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Tax

Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks

Tax

  1. Article
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    Delaware targets companies: VDA invitations and verified report requests

  2. Article
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    Breaking down the property puzzle: Essential insights between unclaimed property and property tax

  3. In the News
    Clean energy: solar, wind, water

    IRA tax credits & offsetting Clean Energy Project Costs

  4. Article
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    Multistate unclaimed property settlement in MoneyGram case

  5. Article
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    October 2024 Policy Pulse

  6. Article
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    Updates from the Statutory Accounting Principles Working Group’s Aug. 13 summer national meeting and the NAIC/AICPA (E) Working Group

  7. Article
    Strategic planning resources, computer, calculator, financial reports

    Tax Trends: 2024 quarterly tax roundtable

  8. Article
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    Section 965 doesn’t qualify for Nebraska’s Dividend Received Deduction

  9. Article
    wind and solar energy - IRA

    Inflation Reduction Act: Understanding the domestic content bonus requirement

  10. Article
    Client reviews contract with advisor

    Federal and California political donation limitations and reporting requirements

  11. Article
    Analyzing financial records for fraud

    Antitrust regulations may be threatening nonprofit healthcare deals

  12. Article
    Government building doors

    Treasury department cracks down on illicit finance with new rules for real estate and investment advisers

  13. Article
    Analyzing program data on tablet

    Is outsourced accounting right for my technology company?

  14. Article

    Treasury and IRS release long-anticipated CAMT proposed regulations

  15. Article
    Abstract building with lined beams | Tax Cuts and Jobs Act

    2024 election insights: Tax Cuts and Jobs Act and its impact

  16. Article
    Architectural ceiling in building with spirals | Tax reform

    2024 election insights: Election details and possible outcomes

  17. Article
    Glass building with blue sky | Party platforms

    2024 election insights: Comparing tax policy platforms

  18. Article
    U.S. Capitol building at night

    District of Columbia budget legislation includes multiple tax changes

  19. Article
    Government building columns, architecture

    IRS targets partnership Related Party Basis Adjustments

  20. Article
    Curved, mirrored structure

    California rejects unclaimed property regulations as Delaware targets companies

  21. Article
    Wooden tangram puzzle in the shape of a house

    Simplifying the property puzzle: Unclaimed property vs. property tax

  22. Article
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    The ABC’s of making gifts: what clients need to know

  23. In the News
    Facade of government building

    Baker Tilly's James Creech Provides Insights on IRS’s ERC Voluntary Disclosure Program 2.0

  24. Article
    Stairs and columns outside government building

    IRS announces second ERC voluntary disclosure program

  25. In the News
    Solar farm windmills

    The IRA is turning 2, and businesses prepare for the next phase of clean energy subsidies

  26. In the News
    A wastewater treatment plant powered by wind turbines and solar panels near Atlantic City in New Jersey, USA.

    Unlocking the Full Potential of the Inflation Reduction Act

  27. Article
    City buildings reflecting sky

    Architectural and engineering firms in IRS crosshairs

  28. Article
    Buildings reaching towards the sky

    Preparing for the upcoming unclaimed property fall 2024 compliance season

  29. Article
    United States Capitol Building

    Bipartisan tax bill fails to advance in Senate

  30. Article
    Judge issues ruling

    The day after: What to do with redemption agreements funded with life insurance after the Supreme Court’s decision in Connelly

  31. In the News
    U.S. Capitol Building with a dramatic sky

    Big Companies Get Boost in Tax Disputes

  32. Article
    supreme court building

    Supreme Court overturns Chevron decision – Implications for government regulations going forward

  33. Press Release
    office building windows in the city

    Baker Tilly names Chris Johnson Managing Principal of Tax Operations

  34. Article
    IRS Appeals and writing an effective protest

    Stock buyback tax - Final procedural regulations released

  35. Article
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    Potential partnership guidance

  36. Article
    Government building doors

    July 2024 Policy Pulse

  37. In the News
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    Unclaimed Property Expert Talks Audit Trends

  38. In the News
    Judge issues ruling

    The Most Consequential Supreme Court Ruling for Business This Year

  39. Article
    City buildings from below

    Updates to the Low-Income Communities Bonus Credit Program for 2024

  40. In the News
    Professional utilizes data analytics to improve operations

    What the new IRS guidance on crypto tax reporting means for investors

  41. In the News
    Men working on construction planning

    A contractors' guide to tax credits & energy incentives

  42. Article
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    Moore v. United States: What’s next?

  43. Article
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    Tax Trends: FAQs on Supreme Court overturning of Chevron decision

  44. Article
    Architectural ceiling in building with spirals

    Navigating the next phase: IRS moves on Employee Retention Credit claims

  45. Article
    Team meeting outside looking over data on tablet

    How SECURE 2.0 employer tax credits benefit small businesses

  46. Article
    Column base on government building

    Supreme Court finds Mandatory Repatriation Tax constitutional and creates wealth tax concerns

  47. Article
    Facade of government building

    IRS issues partnership basis shifting guidance

  48. Article
    Workers on the roof of a construction project - ira prevailing wage and apprenticeship

    Final regulations released for prevailing wage and apprenticeship requirements

  49. Article
    business professional people talking

    Key takeaways from the 2024 NACM Credit Congress & Expo

  50. Article
    Government building doors

    June 2024 Policy Pulse

  51. Article
    office building windows in the city

    New Nevada laws will impact fall unclaimed property reporting

  52. Article
    Client reviews contract with advisor

    Colorado legislation enacts combined reporting rule change

  53. Article
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    Cybersecurity in finance and unclaimed property

  54. Article
    Government building doors

    May 2024 Policy Pulse

  55. Article
    Abstract building with lined beams

    Tennessee franchise tax property base repealed

  56. Article
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    Stock buyback tax: IRS issues proposed regulations

  57. Article
    Aerial view of New York City

    New York's updated P.L. 86-272 regulation is challenged

  58. Article
    American flag flies along the California coastline

    California Voluntary Compliance Program and summer reporting in play

  59. Webinar
    wind and solar energy - IRA

    Inflation Reduction Act deadlines – Preserve your tax credits

  60. Article
    Independent contractor working

    U.S. Department of Labor updates rules for independent contractors

  61. Article
    HR professional completing 1095 filing

    1095 form filing threshold change surprises many employers

  62. Article
    Construction project leaders review prevailing wage and apprenticeship guidance

    Navigate prevailing wage and apprenticeship guidance to earn 5x enhanced IRA credit value

  63. Article
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    Updates from the Statutory Accounting Principles Working Group’s March 16 spring national meeting

  64. Article
    48c tax credit inflation reduction act | Conveyor belt at a manufacturing plant

    Section 48C: the $10 billion in investment tax credits every manufacturer should know about

  65. Resource
    Professional uses data analytics to prepare reports

    1031 Like-kind Exchange Estimator Tool

  66. Article
    Government building with waving flag

    IRS targets certain charitable remainder annuity trust transactions

  67. Article
    Team reviews financial data in lobby

    Employee Retention Credit Voluntary Disclosure Program suspended; IRS touts success

  68. Article
    Orange County, California skyline

    California Office of Tax Appeals allows dividends subject to the dividend received deduction to be included in the denominator of the sales factor

