Industries: Distribution
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The One Big Beautiful Bill Act: Reshaping U.S. Energy Project Development
The One Big Beautiful Bill Act: Reshaping U.S. Energy Project Development The passage of the One Big Beautiful Bill Act (OBBBA) marks a pivotal…
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529 Plan Conversion to Roth IRA
Historically, 529 plans – a tax advantaged education savings account – were considered a restrictive planning tool, limiting account holders to one of two…
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Pass-Through Entity Taxes & Reporting Under GAAP
Pass-Through Entity Taxes & Reporting Under GAAP 5/21/24 Introduction In connection with changes to the Internal Revenue Code as a result of the Tax…
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IRS Issues New Guidance on Electric Vehicle Tax Credits
IRS Issues New Guidance on Electric Vehicle Tax Credits The Internal Revenue Service (IRS) recently issued final regulations (T.D. 9995) concerning clean vehicle credits.…
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How To Review A SOC 2 Report
In a previous article we stressed the importance of proper Vendor Risk Management. But how do you actually review a SOC 2 report, especially…
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Business Combinations: The Acquisition Method Under U.S. GAAP
Businesses enter into acquisitions for a multitude of reasons. For example, a company may be looking to grow, expand product offerings, or open distribution…
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Update on the M&A Industry
In 2021 and 2022 the mergers – and – acquisitions market experienced tremendous activity with sellers experiencing record high multiples for their businesses while…
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Environmental, Social and Governance (ESG) Advisory
In his annual “Letter to CEOs”, Larry Fink, Chairman and CEO of BlackRock, declared that consideration of climate risk is sparking a fundamental reallocation…
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OHIO COMMERCIAL ACTIVITY TAX – FORGOTTEN CREDITS
The CAT is an annual tax imposed on the privilege of doing business in Ohio, measured by taxable gross receipts from most business activities.…
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Finding the Right Fit – Allison Parsons, Controller
Allison Parsons started her career at age 16 as a client account representative for a distribution company. After graduating from Baldwin Wallace University in…
