Posts Tagged ‘Transaction Advisory’
Qualifying for Section 1202: The IRS Provides Clarity on a Taxpayer’s Eligibility
At a glance The main takeaway: In a Chief Counsel Memo, the IRS concluded that a taxpayer’s business of facilitating rental property agreements between lessors and lessees should be classified as brokerage services thus deeming them ineligible for Section 1202. Impact on your business: For a taxpayer to receive the incentives that come with Section…
Read MoreCareers: Transaction Advisory
Transaction Advisory Healthcare Experience
5 ESG Investment Benefits for Management
At a glance Investor expectations: In today’s rapidly changing climate, investors are demanding companies take an active approach towards implementing a robust ESG program. Sustainability matters: In a three-part series, we explore the case for ESG investing and the shift towards corporate social responsibility. Partner with ESG advisors: Aprio’s ESG team provides tangible support and resources to help…
Read MoreCOVID Debt Relief – Bankruptcy and Weighing Your Options
At a glance The main takeaway: In a panel discussion with Graham Stieglitz, Partner at Burr & Forman, we dispelled bankruptcy’s negative connotation and explored how it can be an outlet for businesses to relieve debt, reorganize or start anew. Next steps: Evaluate your current situation and determine if bankruptcy is the best option for you —…
Read MorePodcast: Find Your Allies
This week, John interviews Mike Maksymiw (otherwise known as Mike Max), Executive Director of Aprio’s Firm Foundation. The Firm Foundation is a national alliance which shares research, networking, and coaching opportunities with small to mid-sized CPA firms up to $20 million in revenue. Through connecting growing firms with resources to advance client relationships, Mike has…
Read MorePodcast: M&A Lending
This week we continue our conversation on Mergers & Acquisitions as John interviews Chad Widensky, National Sales Director for Provide, the healthcare industry’s only digital finance company. Through their online platform, they provide dentists, veterinarians, and other healthcare practitioners a seamless experience as they build, grow, and elevate their practices. Several common themes in the…
Read MorePodcast: Economic Update with Simeon Wallis
This week we are joined once again by Simeon Wallis, Aprio’s Chief Investment Officer, for an economic update. Listen now to learn more about the main drivers impacting our economy.
Read MoreThe Pulse on the Economy and Capital Markets: Jan 10 – Jan 14, 2022
At a glance: The markets switched things up last week as U.S. stocks declined and international stocks rebounded. In contrast, emerging markets held strong despite the decline in the U.S. dollar and increase in commodity costs. The consumer price index (CPI) reached its highest reading in more than 30 years. Markets are expecting the Federal…
Read MoreThe DOL Delivers Final Ruling on Reinstated 80/20 Rule
At a glance The main takeaway: The Department of Labor reinstated the 80/20 Rule on “dual jobs” as well as introduced the 30-minute rule, which is set to impact business owners who employ tipped employees. Impact on your business: While tip-generating work is done for specific customers, employers will need to determine a method to track a…
Read More