by Advisor Team | Jul 22, 2025 | blog, Corporate Tax Services, Flow-Through Tax Services, Individual Tax
The Qualified Small Business Stock (QSBS) regime under Section 1202 of the Internal Revenue Code has long been a cornerstone of tax planning for founders, early employees, and investors in startup companies. But until now, its full potential was often undercut by... 
by Advisor Team | Jul 15, 2025 | blog, Corporate Tax Services
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA)—a sweeping reconciliation package that permanently reshapes key aspects of U.S. tax law for corporations, partnerships, and business owners. While much attention has focused on... 
by Advisor Team | May 6, 2025 | Corporate Tax Services, Individual Tax
As the 2025 disaster season approaches—with May marking both National Wildfire Awareness Month and National Hurricane Preparedness Week—the IRS is urging taxpayers to proactively secure their financial records. With FEMA having already declared 12 major disasters this... 
by Advisor Team | Apr 28, 2025 | Cannabis Tax, Corporate Tax Services, Life Sciences Tax, Technology Tax
Executive Order Signals Shift Toward Fully Digital Tax Payments and Refunds On March 25, 2025, the President issued an executive order instructing the U.S. Treasury to develop a plan within 180 days to eliminate the use of paper checks for both tax payments and... 
by Advisor Team | Mar 24, 2025 | Cannabis Tax, COGS, Corporate Tax Services
Navigating tax compliance as a cannabis business owner can feel like walking a financial tightrope. One misstep—especially when it comes to Internal Revenue Code (IRC) 280E—can result in significant tax liabilities and heightened IRS scrutiny. As year-end approaches,...