by Cory Carroll | May 21, 2026 | Corporate Tax Services, Flow-Through Tax Services, Individual Tax
The federal cap on state and local tax deductions continues to affect high-income taxpayers, especially business owners with income from pass-through entities such as S corporations, partnerships, and LLCs taxed as partnerships. Beginning in 2025, federal tax law... 
by Sara Raby | May 20, 2026 | blog, Corporate Tax Services, Flow-Through Tax Services, Individual Tax
The COVID-19 years created unusual tax compliance challenges. Filing deadlines moved, IRS operations were disrupted, and many taxpayers struggled to determine when returns, payments, and related filings were actually due. A recent Court of Federal Claims decision has... 
by Sara Raby | May 14, 2026 | blog, Corporate Tax Services, Flow-Through Tax Services, Individual Tax
A new California appellate decision gives out-of-state sole proprietors a meaningful argument against one of the Franchise Tax Board’s more aggressive sourcing positions. In Garcia-Rojas v. Franchise Tax Board, the First District Court of Appeal held on May 1, 2026,... 
by Cory Carroll | May 11, 2026 | blog, Corporate Tax Services, Flow-Through Tax Services
Educational benefits have long been a tax-efficient idea employers like in theory but underuse in practice. The reason is simple: the rules are specific, the annual exclusion has felt modest for years, and many businesses are unsure how to structure a program so it is... 
by Dana Borys | Apr 23, 2026 | blog, Cannabis Tax, Corporate Tax Services, Flow-Through Tax Services
The federal government has taken a meaningful first step on cannabis rescheduling, but it is important not to overread what has happened. On April 23, 2026, the Department of Justice (DOJ) announced an order that immediately places two categories in Schedule III:...