Courtney Summitt

Although every valuation allowance analysis has unique considerations, some common questions arise during the process — from how NOLs interact with valuation allowances to why a profitable business might consider one. Read more from our tax specialists. #valuations #tax

2

The Inflation Reduction Act substantially revamped the Section 179D tax deduction, increasing potential deductions and expanding eligibility for building owners who complete energy-efficient upgrades. Learn more about these changes that are here to stay! #energyefficient #energy

1

Attention Accounting Hiring Managers! Are you struggling to attract top talent for your accountant positions? A key selling point for candidates right now is the inclusion of cost, operational or project accounting responsibilities. Today's workforce values learning how businesses make money through general accounting roles and understanding month-end processes. However, in Northeast Wisconsin, there's a strong appeal for roles that offer "something extra" throughout the month. Here are some sought-after responsibilities that can make your positions stand out: -Margin analysis -Cost accounting, understanding plant and product costs -Projects aimed at identifying efficiencies -Pricing analysis -Serving as a Subject Matter Expert for a system or digital tool -& Many more examples... If you're finding it challenging to draw talent to your accountant openings, let's connect. We can strategize on how to integrate these attractive elements into your roles. Feel free to reach out: 📧 abby.ashman@truitypartners.com 📞 920-739-3318 #hiringaccountants #recruitment #hiringtrends

16

Is your audit committee up to speed on the most recent regulatory changes? Stay informed with our Q1 newsletter. #audit #accounting

2

When is the opportune time to convert a partnership to a C corporation? When it comes to Section 1202 QSBS exemption benefits, there are several details to consider. Our Section 1202 tax team discusses here. Read more. #smallbusinesstax #stock #taxbreaks

1

When is the opportune time to convert a partnership to a C corporation? When it comes to Section 1202 QSBS exemption benefits, there are several details to consider. Our Section 1202 tax team discusses here. Read more. #smallbusinesstax #stock #taxbreaks

1

The Inflation Reduction Act substantially revamped the Section 179D tax deduction, increasing potential deductions and expanding eligibility for building owners who complete energy-efficient upgrades. Learn more about these changes that are here to stay! #energyefficient #energy

1

Investors: As we approach the halfway point of 2024, you’ve likely got questions. Don’t miss this opportunity to hear valuable insights from Plante Moran Financial Advisors’ experts at our upcoming #InvestorInsights midyear update on May 21! Register now.

2

Has your manufacturing business been questioning how to transform your operations recently? My colleagues in Milwaukee are hosting a great event on the future of AI in manufacturing and distribution on Tuesday, June 25. Learn about the pivotal role of AI and Salesforce in driving growth, and delve into strategies for customer lifecycle management, from acquisition to retention. Space is limited, so register today. #AI #GenAI #Manufacturing #Distribution

2

When is the opportune time to convert a partnership to a C corporation? When it comes to Section 1202 QSBS exemption benefits, there are several details to consider. Our Section 1202 tax team discusses here. Read more. #smallbusinesstax #stock #taxbreaks

2

How did we score on Vault’s annual ranking of top 25 accounting firms? Read here to learn about the 16 “Quality of Life” categories where we ranked in the top five for 2025. #culture #vaultrankings #PlanteMoran

4

Team building can be as simple as putting together a 1000 piece puzzle. Our office neighbors from the Baird Capital fund team joined us as we completed this puzzle. We started the puzzle on April 1st and over the past few weeks we would spend a few minutes during our in office days, either individually or as a group, putting together the puzzle. Taking a mental break during your workday may improve your focus and ability to do quality work. Puzzling during the day may also be difficult to walk away from!   How do you take a mental break during the day?   #WeAreBaird

31

5 Comments

When is the opportune time to convert a partnership to a C corporation? When it comes to Section 1202 QSBS exemption benefits, there are several details to consider. Our Section 1202 tax team discusses here. Read more. #smallbusinesstax #stock #taxbreaks

1