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Several noteworthy updates have been made since the initial release of the proposed Fiscal Year 2025 Budget from the U.S. House of Representatives. While many tax-related provisions remain, the updated proposal now includes additional measures related to spending, legislative procedure, and regulatory policy.
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Selling a technology company can be a complex and time-consuming process that requires careful planning, preparation and execution. In today’s market, you’re dealing with sophisticated buyers across the table and a myriad of due diligence requirements. Business owners must be well-prepared and well-advised to ensure a successful transaction.
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Since the new Canadian digital services tax went into effect on June 28, many U.S. companies have been pondering how it will affect their e-commerce businesses — and what chunk of their budget this foreign tax burden will consume.
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Proposed Section 899 may hike taxes, deny deductions, and increase withholding for foreign-owned U.S. businesses. Its vague scope raises compliance risks. Reviewing structures and planning now can help reduce impact. As scrutiny of cross-border activity grows, staying informed is key to managing future U.S. tax exposure.
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Washington's estate and capital gains tax hikes raise costs for global families with ties to the state. Situs-based rules may trigger estate tax for nonresidents. With top rates up to 35% and changes taking effect soon, international clients should review property, heirs, and ownership structures now. Early planning can reduce exposure and help navigate shifting U.S. state tax environments.
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Spreadsheets hinder FP&A with errors, static plans, and poor collaboration. Cloud tools offer real-time data, automation, and cross-team alignment. By adopting modern platforms, finance reduces risk, boosts accuracy, and focuses on strategy. With AI, embedded context, and scalability, businesses drive smarter decisions and support growth through dynamic planning.
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Choosing between debt and equity financing is key for business growth. Debt offers control but adds repayment risk and liabilities. Equity brings funding flexibility but shares profits and decision-making. Each affects financials differently. With accountant input, aligning financing with strategy can help secure capital, manage risk, and support long-term success.
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Succession planning ensures family enterprises thrive long-term. Clear roles, readiness assessments, and adaptable strategies are key. Whether successors are family or not, planning supports leadership transitions, stability, and confidence. With governance, contingency plans, and ongoing evaluations, families can preserve legacy and guide the business through changing times.
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Smart tax planning is key for growing businesses. As operations expand, strategies like adjusting entity structure, leveraging depreciation, claiming credits, managing multi-state compliance, and forecasting taxes can reduce burdens. With accountant guidance, proactive decisions can free up cash for reinvestment and growth.
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