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The Value Report - Machen McChesney Business Advisory Insights

At Machen McChesney we are committed to Returning Value to you through our monthly e-newsletter, The Value Report.

Here you'll find regular tips to help with your business and personal finances, as well as strategies to grow and more efficiently run your organization. 

Table of Content
  1. Big Benefits of Buy-Sell Agreements
  2. R&D Tax Credit Enhancements Provide More Cash-Saving Opportunities for Manufacturers
  3. New Tax Act Has Much for Nonprofits
  4. Review Your Beneficiary Designation Forms
  5. What's New at Machen McChesney

Big Benefits of Buy-Sell Agreements

iStock_000050280520_Large-938952-edited.jpgImportant planning tool for business owners

A buy–sell agreement can be critical to a business owner intending to sell the business interest or needing to accommodate other changes within the organization. Typically, it can help ease a transition in leadership to the younger generation. Continue reading.

R&D Tax Credit Enhancements Provide More Cash-Saving Opportunities for Manufacturers

iStock_000037640330_Large-077115-edited.jpgIn December 2015, Congress passed the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), extending and making permanent a number of important tax credits—including the federal research and development (R&D) credit. Continue reading.              

New Tax Act Has Much for Nonprofits

iStock_000053635028_Large-682665-edited.jpgThe Protecting Americans From Tax Hikes Act of 2015 (the Act), which was signed by the president on Dec. 18, 2015, contains many provisions that directly affect tax‑exempt organizations. Many recent tax provisions have been so-called “extenders,” which required passage of legislation annually in order for them to continue to remain in effect. These were typically passed at year-end for the applicable year, making planning for such provisions impossible. Now, the year-end panic is over, as the Act makes many of these provisions permanent. Continue reading. 

Review Your Beneficiary Designation Forms


When was the last time you checked the beneficiaries you selected for your qualified retirement plan or IRA? Chances are that the choices you made when you initiated the account may no longer be appropriate. Anyone with funds in one or both of these accounts should have at least one beneficiary listed should anything happen to the owner. Continue reading.

What's New at Machen McChesney?

iStock_41667068_LARGE-822670-edited.jpgSponsorships, new hires, announcements
Continue reading.

We hope you found value in The Value Report you've received this month. We look forward to finding even more ways to Return Value to you in the future. 

Please feel free to visit our website or visit our blog at any time during the month to interact with additional valuable resources and helpful information.
If you have any questions on the topics above, please feel free to send us a message.
Machen McChesney
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Montgomery: 1761 Taliaferro Trail | Montgomery AL 36117

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