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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
    Independent contractor working

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

  2. Article
    HR professional completing 1095 filing

    1095 form filing threshold change surprises many employers

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

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

  4. Article
    Group of professionals meeting together

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

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

    Tax Trends: 2024 quarterly tax roundtable

  6. Article
    Conveyor belt at a manufacturing plant

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

  7. Article
    Government building with waving flag

    IRS targets certain charitable remainder annuity trust transactions

  8. Article
    Team reviews financial data in lobby

    Employee Retention Credit Voluntary Disclosure Program suspended; IRS touts success

  9. 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

  10. Article
    Government building doors

    April 2024 Policy Pulse

  11. 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

  12. Article
    Government building doors

    March 2024 Policy Pulse

  13. Article
    Client reviews contract with advisor

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

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

    IRS announces federal tax relief for taxpayers in several jurisdictions

  15. Article
    Government building with waving flag

    U.S. District Court declares Corporate Transparency Act unconstitutional

  16. Article
    Airplane flies over buildings in a city

    Don’t count on flying under the radar

  17. Article
    US Government Capitol Building

    Bipartisan tax bill remains stalled

  18. Article
    Woman analyzes data on tablet

    Inflation increases present more opportunities for smart gift giving

  19. Article
    Woman signs contract with her advisor

    Deadline approaching for Employee Retention Credit Voluntary Disclosure Program

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

    Navigating 2024: Essential insights from Synergy 2023

  21. Article
    Architectural ceiling in building with spirals

    February 2024 state and local tax update

  22. Article
    Government building doors

    February 2024 Policy Pulse

  23. Article
    U.S. Capitol building at night

    House passes tax deal with decisive bipartisan support

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

    Year-end tax planning for restaurants

  25. Article
    Abstract building with lined beams

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

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

    Actionable Washington updates and insights for 2024

  27. Article
    state tax | Government building with columns

    Actionable state tax insights for 2024

  28. Article
    global tax | Abstract data and graph lines

    Actionable global tax insights for 2024

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

    Actionable federal tax insights for sale of businesses in 2024

  30. 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

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

    Actionable federal tax insights for individuals and private wealth in 2024

  32. Article
    energy credits and incentives | View from bottom of tall building with reflective windows

    Actionable federal tax insights for energy credits and incentives in 2024

  33. Article
    Group of professionals meeting together

    Actionable federal tax insights for employee benefits in 2024

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

    Actionable federal tax insights for corporations in 2024

  35. Article
    federal tax insights | Abstract data and lines

    Actionable federal tax insights for 2024

  36. Article
    Client reviews contract with advisor

    The Corporate Transparency Act: What you need to know now

  37. Article
    Tax Strategy Playbook 2024

    2024 Tax Strategy Playbook

  38. Article
    Tax planning

    Navigating the complexities of year-end tax planning

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

    Bipartisan tax deal framework released

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

    January 2024 state and local tax update

  41. Article
    Co-working team meeting concept

    January 2024 Policy Pulse

  42. Article
    Delaware state capitol building

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

  43. Article
    Client reviews contract with advisor

    ERC Voluntary Disclosure Program announced

  44. Webinar
    Finance professional filing Form 1099s

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

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

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

  46. Article
    Business professionals walking

    2023 Banking industry key takeaways: Preparing your bank for 2024

  47. Article
    aerial view people at long table collaboration

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

  48. Article
    active participation in meeting

    2023 Year-end insurance industry key takeaways

  49. Article
    consultants discuss family office real estate

    2023 Asset management industry key takeaways and preparing for 2024

  50. Article
    supreme court building

    Supreme Court to determine constitutionality of section 965 transition tax

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

    2024 COLA announced for employee benefit plans

  52. Article
    Signing contract

    IRS delays stricter Form 1099-K reporting requirements until 2024

  53. Article
    Professional uses data analytics to prepare reports

    Key provisions affecting employer-sponsored retirement plans under Secure 2.0

  54. Article
    View of Boston, Massachusetts skyline along water

    Important Massachusetts tax relief impacting individuals, estates and businesses

  55. Article
    Professional analyzes data to prepare Form 1099s

    The deadline to file your Form 1099s is approaching

  56. Article
    US Government Capitol Building

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

  57. Article
    U.S. Capitol Building Government

    IRS announces ERC claim withdrawal process

  58. Article
    Woman signs contract with her advisor

    Now is the time for year-end financial planning 

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

    Crafting a customized outsourced accounting solution

  60. Article
    Closeup of column capital on a government building

    Wading through the uncertainty of simple agreements for future equity

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

    Things to know about Form 1099-K reporting

  62. Article
    Men shake hands in a corporate office building

    The Corporate Transparency Act beneficial ownership information report

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

    Dealing with the tax consequences of debt restructuring or cancellation

  64. Article
    Client reviews contract with advisor

    State and local tax update

