Insights & Resources

Expert perspectives on tax strategy, M&A, R&D credits, and growing your business.

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Tax Tips

2024 Tax Law Changes Every Business Owner Should Know

From updated brackets to new deduction limits, here's what changed this year and how it affects your bottom line.

Feb 10, 20256 min read
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M&A Insights

How to Prepare Your Business for a Quality of Earnings Report

Planning to sell? A well-prepared QoE process can accelerate your deal timeline and improve your valuation.

Jan 28, 20258 min read
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R&D Credits

R&D Tax Credits for Software Companies: A Complete Guide

Software development is one of the most common qualifying activities for R&D credits. Learn what counts and how to claim.

Jan 15, 202510 min read
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Small Business

5 Cash Flow Mistakes That Kill Small Businesses

Profitability doesn't guarantee survival. Avoid these common cash flow pitfalls that trip up even successful businesses.

Jan 5, 20255 min read
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Tax Tips

S-Corp vs. LLC: Choosing the Right Entity Structure

The right entity choice can save you thousands in taxes. We break down the pros, cons, and decision criteria.

Dec 18, 20247 min read
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M&A Insights

What Private Equity Firms Look For in QoE Reports

Insights from our M&A team on the key metrics and red flags that PE buyers focus on during due diligence.

Dec 5, 20249 min read
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R&D Credits

Maximizing R&D Credits in Manufacturing: Case Studies

Real examples of how manufacturing companies captured significant R&D credits for process improvements and new product development.

Nov 20, 20248 min read
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Small Business

The Small Business Guide to Year-End Tax Planning

Don't wait until January. These year-end strategies can significantly reduce your tax liability if implemented before December 31.

Nov 8, 20246 min read
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