409A Valuations and Stock Options

beautiful mathematical seamless algebra

Thanks to the IRS, 409A valuations are a regular part of business for companies that issue stock options to employees.  This is the reality for any company that uses stock options as part of its employee compensation, including many early-stage companies. Businesses that issue stock options should get a valuation at least annually. IRS Requires […]

Section 1031 Exchange and Delaware Statutory Trust

Delaware statutory trust 1031 exchange

Delaware Statutory Trust as a Section 1031 Exchange Solution for Real Estate Investors Section 1031 allows an investor to sell real estate for a gain and then roll the proceeds into another “like-kind” asset.   This type of transaction is called a “1031 exchange,”  which allows the investor to defer paying capital gains tax on the […]

Past Due Tax Returns

Millions of people across the United States do not file tax returns under the mistaken belief that it is best not to file a tax return if they cannot pay the tax.  However, past due or unfiled tax returns cause a host of problems.  It is both illegal not to file and a strategic mistake. […]

Tax Secrets Webinar – CSG & Massey

Webinar

Check out our recent tax secrets webinar featuring Core Solutions Group and Massey and Company CPA. In this video, we discuss tax tips that law firms and small businesses can take advantage of to be successful.   ____________________________________ If you or someone you know has a tax issue relating to a business, please contact us […]

ProfitSense Podcast

Stacking coins

Family Owned Businesses In this inspiring episode of 𝘗𝘳𝘰𝘧𝘪𝘵𝘚𝘦𝘯𝘴𝘦 with Bill McDermott, Gary Massey, CPA discusses the story of his firm and how a little advance planning avoids tax headaches down the road.  Bronson Lavender, Senior Vice President with Pinnacle Bank, talks about his passion and calling for helping clients throughout his career in banking.  […]

International Tax Update: Undisclosed Foreign Accounts

Swiss Francs

International tax issues are coming in the door of our Atlanta CPA firm with greater frequency.  In part, this is expected in an ever expanding global marketplace.  Of greater concern, however, is the “perfect storm” of enhanced IRS international tax enforcement in the age of the internet.  Easily available data and information sharing between countries […]