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Insights

Recent Insights

Article

December 4, 2024

Learn how to optimize your 2024 tax planning with our checklist. Explore capital gains, charitable contributions, retirement savings and estate strategies.

Webinar Recording

November 27, 2024

Watch to learn essential 2024 tax planning strategies for individuals to maximize savings, including IRS guidance review, court decisions, and tax changes.

Article

November 19, 2024

Learn how to build a robust disaster recovery plan to secure critical assets, maintain business continuity and ensure quick recovery when disaster strikes.

Tax Beat Podcast thumbnail

Podcast

November 11, 2024

20:43

Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo

Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.

Tax Beat Podcast thumbnail

Podcast

November 7, 2024

22:13

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.