HRB

Entity Formation Could Provide Small Business Owners With Stronger Personal Liability Protection and Potential Tax Savings

Retrieved on: 
Monday, April 3, 2023

Forming an LLC and taking an S Corp election also offers the potential for future tax savings, which could mean more money in small business owners’ pockets.3 In addition, it gives business owners a well-deserved sense of accomplishment and formality.

Key Points: 
  • Forming an LLC and taking an S Corp election also offers the potential for future tax savings, which could mean more money in small business owners’ pockets.3 In addition, it gives business owners a well-deserved sense of accomplishment and formality.
  • “There is a level of pride associated with officially forming a small business.”
    Block Advisors Business Formation allows small business owners to start in minutes and form their businesses with confidence.
  • To learn more about Block Advisors Business Formation, including whether the benefits of business formation could apply to you, visit https://www.blockadvisors.com/business-formation-incorporation-services/ .
  • Beyond business formation, Block Advisors is a trusted resource for small business owners for a variety of financial needs, including tax preparation, bookkeeping, and payroll services.

Harris Williams Advises Buck on its Sale to Arthur J. Gallagher & Co.

Retrieved on: 
Monday, April 3, 2023

Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Buck, a portfolio company of H.I.G.

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Buck, a portfolio company of H.I.G.
  • Capital (“H.I.G.”), on its sale to Arthur J. Gallagher & Co. (NYSE: AJG; “Gallagher”).
  • The transaction was led by Derek Lewis , Bryce Walker , Maury Nolen and Michael Tuohey of the Harris Williams Business Services Group .
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

Harris Williams Advises Ethos Capital on its Acquisition of Newforma

Retrieved on: 
Monday, April 3, 2023

Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Ethos Capital LP (Ethos) on its acquisition of Newforma, a provider of project information management (PIM) software for architects, engineers, contractors, and owners worldwide.

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Ethos Capital LP (Ethos) on its acquisition of Newforma, a provider of project information management (PIM) software for architects, engineers, contractors, and owners worldwide.
  • The transaction was led by Priyanka Naithani and Ryan Costa of the Harris Williams Technology Group .
  • Ethos’ strategy is to add value by partnering with existing management teams to strategically enhance operations and accelerate growth.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

Fortune Names H&R Block “One of America’s Most Innovative Companies”

Retrieved on: 
Wednesday, March 29, 2023

“Innovation is the lifeblood of transformation and I’m proud that our culture, which fosters new ideas and risk taking, is being recognized," said Jeff Jones, President and CEO of H&R Block.

Key Points: 
  • “Innovation is the lifeblood of transformation and I’m proud that our culture, which fosters new ideas and risk taking, is being recognized," said Jeff Jones, President and CEO of H&R Block.
  • The event brought together 50 teams of H&R Block IT associates who used their talent and experimentation to offer solutions to technological challenges.
  • The winning team created a “TaxGPT” concept that uses an AI-driven virtual help assistant for H&R Block clients who file online.
  • For more about H&R Block innovation, tax services and products, visit www.HRBlock.com .

Harris Williams Advises Western Smokehouse Partners on its Sale to AUA Private Equity Partners, LLC

Retrieved on: 
Tuesday, March 28, 2023

Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Western Smokehouse Partners, a portfolio company of Monogram Capital Partners (Monogram), on its sale to AUA Private Equity Partners, LLC (AUA Private Equity).

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised Western Smokehouse Partners, a portfolio company of Monogram Capital Partners (Monogram), on its sale to AUA Private Equity Partners, LLC (AUA Private Equity).
  • We are excited to watch the company’s continued success under AUA Private Equity’s ownership,” said Ryan Freeman, a managing director at Harris Williams.
  • Brant Wilczek, a director at Harris Williams, added, “The Western Smokehouse Partners team has done a tremendous job expanding the meat snack category.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

EQS-News: TeamViewer SE: Conversion into European stock corporation completed

Retrieved on: 
Thursday, March 16, 2023

Goppingen, 16 March 2023 - TeamViewer completed its conversion from TeamViewer AG into a European stock corporation (Societas Europaea, SE) on 15 March 2023.

