A message from the CEO, CEO Elect, and Managing Partner of Assurance We are pleased to demonstrate within this document how Baker Tilly professionals bring skill, integrity, and energy to each engagement as we strive to become America’s Finest Professional Services Firm. Our focus on delivering high-quality audit engagements and the policies our professionals adhere to in performing...
Planning for business transition Planning for business transition: The importance of working on “why not” and setting personal goals Inside: Understanding your own “why not” How to think about transition Exploring your options for the business Understanding the value story of your business Transition plan elements and execution bakertilly.com An...
STATE AND LOCAL TAX DUE DILIGENCE: WHAT’S THE EXPOSURE? By Jon P. Skavlem, CPA and Phillip A.H. Roemaat, J.D., CPA A s the U.S. economy continues to recover from the last recession, the pace of business acquisitions, mergers, recapitalizations and venture capital transactions has accelerated. Globally and in the U.S., initial A key area of tax due diligence investigations involves...
BY JON P. SKAVLEM, CPA AND PHILLIP A.H. ROEMAAT, J.D., CPA P art one of our article, which appeared in November/ December 2013 On Balance, highlighted the importance of state and local taxes when purchasing or selling a company. That part of the article focuses on due diligence generally and income/franchise taxes. This part focuses on sales and use tax and concludes with recommendations on how...