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Business Valuation

Why HoganTaylor? Your Partner in Financial Excellance

As a business leader, the financial professionals you choose are pivotal in driving growth and performance.

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Advisory

Finding the Right Accounting Firm in Arkansas for Your Business Growth

Amongst the crucial decisions for any entrepreneur, selecting the most qualified accounting firm in Arkansas stands out as a game-changer.

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The Value in a Comprehensive Financial Services Approach

As companies grow, so does the demand for a variety of financial services required to compliantly and strategically guide the next stages of expansion.

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Finding the Right Accounting Firm in Oklahoma For Your Business Growth

Dreaming of building a thriving business in the heart of Oklahoma? From bustling cities to rolling farmland, the Sooner State offers endless opportunities.

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What Is It Like to Work With HoganTaylor?

From integrated teams to tailored solutions, dedicated support to niche expertise, we aim to become indispensable contributors to our clients’ success across industries like construction, healthcare, retail, energy, nonprofit, and professional services.

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Building Stronger Communities with HoganTaylor

At HoganTaylor, our success isn't just measured in financial statements and client satisfaction. It's also deeply rooted in the well-being of the communities we call home.

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Navigating Your Financial Landscape with HoganTaylor: Exploring Little Rock's Treasures

Nestled along the banks of the Arkansas River, Little Rock is a vibrant tapestry of culture, history, and natural beauty. In this bustling cityscape, amidst the echoes of its iconic landmarks, HoganTaylor stands ready to help the business owners of Little rock thrive.

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Vibrant Tulsa: Hometown Accounting with HoganTaylor

Known for its rich oil heritage and Art Deco downtown, Tulsa has blossomed into a thriving hub of business, arts, and culture.With deep roots in the community, HoganTaylor guides individuals and businesses towards financial clarity and success.

Article, Blog

How Much is Your Business Worth? A Comprehensive Guide to Business Valuations

All business owners should understand, at least in rough terms, what their business is worth, and how that value is calculated. It’s only with that knowledge that you can take steps to grow the value of your business.

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Gift Tax Filing: Navigating the April 15 Deadline

April 15 marks more than just the deadline for filing your 2023 income tax return and settling any tax obligations; it's also the cutoff for filing a gift tax return. If you've made substantial gifts of wealth to family members in 2023, you're likely required to file a gift tax return, due by April 15 of the following year.

Article, Blog

Fortifying Your Business: Strategies for Fraud Prevention Across Multiple Locations

Operating a business across multiple locations, whether you're in retail or the restaurant industry, presents unique challenges when it comes to preventing fraud. The sheer scale and complexity of managing various sites make it difficult to monitor every transaction and activity.

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Beyond Paychecks: Cultivating True Employee Engagement

Employers have long recognized that creating and maintaining an engaged workforce requires more than just competitive pay. Recent surveys underscore this fact, revealing that while compensation is important, it's not the sole determinant of employee engagement.

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Embracing Skills-Based Hiring: What Employers Need to Know

In the realm of resume crafting, the simplest section for many is often the educational background. However, a transformative trend is reshaping this aspect, making it even more straightforward.

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Unlocking Tax Savings: How Businesses Can Leverage the Work Opportunity Tax Credit When Hiring

Are you a business owner or manager looking to expand your team? Understanding the intricacies of a valuable tax credit could significantly impact your hiring decisions.

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Maximizing Retirement Savings for Small Businesses

Are you a small business owner eager to secure your financial future while also providing for your employees? If so, navigating the realm of retirement savings options might seem daunting. Learn more about accessible solutions tailored to the needs of small enterprises.

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Strengthen Your Nonprofit's Financial Foundation: A Guide to Guarding Against Threats

Nonprofit leaders face an array of challenges, from navigating economic fluctuations to grappling with cybersecurity concerns. In an environment where financial forecasting can be more uncertain than ever, it's crucial for nonprofits to take proactive steps to safeguard their financial stability.

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6 Ways Nonprofit Retirement Plans are Evolving

In the ever-changing landscape of nonprofit retirement planning, staying abreast of regulatory updates is paramount. The SECURE Act 2.0, following its predecessor from 2019, has ushered in significant shifts, particularly impacting 403(b) retirement plans.

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What Kind of Valuation Report Do I Need or Want?

