What to consider as the estate and gift tax exemption nears expiration
Brady Ware’s Mark Kassens on strategies to take advantage of the estate and gift tax exemption as it currently stands.
Pittsburgh Seal Activity: Enhance business value before selling with a Tax Diagnostic Review

Like a QoE report, a TDR analysis can provide significant value to sellers as they seek to exit their businesses.
Activity tightens as the deal world’s eyes watch D.C.

Several area dealmakers talked to Smart Business about how they see the current M&A market. Here’s what they have to say.
Columbus Deal Activity: Enhance business value before selling with a Tax Diagnostic Review

Selling a business can be a very stressful and emotional experience. To alleviate this stress, it’s always a good idea to hire a quality investment banker, who can provide expert guidance.
How Ken Taylor is preparing the fourth generation to carry on Ohio CAT’s legacy

By giving back, Ohio Machinery Co. continues building up the state, from major construction projects to causes behind the scenes.
Northeast Ohio Deal Activity: Enhance business value before selling with a Tax Diagnostic Review

Appropriately understanding and identifying deal fatigue can allow for proper planning and prevent potential deal-breakers.
2024 Family Business Achievement Awards

The 2024 Family Business and Business Longevity honorees represent some of Northeast Ohio’s successful family-owned businesses that are growing for the next generation.
Advanced planning can unlock substantial savings through government tax credits, incentives
Richard Fry III talks about some overlooked credits and incentives that could be applied to capital projects and other business activities.
Tax planning strategies for high-net-worth individuals
Gary Isakov talks about tax considerations for high-net-worth individuals.
Process automation coupled with cloud technology is making an impact
Brian Brock talks about how cloud technology coupled with process automation is helping organizations achieve more than ever.