Baker Tilly
Contact us
Two women meet to discuss tax strategy

Tax

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

Tax

  1. Article
    Government building pillars with American flag

    Webinar - Moore v. United States: What’s next?

  2. Article
    supreme court building

    Tax Trends: FAQs on Supreme Court overturning of Chevron decision

  3. Article
    Glass building with blue sky

    FASB special task force tackles inconsistencies in VIE accounting, recommends balanced solution

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

    FASB plans to streamline hedge accounting with upcoming proposal

  5. Article
    Aerial view of a highway cutting through tree lines

    FASB to issue proposal for new environmental credit accounting rules later this year

  6. Article
    Architectural ceiling in building with spirals

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

  7. Article
    Team meeting outside looking over data on tablet

    How SECURE 2.0 employer tax credits benefit small businesses

  8. Article
    supreme court building

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

  9. Article
    Facade of government building

    IRS issues partnership basis shifting guidance

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

    Final regulations released for prevailing wage and apprenticeship requirements

  11. Article
    business professional people talking

    Key takeaways from the 2024 NACM Credit Congress & Expo

  12. Article
    Government building doors

    June 2024 Policy Pulse

  13. Article
    office building windows in the city

    New Nevada laws will impact fall unclaimed property reporting

  14. Article
    Client reviews contract with advisor

    Colorado legislation enacts combined reporting rule change

  15. Article
    Abstract white waves

    Cybersecurity in finance and unclaimed property

  16. Article
    Government building doors

    May 2024 Policy Pulse

  17. Article
    Abstract building with lined beams

    Tennessee franchise tax property base repealed

  18. Article
    Abstract building with curved shape

    Stock buyback tax: IRS issues proposed regulations

  19. Article
    Aerial view of New York City

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

  20. Article
    American flag flies along the California coastline

    California Voluntary Compliance Program and summer reporting in play

  21. Webinar
    wind and solar energy - IRA

    Inflation Reduction Act deadlines – Preserve your tax credits

  22. Article
    Independent contractor working

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

  23. Article
    HR professional completing 1095 filing

    1095 form filing threshold change surprises many employers

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

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

  25. Article
    Group of professionals meeting together

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

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

    Tax Trends: 2024 quarterly tax roundtable

  27. 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

  28. Resource
    Professional uses data analytics to prepare reports

    1031 Like-kind Exchange Estimator Tool

  29. Article
    Government building with waving flag

    IRS targets certain charitable remainder annuity trust transactions

  30. Article
    Team reviews financial data in lobby

    Employee Retention Credit Voluntary Disclosure Program suspended; IRS touts success

