Articles

Forklift loading colorful shipping containers onto a cargo truck in a bustling port, symbolizing global logistics, international trade, and tariff-driven supply chain shifts.

Tax Advisor Weekly — September 5, 2025

This week’s roundup covers a potential Fed rate cut, a court ruling against Trump’s tariffs, new tip-tax exemptions, Chinese shipping shifts, and how advisors can guide clients through turbulent policy shifts.

A stack of tax and finance magazines sits on a wooden surface, symbolizing the rapid flow of policy updates covered in the August 8, 2025 Tax Advisor Weekly. Topics include global tariff escalations, IRS enforcement priorities, and what’s ahead for retirement planning.

Tax Advisor Weekly — August 29, 2025

This week’s roundup covers Trump’s threats over digital taxes, billionaire tax inequities, Social Security COLA pressures, and rebranding of his signature tax law as global trade tensions escalate.

Two startup founders collaborate on a go-to-market strategy—capturing the high-stakes planning tech entrepreneurs must undertake in response to the OBBB’s new tax and regulatory landscape.

How the One Big Beautiful Bill Impacts Venture Tech

Explore how the OBBB reshapes venture tech—from QSBS perks and AI rules to M&A trends, tax planning, and foreign entity restrictions.

Entrepreneur standing aside from her team at work around a conference table. Business owners everywhere stand to gain big from Trump's signature legislation, "One, Big, Beautiful Bill" (OBBB).

How the One Big Beautiful Bill Impacts Startups and Founders

The “One, Big, Beautiful Bill” introduces permanent tax breaks, expanded QSB stock rules, and 100% expensing. Learn how entrepreneurs can leverage it to reduce taxes and increase returns.

Father and daughter are sitting on the couch together. The One, Big, Beautiful Bill (OBBB), like other major life events, is a key time to review your financial planning as this legislation offers major, time-sensitive benefits for high-net-worth individuals to preserve wealth and reduce tax burden.

How the One Big Beautiful Bill Impacts High Net Worth Individuals

Explore how the One Big Beautiful Bill transforms wealth management. New exemptions and time-sensitive strategies.

A desk covered with tax forms and economic forecasts reflects the rapid policy shifts of August 15, 2025. This week’s roundup includes IRS turnover, domestic R&D hiring boosts, and early winners and losers from the OB3 tax law.

Tax Advisor Weekly — August 15, 2025

This week’s roundup includes major IRS leadership turnover, new deductions for car loans and R&D, plus how Trump’s tax law is impacting jobs, markets, and insurance coverage.

Tax Advisor Weekly — August 8, 2025

This week’s roundup explores Trump’s sweeping tariff moves, IRS enforcement targeting e-commerce and cash-only businesses, the new overtime pay deduction, and Social Security changes for 2025.

Three colleagues review documents in an office setting—illustrating how tax advisors are collaborating to interpret and communicate the wide-ranging effects of the One, Big, Beautiful Bill (OBBB).

How the One Big Beautiful Bill Impacts Tax Advisors

Explore how the One, Big, Beautiful Bill is changing tax law for good. From new deductions to Trump Accounts, advisors must rethink planning and communication.

A professional woman gives a presentation in a modern office—symbolizing how real estate firms are reevaluating investment strategies in light of the One, Big, Beautiful Bill’s sweeping tax reforms.

How the One Big Beautiful Bill Impacts Real Estate Investors

The One, Big, Beautiful Bill delivers permanent tax perks for real estate investors, from bonus depreciation and SALT cap relief to REIT flexibility and Opportunity Zone upgrades. Learn what's changed.

A team joins a virtual meeting on laptops—representing the shift to digital collaboration tools that power the modern tax firm’s back office.

Why the Modern Tax Firm Doesn’t Need a Traditional Back Office

Modern tax firms are increasingly removing traditional back office inefficiencies with digital solutions—using AI, automation, and client portals to drive growth.