Beyond EBITDA: Key Factors That Affect Business Value
Obviously, financial statements play a critical role in valuing businesses for mergers and acquisitions (M&As). Prospective buyers turn first to financial metrics […]
How Will Taxes Affect Your Merger or Acquisition?
Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success or […]
New Itemized Deduction Limitation Will Affect High-Income Individuals This Year
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced.
The new limitation up close
Before […]
Bar the Back Door: Preventing Retail Inventory Theft
When your retail store closes for the day, does some of your merchandise walk out the back door? “Shrinkage” generally occurs when employees, customers […]
New Deduction for QPP Can Save Significant Taxes for Manufacturers and Similar Businesses
The One Big Beautiful Bill Act (OBBBA) allows 100% first-year depreciation for non-residential real estate that’s classified as qualified production property (QPP). This new break is different from the […]
Shift Income to Take Advantage of the 0% Long-Term Capital Gains Rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, […]
How Market Volatility May Affect Valuation Discounts for Lack of Marketability
When determining how much a business is worth, a valuation professional must evaluate current market conditions — and today’s marketplace is […]
What You Need to Know About Deducting Business Gifts
Thoughtful business gifts are a great way to show appreciation to customers and employees. They can also deliver tax benefits when […]
How the Social Security Wage Base Will Affect Your Payroll Taxes in 2026
The 2026 Social Security wage base has been released. What’s the tax impact on employees and the self-employed? Let’s take a look.
FICA tax 101
Valuation is the Foundation of Every Sale-Ready Business
Are you thinking about selling or merging your business? In September 2025, the Federal Reserve Bank lowered its benchmark rate by 0.25% and hinted at possible additional rate cuts […]
