Insights

Recent Insights

IRS building at night in Washington DC

Article

March 25, 2025

Get IRS theft loss guidance for victims of online scams, including phishing, romance scams and kidnapping scams, under Section 165 rules.

Tax Beat Podcast thumbnail

Podcast

March 24, 2025

28:46

Speakers: Brooks E. Nelson, Sarah McGregor, Rick Woods

Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).

Abandoned old mill warehouse

Alert

March 10, 2025

Learn how South Carolina's tax credit expansion supports real estate rehabilitation and historic textile mill redevelopment with new eligibility rules.

Man working in front of a laptop with a pen and documents

Article

February 20, 2025

Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.

Overhead view of co-workers sitting at a wood table reviewing documents

Article

February 14, 2025

Learn how professional services firms can prepare for tariffs in 2025 with strategies for risk management, compliance and business resilience.

Article

February 7, 2025

A Delaware Statutory Trust (DST) is an investment that allows shared ownership in a like-kind property for a 1031 exchange. Learn more about the benefits here.

Government structure featuring columns and a statue

Alert

January 28, 2025

The Supreme Court lifted the BOI reporting injunction. Find out what this means for CTA compliance, deadlines and penalties for businesses.