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

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

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

    Post-TCJA planning and projected 2024 bracket changes

  67. Article
    Signing contract

    Owning ACA reporting nonfiling penalties

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

    Notice 2023-63: Technical guidance for research expenditure capitalization

  69. Article
    Group of professionals meeting with tablet and charts

    Important accounting method updates and reminders for 2023

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

    How the IRS is changing tax enforcement

  71. Article
    Stairs and columns outside government building

    Federal treatment of PTET workarounds

  72. Article
    Birdseye view of city skyscrapers

    Excess business loss limitation reminders

  73. Article
    Team reviews financial data in lobby

    Employee benefits and executive compensation update

  74. Article
    Professional uses data analytics to prepare reports

    Digital asset taxation: 2023 update

  75. Article
    Building facade

    Clean energy credits for individual taxpayers

  76. Article
    gen-header_skyscrapers-looking-up

    2023 year-end tax letter

  77. Article
    Ship cruises ocean with shipping containers

    U.S. international tax update

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

    New Markets Tax Credits (NMTC) mapping tool 

  79. Article
    Research team discusses software development and data organization

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

  80. 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

  81. Article
    Woman works on a tablet in her office

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

  82. Article
    Closeup of hands holding smartphone in cafe

    Get in control with a tax control checkup

  83. Article
    US Capitol building in Washington DC

    The new beneficial ownership reporting

  84. In the News
    woman working at computer

    IRS crackdown on wealthy tax dodgers puts industry on alert

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

    IRS Halts Processing of New ERC Claims

  86. 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

  87. Article
    U.S. Capitol building at night

    IRS provides relief for taxpayers affected by Hurricane Idalia

  88. Article
    Digital tools: phone, computer and notepad

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

  89. Article
    Woman signing papers

    Tax considerations for opportunity zone sales prior to year 10

  90. Article

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

  91. Article
    Government building with waving flag

    IRS intensifies efforts to combat ERC fraud

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

    Updating reimbursement and expense policies with your remote workforce in mind

  93. Article
    Advisor meets with clients

    Takeaways from the 2023 NFP governance and fiscal workshop

  94. Article
    Person completing paperwork

    Employee Retention Credits - here come the audits!

  95. Article
    Professional begins year-end tax planning

    The complexities with unrelated taxable income for NFPs

  96. Resource
    Professional uses data analytics to prepare reports

    1031 Like-kind Exchange Estimator Tool

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

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

  98. Article
    American flag flies along the California coastline

    California voluntary compliance program update

  99. Article
    Urban renewable energy source

    What instrumentalities need to know about the Inflation Reduction Act

  100. Article
    City skyline with trees and solar panels

    New guidance on tax credits for clean energy projects

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

    Third-party delivery accounting for restaurants

  102. Article
    2020 tax benefits for real estate investors

    Inflation Reduction Act regulations released regarding the transfer of certain credits

  103. Article
    US Capitol building in Washington DC

    Inflation Reduction Act direct pay regulations released

  104. Article
    Cybersecurity data on computer

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

  105. Article
    Technology drives precision manufacturing on an assembly line

    IRS issues guidance on investing in energy communities

  106. Article
    Pillars on government building facade

    IRS provides penalty relief for estimated corporate alternative minimum tax payments

  107. Article
    Local government building in community

    Further guidance released on qualifying advanced energy project credit allocation program

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

    Guidance on low-income communities bonus credit program

  109. Article
    Ceiling of a government building with marble columns

    Congress increases debt limit to avoid U.S. default

  110. Article
    Government building

    Treasury issues proposed regulations addressing repatriation of intangible property

  111. Article
    document

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

  112. Article
    Urban renewable energy source

    Bonus energy credit domestic content requirements: Preliminary IRS guidance

  113. Article
    Facade of government building

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

  114. Article
    Woman paying her bill at restaurant

    Tip accounting basics and best practices benefit restaurants and staff

  115. Article
    Capitol building

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

  116. Article
    Housing complex surrounded with city in background

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

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

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

  118. Article
    shipping containers on boat trade

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

  119. Article
    Solar power and wind energy

    IRS issues preliminary guidance on energy communities

  120. Article
    American flag next to capitol building

    IRS issues additional warnings against aggressive ERC claims

  121. Article
    Energy plant with abstract data points

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

  122. Article
    US Capitol Building Government

    Electronic filing for specified returns and other documents

  123. Article
    Cars lined up on display at dealership

    IRS issues proposed regulations on EV battery requirements

  124. Article
    Aerial view of New York at sunset

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

  125. Article
    gavel, scales of justice

    Washington capital gains tax

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

    Pros and cons for restaurants buying and leasing commercial real estate

  127. Article
    United States Capitol Building

    Provision providing tax-free fringe benefits expires May 11

  128. Article
    California Pacific Coast Highway

    California voluntary compliance program takes another step towards implementation

