News + Insights

In the competitive professional industry, the ability to foresee and adapt to changing circumstances is crucial for maintaining profitability. Leading indicators are proactive metrics that provide early insights into your...

After experiencing a downturn in 2023, merger and acquisition activity in several sectors is rebounding in 2024. If you’re buying a business, you want the best results possible after taxes....

Earlier this week, the Associated Press reported that the DEA would reclassify marijuana as a less dangerous drug and ease some federal restrictions. While this has been accurately reported as...

If you donate valuable items to charity and you want to deduct them on your tax return, you may be required to get an appraisal. The IRS requires donors and...

Many people dream of turning a hobby into a regular business. Perhaps you enjoy boating and would like to open a charter fishing business. Or maybe you’d like to turn...

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...

Co-hosted with BGM and MBO Ventures Watch our insightful session on “Cannabis ESOPs: Why an ESOP is an Industry Game Changer.” Business owners who are considering selling their business should...

If your company operates in the business-to-business (B2B) marketplace, you’ve probably experienced some collections challenges. Every company, whether buyer or seller, is trying to manage cash flow. That means customers...

What Are Charitable Remainder Trusts? A Charitable Remainder Trust (CRT) can be an effective tool for managing the tax implications of selling a business while also benefiting a charity. A...

Maximizing Your Business Tax Strategy: The Value of Year-Round Tax Advisory Services Tax planning isn’t just about saving money and staying compliant. It should also optimize your business tax strategy...

Key Takeaway: You might be good at saving, but are you good at spending? Enjoying money is harder than it seems, but the jolt of retirement reminds us we must...

Vacation homes in upscale areas may be worth way more than owners paid for them. That’s great, but what about taxes? Here are three scenarios to illustrate the federal income...

It’s not unusual for a partner to incur expenses related to the partnership’s business. This is especially likely to occur in service partnerships such as an architecture or law firm....

For businesses, cost-effectively sponsoring a health insurance plan for employees is an ongoing battle. In the broadest sense, you have two options: fully insured or self-funded. A fully insured plan...

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...