Articles

Article - 03/11/2022

Owning and Selling C Corporations vs. S Corporations

Article - 02/22/2022

Succession Planning: Are You and Your Business Prepared?

Business owners and individuals frequently invest in personal financial planners to manage their liquid wealth (cash, marketable securities, market portfolios, etc.) and are willing to pay a price to have Certified Financial Planners (CFPs) manage and maintain a reasonable return on their investment.

Article - 02/08/2022

What Buyers Want in Their Tax Strategy in M & A Transactions

Deal structure that is built around knowledgeable tax strategy is crucial to moving a business transaction forward. Buyers are seeking the most tax efficient deal possible, 

Article - 01/25/2022

What You Should Know When Your Corporation Faces an IRS Audit

2021 was a difficult year for the IRS and the prospects for 2022 do not look much better. The tax collecting agency is still dealing with a backlog of millions of tax returns and the call service centers are woefully understaffed.

Article - 01/19/2022

Structuring the Sale of Your Business with Assets or Stock

The emotional aspects of selling a business you nurtured and built over the course of your life can often cloud some of the economic realities that a sale will bring, not just immediately after the deal closes, but far into the future.

Article - 12/28/2021

Think Strategically: Embrace Turnaround Options Preemptively