Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Estate planning after the sale of a business interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.

August 29, 2023|Categories: Estate and Trust, Tax: Individual|Tags: , |

Your Guide to Understanding Outsourced Finance and Accounting Services

It's becoming increasingly difficult to hire and retain qualified people to staff finance and accounting functions. Many of our clients ask what they can do to address today’s talent gap and keep their accounting function lean. One of the solutions our clients consistently want to discuss is FAO — finance and accounting outsourcing.

August 28, 2023|Categories: Cloud Accounting, Consulting|Tags: |

RetirePath for Virginia Construction Contractors: Benefits and Considerations

Whether through RetirePath, a new state-sponsored and mandated retirement plan, or offering another employer-sponsored plan, the question now for Virginia contractors isn’t whether to offer a retirement plan, but which one.

August 25, 2023|Categories: Construction and Real Estate, Retirement, Tax: Business|Tags: |

Selling Overseas: What Triggers a Foreign Tax Filing Requirement?

As selling overseas becomes easier and staff becomes more internationally mobile, understanding foreign tax filing requirements is critical. A good place to begin is by considering the permanent establishment threshold.

August 23, 2023|Categories: Tax: Business, Tax: International|Tags: |
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The content of these articles are accurate as of the date noted below each article. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

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