QSBS - a Strategic Tax Tool for Startups?
Qualified Small Business Stock (QSBS, also referred to as Section 1202 stock (the section in the Tax Code that governs it) can be a...
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Middle Market Advisory
- Jul 19
- 1 min
FIRPTA: The Tax Risk in Buying Real Property in the US from Foreigners
Be careful when purchasing real estate in the United States from a foreign owner. The Foreign Investment in Real Property Tax Act of...
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Middle Market Advisory
- Sep 25, 2021
- 2 min
Why International Businesses Are Establishing Their North American Base of Operations in the Dallas
Low state taxes are an important and often discussed part of the story, and certainly in comparison to areas like New York and San...
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Middle Market Advisory
- Jul 17, 2020
- 2 min
Don’t Give Up
The economic environment is brutal now and will be extremely difficult for the foreseeable future. But you already know that. This makes...
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Middle Market Advisory
- Apr 29, 2020
- 3 min
9 ways for you get more done - and faster - in QuickBooks Online
Hello, hope you're weathering the Covid crisis well. Many buisness owners using QuickBooks don’t know about the work that QuickBooks...
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Middle Market Advisory
- Apr 20, 2020
- 2 min
Good bye and good riddance to QuickBooks Desktop and Enterprise
Hello, we hope you, your families, and your businesses are weathering the Covid storm as well as possible. As many middle market and...
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Middle Market Advisory
- Feb 23, 2020
- 2 min
USMCA All the Way
With the recent signing of the USMCA (updated NAFTA) by President Trump it is time for a fresh look at Mexico from a business...
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Middle Market Advisory
- Dec 5, 2019
- 2 min
M&A - 2019 Year End Review and Expectations for 2020
Hello, Hope you had a wonderful Thanksgiving last week. As we rocket towards 2020, we would like to share our view on the M&A environment...
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Middle Market Advisory
- Sep 23, 2019
- 4 min
Warning Signs on the Road to M&A
Warning Signs on the Road to M&A There seems to be a startling new trend of senior management teams, including founders and CEOs, who...
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Middle Market Advisory
- Sep 18, 2019
- 2 min
The Real World Approach to Tax Reform
Tax Reform
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Middle Market Advisory
- Aug 25, 2019
- 3 min
M&A – The Truth
The Challenge - and the Opportunity - Founders, Owners, and Boards Face in order to leverage Mergers & Acquisitions Middle market...
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Middle Market Advisory
- Aug 6, 2019
- 2 min
The business view in Monterrey and Mexico City
After a week in Monterrey and in Mexico City listening to both business people and consumers there is clearly a more positive outlook in Mon
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Middle Market Advisory
- Jun 19, 2019
- 2 min
A Modern View of What the Middle Market is
Many define middle market, in terms of revenues, as $5 million to about a billion dollars, or in terms of EBITDA as $1 million or more....
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Middle Market Advisory
- May 15, 2019
- 2 min
Just in time for the latest round of the “Trump Tariffs” on China
Hello, Just in time for the latest round of the “Trump Tariffs” on China, the 2nd Mexico & China conference “Mexico: The New China” on...
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Middle Market Advisory
- Feb 6, 2019
- 2 min
What ASC 606 Rev Rec means and why you should care as a business owner
Business owners and Board members – Do you have any clue at all what ASC 606 Rev Rec means and why you should care? ASC means “Accounting...
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Middle Market Advisory
- Feb 6, 2019
- 3 min
White Paper: CFO-As-A-Service Solution to Middle Market Business Problems
White Paper: CFO-As-A-Service Solution to Middle Market Business Problems Andrew M. Barker MBA Middle Market Advisory LLC Introduction –...
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Middle Market Advisory
- Feb 5, 2019
- 2 min
Yes President AMLO of Mexico is Far Far-Left
So the media is still confused - or acting confused - about the new president of Mexico, AMLO. Funny, no one we talk to in Mexico is. The...
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Middle Market Advisory
- Feb 5, 2019
- 1 min
The 2 Mexicos in 2019 and the Future
Last year MMA was honored to be invited to the Dallas Bar’s International Law Section where several possible scenarios for Mexico were...
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Middle Market Advisory
- Jan 31, 2019
- 1 min
RIP ProMexico - The Implications of the Closing of ProMexico
RIP ProMexico. ProMexico’s closing sadly signals an end to Mexico being the vanguard for international trade in both North and Latin...
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Middle Market Advisory
- Jan 22, 2019
- 2 min
3 Major Factors for Businesses Sourcing from China
Tariffs Tariffs. Yes, tariffs matter. At first the main stream financial media reported the tariffs as “small”. Yes, that is a quote....
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