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Financial Services Update – Q2 2025

Financial Services Update – Q2 2025

July 10, 2025
Financial Services
Article
No items found.
Coachability is a Competitive AdvantageCoachability is a Competitive Advantage

Coachability is a Competitive Advantage

In this episode, Drs. Milt Lowder and Drew Brannon explore the powerful role coachability plays in performance and growth.

Podcast
July 9, 2025
No items found.
Podcast
Human Capital
Republicans Move the One Big Beautiful Bill Act Across Finish Line: A Deeper Dive into the Final Tax Provisions

Republicans Move the One Big Beautiful Bill Act Across Finish Line: A Deeper Dive into the Final Tax Provisions

Elliott Davis takes a deep dive into the One Big Beautiful Bill Act, outlining notable pieces.

Article
July 9, 2025
Financial Services
Manufacturing & Distribution
Private Equity
Real Estate
Article
Tax Services
Federal Tax
High Net Worth
A strategic guide to long-term care planning for high-net-worth familiesA strategic guide to long-term care planning for high-net-worth families

A strategic guide to long-term care planning for high-net-worth families

Discover how high-net-worth families can proactively plan for long-term care, protect their legacy, and prepare heirs for decision-making during periods of incapacity. This strategic guide covers legal, financial, and caregiving essentials to promote continuity across generations.

Article
July 8, 2025
No items found.
Article
High Net Worth
Afraid to Fail, Afraid to ShineAfraid to Fail, Afraid to Shine

Afraid to Fail, Afraid to Shine

We often talk about the fear of failure, but what about the fear of success? In this episode, Drs. Milt Lowder and Cory Shaffer explore both.

Podcast
July 2, 2025
No items found.
Podcast
Human Capital
Succession planning – Building a business transition roadmapSuccession planning – Building a business transition roadmap

Succession planning – Building a business transition roadmap

Discover how to build a strategic business transition roadmap with our succession planning framework. Learn how to align personal, financial, operational, and governance priorities to protect your legacy and prepare for a successful exit.

Article
July 1, 2025
Services
Construction
Manufacturing & Distribution
Real Estate
Technology
Article
High Net Worth
Succession Planning
Is your BSA/AML system working for you? How to evaluate effectivenessIs your BSA/AML system working for you? How to evaluate effectiveness

Is your BSA/AML system working for you? How to evaluate effectiveness

Explore how fintechs and financial institutions can evaluate system performance, reduce false positives, and meet regulatory expectations through model validation.

June 30, 2025
Financial Services
Article
Governance, Risk & Compliance
Tax Thursday in Three: June 26, 2025Tax Thursday in Three: June 26, 2025

Tax Thursday in Three: June 26, 2025

Elliott Davis provides quick updates on the 2025 tax legislation package

Video
June 26, 2025
Construction
Manufacturing & Distribution
Private Equity
Healthcare
Financial Services
Video
Tax Services
Federal Tax
High Net Worth
Are you using the right investment strategy?Are you using the right investment strategy?

Are you using the right investment strategy?

Compare real estate funds vs. syndications, explore tax-efficient investment vehicles, and learn how to structure single-member LLCs, REITs, and 1031 exchanges to align with investor goals.

Article
June 25, 2025
Real Estate
Article
Strategy & Growth
Transaction Advisory
Client Accounting Advisory Services
Tax Methods & Credits
Succession planning – Tax implications of buying or selling in a partnershipSuccession planning – Tax implications of buying or selling in a partnership

Succession planning – Tax implications of buying or selling in a partnership

Understand the tax implications of buying or selling a partnership or LLC. Learn how ownership unit sales, asset transactions, and purchase price allocations impact taxes for both buyers and sellers. Explore key planning considerations to optimize tax outcomes.

Article
June 23, 2025
Services
Construction
Financial Services
Manufacturing & Distribution
Healthcare
Article
Succession Planning
Transaction Advisory
High Net Worth
Mid-Year ReflectionMid-Year Reflection

Mid-Year Reflection

In this episode, Drs. Drew Brannon and Cory Shaffer explore the value of a mid-year check-in.

Podcast
June 18, 2025
No items found.
Podcast
Human Capital
Tax Alert: Senate Releases Tax Bill Draft

Tax Alert: Senate Releases Tax Bill Draft

The Elliott Davis team details a number of proposed changes by the Senate to the House Passed Tax Bill.

June 18, 2025
No items found.
Article
Federal Tax
Tax Services

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