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This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

Pricing is among the most powerful levers for business owners to calibrate their companies’ profitability. Set prices too low and you risk leaving money on the table. Set them too...

Session #3: Profiting In the final session, we explored how to execute your chosen exit plan, navigate the due diligence and deal process, and ensure the right advisors are in...

If you’re considering guaranteeing, or are asked to guarantee, a loan to your closely held corporation, it’s important to understand the potential tax consequences. Acting as a guarantor, endorser or...

Among its numerous tax provisions, the One Big Beautiful Bill Act (OBBBA) reinstated immediate deductions for research and experimental (R&E) expenditures under Internal Revenue Code Section 174, beginning in 2025. The...

When you read the word “hygiene,” you may immediately think about the importance of washing your hands or brushing your teeth. But there’s another use of the term that every...

Staying ahead in today’s volatile economic environment requires clarity and insight into the factors shaping markets, interest rates, and business confidence. During this presentation, Russell Brownback, Managing Director and Head...

The way the federal government issues and accepts payments is about to change. Under a recent Executive Order, paper checks will be phased out for all federal disbursements beginning September...

Does your business receive large amounts of cash or cash equivalents? If so, you’re generally required to report these transactions to the IRS — and not just on your tax...

Rates Set the Price; Liquidity Sets the Terms Markets run higher ahead of the Fed. August 2025 Key Observations Shifting sentiment and increased expectations for a rate cut in September...