by Nicole Patty | Sep 9, 2026 | Tax Watch
Your business relies on a strong end-of-month close to get the financial information leaders and decision-makers need to make informed decisions moving forward. At the same time, this important accounting process is often focused on only within the last few days of...
by Sara Maddox | Sep 1, 2026 | Tax Watch
What business owners, family law attorneys, and valuation professionals need to know about the landmark decision in Sneed v. Johnston. The North Carolina Supreme Court has issued a significant ruling that will reshape the way professional practices are valued in...
by Sara Maddox | Jul 17, 2026 | Business Valuation, Tax Watch
It is easy to assume that business value is driven primarily by financial results and mathematical analysis. However, the most persuasive and defensible valuations are grounded in a coherent narrative, supported by the numbers. The Tax Court’s decision in Cecil v....
by Sara Maddox | Jul 17, 2026 | Business Valuation, Tax Watch
For estate tax purposes, value is determined as of a specific moment in time on the decedent’s date of death (or an alternate valuation date, if elected). As laid out in Bright, “…estate tax is an excise tax on the transfer of property at death, and that the property...
by Sara Maddox | Jul 16, 2026 | Tax Watch
Business owners often think of an exit, whether through sale, succession, or retirement, as a distant future event. In reality, ownership change is inevitable. The question is not if your business will change hands, but when and how prepared you will be when it does....
by Milton Howell, CPA | Jul 15, 2026 | Tax Watch
The 2025 tax law made major changes to the opportunity zone program. The biggest shift is that opportunity zones are no longer just a fading tax incentive from the 2017 tax law. The program is now a permanent part of the federal tax landscape, with updated rules for...
