Insights

Latest articles

• IRS Revokes 71 Tax Guidance Documents: What It Means for Your Compliance

  IRS eliminates 71 pieces of tax guidance in a push to cut outdated rules; here’s what changed and what it means for your compliance.

  tax-policy-and-markets · October 6, 2026 · By Bruce Jones
• NFTs Are Now Digital Assets Under IRS Rules

  The IRS has updated its guidance, NFTs are now taxed alongside Bitcoin, Ethereum, and other digital assets. Here’s what changes for your reporting, income, and risk.

  tax-policy-and-markets · October 6, 2026 · By Bruce Jones
• When Your Spouse Dies: The Tax and Medicare Hits Arrive Later

  Understand the tax implications and Medicare changes for surviving spouses.

  Estate and Wealth Transfer · October 2, 2026 · By Bruce Jones
• Leveraging Section 179 After OBBB

  The One Big Beautiful Bill Act roughly doubled Section 179 expensing. Here is what the provision covers and why it seldom decides the tax on a sale.

  Selling a Business or Property · August 29, 2026 · By Bruce Jones
• April Is Too Late

  By the time the return is prepared, the year is finished and most of the decisions have been made by default. On the cost of avoiding a conversation.

  Selling a Business or Property · August 29, 2026 · By Bruce Jones
• The Fourth Quarter Window on a High-Income Year

  Not every tax event involves a sale. An unusual income year has its own timeline, and most of it runs out on December 31.

  Selling a Business or Property · August 28, 2026 · By Bruce Jones
• How the Review Runs Alongside Your CPA and Attorney

  A description of the four-step method we follow, with particular attention to the third step, which is the one most firms in this business leave out.

  For Advisors · August 28, 2026 · By Bruce Jones
• Why We Publish Ranges and Not Client Names

  Our case studies show percentages and banded figures rather than exact dollars and identifiable details. That is a deliberate standard, and it is worth explaining.

  Tax Strategy · August 28, 2026 · By Bruce Jones
• Economic Substance: What Section 7701(o) Requires

  In 2010 Congress wrote the economic substance doctrine into statute and attached a penalty that applies regardless of intent. Any serious discussion of planning has to start here.

  Tax Strategy · August 28, 2026 · By Bruce Jones
• Learned Hand and the Right to Arrange Your Affairs

  The most quoted sentence in American tax law, the case it came from, and the part of that case almost nobody quotes.

  Tax Strategy · August 28, 2026 · By Bruce Jones
• Retention Risk at the Liquidity Event

  The most dangerous moment in an advisory relationship is the moment the client has the most money. A short, uncomfortable note for advisors.

  For Advisors · August 28, 2026 · By Bruce Jones
• Bringing In a Specialist Without Losing the Relationship

  Advisors hesitate to introduce outside expertise because they fear losing the client. The professions that do this well have solved the problem, and the solution is structural.

  For Advisors · August 28, 2026 · By Bruce Jones