Insights

Recent Articles

California Occasional Sale Exemption Did Not Apply to Sale of All Dental Practices

By: Jeff Glickman, SALT Partner When a business sells its assets, the asset purchase agreement often contains a provision allocating…

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Structure Matters: Sale of Real Property Subject to Illinois Replacement Tax

By: Jeff Glickman, SALT Partner Long before states started enacting pass-through entity taxes, a number of states imposed business activity…

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Indiana Ruling Addresses Sales Tax on Generative Artificial Intelligence Services

By: Jess Johannesen, SALT Director As technology continues to expand, state tax authorities are left to address whether these new…

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South Carolina Applies True Object Test to Address Sales Tax in Construction Contracts

By: Tracey Stewart, SALT Senior Associate The South Carolina Department of Revenue (Department) recently issued a private letter ruling addressing…

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Newsroom

Aprio Named to Vault’s Top 150 Internships List for 2026 

ATLANTA – October 28, 2025 – Aprio, the 24th largest business advisory and accounting firm in the U.S., has been…

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Forbes Names Four Aprio CPAs to the 2025 America’s Top 200 CPAs List 

ATLANTA – October 21, 2025 – Aprio, the 24th largest business advisory and accounting firm in the U.S., proudly announces…

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Intuit and Aprio Partner to Accelerate Mid-Market Business Growth with AI-powered Advisory and Technology

Intuit Enterprise Suite provides mid-market businesses with an all-in-one AI-powered ERP platform that boosts productivity and profitability Aprio combines business…

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Former Top 100 Accounting Firm Managing Partner Jim Cordova Joins Aprio to Lead Southern California Market 

ATLANTA – October 10, 2025 – Aprio, the 24th largest accounting and business advisory firm in the U.S., is building on…

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Recent Videos

The Pulse on the Economy and Capital Markets: October 2025  

To Summarize: Global equities have been outperforming, driven by a weaker dollar and increased diversification. Credit spreads remain tight, signaling…

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The Pulse on the Economy and Capital Markets: September 2025

To Summarize: Stocks, bonds, and bitcoin delivered strong returns, with international markets outperforming the U.S. year-to-date and revived IPO activity…

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Navigating Partnership Equity and Profits: Compensation Strategies for Key Talent

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Mastering Indirect Rates: From Compliance to Competitive Advantage

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Collateral

Comprehensive Solutions for Dentists

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Solutions for Practice Ownership

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Small-Market Dentistry eBook

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Transitions Roadmap – Practice Lifecycle From Buyer to Seller

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Recent Podcasts

Fresh Pasta, Fresh Vision: Inside Pastanito with Toni Calderon

Fresh Pasta, Fresh Vision: Inside Pastanito with Toni Calderon

Meet Toni Calderon, Founder and CEO of Pastanito, a brand-new franchise focused on fresh, delicious pasta and doing business the…

Dana Delivers S5 - Ashley Robinson

Here’s Why Data is the Secret Sauce to Your Restaurant’s Growth

Data is more than just numbers on a spreadsheet; it’s the secret sauce that separates thriving businesses from struggling ones….

Risk Bites: 2025 Restaurant, Franchise, & Hospitality Survival Guide

Risk Bites: 2025 Restaurant, Franchise, & Hospitality Survival Guide

In our first podcast episode of 2025, Dana reconnects with Doug Gatlin, President of Vertical Risk Management, to discuss strategies…

Books, Podcasts, and PR: Elevating the Restaurant & Hospitality Industry through Words

On this episode of Dana Delivers, Dana reconnects with Shari Bayer, who she met 12 years ago through Shari’s podcast,…