2024 Middle Market Survey, ERC Scams, and a UHY 'Client For Life'

Welcome to UHY Insights, where we break down the complex world of U.S. accounting into manageable pieces and actionable intelligence for you and your business. Our authors are a variety of credentialed audit, advisory, consulting, and tax professionals addressing the most pressing issues they are seeing from clients.

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2024 Middle Market Trends Survey

Our Middle Market Trends Survey was designed to identify the most pressing concerns for middle market business owners. The last few years have been extremely disruptive, and we want to know what business owners are planning for in 2024. Take Survey

Lead Tomorrow: Start Succession Planning Today

Executed correctly, succession planning ensures continuity and allows the company to retain its values, culture, and expertise. Once the decision is made to hand the company off to your successor, there are several steps to follow for a solid succession plan. Read More

IRS Sounds Alarm on Employee Retention Credit Scams

The radio and social media are inundated with ads from “employee retention credit specialists,” urging business owners to work with them to claim the ERC credit for the lucrative sum they are entitled to. Even the IRS has noticed, and they are warning business owners of the pitfalls that come when working with these “specialists.” Read More

UHY Corporate Finance Leads Transaction and Lands ‘Client for Life’

Dan DiMartino, Former President of Patriot Rentals and Equipment, was highly impressed with UHY Corporate Finance and their work as the exclusive advisor on the sale of Patriot to Herc Holdings Inc. Dan shared what stood out most to him and how UHY CF provided maximum value throughout the transaction. Read More

Understanding the Treasury SLFRF 2023 Interim Final Rule

The purpose of the interim final rule (IFR) is to offer state, local, and tribal governments more flexibility in using the American Rescue Plan Act's State and Local Fiscal Recovery Funds. With the IFR, these funds can be utilized for a broader range of projects for surface transportation, natural disaster relief, and Community Development Block Grant (CDBG) Title I projects. The IFR also included guidelines for the additional use of the funds. ?Read More

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