June 2025

5 Reasons To Avoid An Earnout When Selling Your Accounting Practice

By Brannon Poe, Founder of Poe Group AdvisorsA version of this article first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA How Does An Earnout Affect The Buyer And Seller?   Earnouts are popular deal structures used by buyers and sellers of accounting practices, but they have drawbacks. In an earnout, […]

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Riding the Tax Reform Rollercoaster: Best Practices for Forming a Tax Plan in 2025

Will they or won’t they? That’s the question on everyone’s mind: will Congress renew the expiring provisions from the Tax Cuts and Jobs Act (TCJA), or will they allow some or all of them to sunset in favor of other priorities? These upcoming legal decisions will impact not just business owners but all taxpayers. Instead

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Navigating Tax Reform: The Three Statements that Will Help You Sell Tax Plans This Year

Each new day brings a new headline about upcoming changes to tax law. As Congress weighs major decisions on the renewal of Tax Cuts and Jobs Act (TCJA) provisions and the White House issues new tariffs, tax planners may find themselves scrambling to provide answers and reassurance to their clients. If this is you, consider

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Riding the Tax Reform Rollercoaster: Keeping Up with New Tax Laws and Tariffs

2025 has already been a year of tumult for small business owners and taxpayers in general. News headlines seem to shift daily with new tax proposals and predictions about the future of tariffs. For most of us, the question is how does this affect our bottom line? How can we plan for the future of

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Navigating Tax Reform: Keeping up with Shifting Tax Laws and Tariffs

2025 has been a rollercoaster ride on many fronts, including in the tax world. Today’s news headlines are filled with tariff announcements, proposed tax bills, and potential policy changes that affect the vast majority of taxpayers. Amid the constant upheaval, how can tax planners even begin to formulate a plan? When so many key tax

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