The Convergence of Market Forces Call it the perfect storm. Baby Boomers have reached retirement age. They’re making the largest generational wealth transfer in history. International investors hunger for American businesses. They consider these...
As the complexity of financial management increases, many small businesses are missing a higher level of accounting knowledge and practice. In some cases, the owner is trying to “do it all,” and in others, controllers or CFOs have not remained current with the rapid...
There are a few things that we can count on with the arrival of each New Year: Champagne toasts at midnight, well-intentioned New Year’s resolutions, and erroneous late notices from the IRS and DOL. Like in years past, the IRS and Department of Labor periodically...
Understanding the Research and Development (R&D) tax credit will provide reliable opportunities to lower your company’s tax burden. What Is the Research and Development Tax Credit? The R&D tax credit is available to businesses developing or improving company...
As values of businesses, real estate, and investment portfolios continue to rise, now is the time to develop and implement an estate plan for taxpayers considering the future transfer of wealth. While legislative proposals in 2021 dropped any near-term changes in...
