All Episodes

December 13, 2023 14 mins

In this episode, join our experts as they unravel the dynamic landscape of the Private Equity industry and offer insights into the latest tax strategies. 

Our host is joined by three of the firm’s Private Equity Industry experts, Floyd Holliman, CPA, David Legrand, CPA, and Adam West, CPA, to concisely explore topics that impact returns and portfolio holdings, from navigating regulatory changes to planning techniques for businesses.

In this Episode, you’ll hear:

  • Discussion regarding the Tax Cuts and Jobs Act and how it will affect businesses in the upcoming tax season 
  • Planning strategies to help businesses with inventory mitigate the loss of depreciation and amortization 
  • Details regarding the changes Section 174 of the tax code and how it affects R&D expenses
  • Advice about ERTC and how to make sure your business has proper documentation

This episode reflects our views at the time it was recorded.

Resources for additional information:

Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

The Breakfast Club

The Breakfast Club

The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.