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Uncertainty Remains Over the Administration’s Tax Policy as Year-End Approaches

Written by Steve Smith, J.D., CPA As we move into the fourth quarter of calendar year 2021, the uncertainty over the Administration’s tax policy remains a significant challenge for businesses

How Deal Insurance Improves M&A Transaction Execution

By Michael Williams, Managing Director, Transaction Advisory Services, BDO USA, LLP The use of representations and warranties (R&W) insurance in mergers and acquisitions has grown significantly over the past several

The Importance of Retaining Tax Records

By: Cooper Melvin, J.D. We discussed in a recent Beyond the Bottom Line that the Biden administration’s tax plans include significant funding increases for the IRS. Therefore, in the coming

Business Personal Property Tax (Ad Valorem) – Looking Forward

Business Personal Property Tax Return deadlines are quickly approaching! Take a look below at some of the things to consider in the coming weeks. What is the Business Personal Property

Update on the Biden Administration’s Tax Proposals

By Cooper Melvin, J.D. In June, we provided a summary of the Green Book proposals, a glimpse into the Biden administration’s tax plan. On Monday, House Committee members made a

M&A Stories – How to ‘Deal’ with Unwelcome Surprises

Surprises are rarely good. There are many different emotions that come with the experience of surprise: fear, anxiety, and joy—to name a few. Deals can also cause the same emotions

Book and Tax Implications of Earnouts

One of the many challenges in any deal negotiation is for the buyer and seller to reach an agreement on the purchase price. This is especially true during times of

Expectation of Increasing IRS Audits in the Future

Our experience at BMSS over the last three to four years is that we have seen fewer examinations of taxpayers than we did in the years prior to that period.

Update on Infrastructure Legislation and Budget Blueprint

In last week’s Beyond the Bottom Line, we presented an overview of the Infrastructure Investment and Jobs Act. The bill passed the Senate yesterday in a 69-30 vote and now

The M&A Metrics Software Companies Need to Know

Software companies may be surprised by the metrics used to gauge their value and growth potential during M&A. Knowing what investors look at is core to the deal negotiation process.

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