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Jun 15, 2021

Recent Buyout Case Resurrects Tax-Affecting Debate

So-called “pass-through” entities — including partnerships, limited liability companies (LLCs) and S corporations — generally aren’t required to pay entity-level taxes. So, when it comes to valuing a small business structured as a pass-through entity for tax purposes, people often wonder: Would investors pay a premium for an interest in this business compared to an interest…

Jun 9, 2021

As the Economy Warms Up, Will You Be Ready?

Preparing for a surge in demand for your business’s products and services doesn’t mean you have to go out on a financial limb. But some contingency planning may be in order. The Federal Reserve Bank of Richmond is a helpful source for data and analysis on where the national economy is heading. It provides a peek…

May 31, 2021

Dealing With an Inheritance

After receiving an inheritance, you need to determine how to incorporate those assets, whether stocks, bonds, real estate, or some other asset, into your finances. Consider these points during that process: Determine what you will receive and when. Inheritances don’t typically come in the form of one check. You are likely to receive pieces of different…

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Recent Posts

  • New Law Reduces Tax Odds for Gamblers
  • Seven Non-Tax Reasons to Create a Trust
  • How Industry Fits into the Valuation Puzzle
  • Timing Is Everything: How to Handle Subsequent Events in Valuation
  • New Tax Rules Have Been Set: Start Planning Now

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