Tax & Wealth Transfer Tips for Helping Families Buy a Home
For high-net-worth individuals, the art of wealth transfer extends beyond merely providing...
5 minute read
Takeaways,
brixey and meyer,
Tax,
Tax Return,
2024 tax planning,
Tax Law,
Tennessee,
New Legislation
Recently Passed Tennessee Tax Legislation
On May 10, 2024, Tennessee legislation was passed by the Tennessee House and Senate that repeals...
3 minute read
Prioritize Sell-Side Tax Diligence for a Smooth Transaction
If your business is contemplating a liquidity event, prioritizing sell-side tax due diligence —...
2 minute read
Best Practices to Improve your Internal Control Environment
Internal controls are a critical component to reliable financial reporting and regulatory...
2 minute read
Strategic Planning Done Right: What is the X Factor?
Companies constantly strive to gain a competitive edge in today's cutthroat business landscape....
2 minute read
Project Management vs Task Management
I often hear people talking about the need for project management when what they are really...
2 minute read
#MeetUsMonday :: Introducing Leah
We are so excited to introduce you to Leah, one of our newest team members! She is a Senior Manager...
1 minute read
Static Budgets vs. Flexible Budgets: The Key to Financial Agility 💼💡
In the ever-evolving world of business, adaptability is paramount. When it comes to budgeting, the...
1 minute read
Outsourcing FO & Private Investment Partnership Administration
In recent years, family offices, private investment partnerships, private equity (“PE”) firms, and...
1 minute read