  31. 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

  32. Article
    Government building doors

    April 2024 Policy Pulse

  33. 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

  34. Article
    Government building doors

    March 2024 Policy Pulse

  35. Article
    Client reviews contract with advisor

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

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

    IRS announces federal tax relief for taxpayers in several jurisdictions

  37. Article
    Government building with waving flag

    U.S. District Court declares Corporate Transparency Act unconstitutional

  38. Article
    Airplane flies over buildings in a city

    Don’t count on flying under the radar

  39. Article
    US Government Capitol Building

    Bipartisan tax bill remains stalled

  40. Article
    Woman analyzes data on tablet

    Inflation increases present more opportunities for smart gift giving

  41. Article
    Woman signs contract with her advisor

    Deadline approaching for Employee Retention Credit Voluntary Disclosure Program

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

    Navigating 2024: Essential insights from Synergy 2023

  43. Article
    Architectural ceiling in building with spirals

    February 2024 state and local tax update

  44. Article
    Government building doors

    February 2024 Policy Pulse

  45. Article
    People at computer

    2024 federal tax calendar

  46. Article
    U.S. Capitol building at night

    House passes tax deal with decisive bipartisan support

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

    Year-end tax planning for restaurants

  48. Article
    Abstract building with lined beams

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

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

    Actionable Washington updates and insights for 2024

  50. Article
    state tax | Government building with columns

    Actionable state tax insights for 2024

  51. Article
    global tax | Abstract data and graph lines

    Actionable global tax insights for 2024

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

    Actionable federal tax insights for sale of businesses in 2024

  53. 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

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

    Actionable federal tax insights for individuals and private wealth in 2024

  55. 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

  56. Article
    Group of professionals meeting together

    Actionable federal tax insights for employee benefits in 2024

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

    Actionable federal tax insights for corporations in 2024

  58. Article
    federal tax insights | Abstract data and lines

    Actionable federal tax insights for 2024

  59. Article
    Client reviews contract with advisor

    The Corporate Transparency Act: What you need to know now

  60. Article
    Tax Strategy Playbook 2024

    2024 Tax Strategy Playbook

  61. Article
    Tax planning

    Navigating the complexities of year-end tax planning

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

    Bipartisan tax deal framework released

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

    January 2024 state and local tax update

  64. Article
    Co-working team meeting concept

    January 2024 Policy Pulse

  65. Article
    Delaware state capitol building

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

  66. Article
    Client reviews contract with advisor

    ERC Voluntary Disclosure Program announced

  67. Webinar
    Finance professional filing Form 1099s

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

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

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

  69. Article
    Business professionals walking

    2023 Banking industry key takeaways: Preparing your bank for 2024

  70. Article
    aerial view people at long table collaboration

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

  71. Article
    active participation in meeting

    2023 Year-end insurance industry key takeaways

  72. Article
    consultants discuss family office real estate

    2023 Asset management industry key takeaways and preparing for 2024

  73. Article
    supreme court building

    Supreme Court to determine constitutionality of section 965 transition tax

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

    2024 COLA announced for employee benefit plans

  75. Article
    Signing contract

    IRS delays stricter Form 1099-K reporting requirements until 2024

  76. Article
    Professional uses data analytics to prepare reports

    Key provisions affecting employer-sponsored retirement plans under Secure 2.0

  77. Article
    View of Boston, Massachusetts skyline along water

    Important Massachusetts tax relief impacting individuals, estates and businesses

  78. Article
    Professional analyzes data to prepare Form 1099s

    The deadline to file your Form 1099s is approaching

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

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

  80. Article
    U.S. Capitol Building Government

    IRS announces ERC claim withdrawal process

  81. Article
    Woman signs contract with her advisor

    Now is the time for year-end financial planning 

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

    Crafting a customized outsourced accounting solution

  83. Article
    Closeup of column capital on a government building

    Wading through the uncertainty of simple agreements for future equity

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

    Things to know about Form 1099-K reporting

  85. Article
    Men shake hands in a corporate office building

    The Corporate Transparency Act beneficial ownership information report

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

    Dealing with the tax consequences of debt restructuring or cancellation

  87. Article
    Client reviews contract with advisor

    State and local tax update

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

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

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

    Post-TCJA planning and projected 2024 bracket changes

  90. Article
    Signing contract

    Owning ACA reporting nonfiling penalties

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

    Notice 2023-63: Technical guidance for research expenditure capitalization

  92. Article
    Group of professionals meeting with tablet and charts

    Important accounting method updates and reminders for 2023

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

    How the IRS is changing tax enforcement

  94. Article
    Stairs and columns outside government building

    Federal treatment of PTET workarounds

  95. Article
    Birdseye view of city skyscrapers

    Excess business loss limitation reminders

  96. Article
    Team reviews financial data in lobby

    Employee benefits and executive compensation update

  97. Article
    Professional uses data analytics to prepare reports

    Digital asset taxation: 2023 update

  98. Article
    Building facade

    Clean energy credits for individual taxpayers

  99. Article
    gen-header_skyscrapers-looking-up

    2023 year-end tax letter

  100. Article
    Ship cruises ocean with shipping containers

    U.S. international tax update

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

    New Markets Tax Credits (NMTC) mapping tool 

  102. Article
    Research team discusses software development and data organization

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

  103. 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

  104. Article
    Woman works on a tablet in her office

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

  105. Article
    Closeup of hands holding smartphone in cafe

    Get in control with a tax control checkup

  106. Article
    US Capitol building in Washington DC

    The new beneficial ownership reporting

  107. In the News
    woman working at computer

    IRS crackdown on wealthy tax dodgers puts industry on alert

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

    IRS Halts Processing of New ERC Claims

  109. 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

  110. Article
    U.S. Capitol building at night

    IRS provides relief for taxpayers affected by Hurricane Idalia

  111. Article
    Digital tools: phone, computer and notepad

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

  112. Article
    Woman signing papers

    Tax considerations for opportunity zone sales prior to year 10

  113. Article
    Judge issues ruling

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

  114. Article
    Government building with waving flag

    IRS intensifies efforts to combat ERC fraud

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

    Updating reimbursement and expense policies with your remote workforce in mind

  116. Article
    Advisor meets with clients

    Takeaways from the 2023 NFP governance and fiscal workshop

  117. Article
    Person completing paperwork

    Employee Retention Credits - here come the audits!

  118. Article
    Professional begins year-end tax planning

    The complexities with unrelated taxable income for NFPs

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

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

  120. Article
    American flag flies along the California coastline

    California voluntary compliance program update

  121. Article
    Urban renewable energy source

    What instrumentalities need to know about the Inflation Reduction Act

  122. Article
    City skyline with trees and solar panels

    New guidance on tax credits for clean energy projects

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

    Third-party delivery accounting for restaurants

  124. Article
    IRS code section 469 - Capitol Building Washington

    Inflation Reduction Act regulations released regarding the transfer of certain credits

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

    Inflation Reduction Act direct pay regulations released

  126. Article
    Cybersecurity data on computer

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

  127. Article
    Technology drives precision manufacturing on an assembly line

    IRS issues guidance on investing in energy communities

  128. Article
    Pillars on government building facade

    IRS provides penalty relief for estimated corporate alternative minimum tax payments

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

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

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

    Guidance on low-income communities bonus credit program

  131. Article
    Ceiling of a government building with marble columns

    Congress increases debt limit to avoid U.S. default

  132. Article
    Government building

    Treasury issues proposed regulations addressing repatriation of intangible property

  133. Article
    document

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

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

    Bonus energy credit domestic content requirements: Preliminary IRS guidance

  135. Article
    Facade of government building

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

  136. Article
    Woman paying her bill at restaurant

    Tip accounting basics and best practices benefit restaurants and staff

  137. Article
    Capitol building

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

  138. Article
    Housing complex surrounded with city in background

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

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

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

  140. Article
    shipping containers on boat trade

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

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

    IRS issues preliminary guidance on energy communities

  142. Article
    American flag next to capitol building

    IRS issues additional warnings against aggressive ERC claims

  143. Article
    Energy plant with abstract data points

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

  144. Article
    US Capitol Building Government

    Electronic filing for specified returns and other documents

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

    IRS issues proposed regulations on EV battery requirements

  146. Article
    Aerial view of New York at sunset

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

  147. Article
    gavel, scales of justice

    Washington capital gains tax

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

    Pros and cons for restaurants buying and leasing commercial real estate

  149. Article
    United States Capitol Building

    Provision providing tax-free fringe benefits expires May 11

  150. Article
    California Pacific Coast Highway

    California voluntary compliance program takes another step towards implementation

  151. Article
    Government building doors

    SECURE 2.0: Optional changes for 401(k) plans

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

    SECURE 2.0: Mandatory changes for 401(k) plans

  153. Article
    Women on computer

    Tax extensions: Plenty to know, but nothing to fear

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

    White House budget plan proposes tax increases

  155. Article
    Finance executive analyzes cash on hand report

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

  156. Article
    Delaware state capitol building

    Unclaimed property: state-by-state guide

  157. Article
    colorful shipping crates

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

  158. Article
    supreme court building

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

  159. Article
    Man analyzes a report at a computer

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

  160. Webinar
    Team of professionals working on computer

    Challenging the traditional insurance corporate tax function

  161. Article
    typing on computer

    Digital assets: 2022 individual tax compliance

  162. Article
    Woman signs contract with her advisor

    SECURE 2.0: Changes to catch-up contributions

  163. Article
    Aerial shot of residential area in California

    Legislation for California unclaimed property voluntary compliance program ready for implementation

