Services: Tax Advisory
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Estate Planning for Business Owners: Succession Goals
Estate planning for business owners starts with succession goals. Learn how recapitalization and voting shares help transfer wealth.
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NQDC Plan Tax Rules Every Executive Should Know
NQDC plan tax rules under Section 409A: deferral deadlines, distribution triggers, employment taxes, and penalties executives must know.
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Leveraged Recapitalization: Liquidity Without Selling
A leveraged recapitalization lets owners access liquidity without a full sale. Learn how PE partnerships and management buyouts work.
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Year-End Tax Planning: Time Income and Expenses Wisely
Learn year-end tax planning strategies to time business income and expenses for maximum savings, including deferring income and accelerating deductions.
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Accounting for Small Business
A CPA shares the accounting for small business mistakes to avoid when starting up, from choosing the right entity structure to setting up your…
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How to Make a Distressed Acquisition Profitable
A distressed acquisition can yield strong returns when you find fixable problems, perform rigorous due diligence, and execute a turnaround plan.
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Asset Sale vs Stock Sale
Asset sale vs stock sale in M&A depends on whether your business is a C corp or S corp. Learn how entity type affects…
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Donating Stock to Charity: Two Tax Benefits in One
Donating appreciated stock to charity lets you claim a fair market value tax deduction and avoid capital gains tax: two tax benefits from a…
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529 Plan Types: Prepaid Tuition vs. Savings Plan Compared
Compare 529 prepaid tuition plans and savings plans. Learn the key differences in costs, flexibility, and tax benefits to choose the right plan.
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Business Expense Deductions: Records the IRS Expects
Business expense deductions require proper documentation. Learn what records the IRS expects, how to substantiate deductions, and what happens when records are missing.