Insights
The Fine Print
Practical tax and legal insights from our team, including estate planning, tax strategies, business formation, and IRS updates. Everything explained in plain language.
- Form 3520 Penalties, ERC Interest, and Conservation Easements: Three Federal Tax LessonsAugust 26, 2026Practice area8 min readRecent federal tax disputes involving foreign-gift reporting, Employee Retention Credit interest, and conservation easements share one protective lesson: preserve the record early, identify the exact remedy available, and do not rely on assumptions or oral guidance when the stakes are high.
- Choosing the Right Business Structure in Colorado: A Practical Formation GuideAugust 25, 2026Practice area7 min readAn LLC, corporation, partnership, or sole proprietorship can shape how your business handles ownership, taxes, decisions, and growth. Learn what to consider before filing—and why formation involves more than submitting one document.
- Tax Law Changes That Impact Your 2025 Taxes: One Big Beautiful Bill & MoreAugust 24, 2026Practice area7 min readThe One Big Beautiful Bill changed deductions, credits, and long-standing federal tax rules for 2025 returns filed in 2026. Here is what workers, seniors, families, homeowners, and business owners should review before filing.
- Legal AI Is Moving From Tool Selection to Operational GovernanceAugust 24, 2026Thought leadership7 min readThe latest legal-tech headlines suggest that attention is moving beyond isolated AI pilots. The next competitive question is whether firms can convert expanding investment, defined workflows, and attorney experimentation into governed, measurable legal operations that protect client information, work quality, and professional development.
- How Can Our Firm Use AI Agents and Keep Client Data Under Our Control?August 23, 2026Thought leadership9 min readLaw firms do not have to choose between useful AI and responsible stewardship of client information. Law360 Pulse’s legal-tech coverage highlights why firms should pair agentic AI with clear access boundaries, human approval, validation and documented workflow controls.
- Harvey vs. Legora: The Legal AI Decision Many Firms Actually FaceAugust 23, 2026Thought leadership9 min readThe Harvey-versus-Legora decision should not be reduced to a feature checklist. Test each platform against your own matters, information architecture, supervision model, talent strategy, and definition of acceptable work product.
- When an IRS Issue Feels Stuck: Find Clearer Next Steps With TAS Tax NewsAugust 18, 2026Practice area6 min readThe Taxpayer Advocate Service publishes searchable tax news and helps taxpayers navigate certain unresolved IRS problems. Learn what TAS does, how to use its news page, and what to gather before requesting help.
- How to Read an IRS Announcement and Know What It Means for YouAugust 6, 2026Practice area6 min readThe IRS Newsroom can help you spot tax-law changes, filing relief, security alerts, and new guidance—but a headline is only the starting point. Here is a practical way to find the update that matters, confirm what it actually says, and connect it to your full financial picture.