Resources
Want to learn a little bit more about some of the latest accounting topics? Check out the resources below.
The Federal R&D Tax Credit: A Practical Guide to the Basics
The federal R&D tax credit can provide lucrative tax savings for companies investing in innovation. Learn more about R&D credit eligibility & utilization.
When a Rental Loss Isn’t a Tax Deduction: Passive Activity Rules and the Real Estate Professional Exception
That loss isn't the deduction you thought; read on to understand how a rental real estate loss can be limited, the differences between a passive and nonpassive activity, the tests to determine material participation, and real estate professional status.
Real Estate — Estate Planning and Wealth Transfer Strategies
Learn how trusts, valuation discounts, entity structures, and basis step-up strategies can help real estate owners preserve wealth and reduce taxes.
The R&D Tax Deadline You Can’t Afford to Miss
For taxpayers who invested in R&D between 2022 and 2024, a one-time retroactive window closes on July 6, 2026.
Fraud Starts Closer Than You Think
Most business owners are aware of the risks of fraud through external attacks, but are they aware and prepared for the risk of internal fraud? Raphael & Raphael explores common risks for internal fraud and first steps you can take as a business owner to combat them.
Business Exit Planning: How to Leave Your Company on Your Terms
Discover how a comprehensive exit plan helps business owners preserve wealth, minimize taxes, and protect the legacy they've built on their own terms.
The Great Pretender: How AI Makes Tax Scams Look Legit
How AI Makes Tax Scams Look Legit. Read the article.
How AI Can and Can’t Help Businesses with Tax Prep in 2026
Find out how AI tools can simplify document processing and categorization for business taxes, balanced with professional insight for compliance assurance.
IRS Releases Final Form Instructions for Taxpayers Claiming the R&D Tax Credit
The revised instructions address changes to the treatment of §174A domestic research expenditures and align with prior IRS guidance and clarifications on reporting requirements.
Unlocking Tax Relief: OBBB’s Impact on Government Contractors
OBBB simplifies tax rules for contractors and businesses, enabling immediate R&E expensing, permanent pass-through relief, and expanded QSBS benefits.
What Companies Need to Know About the Surge in Investment Scams
Insights on the What Companies Need to Know About the Surge in Investment Scams. Read the article.
Cybersecurity Best Practices for Nonprofits | Aprio Insights
Help your nonprofit address growing cyber risks with practical guidance on password management, employee training, and vendor security for 2026 and beyond.
6 Real Estate Insights from Q4 2025 and What They Mean for You
Insights on the 6 Real Estate Insights from Q4 2025 and What They Mean for You.
Year-End Updates – What You Need to Consider
With December 31st fast approaching, time is running out to pursue valuable tax-saving strategies.
Policy, Trade, and Taxes: Understanding the Forces Shaping Today’s Economy
Six key issues shaping taxes and the U.S. economy, including government shutdowns, tariff uncertainty, tax policy, labor market, and interest rates.
Level Up Your Future: 2026 Cost-of-Living Adjustments to Maximize Your Retirement Plan
New 2026 IRS retirement plan limits and rules boost savings for 401(k)s, IRAs, Roth IRAs, SIMPLE IRAs, and the Saver's Credit.
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