Tax Archives - Page 2 of 5

The One Big Beautiful Bill Makes Domestic R&E Expenditures Deductible Again

The One Big Beautiful Bill Makes Domestic R&E Expenditures Deductible Again

By Aprio|2026-05-12T20:34:19-05:00July 14th, 2025|

The One Big Beautiful Bill Act has returned the ability for companies to immediately deduct domestic research and experimental (R&E) costs for the 2025 tax year, but it also introduces a complex network of new choices taxpayers will need to make strategically for the 2025 tax year. The Bill establishes new transition rules: one that allows for retroactive application by eligible taxpayers and another that allows for the acceleration of remaining unamortized amounts.

A tax-focused walk-through of the One Big Beautiful Bill Act

A tax-focused walk-through of the One Big Beautiful Bill Act

By Michael Radtke - CPA, CVA, Tax Partner|2025-09-02T13:30:11-05:00July 10th, 2025|

The One Big Beautiful Bill Act overhauls the tax code, locking in many 2017 cuts and unveiling new relief for workers, families, and businesses. Read our article for an overview of new rules created by the Act, in addition to extensions or enhancements of existing provisions.

What is a Cash Balance Retirement Plan?

What is a Cash Balance Retirement Plan?

By Chortek|2025-06-17T14:39:39-05:00June 17th, 2025|

Curious about cash balance retirement plans? These plans can offer much higher contribution limits and potential tax advantages, but they also come with more complexity and commitment. Read on to see if this strategy might align with your goals - or if it's something to skip altogether.

Estate Planning Q&A: Donor advised funds explained

Estate Planning Q&A: Donor advised funds explained

By RSM US LLP|2025-04-15T11:41:20-05:00April 11th, 2025|

Learn how a donor advised fund (DAF) can help you receive a current charitable deduction and achieve long-term philanthropic goals.

Protect Yourself From Tax-Related Identify Theft With An IP PIN

Protect Yourself From Tax-Related Identify Theft With An IP PIN

By Michael Radtke - CPA, CVA, Tax Partner|2025-01-23T11:28:01-06:00January 16th, 2025|

With the increasing cases of tax-related identity theft, acquiring an IP PIN has become a necessity rather than an option. It offers an additional layer of protection and ensures a smooth tax filing process.

Business structure and entity choice: Keys to a complex decision

Business structure and entity choice: Keys to a complex decision

By RSM US LLP|2026-05-01T15:50:02-05:00January 5th, 2025|

Choosing the right business structure and entity is crucial for private company owners, with implications for cash flow, taxes and strategic foresight.

Tax-Proof Your Profits: Strategic Tax Planning for Manufacturers

Tax-Proof Your Profits: Strategic Tax Planning for Manufacturers

By Chortek|2025-01-23T14:46:17-06:00December 13th, 2024|

About the series. September 2024, a panel of five manufacturing experts at Chortek shared

How manufacturers can prepare for tax changes under Trump in 2025

How manufacturers can prepare for tax changes under Trump in 2025

By RSM US LLP|2026-05-03T23:55:28-05:00November 14th, 2024|

How tax changes in 2025 under the Trump administration could affect manufacturing and how manufacturers can prepare.

Bracing for Change: How the Election Could Reshape American Tax Landscape

Bracing for Change: How the Election Could Reshape American Tax Landscape

By Chortek|2024-09-25T16:06:51-05:00September 19th, 2024|

As the 2025 expiration of the Tax Cuts and Jobs Act (TCJA) approaches, the U.S. stands on the precipice of significant tax law changes. The future landscape of federal tax laws will largely be determined by the upcoming elections and the balance of power in Congress. With potential changes to corporate tax rates, itemized deductions, and the qualified business income deduction, taxpayers must keep informed and strategically prepare for any tax eventuality.

Estate planning Q&A: Spousal Lifetime Access Trusts explained

Estate planning Q&A: Spousal Lifetime Access Trusts explained

By RSM US LLP|2026-05-03T22:45:56-05:00July 15th, 2024|

Reduce estate taxes? Consider a SLAT to maintain spouse's financial security.