…have any questions about the Leave-Sharing Programs to Aid COVID-19 victims, please reach out to your Keiter representative, Email, or call 804-747-0000. Additional Resources Family, Executive & Entrepreneur Tax Considerations…
…reach out to a Keiter representative. We’re here to help. Email | 804.747.0000 Additional Resources: Business Transaction Considerations: Why Asset Deals are Becoming More Attractive Valuation Trends for the Small…
Are you maximizing your HSA? Unlock retirement and tax benefits amid OBBBA changes As healthcare costs continue to rise, many individuals and employers are looking for ways to manage expenses…
Cost effective data controls for healthcare practices According to a January 8, 2020, article published by the HIPAA Journal, the healthcare industry now accounts for around four out of every…
Emerging companies typically raise capital through the issuance of convertible debt and equity to finance start-up and growth initiatives. Historically investors in these early stage companies which were taxed as…
Keiter Advisors provided an overview of the M&A market for Veterinary Practices in 2021 with an outlook for the market in 2022. “Veterinarian Practice Insights: 2021 in Review” Excerpt: 2021…
Unrelated Business Income and Reporting Considerations for Alternative Investments For many years, not-for-profits organizations, including foundations and endowment funds, have used traditional investments, such as stock, bonds, mutual funds, and…
State and local tax considerations for 2024-year end As we approach the 2024-year end, there are a few reminders for State and Local Tax (SALT) compliance. Every year, states increasingly…
Key considerations when establishing a capitalization policy Establishing and adhering to a capitalization policy is a common accounting practice followed by many not-for-profits. Such policies are useful in determining which…
…does not automatically cover in-person follow-ups, medical equipment, or drugs unless they independently qualify in the HDHP. Employer Considerations: 2025 HDHP designs with pre-deductible telehealth remain HSA-compatible. 2. ACA bronze…
…activities. Questions about multi-state tax regulations? Contact Your Opportunity Advisor by Email | 804.747.0000 Additional Resources State Income Tax Changes for Businesses Top 10 State and Local Tax Considerations…
Life Insurance Sale or Surrender Tax Considerations Besides providing loved ones with a source of funds for income replacement in the event of an untimely death of the family’s breadwinner(s),…