Harvard Corporate Governance

MARCH 5, 2024

Posted by Albert H. Choi and Jeffery Y. Zhang, University of Michigan, on Tuesday, March 5, 2024 Editor's Note: Albert H. Choi is the Paul G. Kauper Professor of Law, and Jeffery Y. Zhang is an Assistant Professor of Law at the University of Michigan Law School. This post is based on their paper. In March 2023, a financial panic that began with runs on Silicon Valley Bank in California led to three of the four largest bank failures in US history.

Banking 169

Banking Equity 169

Mckinsey and Company

MARCH 7, 2024

Improving on- and off-screen representation of Latinos, their stories, and their culture could generate billions of dollars in new revenue for the industry, according to new McKinsey research.

145

145

NYT M&A

MARCH 3, 2024

For years, Apple, Google, Meta and others operated unfettered. But new laws and regulations have finally compelled them to make major shifts to their products and businesses.

Mergers & Acquisitions 142

Mergers & Acquisitions Marketability 142

N Contracts

MARCH 6, 2024

It seems so simple. Give employees access to the documents they need to do their jobs. But ask any IT manager, and they will tell you permission management is much more complicated than it appears.

Banking 100

Banking 100

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Harvard Corporate Governance

MARCH 5, 2024

Posted by Jo Iwasaki, Karen Edelman, and Yasmine Chahed, Deloitte Touche Tohmatsu Limited, on Tuesday, March 5, 2024 Editor's Note: Jo Iwasaki is Corporate Governance Advisory Lead, Karen Edelman is Senior Editor, and Yasmine Chahed is an Independent Research Consultant at Deloitte Touche Tohmatsu Limited. This post is based on a Deloitte memorandum by Ms.

Equity 231

Equity Technology 231

Mckinsey and Company

MARCH 5, 2024

Generative AI tools can shorten physical product design life cycles significantly and spark innovation, but the knowledge and discretion of design experts are necessary to mitigate potential pitfalls.

136

136

Law 360 M&A

MARCH 8, 2024

A consortium of investors looking to take over French digital music company Believe SA on Friday acknowledged a competing offer lobbed by entertainment conglomerate Warner Music Group while reiterating that it believes its own bid is "best positioned" to help the music company thrive.

98

98

Harvard Corporate Governance

MARCH 8, 2024

Posted by Dhruv Aggarwal (Northwestern University), Albert H. Choi (University of Michigan), and Yoon-Ho Alex Lee (Northwestern University), on Friday, March 8, 2024 Editor's Note: Dhruv Aggarwal is an Assistant Professor of Law at Northwestern Pritzker School of Law, Albert H. Choi is the Paul G. Kauper Professor of Law at the University of Michigan, and Yoon-Ho Alex Lee is Professor of Law and Director of the Center on Law, Business, and Economics at Northwestern Pritzker School of Law.

Finance 150

Finance Marketability Technology 150

Mckinsey and Company

MARCH 7, 2024

The Philippine economy was more resilient than expected in 2023—current projections indicate that it could again achieve healthy growth in 2024.

118

118

NYT M&A

MARCH 4, 2024

JetBlue said it would pay Spirit $69 million to terminate the $3.8 billion deal, which had been blocked by federal antitrust regulators.

Mergers & Acquisitions 133

Mergers & Acquisitions 133

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Law 360 M&A

MARCH 6, 2024

The competition among former Weber Inc. stockholders who are suing over the grill maker's $3.7 billion squeeze-out by BDT Capital Partners LLC heated up Wednesday in Delaware's Court of Chancery as more than a dozen firms on teams led by Scott + Scott Attorneys at Law LLP, Friedlander & Gorris PA and Prickett Jones & Elliot PA are battling to lead a consolidated class suit.

98

98

Harvard Corporate Governance

MARCH 6, 2024

Posted by Rich Fields, Rusty O’Kelley, and Melissa Martin, Russell Reynolds Associates, on Wednesday, March 6, 2024 Editor's Note: Rich Fields leads the Board Effectiveness Practice, Rusty O’Kelley co-leads the Board and CEO Advisory Practice in the Americas, and Melissa Martin is a member of the Board Effectiveness Practice at Russell Reynolds Associates.

150

150

Mckinsey and Company

MARCH 7, 2024

Railway companies could use opportunities created by rapidly evolving artificial intelligence technologies as a catalyst to improve the way they plan and deliver operations.

Technology 101

Technology 101

NYT M&A

MARCH 2, 2024

Ahead of an expected drop in enrollment, the institution is looking to buy the University of Phoenix, a for-profit school with a checkered past. Is it worth $550 million?

Mergers & Acquisitions 105

Mergers & Acquisitions 105

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Machen McChesney

MARCH 6, 2024

Have you completed your company’s year-end financial statements yet? Most calendar-year entities issue their year-end financials by March of the following year. Lenders and investors may think the worst if a company’s financial reports aren’t submitted in a timely manner. Here are three assumptions your stakeholders could make when your financial statements are late.

98

98

Harvard Corporate Governance

MARCH 2, 2024

Posted by Michael Littenburg and Marc Rotter, Ropes & Gray LLP, on Saturday, March 2, 2024 Editor's Note: Michael Littenburg is Partner and Global Chair of the ESG, CSR and Business and Human Rights Practice, and Marc Rotter is Counsel in the Capital Markets Practice at Ropes & Gray LLP. This post is based on their Ropes & Gray memorandum.

Marketability 141

Marketability 141

Mckinsey and Company

MARCH 6, 2024

Tired of running into paywalls, walled-off spaces and the broken promise of an open internet? Hunch cofounder Chris Dixon shares why a return to the decentralized internet is key to protecting businesses and consumers.