  69. Article
    Government building doors

    April 2024 Policy Pulse

  70. Article
    The White House, the U.S. presidential residence, at night

    Treasury releases fiscal year 2025 Green Book: Details on Biden Administration’s tax proposals

  71. Article
    Government building doors

    March 2024 Policy Pulse

  72. Article
    Client reviews contract with advisor

    Tennessee legislation proposes to repeal the real and tangible property base of the franchise tax and authorizes refunds

  73. Article
    Facade of the U.S. Capitol Building

    IRS announces federal tax relief for taxpayers in several jurisdictions

  74. Article
    Government building with waving flag

    U.S. District Court declares Corporate Transparency Act unconstitutional

  75. Article
    Airplane flies over buildings in a city

    Don’t count on flying under the radar

  76. Article
    US Government Capitol Building

    Bipartisan tax bill remains stalled

  77. Article
    Woman analyzes data on tablet

    Inflation increases present more opportunities for smart gift giving

  78. Article
    Woman signs contract with her advisor

    Deadline approaching for Employee Retention Credit Voluntary Disclosure Program

  79. Article
    View from bottom of tall building with reflective windows

    Navigating 2024: Essential insights from Synergy 2023

  80. Article
    Architectural ceiling in building with spirals

    February 2024 state and local tax update

  81. Article
    Government building doors

    February 2024 Policy Pulse

  82. Article
    People at computer

    2024 federal tax calendar

  83. Article
    U.S. Capitol building at night

    House passes tax deal with decisive bipartisan support

  84. Article
    Open space coffee shop with exposed pipes and pendant hanging lights, restaurant

    Year-end tax planning for restaurants

  85. Article
    Abstract building with lined beams

    Updates from the Statutory Accounting Principles Working Group’s Jan. 10 interim meeting

  86. Article
    Washington updates and insights | Architectural ceiling in building with spirals

    Actionable Washington updates and insights for 2024

  87. Article
    state tax | Government building with columns

    Actionable state tax insights for 2024

  88. Article
    global tax | Abstract data and graph lines

    Actionable global tax insights for 2024

  89. Article
    sale of businesses | Closeup view of directional compass

    Actionable federal tax insights for sale of businesses in 2024

  90. Article
    pass-through entities (partnerships and S corporations) | Abstract geometric building wall

    Actionable federal tax insights for pass-through entities (partnerships and S corporations) in 2024

  91. Article
    individuals and private wealth | Abstract building with lined beams

    Actionable federal tax insights for individuals and private wealth in 2024

  92. Article
    federal clean energy incentives | View from bottom of tall building with reflective windows

    Actionable federal tax insights for energy credits and incentives in 2024

  93. Article
    Group of professionals meeting together

    Actionable federal tax insights for employee benefits in 2024

  94. Article
    federal tax insights for corporations | Abstract data bar graphics with code

    Actionable federal tax insights for corporations in 2024

  95. Article
    federal tax insights | Abstract data and lines

    Actionable federal tax insights for 2024

  96. Article
    Client reviews contract with advisor

    The Corporate Transparency Act: What you need to know now

  97. Article
    Tax Strategy Playbook 2024

    2024 Tax Strategy Playbook

  98. Article
    Tax planning

    Navigating the complexities of year-end tax planning

  99. Article
    U.S. Capitol Building reflecting on water in Washington, D.C.

    Bipartisan tax deal framework released

  100. Article
    View of the U. S. Capitol Building dome and waving flag

    January 2024 state and local tax update

  101. Article
    Co-working team meeting concept

    January 2024 Policy Pulse

  102. Article
    Delaware state capitol building

    Incorporated in Delaware? An unclaimed property verified report request may be coming your way

  103. Article
    Client reviews contract with advisor

    ERC Voluntary Disclosure Program announced

  104. Webinar
    Finance professional filing Form 1099s

    Automate your annual 1099s with 1099 Automation and e-Filing

  105. Webinar
    not-for-profit and higher education accounting and tax update

    2023 not-for-profit and higher education accounting and tax update

  106. Article
    Business professionals walking

    2023 Banking industry key takeaways: Preparing your bank for 2024

  107. Article
    aerial view people at long table collaboration

    Updates from the Statutory Accounting Principles Working Group’s Dec. 1 fall national meeting

  108. Article
    active participation in meeting

    2023 Year-end insurance industry key takeaways

  109. Article
    consultants discuss family office real estate

    2023 Asset management industry key takeaways and preparing for 2024

  110. Article
    supreme court building

    Supreme Court to determine constitutionality of section 965 transition tax

  111. Article
    Facade of the U.S. Capitol Building at night

    2024 COLA announced for employee benefit plans

  112. Article
    Signing contract

    IRS delays stricter Form 1099-K reporting requirements until 2024

  113. Article
    Professional uses data analytics to prepare reports

    Key provisions affecting employer-sponsored retirement plans under Secure 2.0

  114. Article
    View of Boston, Massachusetts skyline along water

    Important Massachusetts tax relief impacting individuals, estates and businesses

  115. Article
    Professional analyzes data to prepare Form 1099s

    The deadline to file your Form 1099s is approaching

  116. Article
    ira prevailing wage and apprenticeship requirements | US Government Capitol Building

    Inflation Reduction Act proposed regulations released regarding prevailing wage and apprenticeship requirements

  117. Article
    U.S. Capitol Building Government

    IRS announces ERC claim withdrawal process

  118. Article
    Woman signs contract with her advisor

    Now is the time for year-end financial planning 

  119. Article
    Craft brewery displays a sampling of beer on tap

    Crafting a customized outsourced accounting solution

  120. Article
    Closeup of column capital on a government building

    Wading through the uncertainty of simple agreements for future equity

  121. Article
    Audit committee meets to oversee the reporting and disclosure process of an organization

    Things to know about Form 1099-K reporting

  122. Article
    Men shake hands in a corporate office building

    The Corporate Transparency Act beneficial ownership information report

  123. Article
    Business person is welcomed to a meeting with a handshake

    Dealing with the tax consequences of debt restructuring or cancellation

  124. Article
    Client reviews contract with advisor

    State and local tax update

  125. Article
    Reflection of the U.S. Capitol Building

    What’s in a name? Recent definitions of a triple net lease across three different programs

  126. Article
    View of the U. S. Capitol Building dome and waving flag

    Post-TCJA planning and projected 2024 bracket changes

  127. Article
    Signing contract

    Owning ACA reporting nonfiling penalties

  128. Article
    U.S. Capitol Building in Washington, D.C.

    Notice 2023-63: Technical guidance for research expenditure capitalization

  129. Article
    Group of professionals meeting with tablet and charts

    Important accounting method updates and reminders for 2023

  130. Article
    Facade of U.S. federal court IRS tax enforcement

    How the IRS is changing tax enforcement

  131. Article
    Stairs and columns outside government building

    Federal treatment of PTET workarounds

  132. Article
    Birdseye view of city skyscrapers

    Excess business loss limitation reminders

  133. Article
    Team reviews financial data in lobby

    Employee benefits and executive compensation update

  134. Article
    Professional uses data analytics to prepare reports

    Digital asset taxation: 2023 update

  135. Article
    Building facade

    Clean energy credits for individual taxpayers

  136. Article
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    2023 year-end tax letter

  137. Article
    Ship cruises ocean with shipping containers

    U.S. international tax update

  138. Article
    New Markets Tax Credits map of U.S.

    New Markets Tax Credits (NMTC) mapping tool 

  139. Article
    Research team discusses software development and data organization

    Impact of Section 174 capitalization of R&D expenditures on UBI for NFPs

  140. Article
    Aerial view of Wisconsin State Capitol

    IRS announces further tax relief for taxpayers impacted by attacks in Israel, the West Bank or Gaza, plus additional relief for those impacted by California storms

