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From our insights
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Purchase Price Allocation Differences between GAAP & Tax Reporting
When M&A transactions occur, they typically trigger a purchase price allocation. Working in both Finance and Tax, you realize allocations can vary based on whether they are reported to stakeholders (financial/GAAP reporting) or federal, international, state, and local tax authorities (tax reporting). In this post, we will discuss (1) the purpose of, and key differences…
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The Skinny on 338 Elections
When it comes to M&A, tax considerations can play a crucial role in negotiating deal terms. Among the various tax elections available, the §338 election is particularly relevant as it allows certain acquirers in a stock sale to mark up the basis of the assets purchased in exchange for increased cost recovery in future periods.…
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Year-End Tax Planning Considerations
Year-end planning comes down to one idea: recognize income and claim deductions in the year they do the most good. For 2026, the biggest opportunities for high-income families and business owners sit around a few income thresholds, the limits on itemized and charitable deductions, the rules for expensing business equipment, and the timing of business…
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Tax Implications of Selling Your Primary Home
After years of rapid home price appreciation, many homeowners are now sitting on significant unrealized gains. Even with higher interest rates slowing transaction volume, values in many markets remain well above pre-pandemic levels. For homeowners who purchased years ago a sale today can easily trigger gains that exceed the $250,000 or $500,000 exclusion thresholds. That…
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Charitable Contribution Deductions in 2025 & 2026
Charitable giving remains deductible in 2025 and 2026, but who gets the benefit and how much changes, especially beginning in 2026. The rules differ based on whether: Below is a high-level summary followed by examples. Cash contributions can be made via cash, check, ETF, or credit card. Non-cash contributions generally consist of public or privately…