BEAM Solutions, LLC

Giving back can give back to you.

Consistency beats perfection every time.

The IRS is successfully challenging aggressive tax strategies using the economic substance doctrine. Learn what recent cases mean for your business and tax planning.

IRS Cracks Down on Aggressive Tax Strategies The IRS is challenging aggressive tax strategies using economic substance rules. Learn what this means for tax planning.

The Foreign Earned Income Exclusion (FEIE) is a valuable tax provision for U.S. citizens and resident aliens living and working abroad. It allows eligible taxpayers to exclude a certain amount of foreign earned income and housing costs from U.S. taxation.

Foreign Earned Income Exclusion Rules for 2026 Learn how the 2026 Foreign Earned Income Exclusion works, including residency tests, housing exclusions, and key tax limitations.

Clarity sells—make it easy for clients to say yes.

A recent federal court decision could open the door for refunds of certain IRS penalties and interest assessed during the pandemic. Learn who may qualify and why July 10, 2026 matters.

COVID-Era IRS Refunds: July 10, 2026 Deadline Some taxpayers may qualify for COVID-era IRS penalty refunds. Learn why July 10, 2026 matters.

The U.S. penny is being phased out. Learn how rounding, pricing strategy, and payment trends could impact your business—and what to do now.

What the End of the Penny Means for Businesses and Consumers

Self-awareness is your greatest advantage.

If you invested in a Qualified Opportunity Fund (QOF) using deferred capital gains, pay attention: the law requires that deferred gains be included in income no later than December 31, 2026. That deadline is real, unavoidable unless Congress or the IRS provides relief, and it can mean a large, unexpected tax bill even if your fund hasn’t paid you a dime.

Final Countdown for Qualified Opportunity Fund Investors Deferred gains invested in Qualified Opportunity Funds generally become taxable by December 31, 2026. Learn what investors should do now to prepare.