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Sorren Insights

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Article

Thinking of Selling Your Business? Here’s What You Need to Know

Thinking about selling your business? Explore essential strategies for maximizing value, including financial prep, tax planning, and valuation insights.
A small model house sits on a clipboard with a pen and keys, symbolizing real estate or home buying. Stacks of U.S. dollar bills are placed beside the clipboard on a white surface.
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Article

What You Need to Know About State Inheritance and Estate Taxes

Learn the differences between state estate and inheritance taxes, which states impose them, and how to reduce their impact on your wealth. Expert tips inside.
A person works on a laptop displaying a trading dashboard with charts and financial data. The setup is on a white desk with a green plant and a pencil holder containing colored pencils in the background.
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Article

409A Valuations and Stock Options

Learn how a 409A valuation ensures IRS compliance, protects stock options, and supports funding goals. Discover its benefits for startups and growing companies.
A weathered "CLOSED" sign hangs from a suction cup on a glass window, with reflections of lights and buildings visible in the background. The image conveys that the business or establishment is not currently open, symbolizing closure, pause, or downtime.
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Article

Closing a Business: A Comprehensive Guide to Tax Responsibilities and Final Steps

Whether due to shifting market dynamics, personal decisions, or economic pressures, closing a business is a significant step for any entrepreneur.
A person in business attire hands over a car key fob to another individual across a desk, symbolizing a car sale or lease agreement. The desk holds documents, a calculator, and small toy cars, suggesting a formal automotive transaction in a dealership or financial setting. The bright office environment adds a professional tone.
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Article

Understanding the Tax Implications of Selling Business Property

Selling business property can be a major milestone—whether it’s part of a business exit strategy, asset reallocation, or simply a change in operations. But while the transaction may appear straightforward, the tax consequences are often anything but.
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News

Leading Accounting Firms Unite to Create ‘Sorren’ — a New Top 50 Firm

Sorren, a new Top 50 accounting firm, was formed by like-minded firms nationwide to pursue shared growth and collaboration. Previously, long connected through the BDO Alliance and industry ties, they’ve formalized their partnership by combining expertise, values, and resources.
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