  141. Article
    Woman works on a tablet in her office

    So you've been selected for an ERC audit, here's what to expect

  142. Article
    Closeup of hands holding smartphone in cafe

    Get in control with a tax control checkup

  143. Article
    US Capitol building in Washington DC

    The new beneficial ownership reporting

  144. In the News
    woman working at computer

    IRS crackdown on wealthy tax dodgers puts industry on alert

  145. Article
    U.S. Capitol Building in Washington, D.C.

    IRS Halts Processing of New ERC Claims

  146. In the News
    Team members smiling together while working on laptop computers in conference room

    AI in IRS audits could be a game-changer, but comes with pitfalls

  147. Article
    U.S. Capitol building at night

    IRS provides relief for taxpayers affected by Hurricane Idalia

  148. Article
    Digital tools: phone, computer and notepad

    Digital asset reporting: How the IRS’s proposed regulations could change tax collections

  149. Article
    Woman signing papers

    Tax considerations for opportunity zone sales prior to year 10

  150. Article
    Judge issues ruling

    Double whammy! Be careful to properly time pre-sale gifts of appreciated stock to charity

  151. Article
    Government building with waving flag

    IRS intensifies efforts to combat ERC fraud

  152. Article
    Female employee looking in window while taking break from computer work

    Updating reimbursement and expense policies with your remote workforce in mind

  153. Article
    Advisor meets with clients

    Takeaways from the 2023 NFP governance and fiscal workshop

  154. Article
    Person completing paperwork

    Employee Retention Credits - here come the audits!

  155. Article
    Professional begins year-end tax planning

    The complexities with unrelated taxable income for NFPs

  156. Article
    Business meeting at conference table with professionals walking by

    Tax firms build up energy teams in wake of tax-and-climate law

  157. Article
    American flag flies along the California coastline

    California voluntary compliance program update

  158. Article
    Urban renewable energy source

    What instrumentalities need to know about the Inflation Reduction Act

  159. Article
    City skyline with trees and solar panels

    New guidance on tax credits for clean energy projects

  160. Article
    Team of cooks backs in the work in the modern kitchen, restaurant - restaurant growth strategies

    Third-party delivery accounting for restaurants

  161. Article
    IRS code section 469 - Capitol Building Washington

    Inflation Reduction Act regulations released regarding the transfer of certain credits

  162. Article
    US Capitol building in Washington DC | inflation reduction act direct pay

    Inflation Reduction Act direct pay regulations released

  163. Article
    Cybersecurity data on computer

    Treasury proposes rules on monetizing energy tax credits and on semiconductor chips tax credit

  164. Article
    Technology drives precision manufacturing on an assembly line

    IRS issues guidance on investing in energy communities

  165. Article
    Pillars on government building facade

    IRS provides penalty relief for estimated corporate alternative minimum tax payments

  166. Article
    qualifying advanced energy project tax credit - Local government building in community

    Further guidance released on qualifying advanced energy tax project credit allocation program

  167. Article
    Community team members meeting and discussing in outdoor space

    Guidance on low-income communities bonus credit program

  168. Article
    Ceiling of a government building with marble columns

    Congress increases debt limit to avoid U.S. default

  169. Article
    Government building

    Treasury issues proposed regulations addressing repatriation of intangible property

  170. Article
    document

    Unclaimed property: What accounts payable teams need to know to minimize bad outcomes in the annual compliance process

  171. Article
    domestic content bonus credit guidance | Urban renewable energy source

    Bonus energy credit domestic content requirements: Preliminary IRS guidance

  172. Article
    Facade of government building

    Partnership profits interest granted for services provided to lower-tier partnership passes muster in Tax Court

  173. Article
    Woman paying her bill at restaurant

    Tip accounting basics and best practices benefit restaurants and staff

  174. Article
    Capitol building

    Proposed life insurance policy transfer rules would rationalize and relax existing tax rules

  175. Article
    Housing complex surrounded with city in background

    Your questions, answered: the multifamily housing guide to the Inflation Reduction Act

  176. Article
    Steps of the U.S. Capitol Building

    IRS: No basis step-up at death for irrevocable grantor trust assets

  177. Article
    shipping containers on boat trade

    U.S. continues to crack down on imported goods made using forced labor

  178. Article
    ira production tax credit | Solar power and wind energy

    IRS issues preliminary guidance on energy communities

  179. Article
    American flag next to capitol building

    IRS issues additional warnings against aggressive ERC claims

  180. Article
    Energy plant with abstract data points

    What have we learned? Inflation Reduction Act impact on higher education institutions

  181. Article
    US Capitol Building Government

    Electronic filing for specified returns and other documents

  182. Article
    Clean vehicles on display at dealership | section 30d federal tax credit

    IRS issues proposed regulations on EV battery requirements

  183. Article
    Aerial view of New York at sunset

    Federal tax deadlines extended to May 15 for parts of New York state

  184. Article
    gavel, scales of justice

    Washington capital gains tax

  185. Article
    Open space coffee shop with exposed pipes and pendant hanging lights, restaurant

    Pros and cons for restaurants buying and leasing commercial real estate

  186. Article
    United States Capitol Building

    Provision providing tax-free fringe benefits expires May 11

  187. Article
    California Pacific Coast Highway

    California voluntary compliance program takes another step towards implementation

  188. Article
    Government building doors

    SECURE 2.0: Optional changes for 401(k) plans

  189. Article
    Local government revises American Rescue Plan funding strategy after Final Rule is released

    SECURE 2.0: Mandatory changes for 401(k) plans

  190. Article
    Women on computer

    Tax extensions: Plenty to know, but nothing to fear

  191. Article
    U.S. Capitol Building with a dramatic sky

    White House budget plan proposes tax increases

  192. Article
    Finance executive analyzes cash on hand report

    Delaware v. Pennsylvania – The MoneyGram decision favors application of the place of sale rule

  193. Article
    Delaware state capitol building

    Unclaimed property: state-by-state guide

  194. Article
    colorful shipping crates

    Brazil’s new proposed transfer pricing rules to impact U.S. taxpayers

  195. Article
    supreme court building

    Supreme Court: nonwillful FBAR penalty applies per report, not per account

  196. Article
    Man analyzes a report at a computer

    Federal tax deadlines extended to October for parts of Alabama, California and Georgia

  197. Webinar
    Team of professionals working on computer

    Challenging the traditional insurance corporate tax function

  198. Article
    typing on computer

    Digital assets: 2022 individual tax compliance

  199. Article
    Woman signs contract with her advisor

    SECURE 2.0: Changes to catch-up contributions

  200. Article
    Aerial shot of residential area in California

    Legislation for California unclaimed property voluntary compliance program ready for implementation

