Business Owners Should Consider Exploring Business Succession Plans Now. Managing Partner Gary Wallace shared business succession planning insights with Law360 where he explains why now is an advantageous time for…
…Jobs Act of 2017 Charitable Contributions: Changes with the New Tax Law New Rule for Tax-Exempt Not-For-Profit Organizations with Unrelated Business Taxable Income Tax Cuts and Jobs Act Resource Guide…
…be exempt from tax under IRC Sec. 512-514, while income from the business activity may subject to unrelated business income tax (UBIT). Income subject to UBIT will either be reported…
…119-29), signed into law by President Trump. Historically, taxpayers needed a presidential disaster declaration to qualify for filing and payment extensions. The new law allows Treasury to postpone federal tax…
…tax returns. By forcing taxpayers to file amended returns for 2018 and 2019 to obtain those benefits, it places more administrative burden on taxpayers and investors who would then also…
…applied FMV of interest Why is a qualified appraisal important? Strategic planning: Understanding the value of your business allows you to make informed decisions regarding estate planning and succession planning….
…tax planning and modeling of after-tax cash flows from various transaction structures, due diligence assistance, and negotiation of various terms of the transaction. Carroll also regularly creates opportunities for clients…
As a trusted advisor to high-net-worth individuals, families, and their related entities, Mark brings deep expertise in tax compliance and strategic planning. His work centers on uncovering opportunities that align…
…at Keiter. He has significant knowledge and experience in planning and structuring acquisitions and sales of businesses, succession planning, estate planning and administration, and tax planning for businesses and their…
…or a final inspection report if a CO is not required. Qualified real property investments may be capitalized or expensed for tax purposes but must be taxed as real property…
Considerations for planning to meet your philanthropic goals Qualified Charitable Distributions (QCD) are a valuable tax planning technique for individuals over age 70.5 to meet their philanthropic goals, utilizing a…