How to Structure a Tax-Smart Acquisition: A CPA’s Guide to Mergers & Acquisitions for Small Business Owners
Mergers and acquisitions (M&A) are powerful tools for small business growth, but without tax-smart planning, they can quickly become financial liabilities. Structuring a tax-smart acquisition ensures you minimize tax burdens, protect cash flow, and gain long-term value from your investment. At Milestone Certified Public Accountants Inc., we help clients navigate every step of the acquisition […]
How to Structure a Real Estate Holding Company for Maximum Tax Efficiency
Real estate is one of the most powerful vehicles for building generational wealth — but the way you structure your investments can mean the difference between massive tax savings and unnecessary exposure. Whether you own a single rental or a large portfolio of multifamily, commercial, or development properties, a properly designed real estate holding company […]
Intercompany Transactions: Best Practices for Audit-Proof Accounting
As businesses grow and expand into multiple legal entities—subsidiaries, holding companies, investment arms—intercompany transactions become a necessary part of daily operations. These transactions are common across industries, especially in real estate, healthcare, manufacturing, and consulting. Yet, mismanaging intercompany accounting is one of the top red flags for auditors and the IRS. At Milestone Certified Public […]