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Audit vs Review – Differences Explained
Businesses often need third-party assurance to meet lender, investor, or [...]
Published On: June 27, 2025Tax Considerations With Stock Options for Employees
Stock options potentially boost wealth but come with complex tax [...]
Published On: June 17, 2025Key Documents Required to Sell a Business
You need a comprehensive set of documents to sell your [...]
Published On: June 9, 2025
Today’s Loop
How to Offset Capital Gains With Business Losses
Business losses, to the extent they are active, can offset capital gains. Capital gains arise from selling capital assets like stocks, bonds, real estate, or mutual funds at a profit. [...]
Taxes for Flipping Houses
Flipping houses offers the potential for quick profits, but those profits come with tax implications that every house flipper must understand. The way your earnings are taxed depends on factors [...]
7 Tax Planning Tips for Real Estate Investors
Real estate investing presents a substantial opportunity to build wealth, but it also requires navigating complex tax considerations. Effective tax planning for real estate investors seeks to maximize profits, minimize [...]
Business Acquisition Analysis: Process Overview
Business acquisition analysis is a comprehensive process that evaluates the financial, operational, and strategic aspects of a potential business acquisition. It involves a thorough examination of the target company’s financial [...]
Best Business Structure for Ecommerce
The best business structure for online business ventures, such as ecommerce businesses, is one that optimizes tax savings, provides liability protection, and supports future growth. The business structure that you [...]
Generation-Skipping Tax – 11 Things You Must Know
The generation-skipping transfer tax (GSTT) targets property transfers to younger generations, adding a layer of complexity beyond standard gift or estate taxes. For high-net-worth individuals, understanding GSTT is crucial for [...]
Cost of Outsourcing Accounting Services
Outsourcing accounting services has become a highly effective strategy for businesses to manage their financial tasks while maintaining control over costs. To truly leverage this approach, it's crucial to understand [...]
Optimal Family Office Tax Structure in 2024
Structuring a family office for optimal tax efficiency is essential for high-net-worth families. Recent changes to tax laws make it crucial to strategically manage your family's financial, investment, and personal [...]
Beneficial Ownership Reporting & Information Guide
In 2021, Congress enacted the Corporate Transparency Act (CTA), mandating that companies report their beneficial ownership information (BOI) to the Financial Crimes Enforcement Network (FinCEN). Starting January 1, 2024, non-exempt [...]