News & Insights

Stay informed with the latest insights, analysis, and guidance from EHTC's team of accounting, tax, and advisory professionals.  

Maximize Your Wealth Transfer Opportunities Before 2026

The current tax landscape offers a unique opportunity to transfer wealth across generations with optimal tax efficiency. However, the beneficial provisions of the Tax Cuts and Jobs Act (TCJA) will sunset at the end of 2025, which may significantly impact estate planning strategies. With this in mind, high-net-worth families and individuals should consider the available strategies to mitigate future tax liabilities and preserve wealth for future generations.

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Challenges in Business Succession Planning: Cash Flow Strategies for Estate Tax Liabilities

For business owners with significant holdings, estate tax liabilities can pose unexpected and considerable challenges, potentially disrupting both the payment of estate taxes and the ongoing operations of the business. Developing a tax-efficient business succession plan is crucial to preserving wealth while ensuring the smooth transfer of business ownership.

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EHTC Welcomes New Tax Services Director to Enhance Private Client Services

Full-service CPA firm, EHTC, announces the hiring of Joanna (Jo) Gould, CPA as a Director in the Tax Department.

Gould has over nine years of experience in public accounting, with most of her career spent at a “Big Four” accounting firm in Grand Rapids. Gould specializes in tax compliance and planning for closely held businesses and their stakeholders, family offices, and high net-worth individuals.

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Internship, Careers, Education EHTC Internship, Careers, Education EHTC

Take Your First Step Toward a Rewarding Career

As a college student, you know that an internship is a crucial part of your education — and your key to gaining real-world experience that so many prospective employers require. Choosing the right opportunity and the right organization can make all the difference. Beyond practical factors, such as relevance to the career path you’re on, the internship you select can help you understand what you want out of a work culture, as well as what you can expect in terms of growth and advancement.

Here are the first-hand experiences of three of our past interns, who all accepted positions with EHTC when their assignments were complete!

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Advisory Services, Exit Planning, Business Tips Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner Advisory Services, Exit Planning, Business Tips Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner

The Essential Guide to Exit Planning: Maximizing Value from Day One

Exit planning is essential for business owners aiming for a seamless and valuable sale process. Engaging early and consistently reviewing value-adding initiatives can significantly enhance the outcome when it’s time to sell.

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We May Never See a Better Environment for Transferring Wealth … Here’s Why

It may seem that there will always be time to address estate planning. However, a unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the end of 2025.

In this article, we explain why 2024 is an ideal year to prioritize your wealth transfer plans!

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Advisory Services, Business Tips, Tax Planning Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner Advisory Services, Business Tips, Tax Planning Ryan McCaslin, CPA, CIA, CEPA – Transaction Advisory Partner

The Importance of the Working Capital Calculation in Mergers and Acquisitions

Working capital is an extremely important part of any transaction and often causes confusion. It is important buyers and sellers fully understand the importance of the working capital PEG and how it affects the business transaction.

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