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June 22, 2023 Phil Ryan

7 Lessons Learned from Selling a Business

There is a lot of capital to be deployed in the middle market right now, and a lot of buyers out there ready to leverage it. So, the panel we recently moderated at the Smart Business Dealmakers Conference in Cleveland, Ohio, was the perfect opportunity to hear from business owners who have...

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June 19, 2023 Nick Longo, Mike Fink

4 Things to Know About Maryland’s New Digital Ad Tax

On May 9, 2023, the Maryland Supreme Court reversed a circuit court’s October 2022 decision on the Maryland Digital Advertising Services Tax — reinstating it, for the time being, for businesses selling online ads. So, what does this mean for taxpayers?  Below we take a brief...

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June 14, 2023 Justin Gartner

IRS Clarifies Qualifying Projects for New Energy Tax Credits Under the Inflation Reduction Act

On May 31, the IRS published Notice 2023-44, further defining which projects qualify for the enhanced Section 48C tax credits under the Inflation Reduction Act (IRA). Section 48C offers $10 billion in credits for investments in new, expanded or re-equipped manufacturing facilities producing...

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June 09, 2023 Jim Lisy

Considering a Sale? Demand for M&A Deals Remains Healthy

A few weeks ago, our team attended the DealMAX conference, as we do every year around this time. This conference is the largest annual meeting of M&A market participants in the U.S. Close to 3,000 attendees — investors, investment bankers, deal attorneys and accountants — make...

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May 23, 2023 Justin Gartner

How the Inflation Reduction Act is Supercharging Section 179D Deductions for Commercial Real Estate

Commercial building owners and tenants have been entitled to deductions under Section 179D since 2006. While the deduction has served as an incentive to make commercial buildings energy efficient, it may not have been impactful enough to sway decisions on improvements that move the needle.  ...

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May 04, 2023 Justin Gartner

How the Inflation Reduction Act Simplifies Monetization of Key Energy Tax Credits

Historically, energy projects have often produced more tax credits than sponsors have the ability to use. This has required sponsors to undergo a significant effort to syndicate the credits, which generally means finding investors with the right tax appetite that will invest in a project in...

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April 11, 2023 Kaitlin Mansfield

How to Position Your Tech & Life Science Startup for Success

Everyone loves a “Cinderella Story” that begins with a scrappy team of tech-savvy founders and evolves into the next Apple or Google. But that doesn’t happen overnight. A successful technology business starts with a great idea, passion and an entrepreneurial spirit, but...

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April 05, 2023 Justin Gartner

What Prevailing Wage and Apprenticeship Requirements Mean for Energy Tax Credits

Under the Inflation Reduction Act of 2022 (IRA), energy projects that meet certain criteria are eligible to receive enhanced tax credit rates under IRC Sections 30C, 45, 45L, 45Q, 45U, 45V, 45Y, 45Z, 48, 48C and 48E. The potential benefits to a project are significant, as the enhanced rates are...

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March 30, 2023 Justin Gartner

How You Can Qualify for “Bonus Credits” from the Inflation Reduction Act

The Inflation Reduction Act (IRA) of 2022 created an increased or “bonus” credit rate for certain solar and wind facilities placed in service in connection with low-income communities under Section 48(e). Bonus credit amounts significantly increase the tax incentives of qualified...

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March 22, 2023 John Cavalier

5 Factors to Help You Achieve M&A Integration Success

During boom times, M&A activity can be one of the most challenging strategies for organizations to successfully execute, often with high rates of failures. In a challenging environment, say, of rising inflation and interest rates, that challenge becomes even greater. And while pre-deal...

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