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In today’s hyper-partisan climate, it is easy to assume that Democrats and Republicans are fundamentally divided on all aspects of economic policy. However, this assumption does not hold when examined...

Picture these two tax return scenarios: Scenario 1: As you prepare your return on April 14th, the lamp in the corner feels like it is 150 degrees (even though it...

Many successful grandparents find great joy in helping their grandchildren succeed and grow into confident young adults. Graduation is one of those proud milestones—whether from high school, college, or grad...

Even well-run companies experience down years. The federal tax code may allow a bright strategy to lighten the impact. Certain losses, within limits, may be used to reduce taxable income...

Stock options are one of the most enticing aspects of joining a startup because they let employees share in the upside they help create. However, their value, structure, and risk...

Watch the recording of our webinar that discusses how to take control of embedded gains using smart, proven tax strategies designed for investors like you. Embedded capital gains—built-up profits inside...

In this webinar, Cory Parnell, Principal at BGM, Coefficient Advisors Managing Partner and Business Growth Strategy, Leary Gates, and Sales Strategy, John Moroney, discussed how to combat a business’s growth...

The Tax Cuts and Jobs Act (TCJA) significantly limited the types of theft losses that are deductible on federal income taxes. But a recent “advice memo” (CCA 202511015) from the IRS’s...

Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions we hear each spring. 1.When...

Determining “reasonable compensation” is a critical issue for owners of C corporations and S corporations. If the IRS believes an owner’s compensation is unreasonably high or low, it may disallow certain deductions...