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A dominant or controlling shareholder may, for valid business reasons (e.g., to improve the
marketability of an investment), voluntarily surrender shares to the capital of a corporation,
which raises questions of how the surrender impacts the other...
For high-net-worth individuals, the art of wealth transfer extends beyond merely providing
financial assistance to future generations; it is about strategically positioning the next
generation for personal success. Unfortunately, it also requires n...
The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed the tax landscape, benefiting many taxpayers, particularly business owners. However, these provisions are set to expire after 2025, which means strategic tax planning is crucial to maximi...
Navigating the complexities of business ownership requires a keen understanding of financial planning. A comprehensive financial plan is more than just a set of documents; it's a roadmap that guides your business through the ever-changing landscape o...
Maintaining robust cash flow is a pivotal challenge for middle-market businesses, directly affecting their operational efficiency and strategic growth. Effective accounts receivable management, particularly through streamlined invoice processing, is ...
With lease accounting standards ASC 842 and IFRS 16 in place for several years, private
businesses have navigated a significant shift in how lease obligations are reported on the
balance sheet. Now is an opportune moment to assess the practical imp...
Most of the 90-plus provisions included in the SECURE 2.0 Act of 2022 (“Secure 2.0”, “the Act”)
are aimed at preserving and enhancing the retirement savings of working Americans and improving the effectiveness of retirement plan administration for p...
While a legal framework for employee stock ownership plans (ESOPs) was established by the
Employee Retirement Income Security Act of 1974 (ERISA), formal guidance for determining the fair market value (FMV) of private company shares sold to an ESOP ...
Emerging technology and artificial intelligence present exciting opportunities in virtually every
industry and field. From automating time-consuming, manual processes to generating information from a simple line of text, the potential use cases and ...
Two significant regulatory changes to retirement plans require immediate attention from plan
sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees are now eligible f...