Audit Board

JUNE 6, 2023

Like so many internal audit teams, we are always looking for ways to optimize our processes, new methods to introduce efficiencies, and modernization opportunities to enhance our work. This approach enables the first and second lines to address control deficiencies before the impact spreads across the organization.

Compliance 52

Compliance 52

ThomsonReuters

NOVEMBER 9, 2023

Many firms are shifting their hunt for talent beyond the traditional accounting background. There is no doubt that tax professionals are hard to find, let alone replace. As you analyze your staffing needs for the next year, consider the following: Embrace non-traditional talent. Utilize short-term solutions. Pay staff what they’re worth.

Accounting Firms 105

Accounting Firms Technology Compliance Marketability 105

Audit Board

OCTOBER 16, 2022

I’m honored to be giving a keynote address at AuditBoard’s annual Audit & Beyond Conference taking place October 26-27, 2022. This article offers a preview; register for the virtual event to watch my full keynote presentation and earn up to 5 CPE credits during the conference. What have you learned?

Compliance 52

Compliance Start-ups 52

Valutico

OCTOBER 2, 2023

Look Beyond the Numbers Financial due diligence aims to offer a comprehensive understanding of a business’s financial health, risks, and opportunities. Look Beyond the Numbers Financial due diligence aims to offer a comprehensive understanding of a business’s financial health, risks, and opportunities.

Start-ups 52

Start-ups Equity Finance Marketability 52

ThomsonReuters

APRIL 19, 2022

Sticking to just virtual training ignores the many advantages of face-to-face classroom training: Networking in person drives stronger connections. Organizations have acknowledged this desire for remote work, and some are adopting a hybrid work model. Many employees, though, are excited to see their co-workers face to face. Reading learners.

Accounting Firms 97

Accounting Firms 97

ThomsonReuters

FEBRUARY 8, 2022

Adding services in the areas beyond filing tax returns, such as accounting, payroll, bookkeeping, business planning, payroll and audit solutions, will always be services clients need. 1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning.

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

Reynolds Holding

APRIL 4, 2022

In practice, virtually all investment banks and valuation practitioners use DCF models with an explicit forecasting horizon of five to 10 years. On March 21, 2022, the Securities and Exchange Commission (SEC) released its statement on proposed mandatory climate risk disclosure. Climate Change and Valuation. and RCP 4.5. Under RCP 4.5

Discounted Cash Flow 58

Discounted Cash Flow Finance Start-ups Marketability 58

Appraiser Newsroom

OCTOBER 4, 2022

ASA recently held its 85 th annual International Conference on September 10-12, 2022, offering a hybrid format for all disciplines, both in Tampa, FL at JW Marriott Water Street, and online. Monday was the first full day of the conference with introductions and welcoming remarks from ASA’s International President Rick Berkemeier, ASA.

Appraisal 52

Appraisal Business Valuation Start-ups Marketability 52

ThomsonReuters

OCTOBER 29, 2020

In Q4, tax and accounting firms’ various service lines — from preparing 1040s to payroll to audits are focused on the year-end reporting date. At the end of the year, however, a convergence occurs that creates a unique opportunity for discovery and intelligence gathering. Set the stage for advisory services.

Accounting Firms 40

Accounting Firms Start-ups 40

Reynolds Holding

SEPTEMBER 11, 2023

On August 23, 2023, the U.S. Securities and Exchange Commission (“ SEC ”) adopted new rules under the Investment Advisers Act of 1940 (the “ Advisers Act ”) that will significantly impact private fund advisers (the “ Final Rules ”). How this new position will manifest remains to be seen given the widespread practice of adviser indemnification.

Compliance 40

Compliance Marketability Start-ups Banking 40

ThomsonReuters

AUGUST 25, 2021

Not all companies think about indirect tax automation in the same way, and different companies are at different stages in their technological journey. Watch our free on-demand webinar, Taking tax automation to the next level: Practical tips for automated companies. The 3 levels of indirect tax automation.

Technology 52

Technology Compliance Finance 52

Appraisers Blog

JULY 27, 2023

The persons whom wrote Dodd Frank included the C&R billing rule specifically for amc’s, with a $10k/$20k recurring daily fine provision, which was specifically meant to stop the expansion of the amc industry, to stop those companies from pilfering the appraisers fees and defrauding consumers in the process.

Appraisal 72

Appraisal Compliance Marketability Equity 72

Cooley M&A

MARCH 1, 2019

Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control. To determine whether a dual-track process is right for your company, consider these six key questions: 1.

Equity 52

Equity Marketability Specific Risk Finance 52

Reynolds Holding

OCTOBER 5, 2022

This mid-year update provides an overview of the major developments in federal and state securities litigation in the first half of 2022: I. Filing And Settlement Trends. SPAC and crypto-related filings continue to be a focus of plaintiffs’ attorneys, even as the nature of these suits continues to evolve. A. Filing Trends.

Start-ups 72

Start-ups Marketability Equity Compliance 72

FE International

MARCH 14, 2018

Conclusion. Software development is a unique and ever-evolving industry. In recent years, we have noticed an increase in the number of online entrepreneurs entering the app space. Just like any online business, apps of all kinds require special considerations when it comes time to sell. The two might overlap more than you expect! What Is an App?

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

Reynolds Holding

JUNE 16, 2022

Our Working Group’s members may write to the Commission separately on whether, as a matter of policy, the proposal should be adopted or modified; those matters are beyond the scope of these comments. [ Editor’s Note: This post is based on a comment letter submitted to the U.S. Securities and Exchange Commission on June 16, 2022.

Corporate Finance 52

Corporate Finance Finance Compliance Marketability 52