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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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Tariff shifts are raising costs and risks for cross-border businesses. From product classification to supply chain strategy, firms must act now to stay competitive. Tactics like tariff engineering, dynamic pricing, and diversified sourcing help protect margins. Cross-functional teams and expert advisors are key to building resilience in today’s evolving trade environment.
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As businesses grow or restructure, state tax liabilities often increase. Strategic restructuring can improve efficiency and reduce exposure. By assessing operations, entity structure, and intercompany transactions, organizations can uncover savings. Careful planning, documentation, and compliance help align tax strategy with long-term business goals and avoid audit risk.
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Many strategic plans fail due to poor execution, limited buy-in, or lack of clarity. Successful planning requires inclusive collaboration, data-driven decisions, and clear ownership. Transparent communication and committed leadership turn plans into action. As conditions evolve, revisiting and adapting strategy ensures continued alignment and effectiveness.
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A proposed QOZ extension may shift tax deferral opportunities, zone eligibility, and reporting rules. Changes include a new 2033 deadline, rural zone focus, and stricter compliance. Investors must assess timing of gains, zone re-designation risks, and potential for grandfathering. Proactive planning now may preserve benefits and ease future compliance burdens.
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Advanced tax planning can unlock profits for business owners. Beyond compliance, it limits liabilities, protects assets, and boosts after-tax returns. Strategic steps include using tax-efficient structures, maximizing retirement contributions, and preparing for estate tax changes. With ongoing review and advisor input, tax becomes a proactive tool for growth, flexibility, and legacy.
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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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