  201. Article
    hands working on report

    The 5 Ws of unclaimed property record retention

  202. Article
    retail customer paying with card

    6 keys to understanding gift card escheatment

  203. Article
    Advisor greets client in office

    Executive compensation: equity compensation continuum

  204. Article
    retail customer paying with card

    Balancing act: how to account for your restaurant gift cards

  205. Article
    City skyscrapers during sunset

    Ten best practices for unclaimed property compliance

  206. Article
    Woman overlooks the city from board room | Inflation reduction act real estate

    Inflation Reduction Act: what real estate companies need to know

  207. Article

    IRA impact on tax-exempt organizations

  208. Article
    Electric vehicle charging in city | section 30d tax credit

    Electric vehicle tax credit update

  209. Article
    People analyzing graphs

    Corporate alternative minimum tax: IRS issues initial guidance

  210. Article
    Advisor reviews operating reports

    Stock buyback tax: IRS issues initial guidance

  211. Article
    Woman reviews business plan on computer

    SECURE Act 2.0 provisions for individuals

  212. Article
    Small business owner reviews inventory online

    Essential documents restaurants need to prepare for tax season

  213. Article
    Storm clouds indicate potential catastrophe

    IRS issues federal tax deadline relief for California severe winter storms, flooding and mudslides disaster area

  214. Article
    US Government Capitol Building

    Capitalizing research costs delays tax deductions

  215. Article
    Woman speaks at town hall meeting

    Inflation Reduction Act, ESG and the uncertain economy key issues at the 2022 Bank Tax Institute

  216. Article
    Government building pillars with American flag

    2022 loss reserve discount factors for insurers released by IRS

  217. Article
    Sun reflecting off of colorful building

    Insurance hot topics: 2022 year-in-review key takeaways

  218. Article
    US Capitol Building Government

    IRS delays two Form 1099 information reporting rules

  219. Article
    government building washington

    Congress passes omnibus government funding bill

  220. Article
    Two women planning together on a laptop

    2022 year-end asset management updates

  221. Article
    Government building pillars with American flag

    The IRS further updates Schedule K-2/K-3 limited relief

  222. Article
    Woman sitting on couch looking at tablet

    IRS announces 2023 cost of living adjustments

  223. Article
    Professional uses data analytics to prepare reports

    Complete your 1099 vendor life cycle

  224. Article
    Tax reform: The Senate bill passes

    Baker Tilly’s year-end banking webinar: key takeaways heading into 2023

  225. Article
    Solar panels and wind turbines creating energy | prevailing wage compliance consultant

    Treasury issues guidance on wage and apprenticeship requirements for bonus energy credits

  226. Article
    Woman signs contract with her advisor

    Draft Schedule K-2/K-3 instructions provide limited relief

  227. Article
    Digital graph, indicators with money

    Taking advantage of fluctuations in digital asset values

  228. Webinar
    Man analyzes a report at a computer

    2022 year-end business tax planning

  229. Article
    prevailing wage and apprenticeship requirements ira

    Contractors eligible for enhanced tax credits for energy projects, if they follow apprentice and prevailing wage rules

  230. Webinar
    calculator and list of numbers

    Simplify and automate your annual 1099s

  231. Article
    Professional begins year-end tax planning

    Manage your 1099 vendor life cycle

  232. Article
    View of Boston, Massachusetts skyline along water

    The Massachusetts Fair Share Amendment “Millionaires’ Tax” (Proposed)

  233. Webinar
    Man studies technology on tablet in manufacturing setting

    Inflation Reduction Act: what manufacturers need to know now

  234. Article
    US Capitol Building Government

    2022 year-end tax letter

  235. Article
    oriental pearl tv tower in Shanghai, China

    U.S. international tax and transfer pricing update

  236. Article
    government building washington

    Things to watch for at the IRS

  237. Article
    typing on computer

    Substantially lower filing threshold for Form 1099-K

  238. Article
    hands, taking notes

    Research credit changes bring good news and bad news

  239. Article
    supreme court building

    Projected 2023 bracket changes

  240. Article
    Government building pillars with American flag

    Navigating through the world of state and local tax

  241. Article
    trucks on highway

    Inflation Reduction Act: energy provisions

  242. Article
    Neighborhood street leading to state and local government building

    Four takeaways from the first year of CPAR

  243. Article
    Stairs and columns outside government building

    Federal issues surrounding state pass-through entity tax regimes

  244. Article
    view of sky from building

    Excess business loss limitation developments

  245. Article
    Team of professionals working with advanced information technology

    Employee benefits and executive compensation update

  246. Article
    buildings and sky with clouds

    Beneficial ownership reporting – new FinCEN regulations

  247. Article
    active participation in meeting

    ACA reporting enforcement picks up steam

  248. Article
    people riding escalator in motion

    2022 accounting method issues and developments

  249. Article
    woman looking at data

    The ever-changing world of digital asset taxation

  250. Article
    Two people sitting at a table discussing paperwork

    Tax considerations for social clubs

  251. Article
    Business professionals review documents

    IRS audits of employee retention credit claims impacting tax-exempt organizations

  252. Article
    Stack of papers on desk

    Energy provisions in the inflation reduction act not-for-profits can use

  253. Webinar
    Looking up at sunlight shining through trees

    Insurance hot topics: ESG and prioritizing now, next and later

  254. Article
    restaurant_chef_cooking_food

    Work Opportunity Tax Credit 101 for restaurants

  255. Article
    Philadelphia skyline

    Online retailer using Fulfillment by Amazon (FBA) does not have nexus in Pennsylvania for sales and use tax and personal income tax

  256. Article
    person arm using calculator

    Four benefits of automating your 1099s

  257. Press Release
    Baker Tilly acquires True Partners Consulting

    Baker Tilly acquires True Partners Consulting

  258. Article
    team reviewing data software

    An introduction to tax engines in the world of VAT

  259. Podcast
    A real estate building with a view of the capitol

    BuzzHouse: Impacts and opportunities from the Inflation Reduction Act on the multifamily housing industry

  260. Article
    The White House, the U.S. presidential residence, at night

    White House announces federal student loan debt cancellation plan

  261. Article
    inflation reduction act passed

    Congress passes the Inflation Reduction Act

  262. Article
    U.S. Capitol Building reflecting on water in Washington, D.C.

    Inflation Reduction Act passes the Senate

  263. Article
    View of the U.S. Capitol Building at night

    Democrats release slimmed-down reconciliation bill

  264. Article
    2020 tax benefits for real estate investors

    Senate bill boosts tech; other tax legislation being considered

  265. Article
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    Bonus depreciation rules, recovery periods for real property and section 179 expensing

  266. Webinar
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    Unclaimed property: basic principles and current updates

  267. Article
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    IRS extends time to file Form 706 portability election

  268. Article
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    EARN Act advanced by the Senate

  269. Article
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    Senate Democrats make progress with reconciliation package

  270. Webinar
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    E-commerce update: a perspective from Canada, EU and U.K. professionals

  271. Article
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    Deadline approaching for pre-approved retirement plan restatements

  272. Article
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    Cannabis legislation update: the MORE Act passes in the House

  273. Case Study
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    Administrator of pre-tax benefits saves time and money with a customized file processing system

  274. Article
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    New York’s recent legislation for PTET election and other tax provisions

  275. In the News
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    Justices' Boechler Ruling May Spell Tax Exceptionalism's End

