Merger & Acquisition Analysis Insights

Tax Prep, Planning & Strategy

For best results, start your strategic planning early

Time flies when you’re having fun — and running a business. Although it’s probably too early to start chilling a bottle of bubbly for New…

Tax Prep, Planning & Strategy

Grading the performance of your company’s retirement plan

Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their golden years?…

Tax Prep, Planning & Strategy

Shooting for Consistency: New Rules Clarify Accounting for Grants and Contributions

When the Financial Accounting Standards Board (FASB) released new rules for revenue recognition in 2014, contributions were specifically excluded.…

Tax Prep, Planning & Strategy

Make health care decisions while you’re healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…

Tax Prep, Planning & Strategy

Estate planning for single parents requires special considerations

Here’s a fast fact: The percentage of U.S. children who live with an unmarried parent has jumped from 13% in 1968 to 32% in 2017, according…

Tax Prep, Planning & Strategy

A buy-sell agreement can provide the liquidity to cover estate taxes

If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one,…

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