Thousands of small- to medium-sized businesses sell privately every year, so why use a professional M&A Advisor? Why not save the professional fees and do it yourself? There are several reasons, but in my experience most of my clients say…
Family Limited Partnership The Tax Court ruled that interests given in an FLP were completed gifts as they satisfied the present interest tests. As trustees of their respective trusts, a decedent and his wife established a family limited partnership for…
Q: I purchased rental property and there were a lot of costs involved. What costs am I allowed to deduct? A: You are allowed to deduct interest and real estate taxes, for the most part. Other fees such as closing costs and…
Introduction How are you going to end the relationship with your business? Believe it or not, that day will come. Fortunately, you have a number of options to plan your exit and watch your legacy continue. Four good, viable options…
In the real world of buying and selling businesses, some businesses have a very large component of goodwill, while others have little or none. The concept of goodwill is confusing to most business owners, and many hold serious misconceptions about…
CFO and Mental Health Issues A Federal District Court has ruled that a CFO’s mental issues were no excuse for the non-collection of a wage garnishment order for taxes. The CFO in the case had received a certified mailing from…
Q: I have yet to contribute to my IRA. When is the last day I can contribute funds to my IRA for the 2013 year? A: Generally, funds contributed to an IRA must be contributed before the individual tax filing…
Introduction So far at least, the consensus is that the economy will be relatively stable in 2014. With an average of 140,000 jobs being created each month last year and most economic indicators showing positives, this year should be better…
If you are a business owner, you have undoubtedly asked yourself when is the best time – or how will you know when is the right time – to sell your business? There are a number of factors to consider…
Alternate Valuation The IRS has issued proposed regulations regarding the Alternate Valuation Method. Since the last economic downturn began in late 2007, business appraisers have taken the economic downturn into account in order to value businesses. The advantage of an…
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