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...
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...
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....
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...
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...
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...
