If you intend to sell your company or believe there may be another business or individual interested in acquiring you, it is important to prepare your business for sale or acquisition to make sure everything is in order. This will maximize the value of your company and the likelihood of...
What is an Integrated Business Services Partner?
What is an integrated business services partner, and why is the integration of these important areas of expertise essential to your company's success? Recently, an international "big four" accounting, tax, and business advisory services company won a major victory in Arizona: the right to integrate legal services with existing accounting,...
Create a New Trust or Update an Existing Estate Plan
If you wish to create a new trust or update an existing estate plan you will need skill and expertise across many separate disciplines: tax, estate planning and legal services. These disciplines are seamlessly integrated at Allen Barron to provide a much more comprehensive level of insight and advice at...
International Business Dealings Require Integrated Legal, Tax and Accounting Support
Why do international business dealings require integrated legal, tax, and accounting services? It doesn't matter how small or large your company is. If you are a U.S. company that conducts business outside of the United States, your business model requires a level of sophistication that is much different from managing...
How Often to Review Your Trust and Estate Plan?
How often should you review your trust and estate plan? Is there a regular cycle to these reviews, or should they be driven by significant events in your life or the lives of your beneficiaries and executor or trustee? How will the next few years in Congress impact trust and...
The Trend to Integrate Legal, Tax, Accounting, Business and Financial Advisory Services: the KPMG Arizona Gambit
It has always been prudent to search for firms who can integrate legal, tax, accounting and business advisory services. While there are few such genuine providers across the United States, firms like Allen Barron / Janathan L. Allen, APC do exist, and the KPMG Arizona gambit has legitimized the reasons...
The Potential Tax Impact of Foreign Investments for U.S. Taxpayers
A common strategy many wealth management firms recommend is ensuring that as much as 30% of your portfolio includes foreign investments and securities. What is the potential tax impact of foreign investments? One of the keys to maximizing the advantages of offshore investment involves management of the effects of taxation...
Trust and Estate Planning for Business Owners
Why is the end of the year a good time to consider trust and estate planning for business owners. Do you own real property or have other investments outside of your business interests? Have you given any thought to what would happen if you become ill or incapacitated and are...
How to Prepare for an IRS Audit
We are often asked how to prepare for an IRS audit. If you have received a letter of notification from the IRS concerning an audit, the first step you should take is to download our free guide "What to Expect from an IRS Audit" and contact the experienced tax attorneys...