by Sara Raby | Oct 2, 2025 | blog, Corporate Tax Services, Individual Tax
The Qualified Business Income (QBI) deduction, also sometimes referred to as the Section 199A deduction, is one of the most valuable yet misunderstood tax incentives for business owners and investors. Designed as part of the 2017 Tax Cuts and Jobs Act, the QBI... 
by Sara Raby | Oct 1, 2025 | blog, Corporate Tax Services, Individual Tax
With Congress unable to reach a budget deal before the 9/30 deadline, the federal government has officially shut down. This may sound like an abstract political event, but its effects can reach right into your tax deadlines, refund timing, and IRS interactions. Here’s... 
by Sara Raby | Sep 30, 2025 | blog, Corporate Tax Services, Individual Tax
With the One Big Beautiful Bill Act (OBBBA) now law (as of July 4, 2025), the tax backdrop for business leaders and high-net-worth individuals just changed. While OBBBA didn’t directly rewrite 401(k) rules, it built a more stable tax regime that increases the... 
by Dana Borys | Sep 29, 2025 | blog, Corporate Tax Services, Individual Tax
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, marked a long-awaited shift in how domestic research and experimental (R&E) expenditures are treated under U.S. tax law. At its core, the Act introduces Internal Revenue Code Section 174A,... 
by Sara Raby | May 26, 2025 | Corporate Tax Services, Entity Formation, Flow-Through Tax Services, Individual Tax
When it comes to long-term tax-efficient wealth building, high-income earners often face one frustrating reality: traditional Roth IRAs come with income limits that make direct contributions ineligible. Enter the Mega Backdoor Roth IRA strategy—a powerful but often...