Why AI Will Never Replace the Strategic Advisor
As AI is transforming finance, the role of the strategic advisor is becoming even more important in guiding business decisions.
Posts by:
Aprio
When a Rental Loss Isn’t a Tax Deduction: Passive Activity Rules and the Real Estate Professional Exception
This article will explain the ways 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.
Five Operational Levers to Improve Cash Flow Without Raising Prices
Improve your business cash flow without the need to raise prices. Here are practical strategies in managing your accounts receivable, accounts payable, working capital, cost reduction, and cash flow forecasting in the Canadian business climate.
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.
Trump Accounts v. IRAs: A Child Savings Guide for Parents and Grandparents
Compare Traditional IRAs, Roth IRAs, 529 plans, and Trump Accounts to choose a tax-smart way to build wealth for your child and your future.
Trade Deficits, Tariffs, and the 2026 U.S. Trade Policy Agenda
The 2026 U.S. Trade Policy Agenda has the potential to reshape tariffs, trade deals, and supply chain. Here’s what American businesses need to know to prepare.
Unusual grants for nonprofits: public charity status and the IRS ruling process
Learn how unusual grants can affect public charity status, the public support test, Form 990 reporting, and when an IRS ruling may be worth considering.
The Great Pretender: How AI Makes Tax Scams Look Legit
AI is making tax scams more convincing and harder to detect, using deepfakes, voice cloning, and personalized messages to exploit busy teams during tax season.
Cybersecurity Risk Management for Nonprofits
Get actionable guidance on cybersecurity risk management for nonprofits. Enhance your organization’s defenses against phishing, ransomware, and more.
Some States Are Splitting from the OBBB – Is Yours?
Understand how your state conforms to the new OBBB provisions and learn how to update your tax strategy to maximize savings.