  129. Article
    Government building doors

    SECURE 2.0: Optional changes for 401(k) plans

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

    SECURE 2.0: Mandatory changes for 401(k) plans

  131. Article
    Women on computer

    Tax extensions: Plenty to know, but nothing to fear

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

    White House budget plan proposes tax increases

  133. Article
    Finance executive analyzes cash on hand report

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

  134. Article
    Delaware state capitol building

    Unclaimed property: state-by-state guide

  135. Article
    colorful shipping crates

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

  136. Article
    supreme court building

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

  137. Article
    Man analyzes a report at a computer

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

  138. Webinar
    Team of professionals working on computer

    Challenging the traditional insurance corporate tax function

  139. Article
    typing on computer

    Digital assets: 2022 individual tax compliance

  140. Article
    Woman signs contract with her advisor

    SECURE 2.0: Changes to catch-up contributions

  141. Article
    Aerial shot of residential area in California

    Legislation for California unclaimed property voluntary compliance program ready for implementation

  142. Article
    hands working on report

    The 5 Ws of unclaimed property record retention

  143. Article
    retail customer paying with card

    6 keys to understanding gift card escheatment

  144. Article
    Advisor greets client in office

    Executive compensation: equity compensation continuum

  145. Article
    retail customer paying with card

    Balancing act: how to account for your restaurant gift cards

  146. Article
    City skyscrapers during sunset

    Ten best practices for unclaimed property compliance

  147. Article
    Woman overlooks the city from board room

    Inflation Reduction Act: what real estate companies need to know

  148. Article

    IRA impact on tax-exempt organizations

  149. Article
    Electric vehicle charging in city

    Electric vehicle tax credit update

  150. Article
    People analyzing graphs

    Corporate alternative minimum tax: IRS issues initial guidance

  151. Article
    Advisor reviews operating reports

    Stock buyback tax: IRS issues initial guidance

  152. Article
    Woman reviews business plan on computer

    SECURE Act 2.0 provisions for individuals

  153. Article
    Small business owner reviews inventory online

    Essential documents restaurants need to prepare for tax season

  154. Article
    Storm clouds indicate potential catastrophe

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

  155. Article
    US Government Capitol Building

    Capitalizing research costs delays tax deductions

  156. Article
    Woman speaks at town hall meeting

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

  157. Article
    Government building pillars with American flag

    2022 loss reserve discount factors for insurers released by IRS

  158. Article
    Sun reflecting off of colorful building

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

  159. Article
    US Capitol Building Government

    IRS delays two Form 1099 information reporting rules

  160. Article
    government building washington

    Congress passes omnibus government funding bill

  161. Article
    Two women planning together on a laptop

    2022 year-end asset management updates

  162. Article
    Government building pillars with American flag

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

  163. Article
    Professional uses data analytics to prepare reports

    Complete your 1099 vendor life cycle

  164. Article
    Tax reform: The Senate bill passes

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

  165. Article
    Solar panels and wind turbines creating energy

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

  166. Article
    Woman signs contract with her advisor

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

  167. Article
    Digital graph, indicators with money

    Taking advantage of fluctuations in digital asset values

  168. Webinar
    Man analyzes a report at a computer

    2022 year-end business tax planning

  169. Article
    Energy plant with abstract data points

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

  170. Webinar
    calculator and list of numbers

    Simplify and automate your annual 1099s

  171. Article
    Professional begins year-end tax planning

    Manage your 1099 vendor life cycle

  172. Article
    View of Boston, Massachusetts skyline along water

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

  173. Webinar
    Man studies technology on tablet in manufacturing setting

    Inflation Reduction Act: what manufacturers need to know now

  174. Article
    US Capitol Building Government

    2022 year-end tax letter

  175. Article
    oriental pearl tv tower in Shanghai, China

    U.S. international tax and transfer pricing update

  176. Article
    government building washington

    Things to watch for at the IRS

  177. Article
    typing on computer

    Substantially lower filing threshold for Form 1099-K

  178. Article
    hands, taking notes

    Research credit changes bring good news and bad news

  179. Article
    supreme court building

    Projected 2023 bracket changes

  180. Article
    Government building pillars with American flag

    Navigating through the world of state and local tax

  181. Article
    trucks on highway

    Inflation Reduction Act: energy provisions

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

    Four takeaways from the first year of CPAR

  183. Article
    Stairs and columns outside government building

    Federal issues surrounding state pass-through entity tax regimes

  184. Article
    view of sky from building

    Excess business loss limitation developments

  185. Article
    Team of professionals working with advanced information technology

    Employee benefits and executive compensation update

  186. Article
    buildings and sky with clouds

    Beneficial ownership reporting – new FinCEN regulations

  187. Article
    active participation in meeting

    ACA reporting enforcement picks up steam

  188. Article
    people riding escalator in motion

