Articles

With 2026 right around the corner, here are some strategies to consider even if the sunset does not occur.

Recipients of Coronavirus SLFRF support can now use funds to offer services like childcare and early education to address learning loss.

As previously reported in November 2022, FinCEN issued final rules related to disclosure requirements for certain U.S. entities.

Plan sponsors should review the cost-of-living adjustments (COLAs) to determine what changes need to be communicated to employees.

The largest change we see in the guidance is that the amount of leave an employee is likely to use in the future must now be considered.

Learn more about some of the key changes set to take place after the Tax Cuts and Jobs Act of 2017 expires at the end of 2025.

In this issue of Successful Transitions, learn how to determine the value of your business and maintain that value while selling and more…

Performing a desk review can provide greater assurance that the grantee’s program is operating successfully.

Whether you are looking to improve profitability or prepare your business for a sale, a Business Enterprise Diagnostic is a simple, inexpensive tool that can be used to gain an independent opinion and roadmap to optimize the value of your business.

This article explores the dynamics of family business transition planning with a focus on empowering the next generation while also addressing the considerations related to non-family member employees.

Private businesses with Venture Capital (VC) or Private Equity (PE) sponsors that expect to go public with an initial public offering (IPO) should consider establishing an Employee Stock Ownership Plan (ESOP) — then think about Roth conversions.

This program will allow taxpayers to request that the state waive or forgive all or part of any interest and penalties owed on overdue tax.