Watch our interview with Partner Jon Powell as he discusses cybersecurity threats and the controls businesses can implement to help protect themselves.

Closely held businesses have long used company-owned life insurance policies to facilitate the repurchase of ownership interests of deceased owners. However, a recent Supreme Court ruling may have substantial succession planning and estate tax implications for those who employ this strategy. On June 6, 2024, the Supreme Court ruled in Connelly v. U.S. (“Connelly”) that […]

As mergers and acquisitions begin to pick back up, buyers and sellers should not lose sight of potential debt-like items that can significantly impact net proceeds from a sale and post-close cash flows. What Is a Debt-Like Item? Transactions are typically structured on a cash-free and debt-free basis, meaning the seller pays off all outstanding […]

In April 2024, the Federal Trade Commission (FTC) approved a final rule prohibiting most noncompete agreements with employees. The ban was scheduled to take effect on September 4, 2024, but ran into multiple court challenges. Now the court in one of those cases has knocked down the rule, leaving its future uncertain. The FTC Ban […]

National 401(k) Day is observed each year on the Friday following Labor Day. It serves as an annual reminder to shift focus toward securing our financial future. The day was first established in 1996 to raise awareness about the importance of saving for retirement through retirement plans, like  401(k) plans. This date signifies the end […]

Watch our interview with Chief Marketing Officer Brunella Caldas Reid as she discusses Moore Colson’s rebrand and how it represents where the firm is today.

Four years since the start of the COVID-19 pandemic, commercial real estate operators and developers are still feeling pressure from steadily rising interest rates, looming debt maturities and increasing vacancy rates. Some parties may have to consider walking away from the investment or seeking debt modification opportunities until market conditions become more favorable. When debt […]

The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs, which take effect in 2025, require many beneficiaries to take annual RMDs in the 10 years following the deceased’s death. SECURE Act Ended Stretch IRAs […]

The Inflation Reduction Act provided the IRS with billions of dollars of additional funding to reduce the so-called “tax gap” between what taxpayers owe and what they actually pay. The tax agency has already launched numerous initiatives aimed at this goal, including several business-related compliance campaigns. Let’s take a closer look at three of the […]

Watch our recent video interview as Managing Partner Andy Starnes discusses how Moore Colson partners with our clients to provide advisory services that help them and their businesses move forward into the future.