By Jesse Spence, CPA, Senior Manager, Assurance Services The deadline may feel distant, but January 1, 2027, will arrive faster than most plan sponsors expect. Several significant provisions of the SECURE 2.0 Act of 2022 are scheduled to take effect on that date, and...
By Teresa Ferruzzo, CPA, Partner, Client Accounting Services You run a design business and you’re good at it. But, if you’re like most designers, there’s a good chance your financial statements are giving you a distorted picture of your firm’s health. Here are a few...
Investors often look to small, emerging companies for portfolio diversification and growth potential, but these investments can offer more. Certain shares may also provide valuable tax advantages under the qualified small business (QSB) stock rules. Tax legislation...
Every M&A transaction has a headline number. It's the figure in the press release, the number the deal team celebrates over dinner. It's also not the real number. Not for the seller, and not for the buyer. Between LOI and close, value shifts through provisions...
