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From the Field: How We Help Businesses Unlock Trapped Losses

global Tax

From the Field: How We Help Businesses Unlock Trapped Losses

Excess business loss limitations can create frustrating tax consequences for business owners, especially when large deductions cannot be immediately used. Here’s how proactive tax planning can help businesses better position losses, improve cash flow visibility, and avoid costly surprises.

By Loree Dubois, CPA, MBA August 13, 2026

Business View All

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

By Daniel Andrea, CPA, CITP, CISA

Business Valuation View All

Business Valuation After the Big Beautiful Bill: What You Need to Know

Business Valuation After the Big Beautiful Bill: What You Need to Know

By Karen Rice, CPA, CVA

Employee Benefit Plans View All

Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

By Ashley Leonard, CPA

Employee Retention Credit (ERC) View All

The Big Beautiful Bill Act Targets Fraudulent ERTC Claims

The Big Beautiful Bill Act Targets Fraudulent ERTC Claims

By Michael Garcia, CPA, MBA

Environmental, Social, Governance (ESG) View All

Do You Do Business in California? A Look into the New SB 261 Legislation

Do You Do Business in California? A Look into the New SB 261 Legislation

By Jacklyn Beebe

By Jeffrey Beckwith, CPA, MSA

Family Owned Business View All

Building a Strong Relationship with Your Bank: How Tax Returns and CPA Financial Statements Impact Your Family Business

Building a Strong Relationship with Your Bank: How Tax Returns and CPA Financial Statements Impact Your Family Business

By Michael Pirolli, CPA, MBA, CEPA

Global Tax View All

Most Common Form K-1 Misunderstandings & How to Avoid Them

Most Common Form K-1 Misunderstandings & How to Avoid Them

By Loree Dubois, CPA, MBA

Growth & Transition View All

The 5 Most Common Mistakes That Reduce Value Before a Business Sale

The 5 Most Common Mistakes That Reduce Value Before a Business Sale

By Joseph Quattrocchi, MBA, CPA, CEPA

Insurance View All

5 Signs Your Business Might Be Underinsured and Not Even Know It

5 Signs Your Business Might Be Underinsured and Not Even Know It

By Matthew Glynn

International Tax View All

New 1% Remittance Tax: What the OBBBA Means for Cross-Border Transfers

New 1% Remittance Tax: What the OBBBA Means for Cross-Border Transfers

By Yehmin Chern

Mission Matters View All

Pledges vs. Immediate Contributions: Important Differences Nonprofits Need to Know

Pledges vs. Immediate Contributions: Important Differences Nonprofits Need to Know

By Tyler Gay, CPA, MBA

Paycheck Protection Program (PPP) View All

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

By Anthony Mangiarelli, CPA, MST

Real Estate View All

Bonus Depreciation and Asset Purchases: Thinking Ahead in 2026

Bonus Depreciation and Asset Purchases: Thinking Ahead in 2026

By Christopher Bolte

Recruiting View All

Should I Hire a Chief Financial Officer (CFO) With M&A Experience Before Selling My Business?

Should I Hire a Chief Financial Officer (CFO) With M&A Experience Before Selling My Business?

The Restaurateur View All

What Every Restaurateur Needs to Know About POS Installation

What Every Restaurateur Needs to Know About POS Installation

By Michael Garcia, CPA, MBA

R&D Tax Credits View All

Section 174 Fixed: What Businesses Need to Know About R&E Expensing Changes

Section 174 Fixed: What Businesses Need to Know About R&E Expensing Changes

By Deborah Pallasch, CPA

SECURE Act 2.0 View All

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

By Stephen Fay, CPA, LL.M, JD

State & Local Tax (SALT) View All

Will Your Software Be Taxable in 2027? California and Colorado Update Sales Tax Rules

Will Your Software Be Taxable in 2027? California and Colorado Update Sales Tax Rules

By Shelly Miller, CPA

SOC View All

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

Project Glasswing & the Next Wave of AI Cyber Risk: What Businesses Need to Know

By Daniel Andrea, CPA, CITP, CISA