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April 29, 2026

What Most Financial Advisors Don’t Know About Their Clients’ Tax Bill

What Most Financial Advisors Don't Know About Their Clients' Tax Bill

Tax Day comes and goes, and for most financial advisors, the conversation moves on. Portfolio performance, market conditions, and planning for the next quarter take center stage. But for many clients, particularly those who own commercial real estate, run innovation-driven businesses, or have recently completed a construction project, the tax filing deadline isn’t the end […]

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April 29, 2026

The R&D Tax Credit in MedTech: What Decision-Makers and Their Advisors Need to Know

Medical technology companies are, by their very nature, engines of innovation. From the early-stage startup refining a wearable glucose monitor to the established manufacturer optimizing its surgical robotics platform, MedTech organizations invest enormous resources in solving problems that have never been solved before. What many of those organizations don’t fully appreciate is that a substantial […]

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April 28, 2026

Amending Returns for R&D Tax Credits: What You Need to Know

Amending Returns for R&D Tax Credits: What You Need to Know

Is your business leaving money on the table? If you’ve never claimed the Research and Development (R&D) Tax Credit, or underreported it in prior years, amending your tax returns could unlock significant refunds. What Is the R&D Tax Credit? The Research and Development Tax Credit, established under Section 41 of the Internal Revenue Code, is […]

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April 27, 2026

Engineering Firms Are Leaving Money on the Table. What You Need to Know About R&D Tax Credits

If your engineering firm is solving complex technical problems, designing new systems, or improving existing processes, there’s a strong chance you’re conducting qualifying research and development activity, and potentially missing out on one of the most valuable tax incentives available under federal law. The R&D Tax Credit (formally known as the Research & Experimentation Tax […]

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