    2022 accounting method issues and developments

  189. Article
    woman looking at data

    The ever-changing world of digital asset taxation

  190. Article
    Two people sitting at a table discussing paperwork

    Tax considerations for social clubs

  191. Article
    Business professionals review documents

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

  192. Article
    Stack of papers on desk

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

  193. Webinar
    Looking up at sunlight shining through trees

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

  194. Article
    restaurant_chef_cooking_food

    Work Opportunity Tax Credit 101 for restaurants

  195. 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

  196. Article
    person arm using calculator

    Four benefits of automating your 1099s

  197. Press Release
    Baker Tilly acquires True Partners Consulting

    Baker Tilly acquires True Partners Consulting

  198. Article
    team reviewing data software

    An introduction to tax engines in the world of VAT

  199. 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

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

    White House announces federal student loan debt cancellation plan

  201. Article
    inflation reduction act passed

    Congress passes the Inflation Reduction Act

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

    Inflation Reduction Act passes the Senate

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

    Democrats release slimmed-down reconciliation bill

  204. Article
    2020 tax benefits for real estate investors

    Senate bill boosts tech; other tax legislation being considered

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

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

  206. Webinar
    Blue apartment building

    Unclaimed property: basic principles and current updates

  207. Article
    Professionals sign contract to close the deal

    IRS extends time to file Form 706 portability election

  208. Article
    US Government Capitol Building

    EARN Act advanced by the Senate

  209. Article
    Government building with waving flag

    Senate Democrats make progress with reconciliation package

  210. Webinar
    Ship is loaded with shipping containers as part of the supply chain

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

  211. Article
    A successful wealth management strategy can provide a comfortable retirement, complete with a sailboat

    Deadline approaching for pre-approved retirement plan restatements

  212. Article
    cannabis on table with judge gavel

    Cannabis legislation update: the MORE Act passes in the House

  213. Case Study
    Doctor stethoscope and clipboard on table

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

  214. Article
    View of New York City from the Brooklyn Bridge

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

  215. In the News
    Government building doors

    Justices' Boechler Ruling May Spell Tax Exceptionalism's End

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

    Baker Tilly combines with Seattle-based Bader Martin

  217. Article
    Government building doors

    Are tax bills on the horizon?

  218. Article
    United States Capitol Building

    SECURE 2.0 is passed by the House

  219. Article
    government building washington

    President Biden proposes tax changes in FY 2023 budget

  220. Article
    us-capitol-building

    Indirect tax automation is the need of the hour

  221. Article
    pass-through entity tax differs by state

    Pass-through entity tax 101

  222. Article
    unclaimed-property-questionnaire

    California adds unclaimed property to its income tax return

  223. Article
    Local government building in community

    IRS expands hiring efforts, focuses on partnership audits

  224. Article
    government building washington

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

  225. Article
    US Capitol Building Government

    Beneficial ownership reporting – new FinCEN regulations

  226. Article
    Government building pillars with American flag

    IRS processing delays for the 2022 filing season

  227. Article
    Professional begins year-end tax planning

    Navigating uncharted not-for-profit tax territories

  228. Article
    US Government Capitol Building

    Build Back Better – Act II in 2022?

  229. Article
    Government building pillars with American flag

    2021 loss reserve discount factors for insurers released by IRS

  230. Article
    U.S. Capitol Building at sunset

    Build Back Better – 2021 status

  231. Article
    hands typing on laptop

    Payroll tax deferral deposits due by Jan. 3, 2022

  232. Article
    Stairs and columns outside government building

    IRS guidance on early ERC repeal and penalty relief

  233. Webinar
    year-end tax planning for businesses

    2021 year-end business tax planning

  234. Article
    Capitol building with bright sky

    Build Back Better Act passes House, moves to Senate

  235. Article
    Industry 4.0, the IIoT, and Plex

    ERC repealed early by bipartisan infrastructure act

  236. Article
    Capitol building reflection at sunrise

    House passes infrastructure bill, advances Build Back Better bill

  237. Article
    U.S. Capitol Building at sunset

    Build Back Better bill: tax-related provisions for business

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

    Build Back Better bill: international tax provisions

  239. Article
    Capitol building with bright sky

    Build Back Better bill: individual tax provisions

  240. Resource
    A city at night with blue lights

    Multistate economic nexus chart

  241. Article
    U.S. Capital Building reflection in a nearby building

    Continuing developments on tax provisions in the reconciliation bill

  242. Article
    dental office

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

  243. Article
    male using calculator for tax planning

    2021 year-end tax letter

  244. Article
    International taxes associated with shipping

    U.S. international tax and transfer pricing update

  245. Article
    IRS updates with virtual currency

    Updates in the world of virtual currency

  246. Article
    Man reconciles expense accounts with calculator and computer

    Tax proposals provide accounting method planning opportunities for businesses in 2021

