Whether you’re selling your business, seeking new investors, updating a buy-sell agreement, pursuing litigation, or drafting an estate plan, an accurate valuation prepared by a qualified professional is essential to a successful outcome. Understanding the fundamentals of the valuation process can help you interpret your valuator’s conclusions, identify the key drivers of business value, and […]
Author Archive: rudleradmin
Tax Planning Strategies for Parents of College-Bound Students
Higher education represents a significant financial commitment, and families approach this expense from different circumstances — some having saved for years, others facing unexpected costs with little advance preparation. Regardless of your situation, the tax code offers several provisions that may provide relief once your child enrolls in college or another post-secondary program. These benefits […]
Is Your Business Sitting in a New Markets Tax Credit Zone?
Getting capital for expansion, new equipment, or facility upgrades can be a real challenge for businesses located in economically distressed communities. The New Markets Tax Credit (NMTC) helps close that gap by giving investors a federal income tax incentive to put money into qualifying projects in these underserved areas. The credit had been set to […]
Negotiate smarter, not harder
Effective business negotiations focus on creating value for everyone involved – not simply winning every concession. When both parties walk away believing their interests were protected, they’re more likely to view the agreement as a success. This approach not only supports a successful transaction today, but also helps build stronger business relationships and creates opportunities […]
Understanding the tax side of mutual fund investing
Mutual funds provide an easy way to invest in a diversified portfolio without purchasing individual stocks and bonds. However, while investing may be straightforward, the tax rules that apply to mutual funds are often more complex. Understanding how mutual funds are taxed can help you avoid surprises and make more informed investment decisions. How are […]
Navigating Form W-4 red flags: an employer’s guide
Form W-4, “Employee’s Withholding Certificate,” tells employers how much federal income tax to withhold from an employee’s wages. Although most Forms W-4 are straightforward and can be processed without issue, some require closer attention. An altered form, an unusual accompanying statement, or an IRS lock-in letter may affect how you handle withholding. Understanding these situations […]
Indiana Tax Amnesty 2026 — Limited-Time Opportunity to Resolve Past-Due State Tax Liabilities
The Indiana Department of Revenue (DOR) is offering a tax amnesty program through September 9, 2026, that allows individuals and businesses to pay outstanding Indiana tax liabilities and receive a full waiver of all related penalties, interest, and collection fees. Indiana has already mailed amnesty case letters to many taxpayers that are showing eligible tax […]
Good financial guidance starts with good information
Every major business decision depends on having accurate and up-to-date financial data, whether it’s hiring, expanding or managing cash flow. Many business owners don’t have the systems or support in place to produce reliable financial reports. Working with an experienced advisor can change that, giving you the foundation you need to make confident decisions and […]
Maximizing your charitable donations in 2026
Charitable giving can do more than support causes you care about, it can also reduce your tax bill. The deductions and limitations vary depending on what you donate, how you donate it, and whether you itemize. Let’s take a look at some of the significant rules, limits and changes affecting different types of donations. With […]
Employer-Provided Child Care Credit: What’s Changed for 2026
Providing child care benefits can be a powerful tool for attracting and retaining employees and recent tax law changes have made it more financially attractive for businesses of all sizes. Starting in 2026, the employer-provided child care credit under Section 45F has been significantly expanded, with higher credit rates, a larger cap, and new options […]