Isler Insider Blog

Green-toned printed bar and pie charts spread across a desk with reading glasses, a pen, a notepad and a calculator.

Creating a Lasting Legacy: Building a Multigenerational Wealth Transfer Plan for Families

December 9, 2025

Learn how families can build a lasting legacy and successfully transfer wealth across generations. Discover strategies for vision, governance, and tax efficiency with actionable insights from leading Aprio advisors. …

Read More
An accountant in a dark suit uses a calculator at a wooden desk, pen in hand, with an open laptop and printed financial charts.

No tax on tips: What occupations qualify? What are qualified tips?

September 22, 2025

We explain what employers should know about IRS proposed regulations clarifying the “No tax on tips” provision in the OBBBA. Learn more. …

Read More
Close-up of a person using a calculator at a desk while holding a pen, with printed financial reports and a mug nearby.

Is your business ready? Red flags that demand a modern fraud risk assessment

September 18, 2025

RSM US details why a modern fraud risk assessment is no longer just a leading practice, it’s essential to stay ahead of threats. Learn more. …

Read More
An accountant in a dark suit uses a calculator at a wooden desk, pen in hand, with an open laptop and printed financial charts.

Managing Partner’s Message: Navigating the Noise Around Tax Strategies

August 11, 2025

Article | August 11, 2025 Over the last few months, I’ve noticed a growing number of social media posts promoting tax-saving strategies, many of which claim to help high-income earners...…

Read More
An accountant in a navy blazer works at a desk, using a calculator with one hand and writing in a notebook with the other, beside printed financial charts and a laptop.

Market Minute: Are stocks in Alfred E. Neuman territory?

June 17, 2025

After months of wild swings, the S&P 500 index is back near its record high. But there are warning signs. …

Read More
A laptop displaying a bar chart on a wooden desk, with a calculator, reading glasses, a notebook, a magnifying glass and a coffee cup.

Agentic AI: Transforming autonomous decision making

May 15, 2025

RSM details what is agentic AI, agentic AI challenges and risks and the future of agentic AI to increase efficiency and innovation. Read more. …

Read More
Two colleagues review financial data at a desk, one using a calculator while the other points to a tablet showing a pie chart.

Job openings rise above expectations in January

March 11, 2025

The quit rate, a proxy for labor demand, rose in January, indicating that workers were in a stronger bargaining position as demand increased. …

Read More
Green-toned printed bar and pie charts spread across a desk with reading glasses, a pen, a notepad and a calculator.

Morning market minute: Net immigration, population growth and U.S. employment

January 10, 2025

This influx of immigrants is one of many reasons why the U.S. economy has grown by nearly 3% over the past two years. …

Read More
Two colleagues review financial data at a desk, one using a calculator while the other points to a tablet showing a pie chart.

Be On High Alert: Avoiding Tax Season Scams

January 8, 2025

Arm yourself against scammers this tax season! Learn how to identify fraudulent messages and verify sender identities from reputable organizations like the IRS, Social Security Administration, and others. …

Read More
Overhead view of three colleagues reviewing printed bar, pie and donut charts spread across a wooden table, with two calculators and pens.

Payroll Updates and Important Information for 2025

December 5, 2024

Learn about the key payroll and tax changes for 2025 that could impact your business. Navigate through the updates on bonuses, fringe benefits, meals, entertainment, and new IRS electronic filing requirements. Stay up-to-date with Oregon state-specific changes, including updates on State Unemployment rates, overtime rules for agricultural workers, and the Paid Family Leave Program. …

Read More
Next