ACC Announces New Policies Aimed at Preventing Business Filing Fraud

Most state business filing agencies like the Arizona Corporation Commission (ACC) are ministerial entities only and have no regulatory or enforcement authority.  In other words, these government entities can make sure any documents you file meet filing requirements, but that’s where their responsibility stops. For example, ACC does not have a requirement to confirm or…

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Key Provisions of the New Tax Act

  On July 4, 2025, Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law. At the center of the bill is the extension of many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) slated to end at the end of 2025. The OBBBA makes many expiring provisions of TCJA permanent,…

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OBBBA – Tax Treatment of R&D Expensing and Bonus Depreciation

The One Big Beautiful Bill Act (OBBBA) significantly impacts the tax treatment for businesses of research and development (R&D) expense and bonus depreciation. These new provisions offer substantial benefits and  crucial planning opportunities for businesses looking to invest and innovate. Following is a breakdown of the key changes. R&D expensing: Immediate Deductions Restored Internal Revenue…

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What is The Difference Between a Public Charity and a Private Foundation?

If you listen to public radio, you have probably heard an announcement that programming is supported by an organization such as the Jane Doe Private Foundation or the Smith Family Foundation. If, on the other hand, you have personally made a donation to support public radio, you have donated to a public charity. What is…

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How to Read a Not-For-Profit Tax Return (Even if you are not a tax professional) Part II

In a way, IRS Form 990 consists of two separate tax returns. The first is the “numbers” section (discussed in part I of this article) where organizations report their income and expenses for the year. In the second, organizations report how they comply with the many federal rules and regulations that govern the existence of…

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Are Nonprofits Exempt from Arizona Sales Tax?

One of the appeals of establishing a nonprofit organization is that these organizations are generally exempt from paying one or more types of tax. But just because an entity is exempt from one type of tax does not mean it is exempt from all taxes. In my work with Arizona nonprofit organizations, one common question…

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How to Read a Not-For-Profit Tax Return (Even if you are not a tax professional) Part I

According to the Internal Revenue Service, there are approximately 1.5 million public charities and private foundations in the US. That’s a lot of good work being done! Public charities depend on donations from the general public to carry out their missions. With 1.5 million organizations to choose from, how do you decide which you want…

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Managing Cash Flow and Tax Planning in Real Estate Portfolios

Real estate has weathered its fair share of market shifts in recent years, but compared to more volatile asset classes, its resilience continues to buoy portfolios with diversification and long-term appreciation. For property owners, that resilience doesn’t eliminate the need for active oversight. Rising operating costs, periods of vacancies, and tax complexities can all chip…

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BOI Reporting Obligations Reinstated–And Then Removed Again

The Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) is the agency that enforces the Corporate Transparency Act (CTA). Earlier in 2025, FinCEN sent out a notice indicating a new deadline of March 21 for small businesses to comply with its beneficial ownership information (BOI) reporting requirement. But on March 21, it announced that…

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IRS Announces Mileage Change For 2025

At the end of December, the IRS announced standard mileage rates for 2025. Below are the deductions, if you are using an automobile for approved purposes: Self-employed and business: 70 cents/mile (up from 67 cents in 2024) Charities: 14 cents/mile (unchanged from 2024) Medical: 21 cents/mile (unchanged from 2024) Moving (military only): 21 cents/mile (unchanged…

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