  247. Article
    united states

    State and local tax news

  248. Article
    reconciliation-bill-gov-building

    Reconciliation bill

  249. Article
    Advisor discussing estate planning

    Plan your estate before it’s too late

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

    IRS enhances compliance enforcement

  251. Article
    U.S. capitol building lit up at night

    Expiring tax provisions

  252. Article
    Columns of government building with waving flag

    Excess business loss limitation effective for 2021

  253. Article
    IRS building at sunset

    Employee retention credit – eligibility under the suspension test

  254. Article
    People crowd on a busy city street and crosswalk

    Employee benefits and executive compensation update

  255. Article
    Global compliance and international implementation

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

  256. Article
    building columns in sunset

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

  257. Article
    Inside the Lincoln Memorial

    House introduces major tax proposals

  258. Article
    United States Capitol Building

    Draft international tax legislation reform proposals and summary released

  259. Article
    Team members discuss strategy in a meeting

    IRS eases burden on ERC eligibility under gross receipts test

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

    IRS issues additional ERC guidance

  261. Article
    Highway interchange is a good strategy to manage traffic patterns

    Tax implications of residency changes

  262. Article
    woman signing papers

    Dual state residency can result in dual taxation

  263. Article
    senate passing the Infrastructure Investment and Jobs Act just

    Bipartisan infrastructure bill moves forward

  264. Article
    Government building

    Senate Democrats develop broad spending deal

  265. Article
    Government building columns, architecture

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

  266. Article
    man signing legal document

    Green Book provides more details on Biden tax proposals

  267. Article
    Correct past noncompliance with cryptocurrency

    The IRS continues its pursuit of virtual currency

  268. Webinar
    shipping_containers_on_boat_trade

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

  269. Article
    Business_strategy

    IRS continues targeting virtual currency

  270. Article
    Government officials enacting new bill

    American Families Plan includes several individual tax changes

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

  273. Article
    US Capitol Building Government

    IRS provides additional penalty relief for payroll tax deposits

  274. Article
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  275. Article
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  276. Article
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  277. Article
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    Congress extends Paycheck Protection Program through June 30, 2021

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

  279. Article
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    IRS alerts taxpayers of cyber, refund scams

  280. Article
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    IRS extends filing deadline for some taxpayers

  281. Article
    capitol building reflection

    Congress passes latest round of stimulus legislation

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

  283. Article
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    IRS updates, formalizes ERC guidance

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

  285. Article
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  286. Webinar
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    Practical aspects of transfer pricing

  287. Article
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    Coronavirus benefit coordination matrix

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

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

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

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

  292. Article
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  293. Webinar
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    PPP update: loan forgiveness and tax implications

  294. Article
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  295. Article
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    Additional PPP guidance, forgiveness applications released

  296. Article
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  297. Article
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  298. Article
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  299. Whitepaper
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  300. Webinar
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    PPP2 is here. What does that mean for you?

  301. Article
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  302. Article
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  303. Article
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  304. Article
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    Treasury guidance disallows deductions related to PPP loan proceeds if forgiveness expected

  305. Article
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  306. Article
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  307. Article
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    SBA releases draft PPP loan necessity questionnaire

  308. Webinar
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  309. Webinar
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  310. Article
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  311. Article
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  312. Article
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  313. Article
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  314. Article
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  315. Article
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  316. Article
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  317. Article
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  318. Article
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  319. Article
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  320. Article
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  321. Article
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  322. Article
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  323. Article
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  324. Article
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  325. Article
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  327. Article
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  328. Article
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  329. Article
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  330. Webinar
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  331. Resource
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  332. Article
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  333. Article
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  336. Article
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    Long-awaited guidance issued on the business interest expense deduction limitation

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

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

  339. Article
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    IRS releases guidance on parking lot rules

  340. Article
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  343. Article
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    SBA releases updated PPP loan forgiveness application

  344. Article
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  345. Article
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  346. Article
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  347. Article
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  349. Article
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  352. Article
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    Congress amends Paycheck Protection Program

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

  354. Article
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  355. Article
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  356. Webinar
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    PPP loan forgiveness application released. What now?

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

  358. Article
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  359. Case Study
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    Baker Tilly fixes a late section 336(e) election

  360. Article
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  361. Webinar
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  362. Article
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  363. Article
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    IRS significantly expands employee retention credit FAQ

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

  365. Article
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  367. Article
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  368. Article
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  369. Webinar
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    A briefing on coronavirus-related tax relief

  370. Article
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    IRS issues guidance on bonus depreciation for qualified improvement property

  371. Podcast
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    Understanding tax relief options amid COVID-19

  372. Multimedia
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    Lynette Stolarzyk discusses tax relief options for businesses impacted by COVID-19

  373. Article
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  374. Article
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  375. Article
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  376. Article
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    IRS significantly expands tax return filing and payment due date relief

