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.
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....
The Biltmore Lesson: What Cecil v. Commissioner Teaches Us About Planning Beyond the Numbers
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....
Opportunity Zones After the 2025 Tax Bill: What Investors and Business Owners Need to Know
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...
QOZ 2026 Countdown: What to Do Now Before Deferred Gains Become Taxable
The Key Event: Mandatory Gain Recognition in 2026 December 31, 2026 is the date when deferred gains become taxable. The originally deferred gain becomes taxable in 2026, regardless of whether the investment has been sold This gain must be reported on the 2026 tax...
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.
Related Webinars
WEBINAR: Real Estate Strategy for Healthcare Practices
Tuesday, July 14 | 2 – 3 PM Presenters: Mike Hammel, MAcc - McGuire Sponsel + Andrew Reilley - CARR, Inc. Facilitator: Christina Sanders, CPA - DMJPS Healthcare Director
WEBINAR: Cybersecurity & Risk for Private Practices
Tuesday, June 9 | 2 – 3 PM Presenter: Debi Carr - DK Carr & Associates Facilitator: Jonathan Peddrick, CHBC - DMJPS Partner, Healthcare
WEBINAR: Payer Contract Negotiations 2.0: How to Hold More Aces
Tuesday, May 12 | 2 – 3 PM Presenter: Doral Jacobsen, MBA, FACMPE - Prosper Beyond Facilitator: Christina Sanders, CPA - DMJPS Director of Healthcare
WEBINAR: A Guide to a Smarter Exit Plan: Pre-Sale Planning, Valuation Drivers, and Maximizing Business Value
Tuesday, March 24 | 2 – 3 PM Presented by Michael Waddell & Todd Plyler, CPA
WEBINAR: Preparing Today for Tomorrow: Aligning Business Value and Exit Plans Webinar
Thursday, February 19 | 2 - 3 PM Presented by Sara Maddox, ABV, AM, CVA, EA