There are many reasons for business owners to seek a valuation for their business. In this overview, we will outline these different forms of valuation engagements, highlighting the key differences between each.

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Timing is Everything: The Crucial Role of Valuation Date in Business Valuation

In today’s dynamic and often turbulent markets, the value of a business can fluctuate significantly over time. Therefore, selecting the right valuation date is paramount.

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Four Good Reasons to Turn Down an Inheritance

Most people are happy to receive an inheritance. But there may be situations when you might not want one.

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Understanding OSHA's New Electronic Recordkeeping Rule: Is Your Organization Affected?

In the realm of workplace safety regulations, the U.S. Occupational Safety and Health Administration (OSHA) stands as a pivotal authority, dedicated to ensuring the well-being of workers nationwide. Recently, OSHA introduced a significant update in the form of its final rule on electronic recordkeeping, reshaping how certain employers report occupational injuries and illnesses.

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Navigating Leadership Development: Two Paths for Employers

In today's dynamic business landscape, one of the gravest oversights an employer can commit is assuming that their leaders have reached their peak. Whether at the helm as a supervisor, middle manager, or executive, continuous development is paramount to navigate the ever-shifting norms, challenges, and opportunities inherent in leadership roles.

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Last-Minute Tax Strategies: Lowering Your 2023 Tax Bill Before Deadline

As you gear up to file your 2023 tax return, there's still a chance to mitigate your tax liability or even snag a refund. Time might be running out, but strategic moves can make a significant difference.

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Unlocking the Value: The Expanding Role of Appraisals in Personal Financial Planning

In today's ever-changing financial landscape, the need for accurate asset valuation extends far beyond the realm of businesses and real estate. Whether you're strategizing for retirement, crafting an estate plan, or contemplating charitable giving, understanding the value of your personal property is paramount.

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3 Strategies for Streamlining Financial Statement Audits in Nonprofits

Not-for-profit organizations may not be mandated to produce audited financial statements, yet opting for audits can significantly bolster confidence among major donors and grant-making bodies regarding your financial stability.

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How Mineral Interest Owners Can Use Section 1031 to Defer Capital Gains

A 1031 exchange, which gets its name from Section 1031 in the Internal Revenue Code, is a swap of one real property for another that allows capital gain taxes to be deferred.

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Higher Interest Rates Reignite Appeal of Charitable Remainder Trusts

Are you planning to leave a lasting charitable legacy while securing income for life? Rising interest rates make Charitable Remainder Trusts (CRTs) a particularly attractive option again.

Article, Blog

Essential Fraud Prevention Strategies for Entrepreneurs and Small Businesses

Fraud poses a threat to companies of all sizes, with small businesses, particularly new ventures, facing unique risks due to limited resources for robust prevention programs. The good news is that there are straightforward yet powerful strategies that can significantly reduce the risk of fraud, irrespective of the size or age of your company.

Article, Blog

2024 Limits and Thresholds for Qualified Retirement Plans

In Notice 2023-75, the IRS recently announced the dollar limits and thresholds for qualified retirement plans in 2024, reflecting the latest cost-of-living adjustments.

Article, Blog

Unveiling the Corporate Transparency Act: A Guide to Beneficial Ownership Reporting

Are you aware of a recent filing requirement regarding Beneficial Ownership Information? You likely have a new filing requirement under a new federal law that comes with significant penalties if you fail to file as required.

Article, Blog

The Crucial Difference Between Orientation and Onboarding: Why Rushing Can Cost You

As organizations gear up to hire new talent in the coming year, the emphasis on a seamless onboarding process cannot be overstated. However, it's imperative to distinguish between orientation and onboarding, as rushing through the former can lead to detrimental consequences.

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Navigating Change: A Closer Look at the March 2024 Independent Contractor Guidelines

The classification of workers as independent contractors has been a subject of scrutiny by the U.S. Department of Labor (DOL), leading to potential legal consequences for misclassification.

Article, Blog

Untangling Tax Complexities: A Guide to Nonprofit Income from Sponsorship and Advertising

Sponsorship and advertising dollars can significantly augment the income of your not-for-profit organization. However, it's crucial to understand when these funds might be subject to unrelated business income tax (UBIT).

