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Southeast Middle-Market M&A Newsletter Q2 2022

By Insights

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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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 Insights

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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