  164. Article
    hands working on report

    The 5 Ws of unclaimed property record retention

  165. Article
    retail customer paying with card

    6 keys to understanding gift card escheatment

  166. Article
    Advisor greets client in office

    Executive compensation: equity compensation continuum

  167. Article
    retail customer paying with card

    Balancing act: how to account for your restaurant gift cards

  168. Article
    City skyscrapers during sunset

    Ten best practices for unclaimed property compliance

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

    Inflation Reduction Act: what real estate companies need to know

  170. Article

    IRA impact on tax-exempt organizations

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

    Electric vehicle tax credit update

  172. Article
    People analyzing graphs

    Corporate alternative minimum tax: IRS issues initial guidance

  173. Article
    Advisor reviews operating reports

    Stock buyback tax: IRS issues initial guidance

  174. Article
    Woman reviews business plan on computer

    SECURE Act 2.0 provisions for individuals

  175. Article
    Small business owner reviews inventory online

    Essential documents restaurants need to prepare for tax season

  176. Article
    Storm clouds indicate potential catastrophe

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

  177. Article
    US Government Capitol Building

    Capitalizing research costs delays tax deductions

  178. Article
    Woman speaks at town hall meeting

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

  179. Article
    Government building pillars with American flag

    2022 loss reserve discount factors for insurers released by IRS

  180. Article
    Sun reflecting off of colorful building

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

  181. Article
    US Capitol Building Government

    IRS delays two Form 1099 information reporting rules

  182. Article
    government building washington

    Congress passes omnibus government funding bill

  183. Article
    Two women planning together on a laptop

    2022 year-end asset management updates

  184. Article
    Government building pillars with American flag

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

  185. Article
    Woman sitting on couch looking at tablet

    IRS announces 2023 cost of living adjustments

  186. Article
    Professional uses data analytics to prepare reports

    Complete your 1099 vendor life cycle

  187. Article
    Tax reform: The Senate bill passes

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

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

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

  189. Article
    Woman signs contract with her advisor

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

  190. Article
    Digital graph, indicators with money

    Taking advantage of fluctuations in digital asset values

  191. Webinar
    Man analyzes a report at a computer

    2022 year-end business tax planning

  192. Article
    prevailing wage and apprenticeship requirements ira

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

  193. Webinar
    calculator and list of numbers

    Simplify and automate your annual 1099s

  194. Article
    Professional begins year-end tax planning

    Manage your 1099 vendor life cycle

  195. Article
    View of Boston, Massachusetts skyline along water

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

  196. Webinar
    Man studies technology on tablet in manufacturing setting

    Inflation Reduction Act: what manufacturers need to know now

  197. Article
    US Capitol Building Government

    2022 year-end tax letter

  198. Article
    oriental pearl tv tower in Shanghai, China

    U.S. international tax and transfer pricing update

  199. Article
    government building washington

    Things to watch for at the IRS

  200. Article
    typing on computer

    Substantially lower filing threshold for Form 1099-K

  201. Article
    hands, taking notes

    Research credit changes bring good news and bad news

  202. Article
    supreme court building

    Projected 2023 bracket changes

  203. Article
    Government building pillars with American flag

    Navigating through the world of state and local tax

  204. Article
    trucks on highway

    Inflation Reduction Act: energy provisions

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

    Four takeaways from the first year of CPAR

  206. Article
    Stairs and columns outside government building

    Federal issues surrounding state pass-through entity tax regimes

  207. Article
    view of sky from building

    Excess business loss limitation developments

  208. Article
    Team of professionals working with advanced information technology

    Employee benefits and executive compensation update

  209. Article
    buildings and sky with clouds

    Beneficial ownership reporting – new FinCEN regulations

  210. Article
    active participation in meeting

    ACA reporting enforcement picks up steam

  211. Article
    people riding escalator in motion

    2022 accounting method issues and developments

  212. Article
    woman looking at data

    The ever-changing world of digital asset taxation

  213. Article
    Two people sitting at a table discussing paperwork

    Tax considerations for social clubs

  214. Article
    Business professionals review documents

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

  215. Article
    Stack of papers on desk

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

  216. Webinar
    Looking up at sunlight shining through trees

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

  217. Article
    restaurant_chef_cooking_food

    Work Opportunity Tax Credit 101 for restaurants

  218. 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

  219. Article
    person arm using calculator

    Four benefits of automating your 1099s

  220. Press Release
    Baker Tilly acquires True Partners Consulting

    Baker Tilly acquires True Partners Consulting

  221. Article
    team reviewing data software

    An introduction to tax engines in the world of VAT

  222. 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

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

    White House announces federal student loan debt cancellation plan

  224. Article
    inflation reduction act passed

    Congress passes the Inflation Reduction Act

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

    Inflation Reduction Act passes the Senate

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

    Democrats release slimmed-down reconciliation bill

  227. Article
    2020 tax benefits for real estate investors

    Senate bill boosts tech; other tax legislation being considered

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

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

  229. Webinar
    Blue apartment building

    Unclaimed property: basic principles and current updates

  230. Article
    Professionals sign contract to close the deal

    IRS extends time to file Form 706 portability election

  231. Article
    US Government Capitol Building

    EARN Act advanced by the Senate

  232. Article
    Government building with waving flag

    Senate Democrats make progress with reconciliation package

  233. 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

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

    Deadline approaching for pre-approved retirement plan restatements

  235. Article
    cannabis on table with judge gavel

    Cannabis legislation update: the MORE Act passes in the House

  236. Case Study
    Doctor stethoscope and clipboard on table

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

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

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

  238. In the News
    Government building doors

    Justices' Boechler Ruling May Spell Tax Exceptionalism's End

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

    Baker Tilly combines with Seattle-based Bader Martin

  240. Article
    Aerial view of Wisconsin State Capitol

    Handling tax-related identity theft

  241. Article
    Government building doors

    Are tax bills on the horizon?

