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Business owner signing a contract preparing to sell a business.
04.22.24
Jon T. Meyer, CFP®

Preparing to Sell Your Business – 5 Years Out

Blog
Business Owners
Wealth Management

Key Takeaway: Many business owners wait until they are ready to sell their business to find out that they could have received a higher offer had they worked on some...

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04.17.24
Calvin P. Shannon, CPA, CVA

The Strategic Journey of Trulieve Cannabis Corp. and Its Impact on Cannabis Taxation

Blog
Cannabis

The cannabis industry is navigating through an ever-changing legal and tax landscape marked by significant milestones and complex challenges. Among these, the remarkable journey of Trulieve Cannabis Corp. in securing...

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04.17.24

IRS issues guidance on tax treatment of energy efficiency rebates

Articles
Individual Tax & Planning

The Inflation Reduction Act (IRA) established and expanded numerous incentives to encourage taxpayers to increase their use of renewable energy and adoption of a range of energy efficient improvements. In...

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04.16.24

The pros and cons of turning your home into a rental

Articles
Families
Executives
Individual Tax & Planning

If you’re buying a new home, you may have thought about keeping your current home and renting it out. In March, average rents for one- and two-bedroom residences were $1,487...

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04.15.24
Dyanne Ross-Hanson

Business Continuity – Making Sure Your Business Continues if You Don’t!

Blog
Business Owners
Advisory

Featured Blog Post by Dyanne Ross-Hanson, President of Exit Planning Strategies LLC We are proud to feature this insightful blog from Dyanne Ross-Hanson, a distinguished expert in business continuity and...

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04.09.24

Keep these 3 issues in mind after you file your return

Articles
Business Owners
Families
Executives
Advisory

The tax filing deadline for 2023 tax returns is April 15 this year. If you need more time, you can file for an extension until October 15. In either case,...

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04.08.24

Scrupulous records and legitimate business expenses are the key to less painful IRS audits

Articles
Business Owners
Business Tax

If you operate a business, or you’re starting a new one, you know records of income and expenses need to be kept. Specifically, you should carefully record expenses to claim...

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04.03.24

The tax deadline is almost here: File for an extension if you’re not ready

Articles
Business Owners
Business Tax
Individual Tax & Planning

The April 15 tax filing deadline is right around the corner. However, you might not be ready to file. Sometimes, it’s not possible to gather your tax information by the...

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04.01.24

Business Continuity: What’s the Back-Up Plan?

Event
Webinar
Business Owners
Advisory

In today’s challenging and unpredictable business landscape, the question for business owners isn’t if unexpected events will occur, but when. This webinar, featuring Cory Parnell, CPA, Principal and CEO of...

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04.01.24

2024 Q2 tax calendar: Key deadlines for businesses & employers

Articles
Business Owners
Business Tax

Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2024. Keep in mind that this list isn’t all-inclusive, so...

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