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News & Resources

Exit-Signs

Learn From Departing Employees

June 30, 2023
If you want the truth about your company, ask people on the way out. Exit interviews can deliver important inside information. The way departing employees view your organization might be the...
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Three Approaches to Valuing a Business

June 30, 2023
Most closely held business owners want to know the value of their investments, especially if they are going to sell or gift shares to family members or charities. Valuing a private business is...
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Poor Planning Can Lead to Double Taxation of Trusts

June 30, 2023
Different states have different rules for determining whether a trust is a "resident" for income tax purposes. State tax liability can depend on the location of settlors, trustees, or beneficiaries. In...
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M&A Reminder: Earnouts Bring Critical Tax Considerations

June 30, 2023
Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in many...
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RAISING THE DEBT CEILING AND WHAT THAT MEANS FOR YOU

June 9, 2023
President Biden has signed into law the new debt ceiling agreement that he reached with U.S. House of Representatives Speaker Kevin McCarthy (R-CA). The Fiscal Responsibility Act (FRA) suspends —...

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