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Maximizing Security and Tax Efficiency: The Case for Choosing an LLC for Your Small Business

Are you currently running your small business as a sole proprietorship, or are you in the early stages of launching a new venture? If so, you might be contemplating the idea of forming a Limited Liability Company (LLC) to safeguard your assets and navigate the complexities of business ownership.

Article, Blog

Unlock the Power of Early Tax Filing: Safeguarding Against Identity Theft

As we approach the commencement of the 2023 individual income tax return filing season, it's time to rethink your tax-filing strategy. While the April 15 deadline may seem distant, there's a compelling reason to consider filing your 2023 tax return early.

Article, Blog

Could Your Organization Do More To Educate Employees About Retirement?

Most employers today are expected to provide a retirement savings plan for their employees. For many years, this expectation involved little more than offering up the plan itself. However, today’s employees appear to want a little more.

Article, Blog

Navigating Business Valuation Challenges: A Closer Look at the Importance of Buy-Sell Agreements

Buy-sell agreements are a vital component for closely held businesses, providing a roadmap for ownership transitions. The valuation provisions within these agreements are of paramount importance during buyouts.

Article, Blog

Crafting a Winning Hiring Process: Efficiency and Empathy Matter

In the wake of the pandemic's upheaval, the job market has found a semblance of stability. However, employers must resist the temptation to coast through their hiring processes, assuming top-tier candidates will effortlessly queue up.

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Navigating Compensation Adjustments: Your Organization's Strategy

While inflation might not be making headlines as frequently, its impact remains a concern for employers, especially when it comes to handling compensation adjustments for their workforce.

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Why You Should Think Twice Before Owning Assets Jointly With a Child

Many people think that owning assets jointly with a child or other heir is a simple and effective way to plan their estate. But this strategy may not be as smart as it seems.

Article, Blog

6 Reasons to Work with a Business Valuation Firm

Business valuation professionals provide a wide variety of services to their clients, from producing opinions of value to providing consulting services advising how a business owner can increase the value of their business.

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An Overview of the Role of Expert Witnesses in Business Valuations

Business valuation professionals provide a wide variety of services to their clients, from producing opinions of value to providing consulting services advising how a business owner can increase the value of their business.

Article, Blog

Unlocking Potential: The Benefits and Considerations of Nonprofit Mergers

In the nonprofit sector, the idea of a merger may initially seem more aligned with corporate practices focused on sales expansion and profit enhancement. However, mergers among nonprofit organizations are increasingly proving to be a strategic tool, offering advantages such as enhanced financial resilience and reduced operational expenses.

Article, Blog

A Quick Guide to Business Valuation Methods

Taking a proactive approach to managing the value of your business is key to your long-term success. Whether you plan to sell your business before retiring or aim to pass it down to the next generation, understanding your business’s value – and the factors that drive it – is essential.

Article, Blog

An Overview of Business Valuation Services in Arkansas and Oklahoma

Do you know how much your business is worth? If not, you’re not alone: many entrepreneurs across Arkansas and Oklahoma struggle to assign an accurate valuation to their business.

Article, Blog

Cyber Security Month Awareness Tips - The Importance of Email Security for SMBs

The email inboxes of small and medium-sized businesses (SMBs) are increasingly being targeted by cyber criminals.

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Secure Your Family's Future: Unraveling the Power of a QTIP Trust

You might have heard about a QTIP trust and wondered, "What's with that name?" Well, it may sound strange, but a QTIP trust can be a game-changer in estate planning, especially if you're in a second marriage or have a complex family situation.

Article, Blog

Cyber Security Month Awareness Tips - BEC: The Scam That Cost $2.1B in Losses

Business Email Compromise (BEC) is now one of the most prevalent threats globally, resulting in nearly $2.4 billion lost in 2021. BEC tactics typically involve impersonating a company executive, HR representative, or a trusted vendor to initiate fraudulent transactions—exploiting the trust of would-be victims.

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Preventing Industry-Specific Fraud: The Power of Strong Internal Controls

Occupational fraud isn't a one-size-fits-all problem. Different industries face varying degrees of vulnerability to fraud risks, with unique challenges to address.

Article, Blog

Cyber Security Month Awareness Tips - 18 Ways to Make Remote Work Safer and Easier for Business

When it comes to working remotely, being flexible and adaptable is great, but it also makes us an easy target for cyber criminals.

