Episode 067 | Adapting to the Evolving Financial Landscape of the Private Equity Industry

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:

• Blog: Eight Private Equity Trends to Expect in 2023 (And How to Respond to Them)
• Blog: A Business's Guide to R&D Expense Capitalization and Amortization Changes
• Blog: 6 Tax Planning Items Ever Business Should Consider in Year-End Tax Planning
• Blog: Significant Changes To How Your Company Accounts for R&D Costs
• Blog: 5 Ways a Company Can Use the R&D Tax Credit