Can marketability discounts apply when valuing controlling business interests?

Discounts for lack of marketability are well established when valuing minority interests in closely held businesses. But many valuation experts ...
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Taking the mystery out of the probate process

Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the ...
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Board independence is about more than avoiding conflicts of interest

Are your not-for-profit’s board members independent? Your immediate response is probably, “of course!” But contrary to what many ...
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Manufacturers: Implement year-end tax planning strategies now to reduce your 2024 tax bill

As the year draws to a close, it’s generally manufacturers’ last chance to implement strategies to reduce their ...
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Unlock your child’s potential by investing in a 529 plan

If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, ...
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Phased retirement arrangements may benefit some employers

Historically, retirement has been a bit like jumping off a cliff. Employees pick a date, maybe enjoy a ...
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Achieve multiple estate planning goals with one trust: A CRT

For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets ...
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Can homeowners deduct seller-paid points as the real estate market improves?

The recent drop in interest rates has created a buzz in the real estate market. Potential homebuyers may ...
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How market uncertainty can affect business value

Businesses face uncertain conditions today, including geopolitical and cybersecurity risks, inflation concerns, environmental issues, and a lack of ...
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12 Key Elements of an Effective Gift Acceptance Policy

By: Jon Schultz and Kimberly Haynes Private schools and colleges often rely extensively on donations to fund routine ...
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Cybersecurity: What Are the Threats and New Insurance Requirements

By: Jon Hightower, CCSFP, CHQP, CISA, CRISC, CIPT, and FAIR and Tim Lyons, CPA In today's digitally-driven world, ...
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Jamie Quinn

Partner Name Partner In Charge: Atlanta Address 213 S. Houston StreetAthens, AL 35611 Phone 256.232.2260 Fax 256.232.1881 Email ...
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