LaPorte
JULY 25, 2023
(authored by RSM US LLP) IRS guidance addresses full or partial suspensions of operations due to supply chain disruption for ERTC and erroneous ERTC refunds. The post IRS clarifies employee retention credit guidance first appeared on LaPorte.
Harvard Corporate Governance
JULY 27, 2023
Posted by Julie Daum (Spencer Stuart) and Kira Ciccarelli (Diligent Institute), on Thursday, July 27, 2023 Editor's Note: Julie Daum is Leader, North American Boards Practice, at Spencer Stuart, and Kira Ciccarelli is a Lead Research Specialist at the Diligent Institute. This post is based on a report by Ms. Daum, Ms. Ciccarelli, Jason Baumgarten , and Dottie Schindlinger.
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BVR
JULY 24, 2023
The Economic Outlook Update monthly and quarterly reports digest expansive research from the leading authoritative sources into one convenient and cost-effective report. Get a peek behind the curtain at the March 2023 issue.
Mckinsey and Company
JULY 25, 2023
New insurance business ideas can have an outsize impact on enterprise value, but many insurers struggle to build and scale them. A new approach can help improve their success rate.
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.
Rhythm Systems
JULY 27, 2023
Customer success guru John DiJulius says that using the phrase “my pleasure” “elevates the professionalism of your employees’ terminology.” These words may be powerful if you deliver remarkable experiences, but they can also annoy the heck out of your customers if you deliver a terrible experience. I want to share two stories with you: a good one and a bad one.
Harvard Corporate Governance
JULY 24, 2023
Posted by Peter Pears, Tim Baines, and Oliver Williams, Mayer Brown LLP, on Monday, July 24, 2023 Editor's Note: Peter Pears and Tim Baines are Partners and Oliver Williams is a Trainee Solicitor at Mayer Brown LLP. This post is based on a Mayer Brown memorandum by Mr. Pears, Mr. Baines, Mr. Williams, Henninger S. Bullock , Luiz Gustavo Bezerra , and Wei Na Sim.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Mckinsey and Company
JULY 28, 2023
Attempting to serve all corporate clients through high-touch, personal interactions isn’t meeting the needs of today’s customers. The key to full coverage is a multipronged model of banking channels.
Lighter Capital
JULY 26, 2023
Factor House is on a mission to empower the next generation of software engineers and to shape the future of software development with creative new solutions, built by engineers for engineers. Formally founded in 2019, the Melbourne-based startup has gained traction with its flagship product, ,, Kpow , a web-based enterprise application, which gives engineers simple, secure tools to monitor, manage and control Apache Kafka-powered systems.
Harvard Corporate Governance
JULY 25, 2023
Posted by Darryl Lew (White & Case LLP), Courtney Hague Andrews (White & Case LLP) and Joshua W. Rusenko (KPMG LLP), on Tuesday, July 25, 2023 Editor's Note: Darryl Lew and Courtney Hague Andrews are Partners at White & Case LLP and Joshua W. Rusenko is an Attorney at KPMG LLP. This post is based on a White & Case survey in collaboration with KPMG by Mr.
Benzinga
JULY 27, 2023
Walt Disney Company (NYSE: DIS ) CEO Bob Iger has recently been the subject of criticism from the creative community for his comments on the ongoing strike by Hollywood writers and actors. Iger, who has long been admired by both Wall Street and his employees, has been accused of being “tone deaf” and unrealistic in his economic expectations.
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
Mckinsey and Company
JULY 26, 2023
Achieving profitable growth is hard, but using analytics to better understand consumers, categories, competitors, and capabilities can improve the odds of consistently outperforming.
ThomsonReuters
JULY 25, 2023
Overpayments and repayments are two of the most common anomalies that could complicate year-end and W-2 processing. Now is a great time to sort out any potential difficulties. Jump to: What is an overpayment on taxes? Overpayments and repayments in the current year Overpayments and repayments in subsequent years Preventing tax overpayments What is an overpayment on taxes?
