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…
…of processes to ensure policies are followed. Endowments can feel complex, but you do not have to navigate them alone. Contact your Opportunity Advisor or Email | Call: 804.747.0000. https://keitercpa.com/blog/starting-endowment-key-considerations-pitfalls-avoid/…
…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),…
…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. …
Federal clean energy tax credits: Expirations, deadlines, and planning considerations Federal clean energy incentives have played a large role in helping homeowners, builders, and businesses invest in energy efficiency and…
…accounting structure, financial close processes, compliance considerations, and endowment oversight. Led by members of Keiter’s Not-for-Profit team, including Amy Menefee, Mary Margaret Sword, Elizabeth Lewis, and Jayme Mika, the seminar…