  242. Article
    United States Capitol Building

    SECURE 2.0 is passed by the House

  243. Article
    government building washington

    President Biden proposes tax changes in FY 2023 budget

  244. Article
    us-capitol-building

    Indirect tax automation is the need of the hour

  245. Article
    pass-through entity tax differs by state

    Pass-through entity tax 101

  246. Article
    unclaimed-property-questionnaire

    California adds unclaimed property to its income tax return

  247. Article
    Local government building in community

    IRS expands hiring efforts, focuses on partnership audits

  248. Article
    government building washington

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

  249. Article
    US Capitol Building Government

    Beneficial ownership reporting – new FinCEN regulations

  250. Article
    Government building pillars with American flag

    IRS processing delays for the 2022 filing season

  251. Article
    Professional begins year-end tax planning

    Navigating uncharted not-for-profit tax territories

  252. Article
    US Government Capitol Building

    Build Back Better – Act II in 2022?

  253. Article
    Government building pillars with American flag

    2021 loss reserve discount factors for insurers released by IRS

  254. Article
    U.S. Capitol Building at sunset

    Build Back Better – 2021 status

  255. Article
    hands typing on laptop

    Payroll tax deferral deposits due by Jan. 3, 2022

  256. Article
    Stairs and columns outside government building

    IRS guidance on early ERC repeal and penalty relief

  257. Webinar
    year-end tax planning for businesses

    2021 year-end business tax planning

  258. Article
    Capitol building with bright sky

    Build Back Better Act passes House, moves to Senate

  259. Article
    Industry 4.0, the IIoT, and Plex

    ERC repealed early by bipartisan infrastructure act

  260. Article
    Capitol building reflection at sunrise

    House passes infrastructure bill, advances Build Back Better bill

  261. Article
    U.S. Capitol Building at sunset

    Build Back Better bill: tax-related provisions for business

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

    Build Back Better bill: international tax provisions

  263. Article
    Capitol building with bright sky

    Build Back Better bill: individual tax provisions

  264. Resource
    A city at night with blue lights

    Multistate economic nexus chart

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

    Continuing developments on tax provisions in the reconciliation bill

  266. Article
    dental office

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

  267. Article
    male using calculator for tax planning

    2021 year-end tax letter

  268. Article
    International taxes associated with shipping

    U.S. international tax and transfer pricing update

  269. Article
    IRS updates with virtual currency

    Updates in the world of virtual currency

  270. Article
    Man reconciles expense accounts with calculator and computer

    Tax proposals provide accounting method planning opportunities for businesses in 2021

  271. Article
    united states

    State and local tax news

  272. Article
    reconciliation-bill-gov-building

    Reconciliation bill

  273. Article
    Advisor discussing estate planning

    Plan your estate before it’s too late

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

    IRS enhances compliance enforcement

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

    Expiring tax provisions

  276. Article
    Columns of government building with waving flag

    Excess business loss limitation effective for 2021

  277. Article
    IRS building at sunset

    Employee retention credit – eligibility under the suspension test

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

    Employee benefits and executive compensation update

  279. Article
    Global compliance and international implementation

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

  280. Article
    building columns in sunset

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

  281. Article
    Inside the Lincoln Memorial

    House introduces major tax proposals

  282. Article
    United States Capitol Building

    Draft international tax legislation reform proposals and summary released

  283. Article
    Team members discuss strategy in a meeting

    IRS eases burden on ERC eligibility under gross receipts test

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

    IRS issues additional ERC guidance

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

    Tax implications of residency changes

  286. Article
    woman signing papers

    Dual state residency can result in dual taxation

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

    Bipartisan infrastructure bill moves forward

  288. Article
    Government building

    Senate Democrats develop broad spending deal

  289. Article
    Government building columns, architecture

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

  290. Article
    man signing legal document

    Green Book provides more details on Biden tax proposals

  291. Article
    Correct past noncompliance with cryptocurrency

    The IRS continues its pursuit of virtual currency

  292. Webinar
    shipping_containers_on_boat_trade

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

  293. Article
    Business_strategy

    IRS continues targeting virtual currency

  294. Article
    Government officials enacting new bill

    American Families Plan includes several individual tax changes

  295. Article
    new york city

    New York Fiscal Year 2021-2022 Budget Bill

  296. Article
    Group discussing forms around table

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

  297. Article
    US Capitol Building Government

    IRS provides additional penalty relief for payroll tax deposits

  298. Article
    Stack of papers on a desk

    Sustain your restaurant operations with Employee Retention Credit

  299. Article
    Man analyzes a report at a computer

    As SPACs remain popular, here’s what you need to know

  300. Article
    infrastructure tax proposals

    Biden unveils infrastructure plan with corporate tax proposals

  301. Article
    woman signing papers

    Congress extends Paycheck Protection Program through June 30, 2021

  302. Article
    2020 tax benefits for real estate investors

    Last minute tax benefit considerations for real estate investors

  303. Article
    Man consults on the phone while working on the computer

    IRS alerts taxpayers of cyber, refund scams

  304. Article
    woman working at computer

    IRS extends filing deadline for some taxpayers

  305. Article
    capitol building reflection

    Congress passes latest round of stimulus legislation

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

    SBA releases new PPP IFR, FAQ and loan applications

  307. Article
    Two women review human resource policy

    IRS updates, formalizes ERC guidance

  308. Article
    government building ceilings

    House expected to advance latest round of stimulus legislation

  309. Article
    Aerial view of a highway interchange

    Texas is open for business

  310. Webinar
    conversing while walking downstairs

    Practical aspects of transfer pricing

  311. Article
    Two women discuss data on a computer

    Coronavirus benefit coordination matrix

  312. Article
    businessman typing at home computer

    IRS campaign to focus on Puerto Rico Act 22

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

    Tax considerations due to the CAA for banking and financial institutions

  314. Article
    Two women discuss loans on a computer

    IRS requires corrected 1099s for CARES Act loans

  315. Article
    IRS releases and updates

    IRS provides record-keeping relief for corporate charitable contributions

  316. Article
    Philadelphia wage tax

    Philadelphia wage tax refund opportunities - tax year 2020

  317. Webinar
    Business professionals review documents

    PPP update: loan forgiveness and tax implications

  318. Article
    Congress meeting at the capitol

    Biden tax proposals could mean big changes for private equity

  319. Article
    Closeup of column capital on a government building

    Additional PPP guidance, forgiveness applications released

  320. Article
    people sitting at table and planning

    Gift and estate tax planning in 2021

  321. Article
    Business papers on a desk

    Updates to employee retention credit present significant opportunities for employers

  322. Article
    Business prefemeeting discussion around table

    PPP reopening announced, loan applications and interim final rules released

  323. Whitepaper
    The carried interest debate

    2020 loss reserve discount factors for insurers released by IRS

  324. Webinar
    Professionals sign contract to close the deal

    PPP2 is here. What does that mean for you?

