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Job costing, retainage, surety bonds

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Multi-entity consolidated reporting

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Practice accounting + EBP audits

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Integrated tax + estate planning

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IOLTA + partner allocations

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Project-based accounting + S-Corps

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1031s, cost seg, depreciation

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Image rights + multi-state tax

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Crypto 09

Digital-asset reporting + tax

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SaaS 10

ARR, deferred revenue, R&D credit

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Runway, fundraise prep, modeling

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Mergers & Acquisitions

4 insights in mergers & acquisitions.

  • Tax-Free Reorganization
    Mergers & Acquisitions Sep 11, 2025

    Tax-Free Reorganization Guide for 2026

    A tax-free reorganization allows companies to merge, restructure, or even acquire other companies without taking on immediate tax liability. This type of transaction permits companies and shareholders to defer, transfer, or minimize tax liability if they meet the IRC §368’s…

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  • Ways to Increase Company Valuation
    Mergers & Acquisitions Aug 15, 2025

    10 Ways to Increase Company Valuation

    Knowing how to increase company valuation is essential if you want to attract serious buyers and secure the best possible price for your business. Steps you take to improve your business before entering negotiations typically result in a higher final offer.

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  • Business Sale Tax Strategies
    Mergers & Acquisitions May 7, 2025

    Business Sale Tax Strategies

    Selling your business isn’t just about the sale price, it’s about what you keep after taxes. The IRS may treat parts of your proceeds as capital gains and others as ordinary income. State taxes and depreciation recapture can shrink your profit even more.

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  • Tax Implications of Mergers and Acquisitions
    Mergers & Acquisitions Jan 7, 2025

    Tax Implications of Mergers and Acquisitions Explained

    Mergers and acquisitions (M&A) involve complex tax considerations that can significantly impact the financial outcomes for both buyers and sellers.

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