Insights & Resources

Whether preceding an M&A transaction or another executive hire, due diligence identifies any red flags before inking a high-stakes deal.

In a business sale, due diligence is critical to mitigate the risk of unexpected tax issues for buyers and sellers. Find out key components of tax due diligence.

There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.

Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.

HIPAA’s requirements apply to more than doctors and hospitals. Protect your business and clients by learning about key requirements including who needs to comply.

Non-medical businesses may be surprised that they are subject to HIPAA because they have clients handling ePHI.

As of July 11, 2023, personal data transferred between the EU and U.S. is protected by legal obligations under the EU-US Data Privacy Framework adequacy decision.

The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.

Iowa becomes the latest state to pass a consumer data protection law which takes effect on January 1, 2025. Find out how your organization will be affected.

The data inventory implementation process helps reduce the risks that arise from data collection, including the over-collection & collection of inaccurate data.

Whether you are a buyer or a seller, we can help you model the tax consequences of a transaction & determine the impact of making a Section 338(h)(10) election for an acquisition.