…How changes could impact estate planning, business structures, and charitable giving Strategic moves to consider for tax planning and savings Industry-specific tax insights and opportunities to help your business grow…
…ideal time to consult your Keiter Opportunity Advisor | Email | Call: 804.747.0000 Keiter’s Tax and Financial Services Industry teams will share more insights on business tax planning opportunities and…
Valuation and Forensic Services Team Credentials …
…Assessment. Phase 1 details normal planning items such as scoping, identifying the team, scheduling the assessment, and establishing the approach. The most notable items in Phase 1 are: The C3PAO…
…of the organization’s mission. Whether your organization is planning an auction or charity run, you need to plan it carefully with three main goals in mind: to create a memorable…
Paul focuses on business tax planning and compliance, general business consulting, transaction advisory, and individual tax for privately-held clients with an emphasis on limited liability companies and flow-through taxation. Many…
…GRACIK, CPA Mike is a Director at Keiter. He has significant knowledge and experience in planning and structuring acquisitions and sales of businesses, succession planning, estate planning and administration, and…
…businesses need qualified business appraisals”, appraisals may play a critical role when it comes to estate planning and tax reporting. Under treasury regulation §1.170A-17, a qualified appraisal is an appraisal…
…About Mike Gracik, CPA Mike is a Director at Keiter. He has significant knowledge and experience in planning and structuring acquisitions and sales of businesses, succession planning, estate planning and…
…can align their practices with the evolving landscape of retirement planning, ensuring optimal participant management and cost efficiency. Conclusion As we navigate the evolving landscape of retirement planning, the SECURE…
…marketing skills and tough but fair negotiating abilities. Transaction planning, business valuation, due diligence, and deal negotiation are part of the steps you need to consider when approaching any transaction….