  325. Article
    government building

    President Trump signs stimulus act into law

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

    Post-election tax planning for 2021 and beyond

  327. Article
    man working remotely

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

  328. Article
    Inside the Lincoln Memorial

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

  329. Article
    Reflection of building on a city skyscraper

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

  330. Article
    American flag

    Prospective tax legislation in the next Congress

  331. Article
    PPP loan necessity questionnaire

    SBA releases draft PPP loan necessity questionnaire

  332. Webinar
    View of greater London skyline

    Brexit briefing

  333. Webinar
    Professional doing 2020 year-end tax planning

    2020 year-end business tax planning

  334. Article
    Dome of the U.S. Capitol Building

    Lease modification: beware of potential tax ramifications

  335. Article
    CARES ACT assists struggling businesses

    Will refunds from losses become a lifeline for struggling businesses?

  336. Article
    Global trade

    U.S. international tax update

  337. Article
    PPP loan forgiveness

    Tax issues created by PPP loan forgiveness

  338. Article
    States pinned on map

    State and local tax update

  339. Article
    Residency rules and state trust taxation

    Residency rules and state trust taxation – beware the traps

  340. Article
    2020 year-end tax letter men looking at accounting graphs

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

  341. Article
    Capitol building with flag

    Partnership tax capital – 2020 reporting requirements loom

  342. Article
    Crane and building opportunity zones

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

  343. Article
    Limited liability companies taxed as a partnership

    Limited liability companies in a loss environment

  344. Article
    Woman working from her home office

    Home office deduction

  345. Article
    Regulations on bonus depreciation

    Final 2020 bonus depreciation regulations

  346. Article
    Working on a financial graph at the table

    Carried interests in 2020 and beyond

  347. Article
    American flag in the sun

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

  348. Article
    2020 year-end tax planning

    2020 year-end tax letter

  349. Article
    Open GSA OIG’s report underscores challenges faced by schedule contractors

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

  350. Article
    PPP loan forgiveness application

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

  351. Article
    gen-header_building-windows-geometric

    Reduce the tax liability on your extended tax return

  352. Article
    Stairs and columns outside government building

    New PPP guidance addresses owner-employee compensation, nonpayroll costs

  353. Webinar
    businessman typing hands on computer

    Employee retention credit: exploring the benefit for banks

  354. Resource
    Small business meeting

    Paycheck Protection Program (PPP) FAQ

  355. Article
    Man working remotely on the computer

    Benefit plan action required by Aug. 31, 2020

  356. Article
    Man consults on the phone while working on the computer

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

  357. Article
    Columns of government building with waving flag

    Taxes and the 2020 presidential campaign

  358. Article
    Power lines at sunset

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

  359. Article
    woman signing papers

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

  360. Article
    woman signing papers

    IRS Voluntary Disclosure Practice update and pushout adjustments under CPAR

  361. Comment Letter
    empty conference room notepad

    Comment letter on tax capital reporting for partnerships

  362. Article
    Parking lot of automobiles

    IRS releases guidance on parking lot rules

  363. Article
    Woman reviews PPP application on computer in advance of deadline

    PPP application deadline extended by Congress

  364. Article
    man working in front of computer

    Software taxation for dealerships: What you need to know now

  365. Article
    Professionals sign contract to close the deal

    The road to recovery: tax strategies to increase your cash flow

  366. Article
    Woman working remote at table

    SBA releases updated PPP loan forgiveness application

  367. Article
    U.S. Capitol Building facade at sunset

    Working with the IRS during a pandemic

  368. Article
    U.S. Capitol Building at sunset

    Tax planning during and after COVID-19

  369. Article
    U.S. Capitol Building lit up at night

    States’ reactions in a pandemic environment

  370. Article
    U.S. Capitol Building at sunset

    Should you consider a casualty loss provision for your business?

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

    Planning to manage the QIP and business interest expense changes

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

    International taxation relief provisions

  373. Article
    U.S. Capitol Building stairs at night

    Federal coronavirus rescue programs

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

    Upcoming compliance deadlines for reacting to CARES Act changes

  375. Article
    Capitol building reflection at sunrise

    Congress amends Paycheck Protection Program

  376. Case Study
    The carried interest debate

    Baker Tilly resolves a $2 million FBAR penalty through IRS Fast Track Mediation

  377. Article
    Woman working at a computer

    Key tax measures implemented in Mexico due to COVID-19

  378. Article
    Columns of government building with waving flag

    SBA issues final interim rules providing PPP guidance

  379. Webinar
    Man works on computer

    PPP loan forgiveness application released. What now?

  380. Article
    Capitol building steps

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

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

    House passes $3 trillion stimulus package

  382. Case Study
    man working in front of computer

    Baker Tilly fixes a late section 336(e) election

  383. Article
    Man analyzes a report at a computer

    The IRS provides UBTI reporting guidance

  384. Webinar
    Man works remotely with phone, reports and computer

    PPP loans: return the funds or seek forgiveness?

