Businesses
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From our insights
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Year-End Tax Planning Considerations
Year-end planning comes down to one idea: recognize income and claim deductions in the year they do the most good. For 2026, the biggest opportunities for high-income families and business owners sit around a few income thresholds, the limits on itemized and charitable deductions, the rules for expensing business equipment, and the timing of business…
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Tax Implications of Selling Your Primary Home
After years of rapid home price appreciation, many homeowners are now sitting on significant unrealized gains. Even with higher interest rates slowing transaction volume, values in many markets remain well above pre-pandemic levels. For homeowners who purchased years ago a sale today can easily trigger gains that exceed the $250,000 or $500,000 exclusion thresholds. That…
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Charitable Contribution Deductions in 2025 & 2026
Charitable giving remains deductible in 2025 and 2026, but who gets the benefit and how much changes, especially beginning in 2026. The rules differ based on whether: Below is a high-level summary followed by examples. Cash contributions can be made via cash, check, ETF, or credit card. Non-cash contributions generally consist of public or privately…
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The Return of the Itemized Deduction Limitation in 2026…
Under the Tax Cuts & Jobs Act (TJCA) the Pease limitation was suspended from 2018 – 2025. The Pease Limitation applied to high-income taxpayers and worked by reducing the value of a taxpayer’s itemized deductions by 3 percent for every dollar of taxable income above a certain threshold ($261,500 single; $313,800 married in 2017). In…
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States Decoupling from the OBBBA
By now, most taxpayers and practitioners have heard about the One Big Beautiful Bill Act that was signed into law on July 4, 2025. However, what’s often overlooked is the state tax implications of the OBBBA. States operate separately from the federal government so they don’t have to honor the changes enacted by the federal…