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Many of you have recently received correspondence from us and DocuSign e-mails regarding our firm’s submission of Power of Attorney forms for your respective tax accounts.  We appreciate your [...]

Recent tax law changes under the One Big Beautiful Bill Act (OBBBA) create several planning opportunities for individuals and business owners, along with some important compliance watchpoints. [...]

History & Background Since 1993, taxpayers have had the opportunity to exclude Federal capital gain on the sale Qualified Small Business Stock (QSBS). Taxpayers who hold QSBS have been able [...]