A Dozen Ways the SECURE 2.0 Law Helps Individuals and Employees

In the waning hours of the 117th Congress, a large government funding bill was passed that includes many provisions that will help Americans save more for retirement. The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) was part of the...

Looking to the Future when Valuing a Business

Historical financial results are only relevant in a valuation to the extent that the business expects to achieve similar results in the coming years. When projecting future economic benefits, it’s important to consider expected changes to a subject...

8 Compelling Reasons to Outsource Your Accounting Functions

Is your company struggling to tackle all its accounting needs? Companies that have lost a CFO, outgrown their bookkeeper, changed their offerings or experienced high growth can have a hard time finding the right accounting expertise — at the right price — in...

How Business Valuators Estimate the DLOM in a Volatile Market

When valuing a business, recent market volatility may well translate into higher discounts for lack of marketability (DLOM) because investors generally will pay less for illiquid, risky investments. However, there’s a silver lining to economic uncertainty:...

8 Compelling Reasons to Outsource Your Accounting Functions

Is your company struggling to tackle all its accounting needs? Companies that have lost a CFO, outgrown their bookkeeper, changed their offerings or experienced high growth can have a hard time finding the right accounting expertise — at the right price — in...

4 Tax Breaks for Home Improvements

Are you contemplating some significant improvements to your home? Whether it’s adding a pool to assist with a medical condition, finishing a basement or installing energy-saving equipment, you may be in line for generous tax breaks under current law. Here...

New Challenges of Using Remote Workers

The pandemic has changed workplace culture, probably forever. As events unfolded over the last few years, many employers shuttered their doors completely or scaled back to using only essential workers at their regular workplace. Remote workers became a commonplace...

When a Valuation Professional Finds Fraud

Imagine you’ve got your eye on a business that seems like an attractive investment or acquisition target. It boasts strong earnings, competitive growth estimates and a clean balance sheet. But this business has a secret: fraud. And fraud can dramatically change...

Getting Employees Back in the Loop

Employees returning to their jobs after a long absence can face a series of challenges that require good management. The COVID-19 pandemic has made this an increasingly common situation for businesses. The Problem During a temporary transfer, furlough, family or...