The Securities and Exchange Commission (SEC) last year adopted regulations governing potential conflicts of interest inherent in "adviser-led secondary transactions"...

A highly ranked five-star basketball recruit navigates the complex transition from college NIL athlete to top-10 NBA draft pick, facing critical financial decisions involving multi-million-dollar contracts, family support structures, and potentially risky financial arrangements. With structured advisory support, he learns to evaluate opportunities, understand tax implications, and establish foundational financial practices that will shape his professional career.

California has finalized long-anticipated changes to its market-based sourcing rules, and asset managers are taking a fresh look at their California tax exposure – often with unexpected results, especially for management companies.

Should your organization submit ERISA-related forms electronically or on paper in 2025? For many plan sponsors, the answer isn't optional. As IRS regulations evolve...

The 2025 tax landscape is shifting dramatically — and mid-market CFOs and tax leaders are being forced to rethink their planning in real time. In a recent webinar hosted by MGO...

Maryland and Pennsylvania have a thriving craft beverage industry, made up of hundreds of breweries, distilleries, and vineyards. As a business in this dynamic region, you have incredible opportunities.

As the cannabis industry continues to mature, the era of rapid expansion has passed. Today's deals are more strategic — often designed to strengthen your position in a key state, fill operational gaps...

Humboldt Family Farms is more than just a cannabis brand — it's a testament to the legacy, innovation, and passion that define the heart of California's cannabis culture.

Partial 401(k) plan terminations occur when 20% or more of employees are involuntarily terminated, requiring full vesting for affected employees to comply with legal requirements.

Clean fuel producers should have applied for Section 45Z Clean Fuel Production Tax Credit (PTC) registration by July 15, 2024, to avoid any delays—so any applications received after this date may impact your ability.

Revenue sharing adds complexity to NIL income, making it crucial to set up a dedicated business entity for tax savings and flexibility.

Delaware Statutory Trusts (DSTs) continue to grow in popularity as a passive real estate investment vehicle — especially for investors seeking a streamlined option in a 1031 exchange.

House Republicans narrowly passed a multi-trillion-dollar budget framework on Tuesday, marking a major victory for President Donald Trump and Speaker Mike Johnson.

The IRS has continued normal operations beyond its initial five-day contingency plan, though long-term funding remains uncertain.

A New York administrative law judge ruled that combined reporting groups must have each member independently qualify for the state's reduced qualified emerging technology company (QETC) franchise tax rate. The decision means that even one nonqualifying entity can prevent an entire combined group from receiving New York's preferential QETC tax treatment, creating significant implications for businesses with mixed-member combined filing structures.

M&A activity across industries continues to grow, with buyers ranging from private equity firms to strategic acquirers actively seeking well-run businesses.

The biotech landscape is currently divided into the "haves" and "have-nots" when it comes to fundraising. Those who have successfully brought products to market or secured previous funding rounds have a substantial.

Sustainable EBITDA growth and predictable cash flow lead to stronger multiples and attract premium buyers.

The Treasury and the IRS On October 24 issued the final rules for the advanced manufacturing production credit under Internal Revenue Code Section 45X...

The IRS has introduced a new administrative pathway for taxpayers facing imminent deadlines on denied Employee Retention Credit claims, allowing them to request extensions without immediately filing costly lawsuits. This development addresses the overwhelming backlog at the Independent Office of Appeals and provides relief for taxpayers caught between abandoning legitimate claims or incurring litigation expenses. Understanding eligibility requirements and submission procedures through Form 907 is essential