  385. Article
    Person typing on a laptop

    IRS’s People First Initiative, amending partnership returns, and procedures to fax NOL carryback forms

  386. Article
    Two women review human resource policy

    IRS significantly expands employee retention credit FAQ

  387. Article
    Woman reviews business plan on computer

    IRS expands allocable healthcare expenses eligible for employee retention credit

  388. Article
    U.S. Capitol building at night

    SBA extends deadline to return PPP loans to May 14

  389. Article
    Ceiling of government building

    State sales and use tax summary

  390. Article
    Stairs and columns outside government building

    IRS says PPP loan forgiveness results in nondeductible expenses

  391. Article
    Businessman reviews report data

    PPP loans: important economic need and accounting considerations

  392. Webinar
    Capitol building

    A briefing on coronavirus-related tax relief

  393. Article
    Blue windows on building, geometric patterns

    IRS issues guidance on bonus depreciation for qualified improvement property

  394. Podcast
    Baker Tilly podcast

    Understanding tax relief options amid COVID-19

  395. Multimedia
    Webinar series hero

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

  396. Article
    Taking notes while working at a computer

    CARES Act impact on income taxes

  397. Article
    Government building with waving flag

    Self-employed individuals receive guidance for Paycheck Protection Program participation

  398. Article
    Inside the Lincoln Memorial

    CPAR partnerships reporting changes to Form 1065: the administrative adjustment request

  399. Article
    Pillars at a government building

    IRS significantly expands tax return filing and payment due date relief

  400. Article
    Team discusses client needs in an office

    IRS provides guidance on the CARES Act five-year NOL carryback

  401. Webinar
    Woman working at a computer

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

  402. Article
    Buildings in a city

    Bonus depreciation on qualified improvement property

  403. Article
    Government building architecture

    SBA issues regulations on Paycheck Protection Program

  404. Article
    Man analyzes a report at a computer

    CARES Act: important tax considerations for private equity

  405. Article
    American flag waves in the blue sky

    Congress enacts CARES Act providing COVID-19 relief

  406. Resource
    Man consults on the phone while working on the computer

    Families First Coronavirus Response Act FAQ

  407. Article
    columns

    Treasury announces tax-filing deadline extended to July 15

  408. Article
    capitol building

    Treasury clarifies April 15 payment extension, filing deadline remains in effect

  409. Article
    Coronavirus (COVID-19) data analysis

    Coronavirus to impact tax-filing deadlines and tax payments

  410. Article
    Reserved table place setting in preparation for business dinner meeting

    Hungry and bored? Proposed regulations clarify meals and entertainment expenses

  411. Article
    Attendees at a business conference

    Pennsylvania adopts economic nexus threshold for corporate net income taxpayers

  412. Webinar
    Government capitol

    Key takeaways from the final opportunity zone regulations

  413. Article
    Businesswoman reviews business strategy

    Preparing your business for a capital raise, including tax considerations

  414. Article
    Medical professional enters billing details into a computer

    Medical billing services to become taxable in Texas on April 1, 2020

  415. Article
    Buildings at sunset

    Canned software used by financial institutions excluded from Pennsylvania sales tax

  416. Article
    Business meeting

    Texas makes changes to franchise tax rule, adopts economic nexus threshold

  417. Article
    The sides of two high-rise buildings in a city

    Final opportunity zone regulations: key takeaways

  418. Article
    Two women discuss results shown on a computer

    New Jersey enacts elective SALT cap workaround for pass-through entity members

  419. Article
    Stairs and columns outside government building

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

  420. Article
    capitol building

    IRS delays partnership reporting requirements

  421. Article
    Team discussion viewed through window

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

  422. Article
    Winding road leads to to the future

    R&D credit opportunities for life sciences organizations

  423. Article
    Two men walking down the hall, assessing office space for a renovation

    Building or remodeling your office? A one-time tax savings opportunity may be available.

  424. Article
    Man consults on the phone while working on the computer

    Tax tips: what software and technology startups need to know

  425. Article
    Delaware state capitol building

    State responses to The Tax Cuts and Jobs Act

  426. Webinar
    Man working out logistics with packages on desk

    Revisiting Wayfair: changes, challenges and what’s to come

  427. Article
    Employer health reimbursement expansion

    Employers’ use of health reimbursement arrangements expands

  428. Webinar
    People on a sailboat

    Navigating the new era of incentives

  429. Article
    Washington D.C.

    The District of Columbia’s paid family leave tax begins July 1, 2019

  430. Article
    Supreme Court

    Supreme Court issues trust-friendly state income tax nexus decision

  431. Case Study
    Real estate developers discuss the Tax Cuts and Jobs Act

    Small business saves up to $60,000 annually with tax reform strategies from Baker Tilly Advantage

  432. Webinar
    Compass pointing west

    Overview of opportunity zones

  433. Article
    Tax Court disallows wheat milling company's research credit

    Tax Court disallows wheat milling company's research credit

  434. Article
    Top of capitol building

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

  435. Resource
    Together, team members climb a mountain to reach the summit

    Let’s face Brexit together

  436. Press Release

    Baker Tilly adds Tax Director in Minneapolis

  437. In the News

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

  438. In the News

    Tax Expert Tackles This Year's Important Questions

  439. Article
    Considerations when expanding your law firm overseas

    Considerations when expanding your law firm overseas

  440. Comment Letter
    Tall pillars

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

  441. Article
    Madison, Wisconsin

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

  442. Article
    Capitol building

    Untangling tax reform: final section 199A regulations

  443. In the News

    The Tax Cuts and Jobs Act One Year Later

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

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

  445. In the News

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

  446. Article
    Real estate developer looks up at buildings in a city

    What is a permanent establishment?

