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Executive ResourceWhen a small to medium-sized business owner exits a company, the factors they need to ponder are varied and complex. Here’s an overview of those considerations.
Due diligence is a crucial step in any merger and acquisition process. This can be especially challenging for Software-as-a-Service (SaaS) companies.
These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.
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 Will Frazier, a Weaver 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.
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.
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.
Weaver highlights strategies to consider when planning and executing estate and gift tax and explains why now is the perfect time to act.
Weaver highlights strategies to consider when planning and executing estate and gift tax. Learn why these strategies are optimal for most wealthy estates.
Created as part of the Tax Cuts and Jobs Act of 2017, the Qualified Opportunity Zone program created tax incentives for certain investments in lower income areas.