  276. Press Release
    Baker Tilly combines with Seattle-based Bader Martin

    Baker Tilly combines with Seattle-based Bader Martin

  277. Article
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    Handling tax-related identity theft

  278. Article
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    Are tax bills on the horizon?

  279. Article
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    SECURE 2.0 is passed by the House

  280. Article
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    President Biden proposes tax changes in FY 2023 budget

  281. Article
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    Indirect tax automation is the need of the hour

  282. Article
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    Pass-through entity tax 101

  283. Article
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    California adds unclaimed property to its income tax return

  284. Article
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    IRS expands hiring efforts, focuses on partnership audits

  285. Article
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    New K-2s and K-3s: partial relief for some, burdens and delays for others

  286. Article
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    Beneficial ownership reporting – new FinCEN regulations

  287. Article
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    IRS processing delays for the 2022 filing season

  288. Article
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    Navigating uncharted not-for-profit tax territories

  289. Article
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    Build Back Better – Act II in 2022?

  290. Article
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    2021 loss reserve discount factors for insurers released by IRS

  291. Article
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    Build Back Better – 2021 status

  292. Article
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    Payroll tax deferral deposits due by Jan. 3, 2022

  293. Article
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    IRS guidance on early ERC repeal and penalty relief

  294. Webinar
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    2021 year-end business tax planning

  295. Article
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    Build Back Better Act passes House, moves to Senate

  296. Article
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  297. Article
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    House passes infrastructure bill, advances Build Back Better bill

  298. Article
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    Build Back Better bill: tax-related provisions for business

  299. Article
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    Build Back Better bill: international tax provisions

  300. Article
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    Build Back Better bill: individual tax provisions

  301. Resource
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    Multistate economic nexus chart

  302. Article
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    Continuing developments on tax provisions in the reconciliation bill

  303. Article
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    What potential capital gains changes mean for your dental practice sale: four scenarios

  304. Article
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    2021 year-end tax letter

  305. Article
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    U.S. international tax and transfer pricing update

  306. Article
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    Updates in the world of virtual currency

  307. Article
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    Tax proposals provide accounting method planning opportunities for businesses in 2021

  308. Article
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    State and local tax news

  309. Article
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    Reconciliation bill

  310. Article
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    Plan your estate before it’s too late

  311. Article
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    IRS enhances compliance enforcement

  312. Article
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    Expiring tax provisions

  313. Article
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    Excess business loss limitation effective for 2021

  314. Article
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    Employee retention credit – eligibility under the suspension test

  315. Article
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    Employee benefits and executive compensation update

  316. Article
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    International tax proposals in House Ways and Means “Build Back Better” draft tax legislation

  317. Article
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    SBA's latest expansion makes EIDL program more accessible to small businesses

  318. Article
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    House introduces major tax proposals

  319. Article
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    Draft international tax legislation reform proposals and summary released

  320. Article
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    IRS eases burden on ERC eligibility under gross receipts test

  321. Article
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    IRS issues additional ERC guidance

  322. Article
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    Tax implications of residency changes

  323. Article
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    Dual state residency can result in dual taxation

  324. Article
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    Bipartisan infrastructure bill moves forward

  325. Article
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  326. Article
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    California v. Texas: ACA Supreme Court challenge, take 3

  327. Article
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    Green Book provides more details on Biden tax proposals

  328. Article
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    The IRS continues its pursuit of virtual currency

  329. Webinar
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    E-commerce in the U.S., U.K. and EU – What do B2C companies need to know now?

  330. Article
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    IRS continues targeting virtual currency

  331. Article
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    American Families Plan includes several individual tax changes

  332. Article
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    New York Fiscal Year 2021-2022 Budget Bill

  333. Article
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    Eligible employers can claim tax credits for giving workers paid leave to receive COVID-19 shots

  334. Article
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    IRS provides additional penalty relief for payroll tax deposits

  335. Article
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  336. Article
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  337. Article
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  338. Article
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    Congress extends Paycheck Protection Program through June 30, 2021

  339. Article
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    Last minute tax benefit considerations for real estate investors

  340. Article
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    IRS alerts taxpayers of cyber, refund scams

  341. Article
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    IRS extends filing deadline for some taxpayers

  342. Article
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    Congress passes latest round of stimulus legislation

  343. Article
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    SBA releases new PPP IFR, FAQ and loan applications

  344. Article
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    IRS updates, formalizes ERC guidance

  345. Article
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    House expected to advance latest round of stimulus legislation

  346. Article
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    Texas is open for business

  347. Webinar
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    Practical aspects of transfer pricing

  348. Article
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    Coronavirus benefit coordination matrix

  349. Article
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    IRS campaign to focus on Puerto Rico Act 22

  350. Article
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    Tax considerations due to the CAA for banking and financial institutions

  351. Article
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    IRS requires corrected 1099s for CARES Act loans

  352. Article
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    IRS provides record-keeping relief for corporate charitable contributions

  353. Article
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    Philadelphia wage tax refund opportunities - tax year 2020

  354. Webinar
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    PPP update: loan forgiveness and tax implications

  355. Article
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  356. Article
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    Additional PPP guidance, forgiveness applications released

  357. Article
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  358. Article
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  359. Article
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    Updates to employee retention credit present significant opportunities for employers

  360. Article
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    PPP reopening announced, loan applications and interim final rules released

  361. Whitepaper
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    2020 loss reserve discount factors for insurers released by IRS

  362. Webinar
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    PPP2 is here. What does that mean for you?

  363. Article
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    President Trump signs stimulus act into law

  364. Article
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    Hedge against an increase in the capital gain tax

  365. Article
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    Post-election tax planning for 2021 and beyond

  366. Article
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    IRS Global High Wealth audits, delinquent international information returns, and Form 8300

  367. Article
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    Treasury guidance disallows deductions related to PPP loan proceeds if forgiveness expected

  368. Article
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    Key takeaways: an inside look at the IRS and Department of Justice

  369. Article
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    Prospective tax legislation in the next Congress

  370. Article
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    SBA releases draft PPP loan necessity questionnaire

  371. Webinar
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    Brexit briefing

  372. Webinar
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    2020 year-end business tax planning

  373. Article
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    Lease modification: beware of potential tax ramifications

  374. Article
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    Will refunds from losses become a lifeline for struggling businesses?

  375. Article
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    U.S. international tax update

  376. Article
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    Tax issues created by PPP loan forgiveness

  377. Article
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    State and local tax update

  378. Article
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    Residency rules and state trust taxation – beware the traps

  379. Article
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    Proposed regulations issued to implement TCJA small business taxpayer simplified accounting methods

  380. Article
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    Partnership tax capital – 2020 reporting requirements loom

  381. Article
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    Opportunity zones – reminder of COVID-19 relief and remaining areas of uncertainty

  382. Article
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    Limited liability companies in a loss environment

  383. Article
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    Home office deduction

  384. Article
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    Final 2020 bonus depreciation regulations

  385. Article
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    Carried interests in 2020 and beyond

  386. Article
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    Business interest limitation rules (section 163(j)) – Where do we stand?

