Welcome BCB, Goodbye Estate Laws, and a Look to the Future

Welcome BCB, Goodbye Estate Laws, and a Look to the Future

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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UHY Adds Two Offices in the Great Lakes Region

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The addition of Baird, Cotter & Bishop, P.C. brings 40 new employees and two additional locations in Cadillac and Traverse City, MI bringing the total to nine offices in the Great Lakes. The combination allows the firm to expand its services offerings in the government space and new opportunities in a growing market.

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Sunsetting Estate Laws Closer Than You Think

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The estate and gift tax exemption stands at $11.7 million per individual or $23.4 million for a married couple (nearly $26 million when adjusted for inflation). These favorable limits were set by the Tax Cuts and Jobs Act of 2017 and are set to expire in 2025, reverting to the pre-2017 level of $5.49 million per person, adjusted for inflation.

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Strategic $427M Transaction Earns UHY Corporate Finance Recognition from Crain’s, Mergers & Acquisitions Magazine

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UHY Corporate Finance was the exclusive investment banker on a $427 million transaction within the industrial space. The deal was recognized as Industrial Deal of the Year by Mergers and Acquisitions Magazine and as one of the largest deals of 2022 by Crain’s Detroit Business.?

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A Playbook for the People Side of M&A

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There is always a risk-reward measure companies need to weigh – specifically in the M&A space. Organizations must remember that while employees are generally one of the highest costs to a company, they are also an organization’s most highly-valued asset. It’s no secret that the cost to acquire and retain quality talent is at an all-time high, which is why companies need to understand that human capital must be considered a strategic imperative.

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Digital Transformation: 8 Factors for Achieving Success

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Digital transformation is a calculated, intentional effort to disrupt a company’s people, processes, and technology to align with a strategic vision. It is a major undertaking that can yield innovation and incredible value, but it requires (among other things) integrated change management, effective project management, and buy-in from the entire team to be successful.

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Early Labor Market Data Indicates Shift to the ‘Big Stay’

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Recent data shows that there are fewer job openings and fewer people leaving their jobs, prompting some to declare a shift from The Great Resignation to the “Big Stay”. The talent war is relenting in some sectors but is alive and well in others. Employers must understand the market within their sector and proceed with caution to avoid repeating mistakes that fueled The Great Resignation.?

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Social Security’s Future: The Problem and the Proposals

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Baby Boomers are retiring at alarming rates without as many workers to replace them, creating more Social Security beneficiaries than contributors and plunging the Old-Age and Survivors Insurance Trust Fund toward insolvency. Opinions differ on how benefits would be paid once the fund dries up, but members from both sides of Congress are exploring options to avoid potential issues.?

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Upcoming Webinars & Events

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The need for Environmental, Social, and Governance (ESG) Reporting is becoming increasingly important for businesses every day. Those that do not prioritize ESG considerations may face significant challenges. In this UHY Technical Webinar, we’ll discuss why you should care about an ESG program even if it isn’t on your company’s radar screen yet. The time for action is now!

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Investments in infrastructure, including those spurred by the Infrastructure Investment and Jobs Act, have contractors crossing state lines and working in new jurisdictions resulting in a number of commonly overlooked state and local tax implications. Join UHY as we learn how key state and local taxation can impact your construction business. Topics covered include state tax nexus, sales and use taxation, excise tax, payroll tax requirements and much more.

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CHESTER SWANSON SR.

Next Trend Realty LLC./wwwHar.com/Chester-Swanson/agent_cbswan

1 年

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