Insights Gallery

The Great Wealth Transfer’ Impact to Real Estate Owners and Investors

By Aprio | May 4, 2026

Explore strategies you can leverage for 'The Great Wealth Transfer.' Learn how DSTs, 721 exchanges, and Opportunity Zones can help you transition to passive ownership.

Agricultural R&D: Key Lessons from George v. Commissioner

By Aprio | May 4, 2026

Tax Court guidance underscores the importance of documentation while reaffirming that agricultural R&D can qualify for the R&D tax credit.

When unequal cash creates unequal risk: disproportionate distributions in S-corps

By Johnson & Sheldon | April 22, 2026

Disproportionate distributions in S corporations can trigger unintended tax consequences and even loss of S status. Learn where the risks arise and how strategic planning can preserve compliance while achieving unequal economic outcomes.

Turning RMDs Into a Strategic Advantage

By Johnson & Sheldon | April 13, 2026

Required Minimum Distributions often feel like a penalty for saving well, but they don't have to drain thousands in avoidable taxes. With strategic planning, especially in the years before RMDs begin, retirees can reduce future tax exposure, avoid Medicare surcharges, and maintain more control over their income. The key is moving beyond simple compliance and treating RMDs as part of a coordinated, long-term strategy.

Making Hiring Work for Small Businesses

By Johnson & Sheldon | April 13, 2026

Hiring looks different today than it did even a few years ago - and for small business owners, the result is often the same: inboxes flooded with resumes, scattered candidate folders, and great applicants slipping through the cracks. The right hiring software doesn't make the process impersonal or complicated; it gives you back control so you can focus on finding the right fit.

Spring cleaning your finances: eliminating subscription and asset drift

By Johnson & Sheldon | April 10, 2026

Financial clutter, from forgotten subscriptions to dormant accounts, can quietly drain your cash flow and complicate your financial picture. A periodic review of your recurring charges, overlooked assets, and automated systems can uncover savings and restore clarity. Learn simple steps to ensure your money and financial systems are working as efficiently as possible.

Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?

By Johnson & Sheldon | April 8, 2026

A practical guide to using a SEP IRA, SIMPLE IRA, or solo 401(k) strategically, covering contribution limits, deadlines, employee rules, tax planning, and when each plan makes the most sense.

Unusual grants for nonprofits: public charity status and the IRS ruling process

By Aprio | April 6, 2026

Learn how unusual grants can affect public charity status, the public support test, Form 990 reporting, and when an IRS ruling may be worth considering.

Your HSA isn’t a debit card: building a tax efficient healthcare reserve

By Johnson & Sheldon | April 6, 2026

Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible reimbursement rules, the HSA can serve as a powerful long-term healthcare reserve. Read on to learn how to make the most of it.

6 Real Estate Insights from Q1 2026 and What They Mean for You

By Aprio | April 6, 2026

Aprio Insights on the 6 Real Estate Insights from Q1 2026 and What They Mean for You. Read the article.

Behind the humor: the tax misunderstandings that cost real money

By Johnson & Sheldon | April 3, 2026

Laugh at the most relatable tax misunderstandings - then learn the real rules on service animals, business travel, multi-state filing, and how the IRS actually detects discrepancies.

A smarter way to manage your taxes: inside the IRS online account

By Johnson & Sheldon | April 2, 2026

The IRS Individual Online Account gives taxpayers secure, year-round access to tax records, balances, payments, and official notices all in one place. Read on to discover how this powerful tool works and how it can make staying on top of your taxes easier than ever.

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