  387. Article
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    2020 year-end tax letter

  388. Article
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    SBA provides guidance on M&A transactions and PPP loan compliance

  389. Article
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    Streamlined forgiveness application for PPP loans up to $50,000

  390. Article
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    Reduce the tax liability on your extended tax return

  391. Article
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    New PPP guidance addresses owner-employee compensation, nonpayroll costs

  392. Webinar
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    Employee retention credit: exploring the benefit for banks

  393. Resource
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    Paycheck Protection Program (PPP) FAQ

  394. Article
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    Benefit plan action required by Aug. 31, 2020

  395. Article
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    Aug. 15 deadline for Wisconsin employers seeking relief of unemployment charges due to public health emergency

  396. Article
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    Taxes and the 2020 presidential campaign

  397. Article
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    Why oil and gas companies cannot file amended returns for missed 263(c) elections

  398. Article
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    Long-awaited guidance issued on the business interest expense deduction limitation

  399. Article
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    IRS Voluntary Disclosure Practice update and pushout adjustments under CPAR

  400. Comment Letter
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    Comment letter on tax capital reporting for partnerships

  401. Article
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    IRS releases guidance on parking lot rules

  402. Article
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    PPP application deadline extended by Congress

  403. Article
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  404. Article
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    The road to recovery: tax strategies to increase your cash flow

  405. Article
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    SBA releases updated PPP loan forgiveness application

  406. Article
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    Working with the IRS during a pandemic

  407. Article
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    Tax planning during and after COVID-19

  408. Article
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    States’ reactions in a pandemic environment

  409. Article
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    Should you consider a casualty loss provision for your business?

  410. Article
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    Planning to manage the QIP and business interest expense changes

  411. Article
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    International taxation relief provisions

  412. Article
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    Upcoming compliance deadlines for reacting to CARES Act changes

  414. Article
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    Congress amends Paycheck Protection Program

  415. Case Study
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    Baker Tilly resolves a $2 million FBAR penalty through IRS Fast Track Mediation

  416. Article
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  417. Article
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  418. Webinar
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    PPP loan forgiveness application released. What now?

  419. Article
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    IRS provides COVID-19 flexibility for section 125 cafeteria plans and high deductible health plans

  420. Article
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    House passes $3 trillion stimulus package

  421. Case Study
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    Baker Tilly fixes a late section 336(e) election

  422. Article
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    The IRS provides UBTI reporting guidance

  423. Webinar
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  424. Article
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  425. Article
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    IRS significantly expands employee retention credit FAQ

  426. Article
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    IRS expands allocable healthcare expenses eligible for employee retention credit

  427. Article
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    SBA extends deadline to return PPP loans to May 14

  428. Article
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  429. Article
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  430. Article
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  431. Webinar
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  432. Article
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  433. Podcast
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  434. Multimedia
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    Lynette Stolarzyk discusses tax relief options for businesses impacted by COVID-19

  435. Article
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  436. Article
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  437. Article
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  438. Article
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    IRS significantly expands tax return filing and payment due date relief

  439. Article
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  440. Article
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    Families First and CARES Acts: three payroll credits explained

  441. Webinar
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    CARES Act: a guide for small businesses and not-for-profits

  442. Article
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  443. Article
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  444. Article
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  445. Article
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  446. Article
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  447. Resource
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    Families First Coronavirus Response Act FAQ

  448. Article
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  449. Article
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    Treasury clarifies April 15 payment extension, filing deadline remains in effect

  450. Article
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  452. Article
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  453. Webinar
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    Key takeaways from the final opportunity zone regulations

  454. Article
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  455. Article
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  456. Article
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  457. Article
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    Texas makes changes to franchise tax rule, adopts economic nexus threshold

  458. Article
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  459. Article
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    New Jersey enacts elective SALT cap workaround for pass-through entity members

  460. Article
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    Final OZ regulations make time-sensitive changes for investing 1231 gains

  461. Article
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    Congress enacts tax and retirement changes

  462. Article
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    IRS delays partnership reporting requirements

  463. Article
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  464. Article
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  465. Article
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  466. Article
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  467. Article
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  468. Article
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    State responses to The Tax Cuts and Jobs Act

  469. Webinar
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  470. Article
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    Employers’ use of health reimbursement arrangements expands

  471. Webinar
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  472. Article
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  473. Article
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  474. Case Study
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    Small business saves up to $60,000 annually with tax reform strategies from Baker Tilly Advantage

  475. Webinar
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  476. Article
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    Tax Court disallows wheat milling company's research credit

  477. Article
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    Opportunity Zones - first impressions from the second set of proposed regulations

  478. Resource
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  479. Press Release

    Baker Tilly adds Tax Director in Minneapolis

  480. In the News

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  481. In the News

    Tax Expert Tackles This Year's Important Questions

  482. Article
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    Considerations when expanding your law firm overseas

  483. Comment Letter
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    Comment letter: proposed regulations under IRC section 163(j)

  484. Article
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    New guidance issued on Wisconsin’s pass-through entity tax

  485. Article
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  486. In the News

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  487. Article
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  488. In the News

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  489. Article
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    What is a permanent establishment?

  490. Press Release

    Majority of Insurers Not Up to Speed with Additional Tax Reform Guidance

  491. Article
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    Impact of business interest expense limitation on M&A and private equity markets

  492. Article
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    Increased carried interest holding period’s effect on private equity and M&A markets

  493. Article
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    The effect of net operating loss limitations on private equity and M&A market activity

  494. Press Release

    Over Half of Alternative Investment Companies Have Not Revisited Their Structure since the Passage of Tax Reform

  495. In the News

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  496. Article
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    The impact of 100 percent bonus depreciation on private equity and M&A market activity

  497. Article
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  498. In the News

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  499. Article
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  500. In the News

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  501. Multimedia
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  502. Press Release

    Baker Tilly Launches Multistate Economic Nexus chart

  503. Article
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    Tax Cuts and Jobs Act provisions and other recent developments affecting tax-exempt organizations

  504. Press Release

    Baker Tilly’s Robert Hottle Named Top Financial Professional by Northern Virginia Magazine

  505. Article
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  506. Case Study
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    Impact Seven gains efficiencies and improves financial reporting by transitioning to Baker Tilly for audit and tax services

  507. In the News

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  508. In the News

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  509. Press Release

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  510. In the News

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  511. Press Release
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    Baker Tilly Principal Randi Schuster Elected to Advisory Council for the Appraisers Association of America

  512. In the News

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  513. In the News

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  514. In the News

    Reform May Ease Sting Of The Alternative Minimum Tax

  515. Article
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    New excise tax on excess executive compensation by tax-exempt organizations

  516. Press Release

    Baker Tilly’s Lynette Stolarzyk Among “Women Who Lead” Honorees

  517. In the News

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  518. Webinar
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    Comprehensive Capital: The role of credits and incentives in the financing package

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    How hedge and private equity fund owners can structure employee compensation to keep their superstars

  520. Multimedia
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  521. Press Release

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  522. Article
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    New Form 8938 filing requirements apply to domestic entities

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  524. Webinar
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    Mergers and acquisitions: State and local tax issues, trends and traps

  525. Case Study
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    Baker Tilly helps charity get back tax-exempt status

  526. Case Study
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    Concrete maker doesn’t let unclaimed property sink deal

  527. Case Study
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    Manufacturer receives more than $9 million for facility expansions

  528. Article
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    What is certain about the effects of Brexit?

  529. Case Study
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    Accounting method change cuts inventory costs 30 percent

