Insights Gallery

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.

No Joke – Today is a Required RBD Beginning Date!

By Johnson & Sheldon | April 1, 2026

Today, April 1, marks a key deadline for IRA owners turning 73. Learn how RMDs work, when to take them, and how to avoid costly penalties.

The Great Pretender: How AI Makes Tax Scams Look Legit

By Aprio | March 30, 2026

Aprio Insights on the The Great Pretender: How AI Makes Tax Scams Look Legit. Read the article.

The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry

By Aprio | March 19, 2026

Aprio Insights on the The Future of Real Estate Accounting: How AI, Automation, and Strategic Outsourcing Are Reshaping the Industry. Read the article.

Financial resilience: managing business performance and personal risk together

By Johnson & Sheldon | March 4, 2026

For business owners, financial decisions rarely stay within company walls - they extend into personal wealth and security. Financial resilience emerges when business health and personal protection are managed together, not in isolation. This article explores how owners can strengthen both through disciplined financial monitoring, strategic risk management, and intentional separation between enterprise and personal finances.

Nonprofit Board Governance Best Practices

By Aprio | March 3, 2026

Nonprofit boards should focus on aligning their finance and strategic growth initiatives to create more cohesion and improve impact. Here are the top governance practices nonprofit boards should know.

Don’t Leave Charitable Deductions on the Table

By Johnson & Sheldon | March 3, 2026

High-earning families often give generously throughout the year, but poor documentation and incomplete tracking leave thousands in tax deductions unclaimed. From non-cash donations to appreciated securities, each type of gift has specific IRS requirements that must be met to maximize benefits and avoid audit risk. By building a simple tracking system and understanding the rules, you can ensure your generosity works as efficiently as possible.

Protecting Your Family’s Finances in an Economic Downturn

By Johnson & Sheldon | March 3, 2026

When the economy feels uncertain, families worry about job security and rising costs, but financial downturns don't require panic - they call for clarity and preparation. By focusing on building liquidity, reviewing spending priorities, ensuring proper insurance coverage, and avoiding fear-based decisions, you can create stability during volatile times.

Why estate taxes aren’t the only inheritance-related costs to consider

By Johnson & Sheldon | March 2, 2026

Estate planning discussions often focus on the federal estate tax exemption, but most families face different challenges when transferring wealth. Probate fees, state-level taxes, capital gains exposure, and administrative complexity can all erode inheritances - even for estates well below the federal threshold. A comprehensive estate plan addresses these hidden costs, not just headline tax numbers.

Real Estate and Cost Segregation

By Aprio | February 27, 2026

Learn more about cost segregation studies and found out if performing one is a smart next step for your real estate portfolio.

Healthcare costs for the self-employed in 2026: strategies for rising premiums

By Johnson & Sheldon | February 24, 2026

With the expiration of expanded ACA subsidies in 2026, self-employed professionals are facing significant premium increases with no employer to share the burden. While healthcare costs are rising, strategic planning can help reduce your total cost. The key is treating healthcare like any other business expense – strategically, proactively, and with tax efficiency in mind.

IRS Releases Final Form Instructions for Taxpayers Claiming the R&D Tax Credit

By Aprio | February 17, 2026

The revised instructions address changes to the treatment of §174A domestic research expenditures and align with prior IRS guidance and clarifications on reporting requirements.

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