We are continuing to see the expansion of the MSO-PC (Management Services Organization-Professional Corporation) structure within the healthcare space. This structure is an arrangement that allows licensed professionals, including physicians, dentists, and other healthcare providers, to maintain legal control over a medical practice, the PC, while there is a separate entity, the MSO, which provides…
As a tax accountant, his specialties include Business Tax Services, Private Client Services, and Estate and Trusts Services. Joel’s extensive knowledge in federal and state tax laws, his ability to craft tailored tax strategies for his clients, and his advisory work with charitable organizations position him as a premier financial adviser for the Firm, the industry and the…
On January 16, 2026, the U.S. Court of Appeals for the Fifth Circuit issued a split decision (2–1) in Sirius Solutions v. Commissioner, a case with significant implications for partnership taxation. The ruling addresses the scope of the self-employment tax exclusion under Internal Revenue Code §1402(a)(13) and could reshape tax planning for limited partners in…
Women’s health is undergoing a major shift after the FDA announced it will remove the long-standing “black box” warning from menopausal hormone replacement therapy (HRT). This update, based on new research showing that HRT is less risky than previously thought, aims to provide patients and providers with more balanced information. This presents a rare opportunity…
A Game-Changing Approach to Tax Operations The Tax Transformation platform integrates key operational systems to create seamless workflows that enable dynamic insights, intelligent automation and improved collaboration across teams. By leveraging advanced AI capabilities and real-time data analytics, the platform transforms the Firm’s internal operations. “Tax Transformation will inherently change how we approach tax operations,…
Guidance for Organizations Navigating AI Risks and Governance As artificial intelligence (AI) technologies become increasingly integrated into workplace operations, organizations face new opportunities and challenges. While AI can enhance productivity, automate processes and drive innovation, it also introduces risks related to data privacy, legal exposure and ethical use. To address these complexities, implementing a robust…
When a client’s spouse passes away, an estate lawyer or wealth manager must help them manage their loss while also ensuring the estate fulfills its tax obligations to the IRS. If the estate does not properly disclose its assets on time, the surviving spouse may face an unexpected tax burden later. This article discusses Rowland…
Navigating the complexities of real estate development accounting can be challenging, especially with frequent changes in tax laws and incentives. This FAQ is designed to provide clear, up-to-date answers to the most common questions developers face when deciding whether to expense or capitalize costs. Whether you’re a small business or a large enterprise, you’ll find…
When leadership is uncertain of how an audit would be an asset, it is important to remind them that an “audit” is not just a necessary requirement, it is a powerful tool for driving business growth, reducing risk, and building trust with your customers. Compliance efforts should be seen as a valuable opportunity to strengthen…