IRS Releases Updated Cost Segregation Audit Techniques Guide
On 6/1/22, the IRS made available an update to the “Cost Segregation Audit Techniques Guide” (
Is it a Good Time for a Roth Conversion?
The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA, […]
Valuing Synergies
In mergers and acquisitions (M&As), there are some buyers who are willing to pay a premium above the fair market value of the business on a controlling […]
The Ins and Outs of Series EE Savings Bond Taxation
Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think about […]
6 Tips for Foiling Fake Suppliers in Online Marketplaces
Supply chain issues continue to hurt many U.S. businesses — possibly in more ways than you think. Not only do supply shortages and delays […]
Partners May Have to Report More Income on Tax Returns than they Receive in Cash
Are you a partner in a business? You may have come across a situation that’s puzzling. In a given year, you may be taxed […]
A Compensation Plan That Rewards Top Talent

(This is Blog Post #1222)
IRA Charitable Donations as an Alternative to Taxable Required Distributions
Are you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the tax advantages of making a cash […]
3 Approaches to Valuing a Business
Valuing a private business is a complex endeavor. But, when all is said and done, valuation analyses boil down to three general approaches.









