Understanding QSBS: How to Qualify for Section 1202 Tax-Free Gains

Top 3 Takeaways from the OBBBA (July 4, 2025): Read the full article here: The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, included multiple…

What to Do When a Vendor Fails to Deliver

Businesses rely on their vendors to provide contracted goods and services on time and per the agreed-upon terms of their deal to keep operations running smoothly. When a vendor fails…

What IF I Have to Shut My Business Down in…

On April 9, the Trump administration announced a 90-day pause on what it had termed “reciprocal tariffs” for nearly 60 countries plus the European Union, while leaving in place a minimum 10%…

How Trump’s America First Investment Policy Could Affect Foreign Investment

In late February, the White House issued a National Security Presidential Memorandum outlining its objectives for welcoming international investment in the U.S. and strengthening its private and public capital markets….

Outlook for M&A in 2025: Trends that Could Fuel Growth

After declines in the number of mergers and acquisitions (M&A) in 2022 and 2023, 2024 was expected to mark a year of significant growth. Although the pace of deals did…

How to Avoid Capital Gains Tax on Bitcoin Gains: Strategies…

Bitcoin, the world’s most well-known cryptocurrency, was invented in 2008 as a form of decentralized digital currency that has soared in value since individuals first started buying and trading it….

Corporate Transparency Act Update

In a major update today, the U.S. Court of Appeals for the Fifth Circuit granted a stay of the district court’s preliminary injunction enjoining the Corporate Transparency Act (CTA) entered in…

Tax Considerations for Global Companies Expanding into the US

Key Points: Expanding into the U.S. market presents global companies with a complex tax landscape. Key considerations include: Navigating these tax considerations effectively necessitates comprehensive planning and consultation with tax…

Is a Grantor Retained Annuity Trust Worth It?

For high-net-worth individuals, effectively planning to minimize estate taxation canrequire creative solutions. Gifts to beneficiaries that exceed the annual gift tax or lifetimegift and estate tax exclusions can be subject…

Charitable Remainder Annuity Trusts (CRATs)

What is a Charitable Remainder Annuity Trust (CRAT)? A CRAT is a type of Charitable Remainder Trust (CRT), and is specifically designed to provide a steady income to one or…