Insights
Articles on new tax rules, credits, and planning issues, written for business owners and finance teams.
2 articles
September 22, 2026
Using recourse notes to exercise options earlier and potentially start the QSBS clock sooner
A recourse note can fund an option exercise without full cash payment and may start the QSBS holding period sooner.
July 22, 2026
Texas rewrites its R&D credit: What businesses should know
Texas raised 2026 R&D credit rates, tied the credit to Form 6765, and made it refundable for some companies.