For Startups, the R&D Tax Credit Should Be a Cash-Flow Conversation

Many startup founders hear “R&D tax credit” and assume it is something to consider only after the company becomes profitable. That assumption can prove costly.
For eligible early-stage companies, the credit can be more than a tool to reduce a future income tax bill. A qualified small business can elect to apply as much as $500,000 of its research credit against certain employer payroll taxes.
State R&D Tax Credits: Why Federal Eligibility Is Only Half the Story

The federal Research and Development (R&D) Tax Credit is one of the most valuable incentives available to businesses investing in innovation. However, federal eligibility is only the beginning.
Many states offer their own R&D tax credits, creating additional savings beyond the federal benefit.
2026 Tax Deadlines You Can’t Miss

As 2026 unfolds, tax preparers and their clients are facing more than just routine filing deadlines. This year represents a convergence of expiring incentives, evolving IRS guidance, and statute-driven planning windows, which create significant planning opportunities. Many of these opportunities are time-sensitive, meaning that you must take advantage of them or the benefit will be lost.
Tax Trends We Expect in 2026

As we enter 2026, the U.S. tax landscape is undergoing meaningful transformation. From major tax law changes to evolving compliance expectations, businesses that stay ahead of trends can unlock tax-efficient strategies while avoiding pitfalls. Here’s what we expect to drive 2026 tax planning.
Qualified Production Property Interim Guidance Released

The IRS has released IRS Notice 2026-16, providing interim guidance on the new Qualified Production Property (QPP) asset class enacted under the One Big Beautiful Bill Act. This guidance clarifies eligibility, elections, and recapture mechanics for the new 100% special depreciation allowance available to qualifying production facilities.
Interim Guidance on 100% Bonus Depreciation Creates Opportunities

The IRS released Notice 2026-11, which explains how taxpayers can use the permanent 100% bonus depreciation deduction starting on January 19th, 2025.
Top 2026 Specialty Tax Opportunities for Manufacturers

2026 promises to be a pivotal year for manufacturers looking to optimize their tax position. With significant legislative changes and expanded incentives, the right planning can translate into substantial savings. Read more about the top opportunities manufacturers should prioritize this year.
What to Look For When Assessing a Client’s Utility Sales Tax Savings Potential

In manufacturing, fabrication, food production, recycling, and other energy-intensive industries, utility exemptions can create immediate cash savings and ongoing monthly reductions that directly impact profitability.
Your Guide to Cost Segregation

Tax planning can often feel overwhelming, especially for real estate owners trying to navigate a maze of strategies to minimize their tax liability. One tool that’s both powerful and underutilized is cost segregation.