There are many reasons you may require a valuation for business planning purposes. Perhaps you are considering an opportunity to retire or selling a portion of your business. Whatever the reason may be, it is important to have an accurate valuation o...

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file a 2022 gift tax return. And in some cases, even if it’s not required to file one, you may want...

Valuation and estate planning go hand-in-hand. After all, the tax implications of various estate planning strategies depend on the value of your assets at the time they’re transferred. The COVID-19 pandemic has had a significant impact on the value...

Q: What are the potential effects COVID-19 may have on the value of my business if I sell in the next year? With the extent of the long-term impact of COVID-19 still largely unknown at this point, the valuation process has had to evolve to reflect th...

The COVID-19 pandemic has created a global economic downturn surrounded by future uncertainty.  This has many business owners thinking about how their businesses and assets will be impacted. While estate planning might not be high on everyone’s mi...

Over time, fraud can impair the value of a business. In addition to stealing assets, employee theft may harm a company’s reputation and lower employee morale and productivity. A company’s owners can also manipulate financial records to artificial...

Business owners, attorneys, bankers, financial advisors and others frequently ask, “how do you value a business?”  The process can vary based on the type and purpose of the business valuation; however, this article will provide a general overvie...

A Small Business Administration (SBA) loan is a loan between a bank and small business owners providing a guarantee to the lenders for a portion of the money they lend to small business owners. This provides protection to the lenders by guaranteeing ...