  447. Press Release

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

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

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

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

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

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

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

  451. Press Release

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

  452. In the News

    Philanthropy in a time of flux

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

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

  454. Article
    Four buildings in the sky

    Reduced corporate tax rate’s impact on private equity and M&A market activity

  455. In the News

    Brad Polizzano Elected to Nassau County Bar Association Board of Directors

  456. Article
    Calculating taxes

    Tax reform’s impact on private equity and M&A markets

  457. In the News

    MN online shoppers now pay more sales tax

  458. Multimedia
    Assembly line

    Tax savings allow LaForce Inc. to invest in growth

  459. Press Release

    Baker Tilly Launches Multistate Economic Nexus chart

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

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

  461. Press Release

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

  462. Article
    Government building with flag

    Tax reform’s implications for government incentives

  463. Case Study
    Two people looking over documents

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

  464. In the News

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

  465. In the News

    CBS Minnesota: Avoiding Scams This Tax Season

  466. Press Release

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

  467. In the News

    10 Things Startups Need To Know About Tax Reform

  468. Press Release
    Colorful buildings in the city

    Baker Tilly Principal Randi Schuster Elected to Advisory Council for the Appraisers Association of America

  469. In the News

    US hedge funds eye restructures to benefit from tax reforms

  470. In the News

    Construction and Real Estate Special Report

  471. In the News

    Reform May Ease Sting Of The Alternative Minimum Tax

  472. Article
    Buildings looking up

    New excise tax on excess executive compensation by tax-exempt organizations

  473. Press Release

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

  474. In the News

    Tax Law Spurs New Headaches for Hedge Funds

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

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

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

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

  477. Multimedia
    Consultants review an audit report prior to a finance committee meeting

    New Markets Tax Credit program: how it works

  478. Press Release

    Baker Tilly Admits 10 New Tax, Assurance and Consulting Partners

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

    New Form 8938 filing requirements apply to domestic entities

  480. Article
    Business district skyline at night

    Where to domicile? Advantages and disadvantages of U.S. versus foreign domiciled blocker corporations

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

    Mergers and acquisitions: State and local tax issues, trends and traps

  482. Case Study
    Volunteers assemble groceries at local food bank

    Baker Tilly helps charity get back tax-exempt status

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

    Concrete maker doesn’t let unclaimed property sink deal

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

    Manufacturer receives more than $9 million for facility expansions

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

    What is certain about the effects of Brexit?

  486. Case Study
    warehouse deliveries

    Accounting method change cuts inventory costs 30 percent

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

    Meat manufacturer bites into R&D credits with Baker Tilly’s help

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

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

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

    Permanent extension and expansion of research and development tax credit

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

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

  491. Article
    Large truck

    US Venture discusses substantial tax savings resulting from Baker Tilly’s tax consulting services

  492. Case Study
    Advisor reviews operating reports

    Investment advisor relies on Baker Tilly for complex tax work and the audit of a Cayman-registered investment fund

  493. Article
    Commercial real estate properties in city

    Is a REIT right for you?

  494. Case Study
    Shopper with produce in grocery store

    Grocery store chain saves $1 million in property taxes

  495. Case Study
    Colorful buildings in the city

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

  496. Article

    Unclaimed property - beware of patient credit balances

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

    Baker Tilly helps expanding company take advantage of government incentives

  498. Article

    Unclaimed property: unraveling the business-to-business exemption

  499. Article
    Construction project planning meeting

    Site selection: effectively closing the deal

  500. Article
    Pillars on government building facade

    5 tips for negotiating government incentives

  501. Article

    Private foundation: Common self-dealing issues

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

    Baker Tilly’s China practice director discusses the Chinese economy

  503. Article

    ACA’s employer mandate poses unique issues for higher education

  504. Article

    Pledges and donor advised funds don’t mix

  505. Article

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

  506. Article

    Income tax consequences of hedge or private equity fund investments

  507. Article
    The capabilities B2B organizations need to succeed

    An important passive activity loss rules case

  508. Case Study
    Client approves construction project progress

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

  509. Article
    Harrisburg, Pennsylvania capitol building

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

  510. Article

    Unclaimed property – another challenge to businesses from the states

  511. Article

    Distributions by CFCs with wholly-owned foreign subsidiaries

  512. Article
    Closeup of column capital on a government building

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

  513. Case Study
    Steel cutting manufacturer

    Baker Tilly credits and incentives success stories – Steel fabrication company

  514. Article
    capitol building

    Treasury issues guidance on payroll tax holiday

  515. Resource
    business men discussing work

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

  516. Article
    Delaware state capitol building

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

  517. Article

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

  518. Article

    OECD announces first steps in combating corporate tax avoidance

  519. Article

    New IRS guidance changes structuring of historic rehabilitation tax credits

  520. Webinar

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

  521. Case Study

    GWG grows as life insurance secondary market gains acceptance

  522. Article
    Colleagues discuss strategy at a computer

    Energy community mapping tool — powered by Ever.green

  523. Article
    woman signing papers

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

  524. Resource
    papers on a desk

    Administrative adjustment requests for CPAR partnerships FAQ and toolkit

  525. Article
    Woman works on a tablet in her office

    ABA conference focuses on legislation, economic uncertainty and digital assets

  526. 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. Karisa L. Chin

    Karisa L. Chin

    CPA

    Principal

  14. Michael Cho

    Michael Cho

    CPA

    Director

  15. Dave Cortney

    David W. Cortney

    CPA, MBA

    Principal Emeritus

  16. Ana Coscia

    Ana Coscia

    CPA

    Principal

  17. Matt Coscia

    Matt Coscia

    CPA

    Principal

  18. Christine Dahlhauser

    Christine Dahlhauser

    CPA

    Managing Principal

  19. Matt Damone

    Matt Damone

    J.D.

    Principal

  20. Jeff Davis

    Jeffrey Davis

    CPA, M.S.T.

    Principal

  21. Justin Demere

    Justin Demere

    CPA

    Principal

  22. Brad DeNoyer

    Brad DeNoyer

    Managing Principal

  23. Chad R. Derenne

    Chad R. Derenne

    CPA

    Principal

  24. Andrew N. Dilling

    Andrew N. Dilling

    CPA

    Principal

  25. Josh Din

    Josh Din

    CPA

    Principal

  26. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Principal

  27. Pauline Dumas

    Pauline Dumas

    Director

  28. Heather Dwyer

    Heather Dwyer

    CPA

    Principal

  29. Brigid Elliott-Boger

    Brigid Elliott-Boger

    CPA

    Principal

  30. Neth Espiritu

    Danita S. Espiritu

    CPA

    Principal Emeritus

  31. Bruce Ferry

    Bruce Ferry

    CPA

    Principal

  32. Tiffany Fleury

    Tiffany Fleury

    CPA, MST

    Principal

  33. Arthur Full

    Arthur Full

    CPA

    Principal

  34. Adam Goehring

    Adam Goehring

    CPA, M.B.T., CEPA

    Principal

  35. Brian Gourlay

    Brian Gourlay

    CPA

    Principal

  36. Drew Grey

    Drew Grey

    CPA

    Principal

  37. Mark Heroux

    Mark Heroux

    JD

    Principal

  38. Howard J. Heyman

    Howard J. Heyman

    CPA

    Principal

  39. Robert Hottle

    Robert Hottle

    CPA, PFS

    Principal Emeritus

  40. Robert House

    Robert House

    CPA

    Principal

  41. Scott Howard

    Scott Howard

    CPA

    Principal

  42. Chase A. Inda

    Chase A. Inda

    CPA

    Principal

  43. Scott Jackson

    Scott L. Jackson

    CPA

    Director

  44. Michael Jakimzak

    Michael Jakimzak

    CPA, M.S.T.

