Articles From Brisbane Consulting Group

A recent U.S. Tax Court case addressed the valuation of majority interests in five real estate holding companies for estate tax purposes.

In many litigation contexts — such as marital dissolutions and fraud investigations — one party may have a financial incentive to hide personal assets or income. Identifying and quantifying these undisclosed or underreported items can be challenging. 

The Consolidated Appropriations Act of 2021 (Act), signed into law on December 27, 2020, contains significant enhancements and improvements to the Employee Retention Credit (ERC) for 2020-2021.

For your convenience, we have updated our one-page ERC overview for 2022.  This flyer simplifies eligibility rules, credit amounts, qualified wages, and the employee threshold.

The New York State Pass-Through Entity Tax (PTET) is an optional tax that partnerships or New York S-corporations may annually elect to pay on certain income for tax years beginning on or after January 1, 2021.

A financial expert’s analysis is only as reliable as the data it’s based on. Too often, a company’s owners and counsel mistakenly assume that an accounting firm’s work always carries an independent audit’s stamp of approval.

A grantor retained annuity trust (GRAT) is a popular estate planning tool that families can use to transfer wealth to younger generations.

When buying out a partner who owns a minority (noncontrolling) interest, questions regarding the application of valuation discounts for lack of control and marketability often arise.

The following guide includes many of the most important 2022 federal tax amounts including capital gain tax rates, alternative minimum tax, estate and trust income tax rates, itemized deduction limits, and an increase to the 2022 standard mileage rates.

Congratulations! Brisbane Consulting is pleased to announce promotions effective January 1, 2022.