Year: 2017

IRS Confirms October Deadline for Conservation Easement Disclosures

The IRS recently designated certain donations of conservation easements and substantially similar transactions as “listed transactions.” The IRS requires special disclosures for listed transactions but the agency had postponed the deadline for implementing the disclosure requirements. We had hoped the new Administration would help convince the IRS to reverse... Read more

Long-term Relationships Result in Higher Profit for Seller

Situation Overview: The owner of a software-as-a-service (SaaS) company worked with WBL to prepare for the sale of his business. “We worked with WBL for many years before we were ready to sell and they helped us put together a five-year exit plan,” the owner said. “They gave us... Read more