-
The New Age Of Private Equity Firms
Not too long ago, private equity firms had very little power and ability to see substantial growth in a short period of time. Now, these times are changing. Recently high company valuations and other center macroeconomic factors have created a situation where investors need to be highly involved with a company to expect fast growth.…
-
Mark Scenario
Situation: Mark (65) is ready to retire. He has been investing in his retirement fund diligently since he was 25. In his fifties, he rolled all of his 401k’s from various employers into an IRA. This IRA has a balance of $2,400,000. Working with his financial planner, he has set aside investments and liquid cash…
-
What To Do After You Receive An Audit Letter
If you have received a letter from the Internal Revenue Service (IRS) about a civil audit, you are not alone. You may be feeling overwhelmed and not sure where to start. Understanding the steps you need to take, and the timeline of an audit can help reduce anxiety and help your audit go more smoothly.…
-
Logan Scenario
Situation: Logan (45) owns a software development company and lives in California. He has gradually expanded his company over the last ten years. Logan has a large group of clients that need similar work from his company year after year. Logan has created a roadmap of the current and upcoming projects for 2023 and knows…
-
Richard Scenario
Story: Richard (63) is an orthodontist who lives in Illinois. He has built his orthodontist practice to the point that he has multiple locations around Chicago. Richard has 5 locations and an average of 10 employees at each location. He has decided that it is time to retire and sell his practice. Richard and his…
-
Roger Scenario
Situation: Roger (45) is an Inside Sales Manager for a security company and lives in California. He has gradually expanded his client list over the last ten years. Roger has created a good life in this position and has recently seen an increase in his earnings. Roger has two ways that he earns his wages;…
-
Lindsay Scenario
Situation: Lindsay is an entrepreneur who started a staffing agency helping restaurants with staffing issues by having a team of “on-call” wait staff, cooks, and busboys. Lindsay did not realize how fast her agency would scale up, and she was able to open three offices in the Phoenix area in the first three years. Lindsay’s…
-
Why Asset Purchase Agreements Are Important
A well-written asset purchase agreement can help alleviate the stress of asset transfers. These agreements provide for the sale of a seller’s tangible and intangible assets and liabilities to a buyer in return for cash or other forms of payment. Merger and acquisition transactions are complex, and having an asset purchase agreement can help keep…
RESOURCES
Categorise
Recent Posts
- Unlocking Tax Savings with Special Allocations: A Guide for Individuals and Business Owners
- The Importance of Tax Planning – Strategies to Reduce Your Tax Burden
- Are You Close to Retirement? Here’s What You Need to Know
- Why Tax Planning Now Will Set You Up for Success in 2025
- Exploring Tax Programs at Wilson Hand: Maximize Deductions, Minimize Liabilities
