Services: Transaction Advisory
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Section 163(j): Business Interest Expense Limitation
Section 163(j) limits business interest expense deductions to 30% of adjusted taxable income. Learn the rules, exceptions, and how to file Form 8990.
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Year-End Risk Assessment Using SWOT Analysis
Learn how to conduct a year-end risk assessment using SWOT analysis to identify strengths, weaknesses, opportunities, and threats.
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M&A Negotiation: How to Keep Emotions From Killing Your Deal
M&A negotiation success hinges on managing emotions and personality conflicts. Learn strategies to keep deals on track when tensions rise.
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Asset Sale Advantages: Why Selling Assets Can Benefit
An asset sale lets business owners monetize real estate, equipment, and IP without selling the entire company. Learn the advantages, tax considerations, and deal…
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Accounting Estimates: How to Get Them Right Before Audit
Accounting estimates drive key financial statement figures. Learn common examples, how auditors evaluate them, and how to prepare for audit season.
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M&A Acquisition Strategy: Why Flexibility Matters
A flexible M&A acquisition strategy helps buyers and sellers adapt to due diligence findings and new deal structures.
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Cross-Border Mergers and Acquisitions in Volatile Times
Cross-border mergers and acquisitions face regulatory delays and geopolitical risk during international volatility. Learn how to prepare.
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State and Local Tax Issues for Closely Held Businesses
Learn how state and local tax issues, from nexus rules to apportionment quirks, affect middle market and closely held businesses, and what steps to…
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Flash Reports: Bridge the Gap in Financial Reporting
Flash reports deliver real-time financial snapshots between formal statements, helping management make faster, proactive decisions.
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Current Expected Credit Loss Model
The CECL model replaces incurred loss accounting with forward-looking expected credit losses. Learn what the current expected credit loss standard requires.