…with your plans and timeline. Estate and Gift Tax Planning Considerations for Family offices, Executives, & Entrepreneurs Annual Exclusion Gifts To the extent not already made for 2020, either gift…
…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…
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…
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…
…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),…
By Elizabeth K. Lewis, CPA, Business Assurance & Advisory Services Manager Update: On Wednesday, June 3, 2020, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update 2020-05, which granted…
…to the end of 2025. If you have questions about the estate and gift tax exemption adjustment or other estate planning considerations, reach out to your Keiter Opportunity Advisor. …