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Whitepaper: Navigating Required Minimum Distributions
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Articles, Webinars & Media Appearances
Leveraging SECURE 2.0 for Disaster Relief: Essential IRS Guidelines
The SECURE 2.0 Act of 2022 (SECURE 2.0) enacted on December 29, 2022, specifically Section 331, amended the Internal Revenue Code and added special rules for use of retirement funds for individuals impacted by qualified federally declared disasters.
Navigating the Corporate Transparency Act
What It Means for You The Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA), effective on January...
Livin’ on the Edge: Implications of Election 2024
In this piece, we’ll assess the state of the race, discuss the U.S. federal debt and deficit in the context of different political power sharing arrangements, and evaluate the candidates’ economic platforms.
2024 Presidential Tax Policy Showdown
What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy...
Bound for the Floor: Recalibrating Fed Policy
Powell’s kick off to the recalibration cutting cycle and the questions that it raises highlight the incredibly Strange characteristics of this cycle overall. To begin a cutting cycle with a supersized, emergency-like cut when equity markets are at all-time highs, financial conditions are broadly easy, and total employment is at a record is a backdrop so unique that it is consistent with our Strange Landing expectations.
Recipe for a Roll-up
Entrepreneurs in the middle market are often approached by private equity firms or strategic buyers with attractive offers to acquire their businesses. Many of these buyers are conducting the transaction as part of a roll-up strategy. In recent years, the middle market has been rife with roll-up activity, and this trend is likely to continue. In an economic environment where rates are most likely to decrease, we expect more activity and greater opportunities for founders to exit their businesses.