  377. Article
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  378. Webinar
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    CARES Act: a guide for small businesses and not-for-profits

  379. Article
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  380. Article
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  381. Article
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  382. Article
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  383. Resource
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  384. Article
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    Treasury announces tax-filing deadline extended to July 15

  385. Article
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  386. Article
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  387. Article
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  388. Article
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  389. Webinar
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  390. Article
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  391. Article
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  392. Article
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  393. Article
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  394. Article
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  395. Article
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  396. Article
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    Final OZ regulations make time-sensitive changes for investing 1231 gains

  397. Article
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    IRS delays partnership reporting requirements

  398. Article
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    Direct mail contracts: sales tax implications for not-for-profit organizations

  399. Article
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  400. Article
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  401. Article
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  403. Webinar
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    The District of Columbia’s paid family leave tax begins July 1, 2019

  407. Article
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  408. Case Study
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    Small business saves up to $60,000 annually with tax reform strategies from Baker Tilly Advantage

  409. Webinar
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  410. Article
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  411. Article
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  412. Webinar
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    Opportunity Zones industry experts share their insights

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  415. Press Release

    Baker Tilly adds Tax Director in Minneapolis

  416. In the News

    Big refund or big disappointment? Impact of law changes on tax refunds

  417. In the News

    Tax Expert Tackles This Year's Important Questions

  418. Article
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  419. Comment Letter
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    Comment letter: proposed regulations under IRC section 163(j)

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

  421. Article
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  422. In the News

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  423. Article
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    New regulations provide rental real estate safe harbor for 20 percent pass-through deduction

  424. Article
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  425. In the News

    Local experts weigh in on how the government shutdown may delay tax refunds

  426. Article
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  427. Article
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  428. Press Release

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

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

  432. Press Release

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

  433. In the News

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

  435. Article
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  436. Article
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    Insurers receive clarification on treatment of accrued market discount under the TCJA

  437. In the News

    Brad Polizzano Elected to Nassau County Bar Association Board of Directors

  438. Article
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  439. Article
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    Taxpayers receive clarification on treatment of business meals under the TCJA

  440. In the News

    MN online shoppers now pay more sales tax

  441. Multimedia
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    Tax savings allow LaForce Inc. to invest in growth

  442. Press Release

    Baker Tilly Launches Multistate Economic Nexus chart

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

  444. Press Release

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

  445. Article
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  446. Whitepaper
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    Tax reform impacts: Financial statement example 2018 year-end disclosures for insurance organizations

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

  448. In the News

    Pouring Salt on the Wound: How Recent Tax Reform Affects You

  449. In the News

    CBS Minnesota: Avoiding Scams This Tax Season

  450. Press Release

    Greatest Tax Reform Challenge for Fund Managers is Qualified Business Income Deduction

  451. In the News

    10 Things Startups Need To Know About Tax Reform

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

  453. In the News

    US hedge funds eye restructures to benefit from tax reforms

  454. In the News

    Construction and Real Estate Special Report

  455. In the News

    Reform May Ease Sting Of The Alternative Minimum Tax

  456. Article
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  457. Press Release

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

  458. In the News

    Tax Law Spurs New Headaches for Hedge Funds

  459. Article
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  460. Article
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    Tax reform impact on your financial institution’s 2017 financial statements

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

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

  464. Webinar
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    How will tax reform affect your fund and portfolio company?

  465. Multimedia
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  466. Press Release

    Baker Tilly Admits 10 New Tax, Assurance and Consulting Partners

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

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

  470. Article
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    IRS releases 2016 loss reserve and salvage discount factors for insurers

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

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

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

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

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

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

  479. Article
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  480. Article
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  481. Article
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  482. Case Study
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  483. Case Study
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  484. Article
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  485. Case Study
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    Grocery store chain saves $1 million in property taxes

  486. Case Study
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    Change in accounting method nets rental real estate developer $2.3 million tax deduction on stagnant property

  487. Article

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

  489. Article

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  490. Article
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  492. Article

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  493. Multimedia
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  494. Article

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  495. Article

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  496. Article

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  497. Article

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  498. Article
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  499. Case Study
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  500. Article
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  501. Article

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  502. Article

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  504. Case Study
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  505. Article
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  506. Resource
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  507. Article
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  508. Article

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  509. Article

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  510. Article

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  511. Webinar

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  512. Case Study

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  515. Resource
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  516. Article
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  517. Article
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  1. Holly Agbayani

    Holly Wong Agbayani

    CPA

    Partner

  2. Amy Allen

    Amy Allen

    CPA

    Partner

  3. Stephen Aponte

    Stephen Aponte

    CPA

    Partner

  4. Bill Apple

    Bill Apple

    J.D., CPA

    Partner Emeritus

  5. Mark T. Bakko

    Mark T. Bakko

    CPA, M.B.T.

