule a Consultation >
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  - Tax
    - TAX
      
      Navigate everchanging accounting and regulatory requirements with Aprio’s experienced proactive tax specialists and comprehensive services.
      
      Business Tax Overview >
      
      International Tax >
      State & Local Tax Consulting >
      
      FEATURED SOLUTIONS
      
      Customs & Tariffs >
      Transfer Pricing >
      Cost Segregation >
      Employment Tax Services >
      Income Tax & Estate Planning >
      Business Tax Credits and Incentives >
      R&D Tax Credits >
      Sales Tax Consulting & Compliance >
      Tax Controversy & Dispute Resolution >
    - FEATURED CONTENT
      New Mexico Court Reverses GRT Ruling Against Out-of-State Staffing Firm
      
      View all Insights >
      
      Schedule a Consultation >
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  - Wealth Management
    - APRIO WEALTH MANAGEMENT
      
      Finanical planning and investment management that delivers coordination, clarity, and confidence.
      
      Aprio Wealth Management >
    - FEATURED CONTENT
      
      Aprio Wealth Management Recognized on Accounting Today’s 2025 Wealth Magnets List
      
      View all Insights >
      
      Schedule a Consultation >
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About
- - About Aprio
    - ABOUT APRIO
      
      Since 1952, clients across the US, and 50+ countries have trusted Aprio for guidance on how to achieve what’s next.
      
      About Aprio Overview >
      
      Aprio Annual Report 2024 >
      
      HIGHLIGHTS
      
      Aprio For All >
      
      Aprio Black Business Forum >
    - FEATURED CONTENT
      Aprio Ranked #24 on Accounting Today’s 2025 Top 100 Firms List
      
      View all Insights >
      
      Schedule a Consultation >
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  - Our People
    - OUR PEOPLE
      
      Financial stewards and advisors working together to create lasting value for the businesses, families and communities Aprio serves.
      
      Our People >
      
      HIGHLIGHTS
      
      Aprio Leadership >
    - FEATURED CONTENT
      Forbes Names Six Aprio Leaders to 2025 America’s Best-In-State CPAs List
      
      View all Insights >
      
      Schedule a Consultation >
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  - Mergers & Acquisitions
    - MERGERS & ACQUISITIONS
      
      Reimagine what’s next for your firm. Partner with Aprio and secure your legacy with confidence.
      
      Mergers & Acquisitions Overview >
      
      HIGHLIGHTS
      
      What is M&A and Why It Matters >
      
      Redefining M&A Experience: The Aprio Advantage >
      
      Success Stories >
    - FEATURED CONTENT
      
      Richard Kopelman Talks 2025 Business Trends with Forbes at Nasdaq MarketSite
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  - Aprio Alliances
    - APRIO CPA ALLIANCES
      
      Aprio CPA Alliances gives forward-focused firms like yours the edge – resources, relationships, and guidance to accelerate what’s next.
      
      Aprio CPA Alliances Overview >
      
      ALLIANCE CONNECTED ECOSYSTEM
      
      Accelerate value, reduce risk, and enhance experiences with innovative partners integrated into Aprio’s client solutions.
      
      Alliance Connected Ecosystem Overview >
    - FEATURED CONTENT
      
      Partner with like-minded, future-oriented coaches, peers and mentors to fuel your CPA firm’s success.
      
      Schedule a Consultation >
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  - Corporate & Social Responsibility
    - CORPORATE & SOCIAL RESPONSIBILITY
      
      Learn more about The Aprio Foundation and how our community partnerships, initiatives, and team members make a difference.
      
      Corporate & Social Responsibility Overview >
      
      HIGHLIGHTS
      
      Aprio For All >
      Aprio Black Business Forum >
    - FEATURED CONTENT
      Aprio’s Michele Blondheim Honored as Top Practitioner at 2024 Atlanta Business Chronicle Leaders in Corporate Citizenship Awards
      
      View all Insights >
      
      Schedule a Consultation >
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  - Aprio for All
    - APRIO FOR ALL
      
      We believe that embracing inclusion is not just the right thing to do, it drives innovation, fosters creativity, and creates a vibrant and inclusive workplace
      
      Aprio for All Overview >
      
      HIGHLIGHTS
      
      Aprio Black Business Forum >
    - FEATURED CONTENT
      IWD 2024: How Aprio is Inspiring Inclusion
      
      View all Insights >
      
      Schedule a Consultation >
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  - Aprio Black Business Forum
    - APRIO BLACK BUSINESS FORUM
      
      Aprio’s Black Business Forum connects minority executives with solutions that can help them achieve their business objectives.
      
      Aprio Black Business Forum >
      
      HIGHLIGHTS
      
      Aprio For All >
    - FEATURED CONTENT
      Black Business Forum – Government Contracting
      
      View all Insights >
      
      Schedule a Consultation >
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  - Locations
    - LOCATIONS
      
      Find an Aprio office location near you and meet the partners that can help you achieve what’s next.
      
      Aprio Locations Overview >
    - FEATURED CONTENT
      Aprio Expands New York Office with Tax, Audit Partners – Jason Drucker and Matthew Muscarnera
      
      View all Insights >
      
      Schedule a Consultation >
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“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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