Services: Transaction Advisory
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Connelly v. United States: Impact on Buy-Sell Agreements
Connelly v. United States made life insurance proceeds a taxable corporate asset. See how this ruling changes buy-sell agreement planning.
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Electric Vehicle Tax Credit: IRS Rules on Dealer Transfers
The IRS finalized electric vehicle tax credit rules under Sections 30D and 25E, allowing point-of-sale dealer transfers of up to $7,500 for new and…
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HUD 232 Loan: Why It’s the Best Mortgage Option
A HUD 232 loan offers nursing home owners fixed rates, non-recourse terms, and up to 35-year amortization with no balloon payments.
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Real Estate Professional Tax Benefits Explained
Real estate professional tax benefits let you deduct rental losses against W-2 income. Learn the IRS requirements and how to qualify.
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Outsourced Controller: Cost, Benefits, and When to Hire
An outsourced controller delivers financial leadership at 40-60% less than a full-time hire. Learn costs, key benefits, and when to outsource.
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How To Review a SOC 2 Report: A Section-by-Section Guide
Learn how to review a SOC 2 report section by section, from the auditor’s opinion to control test results, and evaluate vendor security.
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Ohio Commercial Activity Tax Changes
Ohio’s commercial activity tax changed in 2024 with a higher exclusion, eliminated annual filings, and quarterly-only reporting.
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ASC 805 Business Combinations: The Acquisition Method
ASC 805 business combinations require the acquisition method to recognize assets, liabilities, and goodwill. Learn the four steps, common pitfalls, and recent FASB updates.
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Stock Purchase vs Asset Purchase: Tax and Legal Differences
A stock purchase vs asset purchase differs in tax treatment, liability exposure, and deal complexity. Learn which structure benefits buyers and sellers.
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Lifetime Gift Tax Exemption
The lifetime gift tax exemption rose to $15 million per individual in 2026 and is now permanent. Learn how to use it strategically to…