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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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March 15, 2023 Phil Ryan

Is Your Finance Organization Ready for Your Next Business Combination? 

Selling a business can be an exciting time, but there are numerous hurdles to overcome well in advance of the finish line to ensure a smooth transaction and to enhance the ultimate market price of the business. A successful sale does not occur overnight, and careful planning and preparation will...

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March 01, 2023 Justin Gartner

How to Apply for New Energy Tax Credits Under the Inflation Reduction Act

The Inflation Reduction Act reinstated Section 48C, which offers $10 billion in tax credits for qualified investments in new, expanded or re-equipped manufacturing facilities that produce certain emissions-reducing technologies. Recently, the IRS provided initial guidance via Notice 2023-18 on...

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February 23, 2023 Chris Bellamy

Don’t Overthink It: Engaging Your Workforce in Our New World

What can we do to help employees engage in an increasingly virtual world?  This is a question I’m sometimes asked, and often ask myself — particularly over the past few years as our work environment has gone from essentially 100% in the office, to 100% home office, to now a...

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February 15, 2023 Steve Guarini

How Small Businesses Can Make a SOC Report a Reality

You’re a small business of 20 or so people. It’s hard enough to keep up with customer demands, and to add to the work load you seem to get a new “security” questionnaire from customers every week. These questionnaires are time-consuming to complete, and none of them are...

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January 05, 2023 Mike Demko

The Pros and Cons of Selling Your Business to an ESOP

While there are many ways to sell your company, one lesser-known but worthy option is to sell to an Employee Stock Ownership Plan, or ESOP. An ESOP, which is a qualified defined contribution plan set up as a trust, allows a company’s employees to buy portions of the company by acquiring...

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December 16, 2022 Chris Revnew

4 Common Alternatives for Converting Your Ownership Equity Into Liquidity

As a business owner, your personal wealth is likely concentrated in the equity ownership of your company — meaning your financial security is largely dictated by the company’s performance and continued success. This exposes you to a large amount of risk should any unfavorable events...

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December 09, 2022 Adam Fink

8 Areas of Focus for Business Year-End Tax Planning

The business and economic climate in which we operate has seen a vast dichotomy of challenges and opportunities over the past year. Rising inflation, accompanied by rising prices to maintain margins; an influx of capital in the private marketplace and consistent M&A activity mark a few of the...

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November 22, 2022 Mike Fink

4 Critical Questions to Ask at Year-End About Your Organization’s Sales and Use Taxes

Sales and use taxes have been building in importance in the years since economic nexus thresholds were established in South Dakota v. Wayfair, Inc. in 2018 — making it vital for businesses to have a handle on this area of taxation. And there is no better time to assess your sales and use...

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