Working With an M&A Professional to Sell Your Business

Apr 28, 2022 | Webinars

[vc_row][vc_column][vc_column_text]This virtual panel-driven session will help any owner thinking about exiting or transitioning a business. Our panel includes specialists in investment banking, business brokerage, tax, and valuation. The event is for leaders considering the next steps, or it can be used as a resource for younger professionals to learn more about the topic.[/vc_column_text][vc_video link=”https://vimeo.com/704293135/f989bdad84″][/vc_column][/vc_row]

Self-Directed IRAs Provide Both Flexibility and Risk

Self-Directed IRAs Provide Both Flexibility and Risk

Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, though, depending on what they're invested in, they limit your investment choices. For more flexibility in investment choices but also more risk, another option is a self-directed IRA....

Use the Tax Code to Make Business Losses Less Painful

Use the Tax Code to Make Business Losses Less Painful

Whether you're operating a new company or an established business, losses can happen. The federal tax code may help soften the blow by allowing businesses to apply losses to offset taxable income in future years, subject to certain limitations. Qualifying for a...

2024 Tax Rates

2024 Tax Rates

The IRS has announced over 60 revised annual tax provisions for 2024 due to inflation. This includes increased tax rates for various income levels, a new tax on oil & petroleum products, estate tax & gift exclusions, and more. These go into effect for returns...