Tagged: tax planning

Last year's win is this year's fine print. The favorable Section 163(j) calculation returned in 2025; in 2026 two provisions narrow it for the borrowers who benefited most—while rates stay high enough that the deduction doesn't fix the real problem. A guide to planning all three together.

Catherine Reeves

June 1, 2026·7 min read

Discover how artificial intelligence transforms tax preparation and strategic planning. Learn cutting-edge techniques to minimize your tax liability this season.

Catherine Reeves

February 16, 2026·5 min read

Asset or stock purchase? Section 338 elections? Discover how M&A deal structure choices create millions in unexpected tax exposure—and how to avoid them.

Catherine Reeves

May 15, 2025·9 min read