elliott davis insights

In this quarterly update, the Elliott Davis team shares the latest on key regulatory insights and updates for financial services.

A well-executed valuation is necessary for estate planning, gifting, and tax compliance. Without one, you risk audits and penalties from the IRS.

Discover what sets the trucking industry apart and how lenders can more accurately assess its unique financial risk profile.

Elliott Davis provides quick updates on the 2025 tax legislation package

What does it take to build trust, foster culture, and create lasting impact? In this episode, Dr. Milt Lowder sits down with David Wise, President & CEO of Harper General Contractors, who shares how trust serves as the foundation for meaningful growth.

With new IRS procedures and advancements in technology, taxpayers have more efficient options to manage tax obligations, such as electronic payment and electronic filing.

New ESG regulations at the state level take effect in 2025, requiring businesses to adapt quickly to stay compliant with the latest standards.

Elliott Davis worked with a client on its first technology firm acquisition to integrate with the leadership’s vision, encourage rapid progress post-close, and provide visibility into the integration process.

What can business leaders learn from Navy special operations? In this episode, Dr. Cory Shaffer talks with retired Navy special operator Oran Feiner, who brings 20 years of leadership experience in the Navy warfare community.

A common misconception in the manufacturing industry is that most transactions are exempt from sales tax. While sales to distributors or wholesalers are typically tax-exempt, failing to comply with proper documentation requirements can lead to significant financial risks.

New tariffs on imports could raise costs and taxes for manufacturers and distributors, depending on how tariffs are reported in financials and tax filings.

Vendor management is a top regulatory focus in 2025, with examiners closely reviewing how banks assess, monitor, and manage third-party relationships.