Porte Brown LLC

06/25/2026

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06/24/2026

A private equity transaction can provide growth capital and future upside—but it may also change how your construction business operates. Evaluate the full financial picture before moving forward. Contact Porte Brown to learn more. https://bit.ly/4grgwH4

Learn how private equity deals work in construction, including ownership changes, tax implications, growth opportunities and key risks to evaluate.

06/23/2026

Your exit strategy matters. If your 401(k) includes appreciated company stock, the standard rollover approach may not always deliver the best tax outcome. Talk with your Porte Brown advisor to learn the best tax-saving options. https://bit.ly/4vQu1oe

Holding company stock outside an IRA may unlock tax savings. Learn how net unrealized appreciation (NUA) strategies can reduce long-term taxes.

06/22/2026

Estate planning opportunities often depend on timing, structure, and long-term goals. For individuals with appreciating assets, a GRAT may create meaningful tax efficiencies. Contact Porte Brown to start the conversation. https://bit.ly/4oDVAyX

Learn how a grantor retained annuity trust can reduce gift and estate taxes, transfer appreciating assets and support long-term wealth planning.

06/21/2026

Are your business vehicle purchases working as hard as your operations? Manufacturers investing in service vehicles, pickups, and fleet upgrades may have opportunities to improve cash flow through Section 179 and bonus depreciation strategies. Connect with Porte Brown to explore tax-smart vehicle planning for 2026. https://bit.ly/4uNUy4x

Learn how manufacturers can maximize tax savings on business vehicles through mileage deductions, depreciation, bonus depreciation and Section 179.

06/20/2026

Businesses operating in Illinois should prepare for municipal sales tax changes effective July 1, 2026 and review applicable rates by location. https://bit.ly/4oq4xLV

Review Illinois sales tax rate changes taking effect July 1, 2026, and see whether your municipality is affected so you can update systems accordingly.

06/19/2026

IEEPA tariff refunds may offer more than recovered duties—they can also affect tax, accounting, and financial reporting. Our Porte Brown accountants provide a thorough review to help businesses stay ahead of changing requirements. https://bit.ly/4utaR6E

IEEPA tariff refunds are available but complex to navigate. Learn about phased CBP requirements, common filing errors, and what businesses need to know.

06/18/2026

A special moment for our Wealth Management team! Elvis Medica, Ron Manso, and Abe Chidalek represented Porte Brown Wealth Management during a recent visit to The Floor at Cboe Global Markets, Inc. for the Charles Schwab closing bell event.

We appreciate Charles Schwab and DWS for hosting our team and providing this unique experience. https://bit.ly/4oExGmX

06/18/2026

Starting July 1, 2026, additional Illinois municipalities and counties will begin applying a local 1% grocery tax. Staying informed about local tax changes can help businesses remain compliant and avoid reporting issues. https://bit.ly/49Y5nd0

Learn which Illinois municipalities and counties are adopting a local 1% grocery tax effective July 1, 2026, and what it means for shoppers and sellers.

06/17/2026

Rollover equity can create significant upside if a company grows under private equity ownership. But before reinvesting a portion of your sale proceeds, make sure you understand the capital structure, tax implications, and potential dilution risks. https://bit.ly/4xvk2GL

Rollover equity lets sellers keep a stake after a deal closes. Learn how it works, why buyers use it and what risks to review.