Weighing Taxes When Selling Your Business

Every small business owner must make an exit at some point. It’s an inevitable fact. In many of these cases, it involves selling the business, whether it’s to a new buyer, employees, the next generation of family, or some combination of these. What’s the best time to start planning your sale? The first day you’re […]
Small Business Merger Tax Considerations

A small business merger can increase the market and financial power of everyone involved, but it takes strategic foresight for such a move to be successful. Taxes are a significant consideration during the planning process because they can financially impact the transaction. True, equal mergers are relatively rare compared to acquisitions. Many transactions labeled “mergers” […]
Charitable Giving & Your Taxes

We know charitable giving is on your mind. We love that about you! Make the most of it this season and all year long with our charitable contribution tips. Total giving among Americans is higher than it has ever been. But, when adjusted for inflation, those dollars aren’t stretching far. And we certainly don’t know […]
Bankler’s Year In Review

We don’t usually talk about ourselves on this blog, but it’s been a fantastic year, thanks to our employees and clients. We just had to share our gratitude and tie it back to what it means for you: We all thrive together. Here are some top reasons we can’t wait to head into 2025 with […]