Employee Spotlight: Kari Costamagna, Principal
Meet Kari Costamagna, a Principal at our firm whose leadership and dedication make an impact daily. Kari leads with heart and a commitment to teamwork and growth across the firm. W
Plan Now For the 2027 Revival of Opportunity Zone Investment Tax Breaks
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced Opportunity Zones to foster economic development in underserved communities while offering significant tax incentives to investo
Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) recently introduced substantial changes in the realm of estate and gift tax planning. These changes present new opportunities for taxpayers.
Occupations Qualified for Tip Deduction Released
On September 2, 2025, the Treasury Department released a draft list of 68 occupations eligible for the new “no tax on tips” deduction. This deduction is part of the 
Employee Spotlight: Nicole Mannina, Principal
Meet Nicole Mannina, a Principal at our firm whose positivity and commitment make a lasting impact on everyone around her. Known for her encouraging spirit, Nicole leads with the b
From Kindergarten to College: How to Unlock the Full Potential of 529 Plans
Section 529 plans are tax-advantaged savings plans designed to encourage saving for future education costs. They are legally known as “qualified tuition plans” and are
100% Bonus Depreciation Is Back: What Businesses Need to Know About the OBBBA’s New Expensing Rules
The reinstatement of bonus depreciation is a critical component of recent U.S. tax legislation aimed at fostering economic growth. The 2017 Tax Cuts and Jobs Act (TCJA) had already
Unlocking Overtime Savings: How the OBBBA’s New Deduction Could Boost Your Tax Refund
The recent passage of the One Big Beautiful Bill Act (OBBBA) marks a significant shift in the tax landscape, bringing with it a range of changes aimed at easing the financial burde
Employee Spotlight: Jennifer Miller, Principal
Meet Jennifer Miller, a Principal at our firm whose dedication and integrity shine through in everything she does. Known for her thoughtful approach, Jennifer leads with the belief
IRS Dirty Dozen Scams for 2025: What to Watch Out For (and How to Protect Yourself)
Let’s get one thing straight: Scammers are not slowing down. They’re getting slicker, faster, and disturbingly good at sounding like someone you trust—especially