Insights: Business Valuation Services

Get your piece of the depreciation pie now with a cost segregation study

December 12, 2021

If the entire cost of constructing the building that houses your operation is depreciating over a 30-year period you should consider a cost segregation study. It might allow you to accelerate depreciation deductions on certain items, thereby reducing taxes and boosting cash flow. And under current law, the potential benefits of a cost segregation study are…

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M&A transactions: Be careful when reporting to the IRS

October 15, 2021

Low interest rates and other factors have caused global merger and acquisition (M&A) activity to reach new highs in 2021, according to Refinitiv, a provider of financial data. It reports that 2021 is set to be the biggest in M&A history, with the United States accounting for $2.14 trillion worth of transactions already this year.…

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2021 Q3 Tax Calendar

July 29, 2021

2021 Q3 tax calendar: Key deadlines for businesses and other employers Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2021. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all…

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The long and short of succession planning

June 25, 2021

For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for those who are relatively young and have no intention of giving up ownership anytime soon. But if the past year or so has taught us anything, it’s that anything can happen. Owners who’ve built…

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inventory

The Importance of Inventory Management

October 25, 2020

Inventory management is especially important this year. As year-end draws near, many businesses will be not only be generating their fourth-quarter financial statements but also looking back on the entire year’s financials. And what a year it’s been. The COVID-19 pandemic and resulting economic fallout have likely affected your sales and expenses, and you’ve probably noticed…

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Getting help with a business interruption insurance claim

February 19, 2020

To guard against natural disasters and other calamities, many companies buy business interruption insurance. These policies provide cash flow to cover revenues lost and expenses incurred while normal operations are limited or suspended. But buying coverage is one thing — making a claim and receiving the funds is quite another. Depending on the scope of…

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Do you want to go into business for yourself?

February 15, 2020

Many people who launch small businesses start as sole proprietors. Here are nine tax rules and considerations involved in operating as that entity. 1. You may qualify for the pass-through deduction. To the extent your business generates qualified business income, you are eligible to claim the 20% pass-through deduction, subject to limitations. The deduction is…

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Business Value

Why You Need to Know the Value of Your Business

January 21, 2020

According to The Exit Planning Institute (EPI), a national educator for those who specialize in helping business owners sell or transition their businesses, an estimated 4.5 million businesses representing more than $10 trillion in value will transition over the next decade or so.  Of those 4.5 million businesses, only 20% to 30% of them that…

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What lenders look for in a succession plan

November 22, 2019

Business owners are urged to create succession plans for the good of their families and their employees. But there’s someone else who holds a key interest in the longevity of your company: Your lender. If you want to maintain a clear path to acquiring the working capital your business may need after you’ve stepped down,…

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2019 Tax Planning Guide

November 12, 2019

Click here to download our 2019 Tax Planning Guide!

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