2025 Outlook: 3 Common Trends in M&A Activity

Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.

2025-03-06T16:35:34-05:00March 6, 2025|Categories: Tax: Business, Transaction Advisory, Wealth Management|Tags: , , |

Navigating Uncertainty: Key Economic and Policy Shifts Impacting Organizations

Rapid policy changes and legal challenges are making the business environment increasingly unpredictable. Shifts in trade, labor, and tax policies can create both opportunities and disruptions. While uncertainty is inevitable, businesses that stay informed, assess risks, and build flexibility into their operations will be better equipped to adapt

2025-03-06T13:01:12-05:00March 6, 2025|Categories: Tax: Business|Tags: |

New Rulings Expand Self-Employment Tax for Limited Partners

Active limited partners who participate in a partnership’s operations may now owe self-employment taxes on ordinary income. Recent court rulings stress the importance of a partner’s role over their title, making it essential for businesses to evaluate involvement, review agreements, and ensure compliance to avoid penalties.

2025-02-28T14:19:52-05:00February 27, 2025|Categories: Construction and Real Estate, Tax: Business|Tags: |

Webinar Recording | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit

Are you a business owner considering an exit in the near future? It’s important to understand how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.

2025-03-07T08:23:55-05:00February 7, 2025|Categories: Events, Tax: Business, Transaction Advisory, Webinar|Tags: , , , |

The IRS Is Lowering Interest Rates: Now What?

In mid November, the IRS announced that interest rates will decrease by a percentage point for the calendar quarter beginning January 1, 2025. Learn more about what that means for individuals and corporations.

2025-03-12T15:39:32-04:00November 26, 2024|Categories: Tax: Individual, Tax: Business|Tags: |

Maximizing Virginia’s Historic Rehabilitation Tax Credit

The Historic Rehabilitation Tax Credit (HRTC) Program in Virginia offers significant financial incentives for restoring historic structures. By meeting the Standards, property owners can reduce their income tax liability, claiming up to 45% of eligible rehabilitation expenses—20% from the Federal government and 25% from the State.

2025-03-12T15:43:43-04:00November 20, 2024|Categories: Tax: Business|Tags: , |

IRS Extends tax Deadlines for Hurricane Milton Victims in Florida

IRS grants disaster relief to taxpayers located in certain Florida counties. Affected taxpayers have until May 1, 2025, to file returns and make payments.

2025-03-12T15:52:46-04:00October 28, 2024|Categories: Tax: Business, Tax Alert, Tax: Individual|Tags: |

Top 5 Tax Considerations for Franchise Owners

Tax planning is a critical piece of managing a franchise; however, many franchise owners simply don’t have the time or background knowledge to adequately or strategically tackle the tax implications of owning a franchise. Learn about 5 of the most important and commonly overlooked tax considerations impacting franchisees and provide practical steps you can take to begin optimizing your tax situation.

2025-02-26T15:59:26-05:00October 22, 2024|Categories: Franchise, Tax: Business|Tags: |
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