James Dougherty, Partner JLK Rosenberger

Selling a business takes more than strong financials, it takes a compelling story buyers can believe in.

From adjusted EBITDA and financial forecasting to KPIs, segmentation, and due diligence readiness, the way your company presents its numbers can directly influence valuation and buyer confidence.

JLK Rosenberger's, Michael French, CPA, shares practical strategies business owners can use to strengthen their financial presentation before entering an M&A process.

From Numbers to Narrative: The Financial Presentation That Moves Buyers Read More...

Did you miss claiming R&D tax credits in 2022, 2023, or 2024? You may still have a shot, but the clock is ticking. Thanks to a recent tax law change, eligible small businesses can go back and amend past returns to claim those missed credits. The catch? You must act before July 6, 2026.

JLK Rosenberger's Kerrie Howes breaks down who qualifies, what the real financial benefit looks like, and whether it's worth it for your business.

Should Business Owners Amend Past Tax Returns to Claim R&D Tax Credits Before the 2026 Deadline? Read More...

Tax news for insurers! The IRS is taking another step toward modernizing tax filing for insurance companies.

In this blog, JLK Rosenberger’s Robert Gabon, walks through the new IRS update, allowing electronic filing for Forms 1120-PC and 1120-L starting with the 2026 process year, and what insurers and tax professionals should know as this change rolls out.

IRS Enables E-filing for Forms 1120-PC and 1120-L for 2026 Process Year Read More...