Let’s Make It Simple: 1031 Exchanges, aka Like-Kind Exchanges by Daniel Currie, EA, CCIFP®

Looking for a way to defer those capital gains taxes when selling a business or investment property? The answer is a like-kind exchange, which is also known¬ as a 1031 exchange. Click the link below to check out the full article on making this type of exchange. https://bit.ly/2q21L6D

Opportunity Zones: Join a Fund or Start Your Own? by Nate Miller, CPA

In March 2019, we released the article How to Seize the Opportunity of Opportunity Zones. In it, we outlined the exciting opportunities for new investment options in low-income areas including the tax benefits of deferring recognition of capital gains. We received so much positive feedback and interest that we decided to give you a follow-up. To read the full article, click here: http://bit.ly/376eghS

Understanding Use & Sales Tax by Linda Bossard

We worked with a boutique agency who sells product across the United States and needed to understand what taxes they should be paying on the revenue they were receiving from various customers in different states. Click the link below to check out the full case study. https://bit.ly/2lGMeae

Construction Case Study: Preparing to Sell Your Business by Adriane Reams, CPA

What are the first steps you need to take when thinking about selling your business for a successful exit? Read about an experience we had with a client and the challenges we faced and the steps we take to make this type of transaction successful. Read the full article here: https://bit.ly/2Pzuxo5

Ag Case Study: Conducting a Business Valuation for Succession Planning by Marty Fox

When it's time for the next generation to take ownership of a family business and handle the day to day responsibility in the business you need to first understand the value of the company. This case study outlines the process of understanding that value and how the transition of leadership and ownership would be managed. To read the full case study click the link below: https://bit.ly/38DzuFk

Switch It Up with New QuickBooks Features by Tami Davis

It’s very easy to get into a routine of logging on to QuickBooks, doing your daily tasks, and logging out. But you could be missing the opportunity to utilize some of the new features QuickBooks releases because you’re not exploring. Check out our latest article by Tami Davis at the link below for features you could be benefitting from on both Desktop and Online. https://bit.ly/2CIV3Wj

Do You Need a Succession Roadmap? by Jeff Bowman, CPA

Every family and every business is unique and that's why we never take a standardized approach to succession planning. Our Succession Roadmap is a written document that helps guide the process and provides a way for you and your family to review important considerations. Click the link below to check out the full article on creating a plan for your family. https://bit.ly/2IDuNQh

Securing Financing for Expansion by Ian Grimbleby

Our team worked with a company that was looking to purchase another building but needed to help securing financing. After working with them to build working capital they were able to secure financing. Read the full case study at the link below. https://bit.ly/2YyoKqj

Will You Always Be Able to Farm on Your Land? by Stephanie Banuelos

As you’ve probably noticed in the news, water is reshaping the agricultural landscape — literally. This article discusses how these changes might effect farmers in the Central Valley and some contingencies they can make to secure revenue from their land. Click the link below to read the full article. https://www.grimbleby-coleman.com/resources/articles/How-Are-Water-Regulations-Affecting-Your-Land-s-Value-

New Employment Laws: How Will They Affect Your Business? by LeeAnne DeCosta

A slate of new employment laws came into effect on January 1, 2019, and they’re just the beginning of an ongoing increase in changes to California’s minimum wage and overtime regulations. Read the full article by LeeAnne on how these changes will affect your business at the link below. https://www.grimbleby-coleman.com/resources/articles/New-Employment-Laws-How-Will-They-Affect-Your-Business-