Business Value Transfer

Beware letting the tax-tail wag the deal-dog when selling a business

Paul Cronin

Touchstone Advisors

2 months ago

Let’s suppose you have owned a business for any years and are considering selling it to retire (kinda the dream…). Say it is worth

Mar 12, 2025 1 min read Greater Boston

Owner Life & Legacy

Mastering Tax Bracket Management: Smart Strategies to Reduce Your Tax Bill

Billy Amberg

Bloomwood

2 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb9-tax-bracket-management/id1778522619?i=1000698330454 Click here to talk to Bloomwood about your finances. Tax season can feel overwhelming, but with

Mar 7, 2025 6 min read Atlanta

Owner Life & Legacy

LLC vs. S Corp: Choosing the Best Structure for Your Business

Billy Amberg

Bloomwood

2 months ago

Listen to this post as a podcast: https://www.bloomwoodcapital.com/post/llc-vs-s-corp-choosing-the-best-structure-for-your-business Click here to talk to Bloomwood about your finances. When starting a business, choosing the right

Mar 7, 2025 5 min read Atlanta

Chapter News

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

Patrick Guthrie

Evergreen Advisors LLC

2 months ago

Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to

Feb 20, 2025 2 min read Maryland

Business Value Growth

Tax Advantages of ROBS Rollovers for Business Funding

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

7 months ago

ROBS – or Rollovers as Business Start-ups – allow prospective business owners to use funds from their existing personal 401(k) or other retirement accounts as capital for buying

Sep 19, 2024 2 min read Atlanta

Business Value Transfer

Understanding Qualified Small Business Stock (QSBS)

Billy Amberg

Bloomwood

8 months ago

Qualified Small Business Stock is a type of stock that includes immense tax relief for investors. Those benefits serve to stimulate investment in small

Sep 8, 2024 5 min read Atlanta

Practice Tips

ERTC Enforcement and Withdrawing a Claim

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

1 year ago

ERTC Enforcement and Withdrawing a Claim The Employee Retention Tax Credit (ERTC) was introduced during the COVID-19 pandemic as a tax incentive for businesses

Mar 12, 2024 2 min read Atlanta

Business Value Transfer

Structures Business Owners Should Consider Before Selling Their Business

David Flores Wilson

Sincerus Advisory

1 year ago

Planning an optimal business sale requires careful consideration and understanding of various sale options and structures, as well as a thorough understanding of the

Jan 22, 2024 9 min read New York

Business Value Growth

Free CPE For CPAs Webinar. Mastering the Art of Expensing & Depreciation.

Mark Gross

CSSI Services, LLC

1 year ago

Link to register. Please indicate that Mark Gross invited you. https://zoom.us/webinar/register/WN_M3HItgtJRS2sCTy_bUWBvw Tuesday, December 5, 2023. 10-11:30 AM Central. Multiple attendees from one firm can

Nov 20, 2023 1 min read Chicago

Owner Life & Legacy, Video

Tax Strategies for High Net Worth Clients

Cheryl Centeno

XPX Global

1 year ago

Program produced by XPX South Florida. The current temporarily high $12.92 million estate and gift tax exemption will “Sunset” on December 31, 2025. Starting

Oct 30, 2023 1 min read South Florida

Business Value Growth

Structured Installment Sales – A tax smart solution for individuals selling business.

Chad Ettmueller

JCR Settlements, LLC

1 year ago

For more information on the benefits of this IRC Section 453 solution, give this podcast a listen. While the topic of this episode dealt

Aug 14, 2023 1 min read Atlanta

Product Guides

Defer Capital Gains Taxes on Investment Properties

Stephen Davis

Safe Harbor Asset Management

2 years ago

Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is

Feb 17, 2023 1 min read Tri-State

Business Value Growth

Structured Installment Sales: Defer Taxes, Maximize the Sale, Secure Your Financial Future

Chad Ettmueller

JCR Settlements, LLC

2 years ago

Defer Taxes, Maximize the Sale, Secure the Financial Future…. Chad Ettmueller – JCR Settlements, LLC. What if you could offer your clients a way

Feb 3, 2023 5 min read Atlanta

Business Value Growth, Video

Taxation and Company Re-structuring

Cheryl Centeno

XPX Global

2 years ago

This is the fifth installment of our 2022 exciting, in-depth six-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit

Oct 24, 2022 2 min read

Business Value Growth

Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator join “ProfitSense”

Bill McDermott

The Profitability Coach

2 years ago

Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit

Sep 29, 2022 1 min read Atlanta

Tax

Beware letting the tax-tail wag the deal-dog when selling a business

Mastering Tax Bracket Management: Smart Strategies to Reduce Your Tax Bill

LLC vs. S Corp: Choosing the Best Structure for Your Business

Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes

Tax Advantages of ROBS Rollovers for Business Funding

Understanding Qualified Small Business Stock (QSBS)

ERTC Enforcement and Withdrawing a Claim

Structures Business Owners Should Consider Before Selling Their Business

Free CPE For CPAs Webinar. Mastering the Art of Expensing & Depreciation.

Tax Strategies for High Net Worth Clients

Structured Installment Sales – A tax smart solution for individuals selling business.

Defer Capital Gains Taxes on Investment Properties

Structured Installment Sales: Defer Taxes, Maximize the Sale, Secure Your Financial Future

Taxation and Company Re-structuring

Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator join “ProfitSense”

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