by OSLA Agency | Dec 12, 2025 | Uncategorized
As 2025 wraps up, now is the time to make sure your retirement contribution and tax planning strategies are optimized before December 31. Maximize Your 2025 Retirement Contributions 401(k) / 403(b) / 457 Plans: Confirm you’ve contributed up to the annual limit for...
by OSLA Agency | Dec 11, 2025 | Uncategorized
As we welcome the month of December, we wanted to share a few thoughts about tax-related items that may impact your 2025 tax situation: Could you “Itemize” in 2025? With the 2025 standard deduction amounts set at $31,500 for joint filers, $23,625 for heads of...
by OSLAAgency | Aug 12, 2025 | Uncategorized
Valuation professionals use various methods to determine the fair market value of a private business or business interest. One of the more debated techniques is the excess earnings method. Here are answers to some common questions about this controversial method....
by OSLAAgency | Jul 15, 2025 | Uncategorized
On July 4, President Trump signed into law the far-reaching legislation known as the One, Big, Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends many of the provisions of the Tax Cuts and Jobs Act (TCJA), the sweeping tax...
by OSLAAgency | Jun 24, 2025 | Uncategorized
Fraud — whether it’s occupational or external — doesn’t just cause immediate financial losses. It can also reduce your company’s long-term value. For example, it could lower the price when you sell or limit the amount of capital you can raise via lenders and...
by OSLAAgency | Apr 15, 2025 | Uncategorized
A business interest’s value is more than just a number to its owner. It represents years of hard work, sacrifice and investment. Owners often believe they have a clear understanding of their company’s worth. But emotions and optimism about future earnings can cloud...
