Articles Archives

Year-end preparation for a real estate group comes down to two habits. The first is keeping your CPA informed of…

Cara GrayNovember 11, 2026

Income tax planning is often the most overlooked part of trust and estate work, yet the decisions made at every…

WilkinGuttenplanNovember 10, 2026

On November 4, 2026, the Appellate Division, Second Department, threw out the lawsuit challenging New York City's rollout of the…

Lauren LandolfiNovember 6, 2026

Foreign-owned U.S. companies and foreign corporations conducting a U.S. trade or business may have an unexpected Form 5472 filing obligation…

Deepika IyerNovember 3, 2026

In part 1 of our three-part series, we explained what real estate professional status means and the significant impact it…

Rob OttenOctober 29, 2026

Effective October 27, 2026, the IRS increased the user fee for an estate tax closing letter from $56 to $76.…

Melissa EmmaOctober 27, 2026

This article is the third installment in our FP&A (financial planning and analysis) Foundations Series for technology companies. Parts 1…

Juan AranaOctober 26, 2026

For life sciences companies that have moved from development into commercial production, inventory quickly becomes one of the largest and…

Jonathan BixbyOctober 22, 2026

A Practical Guide for Founders, CFOs, and Finance Leaders in the Technology Industry For SaaS and technology companies, the annual…

Juan AranaOctober 15, 2026

A Practical Guide for Founders and Finance Leaders An Annual Operating Plan (AOP) is where strategy stops being a conversation…

Juan AranaOctober 8, 2026