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Poor Planning Can Lead to Double Taxation of Trusts

June 29, 2023
Different states have different rules for determining whether a trust is a "resident" for income tax purposes. State tax liability can depend on the location of settlors, trustees, or beneficiaries. In...
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M&A Reminder: Earnouts Bring Critical Tax Considerations

June 29, 2023
Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in many...
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RAISING THE DEBT CEILING AND WHAT THAT MEANS FOR YOU

June 8, 2023
President Biden has signed into law the new debt ceiling agreement that he reached with U.S. House of Representatives Speaker Kevin McCarthy (R-CA). The Fiscal Responsibility Act (FRA) suspends —...
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50% REAP Grants for Solar System

May 21, 2023
REAP Grants (Rural Energy for America Program) from the U.S. Department of Agriculture can cover up to 50% of the cost for a rooftop or ground mount solar system. Eligible...
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A Closer Look at the Excess Earnings Method

April 25, 2023
The excess earnings method was originally created to compensate wineries and distilleries during Prohibition. Business valuation experts often criticize this method, calling it ambiguous, over-simplified or outdated. But it's still used in some...

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