  530. Case Study
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    Meat manufacturer bites into R&D credits with Baker Tilly’s help

  531. Article
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    A discussion on succession planning for family businesses in WICPA’s On Balance magazine

  532. Article
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    Permanent extension and expansion of research and development tax credit

  533. Article
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    Hiring your children - tax savings and doing it the right way

  534. Article
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  535. Case Study
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    Investment advisor relies on Baker Tilly for complex tax work and the audit of a Cayman-registered investment fund

  536. Article
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  537. Case Study
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    Grocery store chain saves $1 million in property taxes

  538. Case Study
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  539. Article

    Unclaimed property - beware of patient credit balances

  540. Case Study
    Baker Tilly helps expanding company take advantage of government incentives

    Baker Tilly helps expanding company take advantage of government incentives

  541. Article

    Unclaimed property: unraveling the business-to-business exemption

  542. Article
    Construction project planning meeting

    Site selection: effectively closing the deal

  543. Article
    Pillars on government building facade

    5 tips for negotiating government incentives

  544. Article

    Private foundation: Common self-dealing issues

  545. Multimedia
    Dos and don’ts when doing business in China

    Baker Tilly’s China practice director discusses the Chinese economy

  546. Article

    ACA’s employer mandate poses unique issues for higher education

  547. Article

    OECD announces first steps in combating corporate tax avoidance

  548. Article

    Pledges and donor advised funds don’t mix

  549. Article

    Form 1023-EZ—new streamlined application for recognition of exemption

  550. Article

    Income tax consequences of hedge or private equity fund investments

  551. Article
    The capabilities B2B organizations need to succeed

    An important passive activity loss rules case

  552. Case Study
    Client approves construction project progress

    Foundry secures a $1 million incentive for critical facility expansion project

  553. Article
    Delaware state capitol building

    State and local tax due diligence: what's the exposure? Part II of II

  554. Article
    Harrisburg, Pennsylvania capitol building

    State and local tax due diligence: what's the exposure? Part I of II

  555. Article

    Unclaimed property – another challenge to businesses from the states

  556. Article

    Distributions by CFCs with wholly-owned foreign subsidiaries

  557. Article
    Closeup of column capital on a government building

    Severance pay arrangements as nonqualified deferred compensation in the governmental subdivision set

  558. Case Study
    Steel cutting manufacturer

    Baker Tilly credits and incentives success stories – Steel fabrication company

  559. Multimedia
    American flag next to capitol building

    Up to speed: Tax policy and the 2024 election

  560. Article
    capitol building

    Treasury issues guidance on payroll tax holiday

  561. Resource
    business men discussing work

    Tax advocacy and controversy: observations from the “front lines"

  562. Article

    Prepared for the M&A transaction costs impact on your financial statement?

  563. Webinar

    Healthcare reform: Where are we now? An employer's guide to 2014–2016

  564. Case Study

    GWG grows as life insurance secondary market gains acceptance

  565. Article
    Colleagues discuss strategy at a computer

    Energy community mapping tool — powered by Ever.green

  566. Article
    woman signing papers

    Baker Tilly assists in Bank Secrecy Act and Anti-Money Laundering compliance

  567. Resource
    papers on a desk

    Administrative adjustment requests for CPAR partnerships FAQ and toolkit

  568. Article
    Woman works on a tablet in her office

    ABA conference focuses on legislation, economic uncertainty and digital assets

  569. Article
    People meeting to discuss new development

    2023 year-end business tax planning webinar series

  1. Holly Agbayani

    Holly Wong Agbayani

    CPA

    Principal

  2. Amy Allen

    Amy Allen

    CPA

    Principal

  3. Stephen Aponte

    Stephen Aponte

    CPA

    Principal

  4. Mark T. Bakko

    Mark T. Bakko

    CPA, M.B.T.

    Principal

  5. Scott A. Barnard

    Scott Barnard

    CPA

    Principal

  6. Jason C. Barnes

    Jason C. Barnes

    CPA

    Principal

  7. Randall Barrus

    Randall Barrus

    CPA

    Principal

  8. Ronald B. Barthell

    Ronald Barthell

    CPA

    Principal

  9. Doron Bass

    Doron Bass

    Principal

  10. Donald Bernards

    Donald N. Bernards

    CPA

    Principal

  11. Jeremy Bivens

    Jeremy J. Bivens

    CPA, M.S.T.

    Principal

  12. Baker Tilly Professional

    Norleen S. Bounds

    CPA

    Principal

  13. Michael Cho

    Michael Cho

    CPA

    Director

  14. Dave Cortney

    David W. Cortney

    CPA, MBA

    Principal Emeritus

  15. Christine Dahlhauser

    Christine Dahlhauser

    CPA

    Managing Principal

  16. Matt Damone

    Matt Damone

    J.D.

    Principal

  17. Baker Tilly Professional

    Jeffrey Davis

    CPA, M.S.T.

    Principal

  18. Justin Demere

    Justin Demere

    CPA

    Principal

  19. Brad DeNoyer

    Brad DeNoyer

    Managing Principal

  20. Chad R. Derenne

    Chad R. Derenne

    CPA

    Principal

  21. Andrew N. Dilling

    Andrew N. Dilling

    CPA

    Principal

  22. Baker Tilly Professional

    Josh Din

    CPA

    Principal

  23. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Principal

  24. Pauline Dumas

    Pauline Dumas

    Director

  25. Heather Dwyer

    Heather Dwyer

    CPA

    Principal

  26. Brigid Elliott-Boger

    Brigid Elliott-Boger

    CPA

    Principal

  27. Baker Tilly Professional

    Danita S. Espiritu

    CPA

    Principal Emeritus

  28. Bruce Ferry

    Bruce Ferry

    CPA

    Principal

  29. Tiffany Fleury

    Tiffany Fleury

    CPA, MST

    Principal

  30. Arthur Full

    Arthur Full

    CPA

    Principal

  31. Adam Goehring

    Adam Goehring

    CPA, M.B.T., CEPA

    Principal

  32. Brian Gourlay

    Brian Gourlay

    CPA

    Principal

  33. Drew Grey

    Drew Grey

    CPA

    Principal

  34. Mark Heroux

    Mark Heroux

    JD

    Principal

  35. Howard J. Heyman

    Howard J. Heyman

    CPA

    Principal

  36. Robert Hottle

    Robert Hottle

    CPA, PFS

    Principal Emeritus

  37. Robert House

    Robert House

    CPA

    Principal

  38. Scott Howard

    Scott Howard

    CPA

    Principal

  39. Chase A. Inda

    Chase A. Inda

    CPA

    Principal

  40. Scott Jackson

    Scott L. Jackson

    CPA

    Director

  41. Michael Jakimzak

    Michael Jakimzak

    CPA, M.S.T.

    Principal

  42. Baker Tilly Professional

    Gary Jang

    CPA

    Principal

  43. Matt Jeffries

    Matt Jeffries

    CPA

    Principal

  44. Kimberly Jin

    Kimberly Jin

    CPA

    Principal

  45. Chris Johnson

    Chris Johnson

    CPA

    Managing Principal

  46. Randi Jowers

    Randi Jowers

    CPA

    Principal

  47. Ken Kasianovitz

    Ken M. Kasianovitz

    CPA

    Principal

  48. Shawn Kato

    Shawn Kato

    CPA

    Principal

  49. Giancarlo Laguercia

    Giancarlo Laguercia

    CPA

    Principal

  50. Baker Tilly Professional

    Stephen J. Landsman

    CPA

    Principal

  51. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Principal

  52. James C. Lawson

    James C. Lawson

    J.D., CPA, M.S.T.

