Latest Insights

July 8, 2020
Article
A potential change in the Affordable Care Act and related taxes could result in a refund in some rare cases, but proper preparation is needed.
July 7, 2020
Article
Borrowers may begin the forgiveness process as soon as they have paid and/or incurred enough eligible expenditures, but there are still a few things they’ll need to account for.
July 7, 2020
Article
The IRS has finalized updates to Form 91 for COVID-19 tax-related purposes. Here’s what you need to know.
June 30, 2020
Article
The IRS has expanded it’s Notice that lessons restrictions on required minimum distributions for retirement plans. While welcome news for retirees, there are some details to be aware of.
June 29, 2020
Article
The Oklahoma Business Relief Program has designated $50 million to help businesses recover from the effects of the COVID-19 pandemic. Here are the details.
June 29, 2020
Article
Taxpayers with pending Tax Court cases involving syndicated conservation easement transactions may be able to take a limited-time settlement offer rather than go to court.
June 23, 2020
Article
Economic Injury Disaster Loan assistance hasn’t gained the same level of attention as the Paycheck Protection Program in COVID-19 relief, but it does have some attractive traits for certain organizations.
June 22, 2020
Article
The Federal Reserve is seeking feedback on a possible expansion of the Main Street Lending Program to nonprofits. Here’s what the program could offer.
June 22, 2020
Article
If an IRS agent shows up at your door, you may feel like panicking, but proper assistance can reduce your stress—and your risk of tax overpayment, penalties and interest.
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