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Southeast Middle-Market M&A Newsletter Q2 2022

By Advisory, Insights, Mergers & Acquisitions

In the Southeast Middle-Market M&A Newsletter for Q1 2022, Bennett Thrasher’s Transaction Advisory Services leaders provide data and highlights for Southeast (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, South Carolina and Tennessee) middle-market (total transaction value < $USD 500mm) M&A transactions, including volume, value and enterprise value multiples.

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Bennett Thrasher Recognized by Daily Report in its Best of 2022 Survey

By Advisory, Corporate Investigations, Dispute Resolution & Forensics, News

Bennett Thrasher, one of the largest and fastest-growing certified public accounting and consulting firms in the country, is pleased to announce that it has been recognized in two categories of the Daily Report’s Best of 2022 Reader Survey. The firm was voted the #1 in the category of Business Accounting and recognized as one of the Top Three Full-Service Accounting Firms.

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Jeff Call Chosen for Forbes Finance Council and Shares Tips for Building Personal Wealth in Recent Article

By News

Jeff Call, Partner in Bennett Thrasher’s PFS practice, has been chosen for the Forbes Finance Council and was recently featured in one of its articles sharing common missteps in building personal wealth. The Forbes Finance Council is an invitation-only association for senior-level financial services leaders and executives. Members of the council are respected leaders and executives, who are chosen for the council based on the depth and diversity of their experience in the financial services industry.

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IRS Proposed Regulations Address Anti-Clawback Provision

By Individual Tax, Insights, Tax Planning & Consulting, Trusts & Estate Planning

On April 27, 2022, the IRS issued proposed regulations intended to provide additional clarity on the estate and gift tax “anti-clawback” provision adopted by the Service in late 2019. The proposed regulations would exclude certain lifetime gifts that are treated as includible in the donor’s gross estate from the favorable treatment provided by the anti-clawback rules.

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Going Places: BT Alumni Spotlight – Don Bravaldo

By News

BT alumni are doing exciting things and we want to share a few of their stories with you. Our next spotlight is Don Bravaldo, Founder and President of Bravaldo Capital Advisors and previously an auditor at BT. Check our interview with Don below and be sure to view his pictures from his time at BT!

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