In this episode Director of Transaction Advisory Services Fabio De Filippo, CPA, shares considerations for business owners who are planning to sell their companies and the steps they should take to get everything in order to maximize opportunities,
Posted on December 16, 2024
by
Maxwell Jewell
Since the enactment of the Tax Cuts and Jobs Act (TCJA) in 2017, several states have proposed optional pass-through entity taxes (PTETs) to help their residents escape the law’s $10,000 limit on deductions for state and local taxes (SALT) payments on their personal income tax returns. However, because the PTET requirements can vary widely from […]
Posted on December 11, 2024
by
Scott Bouchner
Real estate litigation involving disputes over financial mismanagement, theft and fraud require detailed analysis of financial records using various techniques, tools, and computer software to uncover the facts and assist in a resolution. These reports and the expert testimony of forensic accountants are critical to helping attorneys build their cases. Financial malfeasance and fraud can […]
The Federal Reserve Bank reduced interest rates by .50 percent in September 2024 and by a quarter point in November 2024, its first cuts since the start of the pandemic. These announcements may signal a new cycle of lower borrowing costs and a heightened appetite for mergers and acquisition (M&A) activity that had slowed considerably […]
Posted on December 05, 2024
by
Arthur Dichter
In this episode, Director of International Tax Services Arthur J. Dichter, JD, LLM, explains the basics of pre-immigration tax planning, why starting early is essential and how individuals and families can prepare.
Posted on December 04, 2024
by
Sarah Gaymon
As its name implies, the terms of an irrevocable trust are generally intended to be set in stone and, therefore, unchangeable without a costly legal battle. However, as time passes, individuals’ lives and circumstances evolve along with the passage of new laws, making decisions from long ago seem outdated, unsuitable and often contrary to grantors […]