99

99

Law 360 M&A

MARCH 5, 2024

The mode of legal reasoning most students learn in law school, often called “Issue, Rule, Application, Conclusion,” or IRAC, erroneously frames analysis as a separate, discrete step, resulting in disorganized briefs and untold obfuscation — but the fix is pretty simple, says Luke Andrews at Poole Huffman.

98

98

ThomsonReuters

MARCH 5, 2024

Jump to: Compliance and having multiple plans Possibility of retroactive changes IRS funding may help either way Some expiring provisions may be positive The back-to-office effect Potential impact of changes Ideal situation for advisors Changes may come “late in the game” The Tax Cuts and Jobs Act (TCJA; P.L. 115-97 ) of 2017 brought about significant changes to the U.S. tax system, including provisions affecting both individ

Compliance 98

Compliance Start-ups 98

Harvard Corporate Governance

MARCH 7, 2024

Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Thursday, March 7, 2024 Editor's Note: Gary Gensler is Chair of the U.S. Securities and Exchange Commission. This post is based on his recent statement. The views expressed in this post are those of Chair Gensler, and do not necessarily reflect those of the Securities and Exchange Commission or its staff.

130

130

Mckinsey and Company

MARCH 4, 2024

The Generative AI revolution will disrupt America’s biggest labor market, but its impact may not be what you expect.

Marketability 125

Marketability 125

Law 360 M&A

MARCH 7, 2024

A lifetime of skiing has helped me develop important professional skills, and taught me that embracing challenges with a spirit of adventure can allow lawyers to push boundaries, expand their capabilities and ultimately excel in their careers, says Andrea Przybysz at Tucker Ellis.

97

97

ThomsonReuters

MARCH 4, 2024

Preparers have the following perfection periods to correct and retransmit tax returns or extensions that were filed on time but were rejected by the filing deadline. The IRS considers returns that are resubmitted electronically during the applicable timeframe as timely-filed returns. What is the e-file rejection grace period for federal tax returns?

98

98

Appraisers Blog

MARCH 7, 2024

In reply to Older and maybe Wiser. One possible hypothesis is that in this time of notably reduced real property sales volume, incompetent amc appraisers may be derailing too many deals, they’re costing sales agents their careers too. They can’t make up volume and it’s all or nothing for each deal for many of the agents out there. I’ve been talking to several managing brokers whom have laid off or dealt with resignation notices of over half their sales staff.

Appraisal 96

Appraisal 96

Redpath

MARCH 5, 2024

Several types of trusts can help you manage your assets in a way that supports your estate planning goals while providing potentially significant tax advantages. One of them is a GRIT–grantor retained income trust. Is this an option you should consider? As with all asset management strategies, there are pros and cons depending on your specific situation and estate distribution preferences.

91

91

Law 360 M&A

MARCH 8, 2024

Companies attending Tulane University Law School's annual Corporate Law Institute conference got distinctive insights into how they can responsibly fend off activist investor attacks, heard diverging views about activists' motivations, and were warned about potential red flags in board members' pasts.

97

97

ThomsonReuters

MARCH 8, 2024

When it comes to changing pre-established practices in your firm, the logistics can feel like a moving target. As busy accountants, it’s easy to get stuck in survival mode. It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability?

Technology 96

Technology Accounting Firms Compliance 96

Appraisers Blog

MARCH 8, 2024

In reply to Joseph. While putting the fee splits on the invoice is laudable, there is no guarantee that the borrower who pays the fee receives a copy of the invoice and even if they do there is no guarantee that they read it or if they do understand it as a middleman charge and not part of a typical appraisal business model. Separate line items on the closing document are more transparent.

Appraisal 95

Appraisal 95

Gross Mendelsohn

MARCH 6, 2024

When an insured party with proper commercial coverage has an interruption due to a covered loss, they may be entitled to recover the loss of their business income. But how is the loss of business income calculated for insurance claims?

90

90

Law 360 M&A

MARCH 5, 2024

As a stable asset class that has fared well amid economic uncertainty, music catalogs have attracted much attention from both private equity firms and music industry corporations that are attuned to increasingly lucrative royalty fees and spikes in music streaming. Here, Law360 breaks down the largest music catalog-related asset sales ever, based on official announcements and media reports.

Private Equity Firm 96

Private Equity Firm Equity 96

ThomsonReuters

MARCH 6, 2024

Finding ways for people to work smarter is a key goal of many organizations today. In the corporate tax space, just as the regulatory compliance landscape becomes more challenging and reporting requirements become more demanding, technology is advancing rapidly to crunch vast amounts of data in no time and streamline labor-intensive processes. AI in tax compliance is a top priority Artificial intelligence (AI) is a game changer for improving efficiency, cited as the top priority of tax and accou

Compliance 88

Compliance Technology 88

Appraisers Blog

MARCH 6, 2024

I’m in NY State and the DOS requires that an invoice be included in the appraisal disclosing the fee paid to the appraiser and the fee retained by the AMC; when this started the pushback by the AMC’s was terrible, from threatening to not send anymore work to reporting this as a USPAP violation (good luck with that). Most still HATE it but we do it per NY State!

Appraisal 95

Appraisal 95

Machen McChesney

MARCH 5, 2024

If you want to withdraw cash from your closely held corporation at a low tax cost, the easiest way is to distribute cash as a dividend. However, a dividend distribution isn’t tax efficient since it’s taxable to you to the extent of your corporation’s “earnings and profits,” but it’s not deductible by the corporation.

Dividends 88

Dividends 88

Law 360 M&A

MARCH 8, 2024

As increasing numbers of attorneys struggle with stress and mental health issues, business litigators can find protection against burnout by remembering their important role in society — because fulfillment in one’s work isn’t just reserved for public interest lawyers, say Bennett Rawicki and Peter Bigelow at Hilgers Graben.

94

94