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
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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
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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
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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 November 21, 2024
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Brandon Bowers
In this episode, Director of Managed Cyber Solutions Brandon Bowers explains how companies can protect themselves from ransomware attacks and the steps business owners should take if they are impacted.
Posted on November 07, 2024
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Richard Fechter
In this episode Associate Director of Forensic and Advisory Services Richard Fechter, JD, CAMS, CFE, shares the types of fraud that can be uncovered in a forensic investigation.
Posted on November 05, 2024
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Daniel Hughes
UPDATE – On December 3, 2024, a federal court in Texas ruled that the CTA is likely unconstitutional and prohibited its enforcement. As of this ruling, companies are no longer required to report by the end of the year. This may change based on the government’s next steps. We will keep you apprised. […]
Posted on October 17, 2024
In this episode Associate Director of Tax Services Joel Young, JD, LLM, explains the requirements and timeline for Corporate Transparency Act reporting.
Posted on October 10, 2024
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Rick Bazzani
The people you name to administer your trusts play a pivotal role in protecting your assets. Not only do they have the fiduciary duties to make prudent investment decisions and manage the distribution of trust assets as specified in your trust agreements, but they are also legally responsible for ensuring beneficiaries receive a full accounting […]
