by Dana Borys | Nov 19, 2025 | blog, Life Sciences Tax, Technology Tax
For companies that offer equity compensation, few year-end filings generate as much confusion as IRS Form 3921, Exercise of Incentive Stock Option Under Section 422(b). While it looks simple on the surface, just a one-page information return, the form plays a critical... 
by Dana Borys | Jul 18, 2025 | blog, Corporate Tax Services, Life Sciences Tax, Tax Credits, Technology Tax
The long-awaited repeal of mandatory Research and Experimental amortization is finally here. With the passage of the One Big Beautiful Bill Act (OBBBA), businesses can once again immediately expense domestic Research and Experimental (R&E) costs under Section 174... 
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 Sara Raby | Jan 31, 2025 | ASC 740 & ASC 740-10, blog, COGS, Corporate Tax Services, Individual Tax, Technology Tax
On December 31, 2024, the IRS released Notice 2025-7 which provides temporary relief of Treas. Reg. § 1.1012-1(j)(3)(ii) (Revenue Procedure 2024-28) which was set to be implemented on January 1, 2025. The new regulations required digital brokers (aka wallets) to...