    Partner

  6. Scott A. Barnard

    Scott Barnard

    CPA

    Partner

  7. Jason C. Barnes

    Jason C. Barnes

    CPA

    Partner

  8. Randall Barrus

    Randall Barrus

    CPA

    Partner

  9. Ronald B. Barthell

    Ronald Barthell

    CPA

    Partner

  10. Doron Bass

    Doron Bass

    Partner

  11. Donald Bernards

    Donald N. Bernards

    CPA

    Partner

  12. Jeremy Bivens

    Jeremy J. Bivens

    CPA, M.S.T.

    Partner

  13. Kerri Bogda

    Kerri Bogda

    Partner

  14. Baker Tilly Professional

    Norleen S. Bounds

    CPA

    Partner

  15. Karisa L. Chin

    Karisa L. Chin

    CPA

    Partner

  16. Michael Cho

    Michael Cho

    CPA

    Director

  17. Dave Cortney

    David W. Cortney

    CPA, MBA

    Partner Emeritus

  18. Ana Coscia

    Ana Coscia

    CPA

    Partner

  19. Matt Coscia

    Matt Coscia

    CPA

    Partner

  20. Christine Dahlhauser

    Christine Dahlhauser

    CPA

    Managing Partner

  21. Matt Damone

    Matt Damone

    J.D.

    Principal

  22. Jeff Davis

    Jeffrey Davis

    CPA, M.S.T.

    Partner

  23. Justin Demere

    Justin Demere

    CPA

    Partner

  24. Brad DeNoyer

    Brad DeNoyer

    Managing Partner

  25. Chad R. Derenne

    Chad R. Derenne

    CPA

    Partner

  26. Andrew N. Dilling

    Andrew N. Dilling

    CPA

    Partner

  27. Josh Din

    Josh Din

    CPA

    Partner

  28. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Partner

  29. Pauline Dumas

    Pauline Dumas

    Director

  30. Heather Dwyer

    Heather Dwyer

    CPA

    Partner

  31. Brigid Elliott-Boger

    Brigid Elliott-Boger

    CPA

    Partner

  32. Neth Espiritu

    Danita S. Espiritu

    CPA

    Partner Emeritus

  33. Bruce Ferry

    Bruce Ferry

    CPA

    Partner

  34. Tiffany Fleury

    Tiffany Fleury

    CPA, MST

    Partner

  35. Arthur Full

    Arthur Full

    CPA

    Partner

  36. Adam Goehring

    Adam Goehring

    CPA, MBT, CEPA

    Partner

  37. Brian Gourlay

    Brian Gourlay

    CPA

    Partner

  38. Drew Grey

    Drew Grey

    CPA

    Partner

  39. Gary Grush

    Gary Grush

    CPA, MST

    Partner

  40. Mark Heroux

    Mark Heroux

    JD

    Principal

  41. Howard J. Heyman

    Howard J. Heyman

    CPA

    Partner

  42. Robert Hottle

    Robert Hottle

    CPA, PFS

    Partner Emeritus

  43. Robert House

    Robert House

    CPA

    Partner

  44. Scott Howard

    Scott Howard

    CPA

    Partner

  45. Chase A. Inda

    Chase A. Inda

    CPA

    Partner

  46. Scott Jackson

    Scott L. Jackson

    CPA

    Director

  47. Robena Jafari

    Robena Jafari

    J.D.

    Partner

  48. Michael Jakimzak

    Michael Jakimzak

    CPA, M.S.T.

    Partner

  49. Gary Jang

    Gary Jang

    CPA

    Director

  50. Matt Jeffries

    Matt Jeffries

    CPA

    Partner

  51. Kimberly Jin

    Kimberly Jin

    CPA

    Partner

  52. Chris Johnson

    Chris Johnson

    CPA

    Partner

  53. Randi Jowers

    Randi Jowers

    CPA

    Partner

  54. Ken Kasianovitz

    Ken M. Kasianovitz

    CPA

    Partner

  55. Shawn Kato

    Shawn Kato

    CPA

    Partner

  56. Giancarlo Laguercia

    Giancarlo Laguercia

    CPA

    Partner

  57. Steve Landsman

    Stephen J. Landsman

    CPA

    Partner

  58. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Partner

  59. James C. Lawson

    James C. Lawson

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

    Managing Director

  60. Tina Lazaroff

    Tina Lazaroff

    CPA

    Partner

  61. Jill A. Martin

    Jill A. Martin

    CPA

    Partner

  62. Jessica Mastropietro

    Jessica Mastropietro

    CPA

    Partner

  63. Carla Mattsson

    Carla Mattsson

    CPA

    Partner

  64. Michelle McAllister

    Michele McAllister

    CPA

    Director

  65. James McCann

    James McCann

    CPA

    Partner

  66. Matthew M. McNelis

    Matthew M. McNelis

    CPA

    Partner

  67. Jon Meadows

    Jon Meadows

    CPA, J.D.

