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…
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…
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…
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…
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…
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…
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…
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…
Newsletters
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…
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…
Collateral
Comprehensive Solutions for Dentists
Solutions for Practice Ownership
Small-Market Dentistry eBook
Transitions Roadmap – Practice Lifecycle From Buyer to Seller
Recent Podcasts
Fresh Pasta, Fresh Vision: Inside Pastanito with Toni Calderon
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Meet Toni Calderon, Founder and CEO of Pastanito, a brand-new franchise focused on fresh, delicious pasta and doing business the…
Here’s Why Data is the Secret Sauce to Your Restaurant’s Growth
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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
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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
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On this episode of Dana Delivers, Dana reconnects with Shari Bayer, who she met 12 years ago through Shari’s podcast,…