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A New Era of Work: The 32-Hour Work Week and Its Impact on Business

Recently, our team met to discuss the ongoing United Auto Workers' (UAW) strike, specifically the proposed 32-hour work week. Other unionized workforces—like Starbucks and Hollywood screen writers—have proposed similar boundaries around weekly working hours.

Article, Blog

Navigating the Complexities of Returning to In-Office Work

Over the past few years, the world has witnessed a profound shift in the way we work. However, as we approach the fourth year since the pandemic began, a new challenge is emerging for employers: the return to the office.

Article, Blog

Cyber Security Month Awareness Tips - Cyber Security Training For Your Employees

With cyberattack techniques becoming increasingly sophisticated and unpredictable, adopting robust and proactive cyber security measures is a no-brainer. But where should you start?

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Building a Stronger Nonprofit Board - The Power of Term Limits

Is your nonprofit organization's board thriving with fresh perspectives and dynamic leadership? If not, it might be time to consider a strategic move that is widely recognized as a best practice in the nonprofit sector.

Article, Blog

Reducing Nonprofit Risk Through Strong Internal Controls

You might be tempted to think that internal controls aren't necessary, especially if your nonprofit prides itself on being a harmonious community of leaders, staff, volunteers, and clients. However, it's crucial to understand that controls and trust can indeed coexist.

Article, Blog

Cyber Security Month Awareness Tips - Your Employees Are Putting You At Risk

We’re not exaggerating when we say that your employees can unknowingly be your biggest cybersecurity risk—whether it’s clicking on suspicious links or using weak passwords.

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Life Insurance: A Powerful Estate Planning Tool for Nontaxable Estates

Have you worked hard to achieve financial success and want to leave a lasting legacy for future generations? If so, life insurance can be a powerful estate planning tool, even if your estate is not taxable.

Article, Blog

Extreme Weather May Lead to More 401(k) Hardship Distribution Requests

Whether or not you’ve already dealt with an uptick in hardship distribution requests, now may be a good time to remind your 401(k) participants of the rules involved so they have a realistic understanding of the process should disaster strike.

Article, Blog

Mastering Payroll: 7 Essential Insights for Employers

Employers often focus on productivity, strategic goals, and mission fulfillment, sometimes overlooking the significance of effective payroll management. Neglecting payroll can lead to a range of issues, from disgruntled employees to legal troubles.

Article, Blog

Accommodating Employees with Visual Disabilities under the ADA

The Americans with Disabilities Act (ADA) has stood as a cornerstone of employment compliance for over three decades, safeguarding the rights of individuals with disabilities in the workplace and beyond.

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Navigating Conflict-of-Interest Rules for Private Foundations

Conflict-of-interest policies are a critical component for all not-for-profit organizations, but private foundations face particularly stringent regulations in this regard.

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Nonprofits: How Outsourcing HR Can Save Time and Money

Outsourcing HR functions is no longer an unconventional practice; it's increasingly becoming a strategic choice for nonprofits looking to streamline their operations.

Article, Blog

Making the Most of Overlooked Estate Planning Strategies

Effective estate planning involves more than just dividing assets; it requires a strategic approach to optimize outcomes for all involved. Several strategies, often overlooked, can significantly benefit the estate and its beneficiaries by saving on taxes, preserving assets, and ensuring wishes are honored.

Article, Blog

How Secure is Your Accounts Receivable Department?

A particular hotspot for fraudulent activity is often found within the accounts receivables department. If your internal controls are not robust, it may be time to strengthen them.

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Employers, Enhance Your Employee Value Proposition for the Future Ahead

In recent years, the widespread phenomenon known as the "Great Resignation" has prompted significant concern among employers. While it appears that the trend of employees voluntarily departing from their positions has largely subsided, it's important to recognize that the balance of power in the job market may not have fully reverted to employers just yet.

Article, Blog

Supporting Employees in Substance Abuse Recovery: Effective Strategies for Employers

A significant number of individuals are grappling with substance abuse disorders, underscoring the need for employers to play an active role in assisting employees on their journey to recovery.

Article, Blog

Section 280G: Everything You Need to Know About Golden Parachute Payments

The provisions laid out in Section 280G, while complex, hold vital implications for executives, HR professionals, and business owners alike.

