Articles & Case Studies

Mar
22

Insights About the Tax Climate and Exit Strategies – David Sullivan Featured in Retrospective

David M. Sullivan, Jr., CPA

David Sullivan, CPA, Partner and Co-leader of DGC’s Architectural and Engineering Practice shares his insights about the tax climate and tactics for various exit strategies. David is featured in ROG’s Spring issue of Retrospective. To read the... read more

Mar
02

Is Tax Reform In Our Future?

Stephen E. Minson, CPA, MST

Almost everyone would agree that our current federal tax law could use an overhaul.  In fact, Representative Richard Neal (D-MA), a ranking member of the House Ways and Means Committee, recently described the Internal Revenue... read more

Mar
01

Pros and Cons of an Irrevocable Life Insurance Trust: Spoiler Alert – Not Many Cons

Nicholas P. Tamvaklis, CPA

A frequently overlooked estate planning tool is an irrevocable life insurance trust (ILIT). We encourage you to consider ILITs when updating your estate plan, as they can help minimize estate taxes and provide liquidity to... read more

Feb
28

Buyers Can Benefit When Sellers Take a Post-Sale Role

George D. Shaw, CPA

Business sellers who aren’t ready for retirement may want to retain a management role in their companies after they’ve been sold. Such arrangements can offer buyers advantages, including a smoother integration process and higher customer... read more

Feb
21

Is Your 401(k) Plan in Compliance?

Danielle R. Arsenault

7 Areas You Should Review As a 401(k) plan sponsor are you confident that your plan complies with all current employee benefits laws and regulations? Does the plan operate within its current provisions? If you’re... read more