by Sara Raby | May 5, 2026 | blog, Flow-Through Tax Services, Individual Tax, Life Sciences Tax, Technology Tax
For many employees with equity compensation, deciding whether to exercise stock options before an IPO (initial public offering) or acquisition can feel urgent. The upside is easy to imagine: a potential liquidity event, a lower strike price today, and the chance to... 
by Dana Borys | Nov 18, 2025 | blog, Cannabis Tax, Corporate Tax Services, Life Sciences Tax, Technology Tax
Position your business for 2026 tax success with proactive strategies built for today’s evolving tax landscape. As 2025 draws to a close, tax planning takes on even more significance than usual. The recently passed One Big Beautiful Bill Act (OBBBA) ushers in... 
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 Sara Raby | Jul 15, 2025 | blog, Individual Tax
After months of political back-and-forth and near gridlock, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025, just two days after the House approved the Senate’s version of the reconciliation bill. The bill’s formal name was...