by Sara Raby | May 5, 2026 | blog, Flow-Through Tax Services, Individual Tax, Life Sciences Tax, Technology Tax
For many employees with equity compensation, deciding whether to exercise stock options before an IPO (initial public offering) or acquisition can feel urgent. The upside is easy to imagine: a potential liquidity event, a lower strike price today, and the chance to... 
by Dana Borys | May 19, 2025 | Cannabis Tax, Corporate Tax Services, Life Sciences Tax, Technology Tax
For closely held corporations, retaining profits may seem like a sound strategy for reinvestment or risk mitigation. But when earnings exceed what’s considered “reasonable” for business needs, the IRS may step in with a steep penalty—known as the Accumulated Earnings...