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IRS Proposes Trump Account Rules

Year-End Tax Planning Strategies for High Earners

This article covers several of the most impactful year-end strategies available to high earners, from income deferral and loss harvesting to charitable giving and estate planning moves.

California 2026–2027 Budget Bill Expands Sales Tax to Software and Permanently Limits Business Credits 

For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.

Outsourced Accounting for Southern California Nonprofits: What to Expect and How to Evaluate Providers

For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.

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Year-End Tax Planning Strategies for High Earners

This article covers several of the most impactful year-end strategies available to high earners, from income deferral and loss harvesting to charitable giving and estate planning moves.

Learn More

California 2026–2027 Budget Bill Expands Sales Tax to Software and Permanently Limits Business Credits 

For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.

Learn More

Outsourced Accounting for Southern California Nonprofits: What to Expect and How to Evaluate Providers

For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.

Learn More

Why Deals Fall Apart in Due Diligence and How Sellers Can Prevent It

This article walks through the most common reasons deals fall apart in due diligence and what sellers can do before they ever get to market to protect both the deal and the price.

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What Does a Private Equity Fund Administrator Do?

Understanding what administrators do helps fund managers make better decisions about how to structure their back office.

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Illinois Enacts New Digital Asset Tax: Key Considerations for Digital Asset Businesses

Illinois has enacted a new tax regime that may have significant implications for digital asset brokers and related businesses serving Illinois customers

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Tax Court Holds Crypto Staking Rewards Are Taxable Upon Receipt When Taxpayer Has Dominion and Control – What That Means for You

If you’ve been staking cryptocurrency and deferring the tax question until you sell, a recent US Tax Court decision just changed the calculus.

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Accounting and Audit Readiness for Digital Asset Exchanges and Trading Operations

Digital asset exchanges operate in one of the most complex financial reporting environments in the market, requiring accounting, valuation, tax, and control processes that can withstand audit scrutiny and support reliable business reporting.

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Will I Owe Taxes When My Company Goes Public? What an IPO Means for Employees

This article walks through what employees and executives with stock compensation need to know about taxes when a company goes public, including the key decisions that can make a real difference in what you keep.

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