On this episode, we’ll delve into the world of aviation with items you’ll want to know if you lease, own, charter, or are just interested in airplanes. We welcome Katie Simmons and John Buchanan, two leaders of the firm’s aviation consulting practice.

On this episode, we’ll talk through an opportunity to exclude gain on the sale of qualified small business stock. We welcome Howard Wagner and Nick Zoyhofski, two leaders of the firm’s 1202 practice.

On this episode, we’ll dive into year-end planning and the strategies you could consider heading into 2026. We welcome Spencer Heywood and Michael Cornett to highlight planning topics to be aware of for the new year.

This week on Tackling Tax, we’ll explore opportunity zones, which aim to stimulate new investment in economically distressed communities, and how they could benefit you.

On this episode, we’ll look at the New Markets Tax Credit (NMTC) and the opportunities it could offer you. We’ll discuss changes to the credit due to the One Big Beautiful Bill Act (OB3) and some practical considerations for businesses. We welcome Wes Ernst and Mike Roney with the NMTC team at Forvis Mazars for a unique perspective on the incentive.

This week on Tackling Tax, we’ll explore the OB3’s impact on estate planning and wealth strategy.

In this week’s episode of Tackling Tax, we break down how OB3 affects nonprofits—focusing on endowment and executive compensation taxes.

On this episode, we’ll look at ways that the One Big Beautiful Bill Act affects mergers and acquisitions (M&A) and cover our top five considerations for those contemplating a transaction. We welcome Howard Wagner from our Washington National Tax Office and Todd Reinstein, a partner in our firm who focuses on structuring and M&A Planning.