Key Points: 
  • Goppingen, 16 March 2023 - TeamViewer completed its conversion from TeamViewer AG into a European stock corporation (Societas Europaea, SE) on 15 March 2023.
  • The conversion was adopted at the Annual General Meeting on 17 May 2022 and through registration in the German commercial register (HRB 745906) is formally implemented.
  • The legal formation of an SE underlines TeamViewer’s commitment as a future-oriented European software company with an international employee base.
  • Following the conversion, TeamViewer is establishing a World Works Council, a global body of employee representatives to further strengthen employee engagement.

H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro

Retrieved on: 
Tuesday, March 14, 2023

Spruce features like a tax refund recommendation and in-app budgeting tools can help customers use this major financial moment that is the tax refund to get better with money and strengthen their financial habits.

Key Points: 
  • Spruce features like a tax refund recommendation and in-app budgeting tools can help customers use this major financial moment that is the tax refund to get better with money and strengthen their financial habits.
  • Signing up for Spruce in an H&R Block office is quick and easy, and Spruce users can get their federal tax refund up to five days early1 when the refund is deposited directly into the customer’s Spruce account.
  • Spruce can help customers put their refund money to good use with its tax refund recommendation feature, which helps customers automatically designate a portion of their tax refund to saving for the future, if they so choose.
  • Click here to learn more about Spruce and find out how to claim a $50 bonus5 with qualifying direct deposits.

With the March 15 Entity Filing Deadline Approaching, Businesses Could Save Up to 50% on Entity Tax Prep with Block Advisors

Retrieved on: 
Thursday, March 9, 2023

This applies to businesses filing as an S Corporation, partnership, and multi-member LLCs taxed as partnerships and S Corporations.

Key Points: 
  • This applies to businesses filing as an S Corporation, partnership, and multi-member LLCs taxed as partnerships and S Corporations.
  • March 15 is also the deadline to file an S Corporation and partnership tax extension using Form 7004 .
  • “With the March 15 deadline approaching, Block Advisors has certified small business tax pros ready to help small business owners file this year’s taxes, as well as plan a tax strategy for the future,” said Jamil Khan, Chief Strategy and Small Business Officer at H&R Block.
  • In addition to tax preparation services to help business owners get every dollar they deserve, Block Advisors also provides payroll, bookkeeping, and business formation services.

Changing the Game: H&R Block Unites with Fabletics and Jambys, Plus 50 Female College Athletes for Second Year of its “A Fair Shot” Program 

Retrieved on: 
Wednesday, March 8, 2023

The program now also includes NCAA Division II and Division III schools, as well as Historically Black Colleges and Universities.

Key Points: 
  • The program now also includes NCAA Division II and Division III schools, as well as Historically Black Colleges and Universities.
  • “We’re excited for Fabletics and Jambys to join us in leveling the playing field for female college athletes – regardless of sport, division, location, or school size.
  • "We are thrilled to be partnering with H&R Block and A Fair Shot to increase sponsorship opportunities for female athletes.
  • Learn more about this year’s A Fair Shot athletes, in addition to tax resources related to NIL income, at hrblock.com/afairshot .

Harris Williams Acts as Exclusive Financial Advisor to Thoma Bravo on its Investment in LOGEX

Retrieved on: 
Thursday, March 2, 2023

Harris Williams , a global investment bank specializing in M&A advisory services, announces it acted as exclusive financial advisor to Thoma Bravo, a leading software investment firm, on its investment in LOGEX, a portfolio company of Summa Equity.

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it acted as exclusive financial advisor to Thoma Bravo, a leading software investment firm, on its investment in LOGEX, a portfolio company of Summa Equity.
  • The transaction was led by Julien Oussadon , Sylvain Noblet and Luke Clifford of the Harris Williams Technology Group .
  • “We are delighted to have advised Thoma Bravo on its inaugural investment by its Europe-based team,” said Julien Oussadon, a managing director at Harris Williams.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.