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Expanded Qualified Small Business Stock Rules

In a recent post, available here, we discussed the basic requirements and benefits of Internal Revenue Code Section 1202, which provides for the exclusion from income of certain gains realized with respect to the sale of...more

M&A Tax Concepts: What is a “Gross-up Payment,” and Why Does It Matter?

Buying or selling a business is an exciting experience, and potentially lucrative opportunity for all parties. Most often, during the letter of intent / early negotiations phase, a “deal” is struck based primarily on economic...more

Preparing For 2025 Tax Filing Season

The end of 2024 is quickly approaching, and many are taking a moment (or two) to enjoy the Holiday Season. But as is always the case, after the New Year, taxpayers must turn their attention to tax filing season....more

Internal Revenue Service Warns of “Mills” Taking Advantage of Taxpayers With Offer in Compromise (“OIC”) Program

In a recent news release (available here), the Internal Revenue Service (“IRS”) warned taxpayers about promoters claiming their services are needed to resolve unpaid taxes owed to the IRS....more

Wealth Tax Fight Marches On

Proponents and opponents of proposed “wealth tax” legislation alike watched the Supreme Court carefully as it heard oral arguments for, and subsequently decided Moore v. United States on June 20, 2024. The crux of the Moores’...more

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