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new tax plan

How Biden’s Planned Tax Changes Could Impact You and Your Business

August 09, 2021 Corporate Advisory, Wealth Management

President Joe Biden has laid out his American Jobs Plan and American Families Plan, which include p… Read On >

Executives shaking hands after an acquisition deal is closed

A Window of Opportunity: Weighing Your Options in the Current Business Environment

Kyle Crowe, Bob Harrod and Jayne Hartley June 22, 2021 Mergers And Acquisitions, Corporate Advisory

With potential changes to tax laws looming and a mergers and acquisitions market that’s … Read On >

business owner thinking about the future of his company

If You Want to Sell Your Business in 2021, Move Quickly

Cameron Hewes, Paul Majerus, June 01, 2021 Corporate Advisory, Mergers And Acquisitions

After a difficult year for some companies and a banner year for others, many business owners are ev… Read On >

Why You Should Consider a Dividend Recap Today

In his first address to Congress on April 28, President Joe Biden rolled out his vision for the Ame…

Why You Should Consider a Dividend Recap Today

May 24, 2021 Corporate Advisory, Wealth Management

Start planning now for possible post-election tax changes

The elections are finally over. We are now waiting to see what tax legislation will be proposed, li…

Start planning now for possible post-election tax changes

Jayne Hartley, Head, US Wealth Planning May 21, 2021 Wealth Management

Proposed tax changes update

We’ve known for a while that tax changes are coming but have been waiting for specifics. …

Proposed tax changes update

Dave Bensema, CPA, CFP® and Pratik Patel May 21, 2021 Wealth Management, Corporate Advisory

Work Ahead! - The American Jobs Plan & Made in America Tax Plan

The American Jobs Plan is a set of proposals laid out by the Biden Administration that would spend …

Work Ahead! - The American Jobs Plan & Made in America Tax Plan

Yung-Yu Ma, Ph.D May 19, 2021 Wealth Management

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