Tax

The tax treatment of research & development (R&D) expenses has been a significant challenge for businesses in recent years

Since spring 2025, the IRS has been expanding its Individual Online Accounts, making it easier for taxpayers to access important documents

https://windes.wistia.com/medias/28my65z4c3?embedType=web_component&seo=true&videoWidth=960   Unexpected events can disrupt even the best financial plans

https://windes.wistia.com/medias/69gsf4080l?embedType=web_component&seo=true&videoWidth=960   Market conditions can shift quickly, and the right mix of investments can make the difference between stability and uncertainty

Senate Bill 167, signed into law on June 27, 2024, dramatically reshapes California's oil and gas tax landscape, implementing stringent new provisions for the industry

https://windes.wistia.com/medias/pn4n21f8he?embedType=web_component&seo=true&videoWidth=960   Holistic financial planning is about more than just investments

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces targeted modifications and clarifications to the clean energy incentive landscape in America

https://windes.wistia.com/medias/tvolxe19h5?embedType=web_component&seo=true&videoWidth=960   President Trump signed the federal budget reconciliation act, known as the One Big Beautiful Bill (OBBB), into law on July 4, 2025, marking the most significant fiscal policy shift in recent American history

The IRS has significantly expanded its Business Tax Account (BTA) online tool, transforming how businesses interact with federal tax services