    Managing Director

  53. Tina Lazaroff

    Tina Lazaroff

    CPA

    Principal

  54. Jill A. Martin

    Jill A. Martin

    CPA

    Principal

  55. Jessica Mastropietro

    Jessica Mastropietro

    CPA

    Principal

  56. Baker Tilly Professional

    Carla Mattsson

    CPA

    Principal

  57. Baker Tilly Professional

    Michele McAllister

    CPA

    Director

  58. James McCann

    James McCann

    CPA

    Principal

  59. Matthew M. McNelis

    Matthew M. McNelis

    CPA

    Principal

  60. Jon Meadows

    Jon Meadows

    CPA, J.D.

    Principal

  61. Sashi Mirpuri

    Shashi Mirpuri

    CPA

    Principal

  62. Larry Mohr

    Larry Mohr

    CPA, M.B.T.

    Principal

  63. James Munuhe

    James Munuhe

    CPA

    Principal

  64. Chase Murphy

    Chase Murphy

    CPA

    Principal

  65. Peter Noce

    Peter S. Noce

    CPA

    Principal

  66. Dan O'Connor

    Daniel T. O'Connor

    CPA

    Principal

  67. Kristi Oates

    Kristi Oates

    CPA

    Principal

  68. Thomas Ohlgren

    Thomas Ohlgren

    CPA

    Principal

  69. Alicia On

    Alicia On

    CPA

    Director

  70. Baker Tilly Professional

    Shelly Paialii

    CPA

    Principal Emeritus

  71. Baker Tilly Professional

    Theary Phat

    CPA

    Director

  72. Baker Tilly Professional

    Barbara L. Provance

    CPA

    Director

  73. James E. Rose

    James Rose

    CPA

    Principal Emeritus

  74. Neil Rosenfield

    Neil Rosenfield

    CPA

    Principal

  75. Donna Scaffidi

    Donna Scaffidi

    CPA

    Principal

  76. Steven Schlachter

    Steven Schlachter

    MBA, CPA

    Principal

  77. Renee Schwartz

    Renee Schwartz

    CPA, M.B.T.

    Principal

  78. Baker Tilly Professional

    Deana Serracino

    CPA

    Principal

  79. Michael Shafer

    Michael Shafer

    CPA

    Principal

  80. Brian Shin

    Brian J. Shin

    CPA

    Principal

  81. Alyssa Simms

    Alyssa Simms

    CPA

    Principal

  82. Brian J. Simpson

    J. Brian Simpson

    CPA

    Principal

  83. Ryan Smith

    Ryan Smith

    Director

  84. Rowland Smith III

    Rowland Smith III

    CPA

    Principal Emeritus

  85. Jeffrey J. Spengler

    Jeffrey J. Spengler

    CPA

    Principal

  86. Lisa Steele

    Lisa Steele

    CPA

    Director

  87. Lynette Stolarzyk

    Lynette Stolarzyk

    J.D., LL.M.

    Managing Principal

  88. Kevin Stonesifer

    Kevin Stonesifer

    CPA

    Principal

  89. Pietro M. Stuardi

    Pietro M. Stuardi

    CPA, MST

    Principal

  90. Nicole M. Szczepanek

    Nicole M. Szczepanek

    CPA, M.S.T.

    Principal

  91. Jay Tompkins

    Jay Tompkins

    CPA

    Principal

  92. Gare Torre

    Gabriel Torre

    CPA, M.S.T.

    Managing Principal

  93. Keith Troutman

    Keith Troutman

    CPA, MBA

    Principal

  94. Stephanie Tuel

    Stephanie Tuel

    EA

    Director

  95. Brent R. Wagner

    Brent Wagner

    CPA

    Principal

  96. Peter J. Wautlet

    Peter J. Wautlet

    CPA

    Principal

  97. Gregg Weiss

    Gregg Weiss

    CPA

    Principal

  98. Marlin Witt

    J. Marlin Witt

    CPA, CFP®, CGMA

    Principal

  99. Russell L. Wolff

    Russell Wolff

    CPA

    Principal

  100. Aileen Wong

    Aileen Wong

    CPA

    Director

  101. Brian Yacker

    Brian Yacker

    CPA, J.D.

    Principal

  102. Lisa Yamakawa

    Lisa Yamakawa

    CPA

    Principal

  103. David Yu

    David Yu

    CPA

    Principal

By serving the industries in which our clients operate and providing them with robust tax specialty services, we are able to create a foundational relationship in which we are entrusted with helping our clients accomplish their financial goals.

    Baker Tilly’s experienced professionals provide comprehensive tax services to help business owners, executives and individuals identify immediate and potential tax opportunities and concerns. Our tax specialists collaborate with colleagues in multiple disciplines to minimize your tax burdens and accelerate tax deductions.

    Strategic tax planning and compliance complement our specialty services in state and local tax, IRS practice and procedure strategies, research tax credits, international tax and tax accounting. We use these extensive capabilities to provide the expertise needed for each unique situation and move you toward success in accomplishing your business and individual objectives.

    Innovative tax solutions

    Our tax advisors follow advance planning techniques to give you innovative, objective guidance in these critical areas:
    1. United States Capitol building | tax management services

      Federal Tax

      Baker Tilly offers specialized federal tax management services including compliance and planning expertise to help businesses optimize value while minimizing their tax burden.
    2. Legislative building | state and local tax services

      State & Local Tax

      Our state and local tax services professionals offer specialized expertise to help businesses and individuals understand increasingly complex state and local tax rules.
    3. Professional begins year-end tax planning

      Individual Income Tax Planning & Compliance

      Taxes are inevitable, but have you proactively planned for tax compliance? Baker Tilly’s private wealth tax professionals can optimize your tax strategy now, for tomorrow.
    4. Airplane flying over mountains and clouds

      International Tax

      Baker Tilly’s international tax consultants understand global business needs and the importance of how domestic and overseas tax systems intersect. We effectively help manage your worldwide tax affairs.
    5. cost segration companies staff outside a property

      Cost Segregation

      Individuals and companies that build, purchase, remodel or expand any kind of real estate can benefit financially from using cost segregation.
    6. eye dropper over vials | research and development tax credit

      Research & Development Credits

      Baker Tilly's research and development tax credit professionals can help you find R&D credits in areas you may not have thought qualify.
    7. Working together to climb over slippery stream bed | tax controversy and dispute resolution

      Tax Advocacy & Controversy Services

      Baker Tilly provides IRS audit and appeals representation and supports IRS installment agreements and offers in compromise, requests for penalty relief, private letter ruling requests and IRS voluntary disclosures – offshore and domestic.

    Our professionals

    Case Study
    warehouse deliveries

    Accounting method change cuts inventory costs 30 percent

    Case Study
    Concrete maker doesn’t let unclaimed property sink deal

    Concrete maker doesn’t let unclaimed property sink deal