    Partner

  68. Steve Milner

    Stephen P. Milner

    CPA, JD, CIRA

    Managing Partner

  69. Sashi Mirpuri

    Shashi Mirpuri

    CPA

    Partner

  70. Larry Mohr

    Larry Mohr

    CPA, M.B.T.

    Partner

  71. James Munuhe

    James Munuhe

    CPA

    Partner

  72. Chase Murphy

    Chase Murphy

    CPA

    Partner

  73. Peter Noce

    Peter S. Noce

    CPA

    Partner

  74. Dan O'Connor

    Daniel T. O’Connor

    CPA

    Partner

  75. Joseph C. O'Neill

    Joseph O'Neill

    CPA

    Managing Partner

  76. Kristi Oates

    Kristi Oates

    CPA

    Partner

  77. Thomas Ohlgren

    Thomas Ohlgren

    CPA

    Partner

  78. Alicia On

    Alicia On

    CPA

    Director

  79. Baker Tilly Professional

    Shelly Paialii

    CPA

    Partner Emeritus

  80. Theary Phat

    Theary Phat

    CPA

    Director

  81. Barbara Provance

    Barbara L. Provance

    CPA

    Director

  82. Erica Rogers

    Erica Rogers

    CPA

    Partner

  83. James E. Rose

    James Rose

    CPA

    Partner Emeritus

  84. Neil Rosenfield

    Neil Rosenfield

    CPA

    Partner

  85. Donna Scaffidi

    Donna Scaffidi

    CPA

    Partner

  86. Steven Schlachter

    Steven Schlachter

    MBA, CPA

    Partner

  87. Renee Schwartz

    Renee Schwartz

    CPA, M.B.T.

    Partner

  88. Baker Tilly Professional

    Deana Serracino

    CPA

    Partner

  89. Michael Shafer

    Michael Shafer

    CPA

    Partner

  90. Brian Shin

    Brian J. Shin

    CPA

    Partner

  91. Alyssa Simms

    Alyssa Simms

    CPA

    Partner

  92. Brian J. Simpson

    J. Brian Simpson

    CPA

    Partner

  93. Ryan Smith

    Ryan Smith

    Director

  94. Rowland Smith III

    Rowland Smith III

    CPA

    Partner Emeritus

  95. Jeffrey J. Spengler

    Jeffrey J. Spengler

    CPA

    Partner

  96. Lisa Steele

    Lisa Steele

    CPA

    Director

  97. Lynette Stolarzyk

    Lynette Stolarzyk

    J.D., LL.M.

    Managing Partner

  98. Kevin Stonesifer

    Kevin Stonesifer

    CPA

    Partner

  99. Pietro M. Stuardi

    Pietro M. Stuardi

    CPA, MST

    Partner

  100. Nicole M. Szczepanek

    Nicole M. Szczepanek

    CPA, M.S.T.

    Partner

  101. Jay Tompkins

    Jay Tompkins

    CPA

    Partner

  102. Gare Torre

    Gabriel Torre

    CPA, M.S.T.

    Partner

  103. Keith Troutman

    Keith Troutman

    CPA, MBA

    Partner

  104. Stephanie Tuel

    Stephanie Tuel

    EA

    Director

  105. Brent R. Wagner

    Brent Wagner

    CPA

    Partner

  106. Peter J. Wautlet

    Peter J. Wautlet

    CPA

    Partner

  107. Craig Weaver

    Craig Weaver

    CPA, MBA

    Managing Partner

  108. Gregg Weiss

    Gregg Weiss

    CPA

    Partner

  109. Marlin Witt

    J. Marlin Witt

    CPA, CFP®, CGMA

    Partner

  110. William Wolf

    William F. Wolf

    CPA, CFF, CFE, MBA

    Partner Emeritus

  111. Russell L. Wolff

    Russell Wolff

    CPA

    Partner

  112. Aileen Wong

    Aileen Wong

    CPA

    Director

  113. Brian Yacker

    Brian Yacker

    CPA, J.D.

    Partner

  114. Lisa Yamakawa

    Lisa Yamakawa

    CPA

    Partner

  115. David Yu

    David Yu

    CPA

    Partner

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

      Federal Tax

      Baker Tilly offers specialized federal tax compliance and planning expertise to help businesses optimize value while minimizing their tax burden.
    2. Legislative building

      State & Local Tax

      Our state and local tax 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 specialists understand global business needs and the importance of how domestic and overseas tax systems intersect. We effectively help manage your worldwide tax affairs.
    5. Two people outside a property discussing cost segregation

      Cost Segregation

      Individuals and companies that build, purchase, remodel or expand any kind of real estate can benefit financially from using cost segregation.
    6. An eye dropper dispensing a drop over a set of vials

      Research & Development Credits

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

      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.
    Aerial view of Wisconsin State Capitol

    Tax alert

    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

    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