Harvard Corporate Governance
JULY 28, 2023
Posted by Carey Oven, Caroline Schoenecker, (Deloitte & Touche LLP) and Cid Wilson (Hispanic Association on Corporate Responsibility) , on Friday, July 28, 2023 Editor's Note: Carey Oven is National Managing Partner at the Center for Board Effectiveness and Chief Talent Officer, Caroline Schoenecker is an Experience Director at Deloitte & Touche LLP and Cid Wilson is the President and CEO of the Hispanic Association on Corporate Responsibility.
Benzinga
JULY 25, 2023
Banc of California, Inc. (NYSE: BANC ) and PacWest Bancorp (NASDAQ: PACW ) shares were volatile in after-hours trading Tuesday after a merger between the companies was announced. The Banc Of California, PacWest Deal: The companies signed a definitive agreement through which they will combine in an all-stock merger transaction. PacWest will merge into Banc of California, and Banc of California, N.A. will merge into Pacific Western Bank, under the terms of the agreement.
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.
Rhythm Systems
JULY 24, 2023
Discover the transformative power of Rhythm Systems in our latest case study: Arbill's journey towards greater accountability and efficiency. Learn how strategic alignment and process optimization can drive your business forward.
ThomsonReuters
JULY 25, 2023
For today’s accounting firms, advanced technology is no longer an option but a necessity. To keep pace in an increasingly competitive landscape, forward-looking firms are investing in artificial intelligence (AI) solutions to automate tax workflow, open up additional revenue streams, and better serve clients. If your firm is considering an investment in tax technology, the time is now.
Harvard Corporate Governance
JULY 27, 2023
Posted by Hester M. Peirce, U.S. Securities and Exchange Commission, on Thursday, July 27, 2023 Editor's Note: Hester M. Peirce is a Commissioner at the U.S. Securities and Exchange Commission. This post is based on her recent public statement. The views expressed in this post are those of Commissioner Peirce and do not necessarily reflect those of the Securities and Exchange Commission or its staff.
Mckinsey and Company
JULY 25, 2023
Sharpen your problem-solving skills the McKinsey way, with our weekly crossword. Each puzzle is created with the McKinsey audience in mind, and includes a subtle (and sometimes not-so-subtle) business theme for you to find. Answers that are directionally correct may not cut it if you’re looking for a quick win.
Law 360 M&A
JULY 24, 2023
Norton Rose Fulbright LLP announced Monday that it is expanding its Chicago office with the addition of Kevin Friedmann, who comes to the firm from Greenberg Traurig LLP to serve as head of Norton Rose's corporate, mergers and acquisitions, and securities practice in Chicago.
ThomsonReuters
JULY 25, 2023
A recent article from Thomson Reuters, “ Baker Tilly’s Michele Donohue Makes the case for Automation in Tax Practice ,” discusses the benefits of automation in tax practice, as well as the role of artificial intelligence. In the article, Michele Donohue, a partner at accounting firm Baker Tilly, highlights why embracing automation and AI is crucial for tax practices to remain competitive and meet the evolving needs of their clients in an increasingly digital world.
Harvard Corporate Governance
JULY 26, 2023
Posted by James R. Copland, Manhattan Institute, on Wednesday, July 26, 2023 Editor's Note: James R. Copland is a Senior Fellow and the Director of Legal Policy at the Manhattan Institute. This post is based on his testimony. My name is James R. Copland. Since 2003, I have been a scholar with the Manhattan Institute for Policy Research, a nonprofit public-policy think tank in New York City, where I have long been a senior fellow and directed the Institute’s legal policy research.
Lighter Capital
JULY 22, 2023
For founders, SaaS means opportunity. The SaaS market is exploding — the market’s estimated worth is approximately , $197 billion in 2023 and expected to reach $232 billion next year. For investors, SaaS means security. One of the most appealing features of SaaS startups is their sticky revenue streams, which make them less risky investments. SaaS companies often start generating revenue much earlier compared to startups in other tech categories.
