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May 2026

May 2026

Understanding the Exchange Ratio

With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding how the Exchange Ratio works is essential for businesses and investors to maximize these processes.The ratio assesses how many shares the company that's purchasing the takeover company must issue per share of the takeover business. Transactions…

Travel Companions: How to Share Expenses

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel enthusiasts, to the outdoorsy versus museum aficionados.Friendship compatibility does not always translate to travel compatibility. Therefore,…

Ready to Set Your Q4 Financial Goals?

Surprising as it may seem, Q4 is at your doorstep, knocking and asking for attention. What’s more, it’s that time of year when everything starts getting busy: kids go back to school, football starts, and then the holidays are just up ahead. During this time, you might also be hearing “cha-ching, cha-ching” as what lies…

How to Account for Bolt-On Acquisitions

With over $4 trillion in merger and acquisition transactions happening in 2025, understanding the necessary accounting considerations is essential to see how tax professionals can navigate financial statements.Defining Bolt-On AcquisitionsThis process is often used by private equity companies and occurs when a bigger business acquires a smaller company, providing investors with synergistic performance. This happens…

Understanding Depreciation Recapture

This accounting and tax method refers to a treatment used by the Internal Revenue Service (IRS) to obtain tax remittances on sales of depreciated property. Understanding how it works is essential for filers to make the most of it.Required ConditionsAs property depreciates, its value declines. When depreciated assets are sold, it's able to be filed…

Tips for Early Retirement Planning

Retirement planning starts with retirement spending. Ideally, retirees are mortgage-free and relatively debt-free before they leave the working life behind. In retirement, a key strategy is to maintain low monthly staple expenses.Therefore, if you want to devise a financial plan that will allow you to retire early, consider cutting back your basic household expenses a…


August 2026
July 2026
June 2026
May 2026

Tax Considerations for Data Center Projects in the Age of AI

Artificial intelligence is driving an unprecedented surge in data center construction. Developers, private equity sponsors and their tax advisors are navigating a complicated web of questions that touch everything from ownership structure to site selection to power sourcing. Get the early decisions wrong and the tax consequences can follow a project for years.Why REITs Have…


May 2026

Understanding the Exchange Ratio

With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding how the Exchange Ratio works is essential for businesses and investors to maximize these processes.The ratio assesses how many shares the company that's purchasing the takeover company must issue per share of the takeover business. Transactions…

Travel Companions: How to Share Expenses

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel enthusiasts, to the outdoorsy versus museum aficionados.Friendship compatibility does not always translate to travel compatibility. Therefore,…

Ready to Set Your Q4 Financial Goals?

Surprising as it may seem, Q4 is at your doorstep, knocking and asking for attention. What’s more, it’s that time of year when everything starts getting busy: kids go back to school, football starts, and then the holidays are just up ahead. During this time, you might also be hearing “cha-ching, cha-ching” as what lies…

How to Account for Bolt-On Acquisitions

With over $4 trillion in merger and acquisition transactions happening in 2025, understanding the necessary accounting considerations is essential to see how tax professionals can navigate financial statements.Defining Bolt-On AcquisitionsThis process is often used by private equity companies and occurs when a bigger business acquires a smaller company, providing investors with synergistic performance. This happens…

Understanding Depreciation Recapture

This accounting and tax method refers to a treatment used by the Internal Revenue Service (IRS) to obtain tax remittances on sales of depreciated property. Understanding how it works is essential for filers to make the most of it.Required ConditionsAs property depreciates, its value declines. When depreciated assets are sold, it's able to be filed…

Tips for Early Retirement Planning

Retirement planning starts with retirement spending. Ideally, retirees are mortgage-free and relatively debt-free before they leave the working life behind. In retirement, a key strategy is to maintain low monthly staple expenses.Therefore, if you want to devise a financial plan that will allow you to retire early, consider cutting back your basic household expenses a…

 

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