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Insights

Recent Insights

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Podcast

February 27, 2025

22:24

Speakers: Marci Spivey, David Nissen, Kyle Nevins

Learn how to prepare for a business sale with valuation strategies, market insights, and financial tips to achieve a successful and profitable transaction.

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Article

February 10, 2025

The federal SALT cap impacts deductions for state and local taxes. Find out how states’ PTE tax regimes will be impacted in 2025 with TCJA’s expiration.