Benzinga
JULY 28, 2023
The S&P 500 and other major indexes slid on Thursday but recovered on Friday to wrap up the week to the upside. The Dow Jones broke a 13-day winning streak Thursday, its best since 1987, and was up 0.65% on a weekly basis Friday. The Nasdaq Composite posted a weekly gain of 1.67%. The Fed decided to relaunch its rate-hike campaign at the latest FOMC meeting, pushing the federal funds rate to 5.25%-5.5%.
Mckinsey and Company
JULY 28, 2023
Organizations that successfully pull off a high-performing transformation don’t choose between either holistic performance or business reinvention. They pursue both.
Harvard Corporate Governance
JULY 24, 2023
Posted by Ariel Rava (Harvard Law School), Musa Subasi (University of Maryland) and Rohan D'Lima (Oregon State University), on Monday, July 24, 2023 Editor's Note: Ariel Rava is a Post-Doctoral Fellow at Harvard Law School’s Program on Corporate Governance, Musa Subasi is an Assistant Professor of Accounting and Information Assurance at the University of Maryland, and Rohan D’Lima is an Assistant Professor of Supply Chain Management at Oregon State University.
ThomsonReuters
JULY 25, 2023
A company’s decision to introduce indirect tax (IDT) automation into its tax processes is often fraught with indecision and uncertainty. Every company’s tax technology journey is different, and it’s not always clear when and how tax automation should be incorporated or what the benefits will be. During their Synergy 2022 presentation, Joe Malloy and Chandra Wing from BDO’s Indirect Automation team discussed questions they say companies should ask themselves before investing in
N Contracts
JULY 26, 2023
Find out the latest fair lending violations across the agencies and where they’ll be looking next as we share highlights of the CFPB Fair Lending Report.
Mckinsey and Company
JULY 25, 2023
As new technologies emerge, revenue cycle leaders can prepare to harness the potential of these capabilities by establishing the conditions for success today.
Harvard Corporate Governance
JULY 22, 2023
Posted by Jennifer Lee, Shoba Pillay, and Charles Riely, Jenner & Block LLP, on Saturday, July 22, 2023 Editor's Note: Jennifer Lee , Charles D. Riely , and Shoba Pillay are Partners at Jenner & Block LLP. This post is based on a Jenner & Block memorandum by Ms. Lee, Mr. Riely, Ms. Pillay, and Eric Fleddermann. Last month, Gurbir Grewal, the Director of the SEC’s Division of Enforcement, spoke at the Financial Times Cyber Resilience Summit.
Redpath
JULY 27, 2023
July 27, 2023 — Residency is important because residents of Minnesota are taxed on worldwide income—no matter if it's earned overseas or in another state. If you're considered a Minnesota resident, everything reported on your federal return is going to be taxable to Minnesota. You may get a credit for most of the taxes that you pay to another state but it's all going to be sourced and taxed in Minnesota, whereas non-residents are only going to be taxed on income that is Minnesota-sourced, or Min
National Law Review M&A
JULY 26, 2023
Bruce D. Sokler Joseph M. Miller Robert G. Kidwell Farrah Short Jurisdiction: All Federal Evelyn French Type of Law: Mergers & Acquisitions Antitrust & Trade Regulation Corporate & Business Organizations Payton T.
Mckinsey and Company
JULY 26, 2023
Neobank founder and technologist Anne Boden talks about the changes in the banking landscape that prompted her to start a new institution from the ground up.
Harvard Corporate Governance
JULY 25, 2023
Posted by Atinuke O. Adediran (Fordham University), on Tuesday, July 25, 2023 Editor's Note: Atinuke O. Adediran is Associate Professor of Law at Fordham University School of Law. This post is based on her recent paper , forthcoming in the Northwestern University Law Review. In a forthcoming article, titled Racial Targets , I address the legal status and defensibility of corporate hiring and promotion pledges.
Accountancy Today
JULY 25, 2023
FRP Corporate Finance has revealed it secured a multi-million-pound refinancing package for horticultural experts, Bridge Farm Group. Bridge Farm, based in Spalding in Lincolnshire, is the UK’s leading producer of ornamental plants and cut flowers. The business grows more than 70 million plants and flowers each year in 60-acres of low-carbon, water-efficient and biomass-heated glasshouses.
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