by admin | Jul 19, 2024 | Tax Planning & Preparation
In the world of investing, striking a balance between financial gain and positive social impact can feel like a dream. But what if you could achieve both? The Qualified Opportunity Zone (QOZ) program offers a compelling solution for investors seeking to diversify...
by admin | Jul 19, 2024 | Business Advisory
Are you an investor in a small business with high growth potential? Then understanding Qualified Small Business Stock (QSBS) could be a game-changer for your taxes. Section 1202 of the Internal Revenue Code offers significant tax advantages for investors who hold QSBS...
by admin | Jul 15, 2024 | Business Advisory
If you’re an investor looking to make a positive impact in the community while diversifying your portfolio, the Qualified Opportunity Zone (QOZ) program offers a unique opportunity. Designed to stimulate economic growth in low-income areas, the QOZ program...
by admin | Jul 15, 2024 | Accounting
Business succession planning is a crucial yet complex process, especially when considering the impact of estate taxes. For business owners with substantial holdings, the costs can be unexpected and significant. Without proper planning, estate tax liabilities can...
by admin | Jun 28, 2024 | Accounting
Given the complexity and specialized nature required for HUD audits, it is necessary to use a firm with HUD audit experience. Here’s what to expect during our HUD audit process: Planning and Risk Assessment Our HUD audit process begins with a thorough planning phase....
