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A Quality of Earnings Analysis: What It Is, and Why Buyers Need It

A Quality of Earnings Analysis: What It Is, and Why Buyers Need It

by Carole Bennett | Jan 23, 2025 | Blog, Member News, News

There is often more than meets the eye when it comes to the financial statements of small and midsized privately held businesses. If you are considering taking your business to market, you can expect the due diligence stage to include a quality of earnings (QoE)...
Five Key Tax Planning Principles for High-Net-Worth Individuals and Families

Five Key Tax Planning Principles for High-Net-Worth Individuals and Families

by Carole Bennett | Jan 13, 2025 | Blog, Member News, News

Effective tax planning is essential for high-net-worth individuals and families to optimize financial outcomes. A recent article from Carr, Riggs & Ingram outlines five key principles to guide this process: 1. Pay Attention to Tax Deductions and Basics: Utilize...

IRS Orders Immediate Stop to New Employee Retention Credit Processing

by Carole Bennett | Sep 20, 2023 | Blog, News

On Thursday, September 14, the IRS announced an immediate moratorium through at least to the end of the year on processing new claims for the Employeer Retention Credit, a pandemic-era relief program. The IRS Commissioner ordered the moratorium following growing...

Disaster Loan Assistance for Businesses & Residents Affected by June Storms

by Carole Bennett | Aug 17, 2023 | Blog, News

SBA Offers Disaster Assistance to Louisiana Businesses and Residents Affected by the Severe Storms and Straight-Line Winds Low-interest federal disaster loans are available to Louisiana businesses and residents affected by the severe storms and straight-line winds...

AI: The Fear of Messing Up vs The Fear of Missing Out!

by Carole Bennett | Aug 7, 2023 | Blog, News

Artificial Intelligence (AI) is emerging as a powerful tool and revolutionizing industry worldwide but is it right for you and your business?  Recently news about the latest advancement in Artificial Intelligence (AI) software has been all over the place. Chatbots...
What You Need to Know about the SBA’s New Subcontracting Rules 

What You Need to Know about the SBA’s New Subcontracting Rules 

by Carole Bennett | Jul 18, 2023 | Blog, News

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