Valuation’s Role in Transaction and Exit Planning
Business owners often think of an exit, whether through sale, succession, or retirement, as a distant future event. In reality, ownership change is inevitable. The question is not if your business will change hands, but when and how prepared…
Real Estate Strategy for Healthcare Practices
Tuesday, July 14 | 2 – 3 PM Presenters: Mike Hammel, MAcc – McGuire Sponsel + Andrew Reilley – CARR, Inc. Facilitator: Christina Sanders, CPA – DMJPS Healthcare Director
Opportunity Zones After the 2025 Tax Bill: What Investors and Business Owners Need to Know
The 2025 tax law made major changes to the opportunity zone program. The biggest shift is that opportunity zones are no longer just a fading tax incentive from the 2017…
QOZ 2026 Countdown: What to Do Now Before Deferred Gains Become Taxable
The Key Event: Mandatory Gain Recognition in 2026 December 31, 2026 is the date when deferred gains become taxable. The originally deferred gain becomes taxable in 2026, regardless of whether the investment…
Decision Time is Approaching for Qualified Opportunity Zone Investments
Since its enactment in 2017, many taxpayers have taken advantage of the opportunity to invest in Qualified Opportunity Zone (“QOZ”) investments. If a taxpayer has a capital gain, the gain…
North Carolina Economic Report – 2026 First Quarter
Highlights: DMJPS is pleased to provide the first-quarter 2026 economic update for North Carolina’s 15 metro areas. Estimates showed employment continued to grow, unemployment remained relatively low, and wages increased.…
Succession and Exit Planning: Make Sure You Can Still Say “No”
When is the worst time to sell a business? The simple answer: when you have to. The best time to sell, of course, is when you don’t have to—when the…
May eNewsletter: Tariff Refund Opportunities, NC Tax Updates & Forbes Recognition
In this edition: Learn about tariff refund opportunities, North Carolina IRC conformity updates, Forbes-recognized DMJPS partners, and upcoming events.
North Carolina IRC Conformity: Status Update
North Carolina is one of many states that have still not updated their conformity with the Internal Revenue Code following the passage of the One Big Beautiful Bill Act (OBBBA).…
Tariff Update: Refund Opportunities and What Businesses Should Know
Executive Summary Certain tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were invalidated following a Supreme Court ruling, prompting U.S. Customs and Border Protection to launch a refund…
North Carolina Economic Report – 2025 Fourth Quarter
Highlights: DMJPS is pleased to provide the fourth quarter 2025 economic update across North Carolina’s fifteen metro areas. Employment, average hourly wages, and taxable retail sales each reached new highs…
March e-Newsletter: DMJPS Named “Firm to Watch”, IRS Dirty Dozen & Smart Exit Webinar
In this edition: Discover DMJPS’s latest recognition, learn more about common tax scams, and join us for our next webinar!