Posted on February 10, 2020
Considering a Business Acquisition?
You wouldn't perform surgery on yourself. The same holds true when buying a business. Unless you're well-versed in performing a comprehensive financial analysis of a business, it doesn't make sense to buy one without using due diligence and valuation specialist.
Posted on January 22, 2020
Labor Department Releases the Final Joint Employer Rule - How do the revised regulations impact your business’ franchise or contractor relationships?
The U.S. Department of Labor (Department) is updating and revising its regulations issued under the Fair Labor Standards Act (FLSA or the Act) that provide guidance on determining joint-employer status under the Act.
Posted on October 2, 2019
IRS clears the way for small business retirement plans - Multiple Employer Plan (MEP)
If you are a small business owner looking for an inexpensive way to add a traditional style 401(k) retirement plan, there is a way.  The IRS has cleared the way for small businesses to join an existing 401k plan with multiple employers and avoid a costly set up for your own separate plan.
Posted on September 25, 2019
Divorce and Social Security Retirement Benefits
Although generally not of primary concern for high net worth individuals, the Social Security retirement benefits that may possibly be available to the former spouse of a well-paid individual can be an important source of supplemental income during retirement years.
Posted on September 20, 2019
Federal Reserve Bank Cuts Rates: What's Next?
The Federal Reserve Bank lowered benchmark interest rates a quarter of a point earlier this week for the second time in as many months. The rate decrease was widely expected, but leaves many wondering: what comes next? Will this be a series of adjustments to boost a sluggish economy or will they leave things alone for the rest of the year?
Posted on May 30, 2019
The Toll of New Trade Tensions and Your Portfolio
It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios? Although it remains to be seen how the events of this latest news cycle will play out, your evidence-based financial plan is built to anticipate and withstand market risk.
Posted on May 7, 2019
Lack of Marketability Discount Requires Empirical Support
The discount for lack of marketability is an often-contested valuation adjustment that requires a particularly detailed process. When calculating any valuation adjustment, an appraiser obviously can't just pick a number out of a hat.
Posted on October 2, 2018
Top Tax Tips for Small Businesses: Don’t Wait Until Year-End for Tax Planning!
Managing your taxes is one of the most stressful aspects of being a small business owner. Waiting until the last minute will only make the process worse and can often result in a larger tax bill in the long run.
Posted on February 12, 2018
Fringe Benefits Tracking for 2018
The recently enacted Tax Cuts and Jobs Act places new limitations on an employer’s deduction for fringe benefits paid or incurred after December 31, 2017.