How to Create a Profitable Transition of a Business

Feb 16, 2022 | Business, Webinars

[vc_row][vc_column][vc_video link=”https://vimeo.com/678267274/7a2eee27bd”][vc_column_text]This was a virtual panel-driven session is designed to help any business owner who is thinking about exiting or transitioning a business. Whether you are the owner or an advisor to clients looking at an exit strategy, this session will help you understand today’s M&A marketplace. What drivers increase or decrease value? How does private equity play a role in M&A? What do you need to do before taking your company to an investment banker or broker? What is a common timeline to get the deal done?

Understanding the value of a company and creating a tax strategy are core elements to optimizing the net proceeds and/or transfer family wealth. Our panel includes specialists in tax, valuation, M&A, and industry benchmarking data. The event is for leaders considering next steps or it can be used as a resource for younger professionals to learn more about the topic.[/vc_column_text][/vc_column][/vc_row]

IRS Ends Paper Checks: What Taxpayers Need to Know Now

IRS Ends Paper Checks: What Taxpayers Need to Know Now

As of September 30, 2025, the IRS officially discontinued most paper checks—both for making tax payments and for receiving tax refunds. That means paper checks are no longer a payment or refund option for most taxpayers. If you haven’t already switched to electronic...

Enhanced SALT Tax Break Will Help Many Homeowners

Enhanced SALT Tax Break Will Help Many Homeowners

The One Big Beautiful Bill Act (OBBBA), enacted on July 4, will allow more taxpayers to fully deduct their state and local tax (SALT) expenses (including property tax). Here are the details. SALT Deduction Expanded Under the Tax Cuts and Jobs Act, the itemized...

2 Important Changes for Businesses under the New Tax Law

2 Important Changes for Businesses under the New Tax Law

The One Big Beautiful Bill Act (OBBBA) introduces a range of tax changes that will impact businesses. Many provisions set to expire this year are now being extended or made permanent. Below is a snapshot of two important changes to help you with tax planning in the...

Tax Breaks for Medical Expenses

Tax Breaks for Medical Expenses

Depending on your situation, you may be able to claim certain medical expenses as deductions on your tax return. However, you must itemize deductions, and having enough expenses to qualify can be challenging. Here are five tips to keep in mind: 1. Consider “bunching”...