    Principal

  45. Gary Jang

    Gary Jang

    CPA

    Principal

  46. Matt Jeffries

    Matt Jeffries

    CPA

    Principal

  47. Kimberly Jin

    Kimberly Jin

    CPA

    Principal

  48. Chris Johnson

    Chris Johnson

    CPA

    Principal

  49. Randi Jowers

    Randi Jowers

    CPA

    Principal

  50. Ken Kasianovitz

    Ken M. Kasianovitz

    CPA

    Principal

  51. Shawn Kato

    Shawn Kato

    CPA

    Principal

  52. Giancarlo Laguercia

    Giancarlo Laguercia

    CPA

    Principal

  53. Steve Landsman

    Stephen J. Landsman

    CPA

    Principal

  54. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Principal

  55. James C. Lawson

    James C. Lawson

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

    Managing Director

  56. Tina Lazaroff

    Tina Lazaroff

    CPA

    Principal

  57. Jill A. Martin

    Jill A. Martin

    CPA

    Principal

  58. Jessica Mastropietro

    Jessica Mastropietro

    CPA

    Principal

  59. Carla Mattsson

    Carla Mattsson

    CPA

    Principal

  60. Michelle McAllister

    Michele McAllister

    CPA

    Director

  61. Matthew M. McNelis

    Matthew M. McNelis

    CPA

    Principal

  62. Jon Meadows

    Jon Meadows

    CPA, J.D.

    Principal

  63. Sashi Mirpuri

    Shashi Mirpuri

    CPA

    Principal

  64. Larry Mohr

    Larry Mohr

    CPA, M.B.T.

    Principal

  65. James Munuhe

    James Munuhe

    CPA

    Principal

  66. Chase Murphy

    Chase Murphy

    CPA

    Principal

  67. Peter Noce

    Peter S. Noce

    CPA

    Principal

  68. Dan O'Connor

    Daniel T. O'Connor

    CPA

    Principal

  69. Joseph C. O'Neill

    Joseph O'Neill

    CPA

    Managing Principal

  70. Kristi Oates

    Kristi Oates

    CPA

    Principal

  71. Thomas Ohlgren

    Thomas Ohlgren

    CPA

    Principal

  72. Alicia On

    Alicia On

    CPA

    Director

  73. Baker Tilly Professional

    Shelly Paialii

    CPA

    Principal Emeritus

  74. Theary Phat

    Theary Phat

    CPA

    Principal

  75. Barbara Provance

    Barbara L. Provance

    CPA

    Director

  76. James E. Rose

    James Rose

    CPA

    Principal Emeritus

  77. Neil Rosenfield

    Neil Rosenfield

    CPA

    Principal

  78. Donna Scaffidi

    Donna Scaffidi

    CPA

    Principal

  79. Steven Schlachter

    Steven Schlachter

    MBA, CPA

    Principal

  80. Renee Schwartz

    Renee Schwartz

    CPA, M.B.T.

    Principal

  81. Baker Tilly Professional

    Deana Serracino

    CPA

    Principal

  82. Michael Shafer

    Michael Shafer

    CPA

    Principal

  83. Brian Shin

    Brian J. Shin

    CPA

    Principal

  84. Alyssa Simms

    Alyssa Simms

    CPA

    Principal

  85. Brian J. Simpson

    J. Brian Simpson

    CPA

    Principal

  86. Ryan Smith

    Ryan Smith

    Director

  87. Rowland Smith III

    Rowland Smith III

    CPA

    Principal Emeritus

  88. Jeffrey J. Spengler

    Jeffrey J. Spengler

    CPA

    Principal

  89. Lisa Steele

    Lisa Steele

    CPA

    Director

  90. Lynette Stolarzyk

    Lynette Stolarzyk

    J.D., LL.M.

    Managing Principal

  91. Kevin Stonesifer

    Kevin Stonesifer

    CPA

    Principal

  92. Pietro M. Stuardi

    Pietro M. Stuardi

    CPA, MST

    Principal

  93. Nicole M. Szczepanek

    Nicole M. Szczepanek

    CPA, M.S.T.

    Principal

  94. Jay Tompkins

    Jay Tompkins

    CPA

    Principal

  95. Gare Torre

    Gabriel Torre

    CPA, M.S.T.

    Managing Principal

  96. Keith Troutman

    Keith Troutman

    CPA, MBA

    Principal

  97. Stephanie Tuel

    Stephanie Tuel

    EA

    Director

  98. Brent R. Wagner

    Brent Wagner

    CPA

    Principal

  99. Peter J. Wautlet

    Peter J. Wautlet

    CPA

    Principal

  100. Gregg Weiss

    Gregg Weiss

    CPA

    Principal

  101. Marlin Witt

    J. Marlin Witt

    CPA, CFP®, CGMA

    Principal

  102. William Wolf

    William F. Wolf

    CPA, CFF, CFE, MBA

    Principal Emeritus

  103. Russell L. Wolff

    Russell Wolff

    CPA

    Principal

  104. Aileen Wong

    Aileen Wong

    CPA

    Director

  105. Brian Yacker

    Brian Yacker

    CPA, J.D.

    Principal

  106. Lisa Yamakawa

    Lisa Yamakawa

    CPA

    Principal

  107. 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

      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