The Secret Weapon in Your M&A Arsenal: How Selling Personal Goodwill Can Save You Millions at Closing
Friends, let me tell you about the most underutilized and frankly, most misunderstood tax strategy in a business sale. I’ve […]
Blog
Puerto Rico Trusts: Protecting Act 60 Tax Advantages While Managing Estate Tax Liability — The Do’s, Don’ts & Pitfalls to Avoid
The Setup: Two Incredible Opportunities That Can Sabotage Each Other Friends, let’s talk about one of the most elegant, and
The M&A Tax Cage Match: Section 338(h)(10) vs. the F Reorganization — Which Deal Structure Wins for YOUR Exit?
Friends, let me set the scene. You’ve built something extraordinary. A $20M, $40M, maybe $75M business or more. Private equity
Section 721: The Tax-Deferred Powerhouse Every M&A Player Needs to Understand (And a Few Ways to Blow It Up)
Friends, let me tell you about one of the most elegant and most misunderstood provisions in the entire Internal Revenue
Tax filing FAQs for individuals
The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is about the
The 2025 SALT deduction cap increase might save you substantial taxes
If you pay more than $10,000 in state and local taxes (SALT), a provision of the One Big Beautiful Bill
Changes to charitable donation deductions are on the horizon
Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions.
A new year means new tax figures for individuals
Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few years). For
There’s still time to set up a SEP and reduce your 2025 taxes
If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one
Deferring taxes on advance payments
An advance payment is one received by a business before it provides whatever is being paid for. For federal income