Topics: Mergers & Acquisitions
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Artificial Intelligence in Transaction Advisory
Artificial intelligence (AI) is fundamentally transforming Transaction Advisory Services (TAS), a field historically characterized by significant financial analysis, strict deadlines, and critical decision-making. The…
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Controlling the narrative: The Value of Sell-Side Due Diligence
In mergers and acquisitions (M&A), sell-side due diligence has become a powerful strategic tool for maximizing value and smoothing the transaction process. Unlike traditional…
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Choosing Quality Over Cost in SOC Reports: Why It Matters More Than You Think
The Hidden Risk Behind a “Cheap” SOC Report A SOC 2 report might not be your first impression with your prospective client, but it…
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Impacts of the presidential election on M&A
Impacts of the presidential election on M&A There are many uncertainties when it comes to the future of the economy when a new presidential…
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Beware: Clean Energy Tax Credit Scams
There has been an increase in scams targeting clean energy tax credits. Scammers exploit individuals and businesses seeking to benefit from these credits, often…
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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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2024 Ohio Commercial Activity Tax (CAT) Changes
IMPORTANT CHANGES TO OHIO’S COMMERCIAL ACTIVITY TAX: Ohio’s Commercial Activity Tax (CAT) changed significantly effective January 1, 2024, and requires due diligence for future…
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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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Year End is Quickly Approaching… Are you Prepared?
Fall is here. The trees are changing colors. Now is the perfect time to start working on your year-end tax planning. We have put…