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RECENT INSIGHTS:
Exempt Organization Inflation Adjusted Items for 2025
IRS released inflation adjusted items for tax years beginning in 2025, including those relevant to exempt organizations.
US Tax Implications of Retiring Abroad: What You Need to Know
As more and more Americans consider retiring abroad, it's important to understand the tax implications of living in a foreign country after leaving the workforce. Whether you're moving to take advantage of a lower cost of living, a warmer climate, or a different cultural experience, retiring abroad can have significant tax consequences. The US tax system is unique in that it taxes its citizens on their worldwide income, no matter where they reside. Learn what the key tax considerations are for US citizens who plan to retire overseas.
Webinar Recording | Estate Planning & Tax Law Changes for High Net Worth Families
Learn about the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth planning.
Return on Investment (ROI) in Commercial Real Estate
As we approach the year-end, many investors take a step back to evaluate their investments to analyze the performance during a given year. Commercial real estate is an attractive investment sector because it can offer significant returns for discerning investors. Learn about the main tool used to determine the profitability and potential success of a commercial real estate investment.
Post-Election Outlook for Global Intangible Low-Taxed Income (GILTI)
Learn more about why it's important to understand the GILTI calculation and how it specifically interacts with your foreign corporate investments.
Navigating Compliance and Regulatory Risks for Nonprofits
Nonprofit organizations have unique missions and purposes, often dedicated to bettering society. However, even the best-intentioned organizations can face significant compliance and regulatory risks if they’re not proactive in managing their responsibilities. Explore three major areas of compliance risk and strategies to help nonprofits navigate them effectively.