M&A CPA – The Burns Firm – Advisors of Complex Financial Matters

Taking the Acquisition Route

November 6th, 2025|Categories: Accountant, accountant near me, Acquisition of Company, Asset Purchase vs Stock Purchase, Burns Firm, Business, Business Asset Sale, Business Assets, Business Valuation, Buying a Business, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: Acquiring a Company, Acquisition CPA, asset purchase, Buying a business, Buying a Company, cpa near me, M&A, M&A advisors, M&A CPA, merger & acquisition, Merger vs Acquisition, stock purchase, tax, tax advisor, The Burns Firm M&A Advisors|

An acquisition of a target company's stock or assets can help your business expand its operations while maintaining control of the company. With taxable direct purchases, the buyer simply [...]

Beware: M&A Activity Can Trigger Unexpected Tax Issues

June 19th, 2025|Categories: Burns Firm, Buying a Business, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: CPA, cpa near me, Dallas CPA, M&A, M&A and Tax Issues, M&A and Unexpected Tax Issues, M&A CPA, mergers and acquisitions, tax, tax advisor, The Burns Firm|

The IRS has an Employee Plans Team Audit (EPTA) program to enforce the tax rules for employee benefit programs in large companies. According to the tax agency, one of [...]

Preserve Your Business Legacy with Proactive Succession Planning

December 5th, 2024|Categories: Accountant, Accounting, Burns Firm, Business, CPA, CPA Dallas, CPA near 75252, CPA Texas, Dallas CPA, Sell Business, Selling a Business, Services, Small Business, Succession Planning, Tax, tax accountant, Tax Advisor, Tax Planning|Tags: Business Succession Planning, CPA for Business Succession, CPA for Succession Planning, cpa near me, Dallas CPA, ESOP, Exit Strategy for Your Business, M&A, M&A CPA, Selling your business, tax, tax advisor, Texas CPA, The Burns Firm|

Running a business requires a lot of hard work. As a business owner, you may be so focused on managing day-to-day operations and pursuing growth opportunities that you put succession [...]

Installment Sales Can Be a Win-Win for Buyers and Sellers

March 21st, 2024|Categories: Accountant, accountant near me, Accounting, Burns Firm, Business, Buying a Business, Capital Gain, Capital Gains Tax, CPA, CPA Dallas, CPA near me, Dallas CPA, Installment Sale, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Basis, Tax Planning, The Burns Firm|Tags: Acquisition, Buyer side, CPA Dallas, cpa near me, Installment Sale, Installment Sale Gains, M&A, M&A CPA, Selling of Business, tax advisor, The Burns Firm, The Burns Firm M&A Advisors|

For federal income tax purposes, an installment sale is when at least one payment of proceeds from an eligible sale is deferred until after the end of the tax year [...]