Article, Blog

Mitigating Risk in M&A

Mergers and acquisitions are high-stake endeavors fraught with uncertainty and potential risks. The existence of these risks underscores the necessity of implementing effective risk management strategies.

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Determining Buy and Sell-Side Liquidity in Transactions

Whether you're on the buy-side or the sell-side, comprehending the liquidity of a business serves as a compass, guiding you through the labyrinth of deal-making.

Article, Blog

A Warning About Being A Business Partner

If you are a partner in a business, you may encounter a situation that gives you pause. In any given year, you may have been taxed on more partnership income than was distributed to you. The cause of this difference lies in the way partnerships and partners are taxed.

Article, Blog

Smart Strategies for Accepting Cryptocurrency Donations in the Nonprofit Sector

As cryptocurrency continues to gain popularity and widespread use, nonprofits must adapt to this new digital landscape by considering the acceptance of crypto donations.

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Nonprofits: Tax Planning for Special Events

When organizing a special fundraising event, tax reporting might not be the first thing on your mind as a nonprofit organization. However, careful tracking of revenues and expenses and retaining related documentation is crucial for smooth tax reporting later on.

Article, Blog

Preparing For an Uncertain Federal Gift and Estate Tax Exemption With a SLAT

A technique gaining popularity is the Spousal Lifetime Access Trust (SLAT). Under specific circumstances, a SLAT allows individuals to remove a significant portion of their wealth from their estate without incurring estate taxes, all while providing a safety net in case future needs change.

Article, Blog

Navigating Hybrid Work: Challenges, Benefits, and Strategies for Success

While it has become a prevalent work arrangement, recent data sheds light on both the positive and negative aspects of hybrid work.

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The Growing Significance of Pay Transparency in Compensation

The topic of pay transparency has gained significant attention in discussions surrounding compensation in today's workplace.

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Estimated Tax Payments: Who Owes Them and When?

You may be required to make estimated tax payments if you don’t have enough federal tax withheld from your paychecks or you receive interest, dividends, self-employment, capital gains or other income.

Article, Blog

Lost Your Job? Here are the Tax Aspects of an Employee Termination

Depending on your situation, you may face tax implications that can be complex and require you to make decisions that may affect your tax picture, both this year and in the future.

Article, Blog

Enhancing Accounting Processes for Nonprofits: A Commitment to Continuous Improvement

Effective accounting processes are essential for nonprofit organizations to ensure accurate financial management.

Article, Blog

Lease Accounting Post-Transition

After successfully transitioning to ASC 842 lease accounting, it is crucial to consider post-transition policies and procedures to ensure ongoing compliance with the new standards.

Article, Blog

Valuation Pro for Business Sale

Selling a private business can be a stressful endeavor, especially for entrepreneurs who have invested significant time and effort into building their companies or for second-generation owners looking to sell their parents' legacies.

Article, Blog

EEOC AI Discrimination Prevention

The EEOC (Equal Employment Opportunity Commission) has issued guidance to help employers prevent discrimination in AI-driven hiring and employee management processes.

Article, Blog

The Tax Obligations if Your Business Closes Its Doors

Sadly, many businesses have been forced to shut down recently due to the challenges of the economy, including the supply chain. To close a business, various tax responsibilities must be met.

Article, Blog

Essential Estate Planning Strategies

Estate planning laws can change over time, so it's crucial to stay informed about the most up-to-date regulations and implement a strategy that works for you and your family.

Article, Blog

Managing your Inheritance Responsibly

Receiving a sizable inheritance can be a significant event in your life, and it's important to handle it responsibly.

Article, Blog

Training Nonprofit Employees to Combat Hackers

To ensure the effectiveness of your nonprofit organization's cybersecurity program, it is crucial to properly train your employees. Their actions, such as visiting risky websites, mixing personal and work accounts, and falling for social engineering schemes, can inadvertently open doors for hackers.

Article, Blog

What is SBITA? How to Know if Your Organization Has Them

Because of the increased popularity of subscription-based information technology arrangements (SBITAs) the GASB issued Statement No. 96 (GASB 96). This statement provides guidance on the accounting and financial reporting for SBITAs.

Article, Blog

Including Bonuses and Other Incentives in Overtime Calculations

It’s fairly safe to say that most employers are well aware of their obligation to pay certain employees overtime under specified circumstances. What may be less clear is which bonuses and other incentives must be included in the calculation.

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