Navigating Leadership: Building a Strong Vacation Ownership Resort Association Board

By Arundhati Kashyap

Volunteering as a vacation owners association board member comes with significant responsibilities, occasional complications, and potential conflicts. Despite being viewed as a thankless job, it is an excellent way to serve the resort’s member-owners and actively participate in decision-making and strategic planning. Board members play a critical role in a resort’s health and sustainability. This…

Maximizing Your HubSpot Integrations for Growth 

By Arundhati Kashyap

Beyond the Basics: Are You Truly Maximizing Your HubSpot Integrations (or Missing Out on Growth?) Middle-market businesses in the manufacturing and distribution and transportation and logistics sectors face growing challenges with fragmented sales and marketing technology. Many companies already use HubSpot but fail to unlock its full potential, leaving opportunities for efficiency, growth and better…

Life Insurance and Business Valuation After the Connelly Decision

By Allison Katz

Explore how the Supreme Court’s approach departs from valuation principles and what it means for estate planning. Succession planning for closely held business owners is challenging in many ways. One of those is how to provide liquidity to the estate of a deceased owner. Companies or other owners may have the excess capital to address…

One Big Beautiful Bill Act’s Impact on Individual Taxpayers

By Allison Katz

The One Big Beautiful Bill Act (OBBBA) was signed into law by President Donald Trump on July 4, 2025. It includes provisions impacting businesses and individuals. OBBBA Individual Tax Provisions Here is a look at provisions in the OBBBA that impact individual taxpayers: The expansion of qualified expenses for the 529 plan applies to any…

One Big Beautiful Bill Act: Estate and Trust Planning 

By Allison Katz

The One Big Beautiful Bill Act (OBBBA) was signed into law by President Donald Trump on July 4, 2025, making several of Trump’s 2017 tax-related provisions permanent, while adding and expanding on those provisions as part of a sweeping tax cuts package that will prove to impact millions of taxpayers and businesses nationwide. Here is…

Opportunity Zones Reimagined: A Bold New Chapter in the Final One Big Beautiful Bill Act (OBBBA)

By Allison Katz

In a sweeping reimagining of the Opportunity Zone (OZ) program, congressional leaders have not merely adjusted the framework—they’ve overhauled it. The final “One Big Beautiful Bill” sunsets the original OZ program and launches a bold new chapter (OZ 2.0) rooted in targeted investment, equity, and community transformation. The original OZ program will sunset, with all…

Federal Hemp Ban Proposal Advances in House Committee

By Allison Katz

Update: As of Thursday, July 10, 2025, the Senate approved a bill that contains provisions that would notably alter hemp laws. The implementation has been deferred for one year. A Republican-led House Appropriations subcommittee has advanced a 2025 spending bill that includes a provision to ban all hemp-derived products, including intoxicating hemp beverages, containing any…

The Agentic AI Shift: From Tool to Your New Digital Teammate

By Arundhati Kashyap

For the last few years, the conversation around AI has been buzzing with what it can create. We’ve seen it write poetry, design stunning images and help us draft emails in seconds. We’ve become comfortable with AI as a creative co-pilot.  But if you’re paying attention to the landscape of 2025, you’ll notice the conversation…

New Jersey Film and Digital Media Tax Credit Program Gets a Boost

By Allison Katz

On June 30, 2025, Governor Phil Murphy signed legislation to expand and strengthen the New Jersey Film and Digital Media Tax Credit Program, including an extension of the program for an additional 10 years through July 1, 2049. The newly enacted legislation introduces several enhancements to New Jersey’s film and television tax credit program. Notably,…

International Tax Provisions Included in The One Big Beautiful Bill Act

By Allison Katz

President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law on Friday, July 4, 2025. The international tax provisions in the final legislation passed by Congress largely follow those found in the Senate’s version of the bill. The OBBBA includes a provision to reinstate Section 958(b)(4) to prevent “downward attribution” of stock…