Insights

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Small business owners need to think through the tax implications that may arise from their succession plan. Before you exit your business, read this helpful guide.

Wondering how to sell your business? We’ve broken down the steps you should take when creating an exit plan and ultimately moving forward with selling your business.

Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.

When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.

The United States Internal Revenue Service Has Big Changes for Small Business Owners Two-hundred-forty-seven pages later, we have one large Internal Revenue Service document — and a whole lot of questions about everything from qualified income to 199A QBI deductions. Section 199A dedu …

Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.