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Tableau to Power BI Migration: What It Actually Looks Like, How Long It Takes and What to Expect

Many organizations running Microsoft 365 have reached the same inflection point: they are paying for Power BI and still running Tableau. Two platforms. Two sets of access controls. Two support workflows. Two vendor relationships. At some point, that math stops making sense. But the reason most organizations stay put is straightforward: migration looks painful. Before…

Blog
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Steve Talkowsky Named NJBIZ 2026 Leader in Finance

As a respected leader, Steve was recognized for his impact on the Firm’s Tax Services Team, contributing to the practice’s growth, and for his strong commitment to the mentorship and development of the teams he leads. He serves clients with global operations, advising on business taxation matters with deep expertise in Subchapter C, S corporation and partnership taxation.  With a focus on making complex tax matters accessible, he is…

News
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The IRS Appeals Kwong: What It Means for Taxpayers, COVID-Era Interest and Penalty Relief and Why Waiting May Be Risky

The appeal many expected has arrived, but the real question is what comes next. For months, taxpayers and practitioners have wondered whether the IRS would ultimately accept the implications of Kwong v. United States or continue defending its interpretation of the COVID-era relief provisions under IRC §7508A(d). We now have part of that answer. The…

Article
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lawyer working abroad
When Lawyers Work Abroad: Key Tax Risks to Watch

As global law practices and flexible work arrangements expand, lawyers are increasingly working outside their home jurisdictions. Whether driven by client needs, secondments, or remote work flexibility, these arrangements can quietly create tax residency and permanent establishment risks, often sooner than expected and without formal firm approval. Why Lawyers Attract Tax Scrutiny From a tax…

Article
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a key unlocking financial opportunities
Cannabis Rescheduling Opens the Door to Federal Tax Relief and R&D Tax Credits

A recent shift in federal policy materially changes how certain cannabis businesses should evaluate their Research and Development (R&D) Tax Credit position. On April 22, 2026, the Drug Enforcement Administration (DEA) issued a final order rescheduling specific cannabis products from Schedule I to Schedule III under the Controlled Substances Act. This change applies primarily to…

Article
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The IRS Is Taking a Closer Look at Government Funded and Fiscally Sponsored Nonprofit Organizations

The U.S. Department of the Treasury announced on April 23, 2026, that the IRS is planning significant revisions to Form 990. While no immediate changes are in effect yet, this announcement provides direct insight into the IRS’s focus on providing greater transparency and stronger oversight, particularly for 501(c)(3) organizations receiving public funds or operating under…

Article

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