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For over 40 years, our tax advisors have been helping businesses large and small with planning, preparation, and compliance. As a nationally recognized Top‑25 firm and independent member of the global HLB network, we offer deep expertise in international, federal, state, and local tax and develop cost‑effective tax strategies wherever you operate.
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Tax Insights
Maximizing Roth Conversions Through Strategic Timing and Residency Planning
For high-net-worth individuals and retirees, Roth conversions represent one of the most powerful levers in tax-efficient retirement planning. At their core, Roth conversions allow taxpayers to control when they pay taxes – but when layered with thoughtful timing and geographic planning, they can significantly reshape long-term financial outcomes. By coordinating income levels, future tax expectations and…
How to Choose the Best E-Commerce Warehouse Location: Key Tax and Logistics Considerations
Selecting the optimal state for your e-commerce warehouse or third-party logistics (3PL) facility involves more than just proximity to customers or major transportation hubs. While shipping speed and costs are critical to this decision, state taxes should also be considered, as they can vary widely across states and turn out to be either beneficial or…
Tax Deductions for Entertainers: Guidelines for Deductible Expenses
Performers and creators face unique financial and tax considerations due to the dynamic nature of their professions. While many expenditures seem essential to maintaining a successful career, not all qualify as deductible business expenses under U.S. tax law. The IRS scrutinizes deductions claimed by those in creative professions, and court decisions have further defined the…
IRS CP53E Refund Notice Scams: What Taxpayers Should Know
Accounting firms are seeing a noticeable increase in scams tied to IRS Notice CP53E, a legitimate notice that the Internal Revenue Service (IRS) has been issuing more frequently this year. As the IRS continues moving away from paper refund checks and toward electronic payments, many taxpayers are encountering CP53E for the first time – creating…
Court Ruling Opens Door to Refunds of COVID‑Era Interest and Penalties
A recent federal court decision may reopen the door to refunds of COVID-era tax interest and penalties that many taxpayers assumed were lost for good. In Kwong v. United States, No. 23 267 (Fed. Cl. Nov. 25, 2025), the U.S. Court of Federal Claims held that the COVID-19 disaster declaration triggered a mandatory suspension of…
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