Insights Gallery

Tax Alert: IRS Automatic Penalty Relief Replaces First Time Abate in 2026

By Aprio | July 20, 2026

Aprio Insights on the Tax Alert: IRS Automatic Penalty Relief Replaces First Time Abate in 2026. Read the article.

When and why every business owner needs a business valuation

By Johnson & Sheldon | July 20, 2026

Most business owners carry a rough estimate of what their company is worth, but that mental number is not a valuation, and the gap between the two can be costly. A formal, methodology-based business valuation is required in a wide range of situations, including selling or transferring a business, estate planning, lending, divorce, equity compensation, and shareholder disputes. Working with a credentialed valuator and involving your CPA early ensures the resulting number is defensible when it matters most.

Section 1202’s QSBS Ownership: The Pass-Through Entity Trap

By Aprio | July 17, 2026

Owning QSBS through a pass-through entity? Section 1202 eligibility is decided at the entity-level. Learn what the Seed decision means for partners claiming the exclusion.

The Federal R&D Tax Credit: A Practical Guide to the Basics

By Aprio | July 15, 2026

The federal R&D tax credit can provide lucrative tax savings for companies investing in innovation. Learn more about R&D credit eligibility & utilization.

When a Rental Loss Isn’t a Tax Deduction: Passive Activity Rules and the Real Estate Professional Exception

By Aprio | July 10, 2026

This article will explain the ways a rental real estate loss can be limited, the differences between a passive and nonpassive activity, the tests to determine material participation, and real estate professional status.

A Nonprofit’s Guide to Stronger Grants Management

By Aprio | July 8, 2026

Nonprofit grants management best practices for stronger controls, cleaner reporting, and reduced compliance risk across the grant life cycle.

Proposed Changes to Federal Grant Rules for Nonprofits

By Aprio | July 8, 2026

Explore proactive strategies on how to navigate the proposed changes to federal grant rules for your nonprofit.

What Is the Federal Acquisition Regulation (FAR) and How Is It Used?

By Aprio | July 8, 2026

Learn what the Federal Acquisition Regulation (FAR) is, how the FAR Overhaul and EO 14402 are reshaping federal contracting, and how contract types affect risk.

Hiring family members in your small business: tax advantages and mistakes to avoid

By Johnson & Sheldon | July 7, 2026

Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to know before putting relatives on payroll.

Newly married this year? The tax changes couples miss

By Johnson & Sheldon | July 2, 2026

Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say "I do," to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.

Don’t waste a good year: 2026 retirement and HSA limits worth using

By Johnson & Sheldon | June 23, 2026

For 2026, the IRS has raised contribution limits across retirement plans, IRAs, and HSAs, giving high-income households more room for tax-advantaged saving. The households that benefit most are not simply those that max out every account, but those that act early and decide deliberately which accounts to prioritize, how to coordinate Roth and pretax decisions, and how contributions fit within a broader tax and cash-flow plan. With the right strategy in place at the start of the year, these higher limits become a meaningful planning opportunity rather than a number on a checklist.

Choosing Sales Tax Software That Fits Your Business

By Aprio | June 19, 2026

Automation can reduce sales tax burden and prevent costly errors if you choose and properly configure the right tool for your tax strategy.

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