Estate planning with a business in mind

By Brian Carter, CPA, Mauldin & Jenkins A family business can be a wonderful asset that not only supports multiple family members but also helps keep the various generations connected.

Consider Opportunity Zones as part of a well-crafted tax plan

By Brian Duren, signing director  and Chris Dhanraj, managing principal of investments Since their introduction in the Tax Cuts and Jobs Act of 2017, Qualified Opportunity Zones (OZ) have attracted

The art of ownership transition

By Jeff Servais, principal, and David Laugtug, principal, CLA In the life of a business, ownership transition is inevitable. Whether selling to private equity or to the next generation of

Understanding the Employee Retention Credit for Recovery Start-Up Businesses

By Dawn Morgan, CPA and Kathleen Martin, CPA Many entrepreneurs in Tampa Bay entered 2020 with new business ventures in motion or expansions of existing business—opening new locations, new entities

Coparents and the 2021 Child Tax Credit

By Jaime R. Girgenti, Esq. and Frances E. Martinez, Esq., OLDER LUNDY ALVAREZ & KOCH On March 11, 2021, President Biden signed into law the American Rescue Plan Act of

How will proposed tax legislation affect your financial plans?

By Chris Dhanraj, Managing Principal of Investments at CLA & Adam Bourk, Senior Wealth Advisor at CLA 2020 was the year of COVID. 2021 is likely the year of taxes. President

Accounting & tax for law firms

By Brian Leidel, CPA, CFP, PFS, shareholder with Kerkering, Barberio & Co. On the surface, establishing and operating a law firm seems like any other business: hang a shingle, perform

Preparing for a new reality for business owners and their plans

By Chris Taylor, The Urie-Taylor Group, UBS Financial Services About a year ago, we were breaking the record for the longest-lasting economic expansion in U.S. history, with seemingly no end