A Business Valuation is Critical to a Successful PE Transaction
For a business owner, selling the company to a private equity (PE) firm can be one of the most significant financial and strategic events of his or […]
How the New Trump Accounts for Children Will Work
A new tax-advantaged way to help children build up savings for the future was created by the One Big Beautiful […]
There’s Still Time to Set Up a SEP and Reduce Your 2025 Taxes
If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose a […]
Why Silence About Fraud Only Makes it Worse
Business owners generally experience a range of emotions — including anger, bewilderment and embarrassment — if fraud occurs in their organization. Fraud can feel personal because it […]
Tax Filing FAQs for Individuals
The IRS opened the filing season for 2025 individual income tax returns on January 26. This is about the same time […]
FAQs About Using the Market Approach to Value a Business
The market approach is based on a straightforward premise: A company’s value can be derived from the prices others pay for similar businesses. But, in practice, this technique isn’t […]
When Medical Expenses Are . . . and Aren’t . . . Tax Deductible
If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income tax return. Income-based thresholds and other rules can make […]
Tax Filing Update for Pass-Through Entities
Do you operate a business as a partnership, a limited liability company (LLC) treated as a partnership for tax purposes or […]
Get the Lowdown on Your M&A Target’s Financial Records
Do your company’s 2026 strategic plans include a business acquisition? Whether you already have your eye on a target or are still weighing options, plan now for extensive financial […]
If You Suffered a Disaster, You May Be Eligible for a Casualty Loss Tax Deduction
Every year, severe storms, flooding, wildfires and other disasters affect millions of taxpayers. Many experience casualty losses from damage to their […]
