Tax Planning Articles
Our tax planning articles give you the actionable information you need to be prepared for your financial future.
Tax Watch
With the help of a DMJPS tax planning CPA, you can better understand tax code changes, new legislation, analysis, and some of the biggest issues facing businesses and individuals. They are a resource for professionals who want to position their business for tax time and provide a baseline of information that will help you better understand and engage with your own tax planning accountant.
The Tax Information You Need
Our tax planning articles offer insight into some of the biggest concerns facing your business’s financial planning. Up-to-date resources are structured to provide the information you need. When you follow up with your tax planning CPA, they’ll address your specific challenges unique to you or your situation.
How to Build a Stronger Month-End Closing Process
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...
North Carolina Supreme Court Redraws the Line on Personal Goodwill in Divorce Valuations
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...
The Cecil Legacy: A North Carolina Story About Planning Beyond the Numbers
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....
Valuation at a Moment in Time: Understanding Date-of-Death Value
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...
Valuation’s Role in Transaction and Exit Planning
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....
Strategies That Work
Every business and individual is different, but our tax planning articles are meant to get you up-to-speed fast. Contact a tax planning accountant at DMJPS to review how the tax changes may affect you, and what can be done to minimize the impact. For over 70 years, clients have trusted DMJPS PLLC, to help chart the right financial course. Contact us today to find out how an experienced tax planning specialist can help you or your business.
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