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UPCOMING EVENTS

Join our webinar to learn how exit value is built, how it’s measured, and what elevates an exit from successful to exceptional.
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A hand holding a pen marks locations on a detailed map of a neighborhood. Opportunity Zones under OBBA.
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Article

Opportunity Zones Under OBBBA: What Advisors and Investors Need to Know

Opportunity Zones under OBBBA are now permanent. Explore new 2026 tax benefits, rural incentives, and strategic shifts for investors.
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Event

Webinar: The Role of Business Valuation in Exit Planning

Join our webinar to learn how exit value is built, how it’s measured, and what elevates an exit from successful to exceptional.
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Article

April 15: Your Guide to Crucial Tax Deadlines

Don’t miss key April 15 tax deadlines. From IRA contributions to estimated payments, plan ahead, avoid penalties, and optimize your finances.
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Article

Recovering COVID-Era IRS Penalties: What You Need to Know

Paid IRS penalties from 2020 to 2023? Recent rulings could mean a refund opportunity. Learn how Sorren can assist.
A hand holding a pen marks locations on a detailed map of a neighborhood. Opportunity Zones under OBBA.
An icon of a document symbolizing articles.
Article

Maximizing Wealth with Opportunity Zone Properties

Explore how investing in Opportunity Zone properties can help minimize capital gains taxes, achieve tax-free growth, and expand your real estate investments.
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Article

Watch Out for These 2026 Tax Scams

Learn about 12 major tax scams of 2026, from phishing to AI phone scams, and how to protect your identity this tax season.
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