Thu.Apr 28, 2022

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The Corporate Calendar and the Timing of Share Repurchases and Equity Compensation

Harvard Corporate Governance

Posted by Ingolf Dittmann, Stefan Obernberger, and Amy Yazhu Li (Erasmus University Rotterdam) and Jiaqi Zheng (University of Oxford), on Thursday, April 28, 2022 Editor's Note: Ingolf Dittmann is an Assistant Professors of Economics, and Stefan Obernberger is an Assistant Professors of Finance, and Amy Yazhu Li is a PhD candidate at Erasmus University Rotterdam, and Jiaqi Zheng is a PhD candidate in Finance at the University of Oxford.

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IRS Information Letter Explains Requirements for Expenses to Qualify as Medical Care

ThomsonReuters

IRS Information Letter 2022-0005 (Feb. 25, 2022). Available at [link]. The IRS has released an information letter regarding the requirements for expenses to qualify as medical care under Code ยง 213. The letter responds to a request for guidance on when the cost of health and wellness coaching is medical care that can be reimbursed under health FSAs, HSAs, and other tax-favored accounts.

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Q1 2022 Review of Shareholder Activism

Harvard Corporate Governance

Posted by Rich Thomas, Christopher Couvelier and Leah Friedman, Lazard, on Thursday, April 28, 2022 Editor's Note: Rich Thomas is Managing Director, Christopher Couvelier is Director, and Leah Friedman is Vice President at Lazard. This post is based on a Lazard memorandum by Mr. Thomas, Mr. Couvelier, Ms. Friedman, Jim Rossman, and Antonin Deslandes.

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Are Employer-Paid Retirement Planning Services Taxable?

ThomsonReuters

QUESTION: Our company has always shied away from providing advice to participants regarding their personal retirement planning. We are concerned, however, that employees may not have sufficient information and professional advice to make good retirement planning decisions, so we would like to start making retirement planning services available. If we do, will those services be taxable, adding to our cost and administrative burden?

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How to Leverage Intent Data for Better Outcomes

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.

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Top 5 SEC Enforcement Developments

Harvard Corporate Governance

Posted by Michael D. Birnbaum, Jina Choi, and Haimavathi V. Marlier, Morrison & Foerster LLP, on Thursday, April 28, 2022 Editor's Note: Michael D. Birnbaum , Jina Choi , and Haimavathi V. Marlier are partners at Morrison & Foerster LLP. This post is based on their Morrison & Foerster memorandum. As a fitting cap to a busy month, on March 30, the SEC Division of Examinations announced its 2022 Examination Priorities.

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Overcoming global supply chain challenges

Mckinsey and Company

McKinseyโ€™s Tom Bartman discusses whatโ€™s causing disruptions in global supply chains and how key stakeholders are responding.

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More Trending

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Sales Comparison Approach is Racist

Appraisers Blog

โ€œโ€ฆthe modern appraisal industry perpetuates racial inequality through its continued use of the โ€œsales comparison approachโ€โ€ฆ the sales comparison approach persists as the dominant method of assessing home valueโ€ฆ the sales comparison approach โ€” the most used method for contemporary residential appraisals โ€” perpetuates inequities through maintaining historical hierarchies and current racialized definitions of comparabilityโ€ฆโ€ Appraisers, hereโ€™s a YouTube video that you MUST view.

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Sun Acquisitions welcomes Mike Walton as a Senior M&A Advisor

Sun Acquisitions

Sun Acquisitions is pleased to announce that Mike Walton has joined our team as a Senior Advisor. Mike brings 25 years of experience in business ownership that includes start-ups, turnarounds, acquisition and sale of companies, specifically within media and IT industries. Throughout Mikeโ€™s career, he has owned, operated and sold radio stations and newspapers throughout the Midwest and upstate New York.

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Twitter Founding Team Member: Elon Musk's Free Speech Approach 'Very Naรฏve And Unserious'

Benzinga

Elon Musk's proposed Twitter, Inc. (NYSE: TWTR ) takeover has polarized stakeholders and outsiders in equal measure. Even as the Tesla, Inc. (NASDAQ: TSLA ) CEO's frenzied fan followers are expounding the virtues of a Musk-led Twitter, others have expressed skepticism regarding the negative implications of his free speech advocacy. What Happened: Musk's plan to relax speech restrictions on Twitter relays a "very naïve, unserious approach" to content moderation, Jason G

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Rise of the inclusive, sustainable consumers

Mckinsey and Company

How can businesses attract and retain customers when sustainability and inclusion are no longer โ€œnice to haveโ€ but critical to business? And how can they do so successfully in this challenging economic environment?

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Statement of Cash Flows vs. Cash Flow Statement

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 canโ€™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

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How Should UK Officeholders Deal with Notices Where the Rules Require Information that is Irrelevant?

National Law Review M&A

Restructuring & Insolvency Practice at Squire Patton Boggs Jurisdiction: United Kingdom Type of Law: Financial Institutions & Banking Mergers & Acquisitions Corporate & Business Organizations Global Litigation / Trial Practice

Banking 74
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Net-zero steel in building and construction: The way forward

Mckinsey and Company

Rising demand for greener approaches creates an imperative for the industry to seize the moment, adopt new mindsets, and set standards for the transition to a greener future.

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Are Fintechs the Future?

N Contracts

5 types of fintechs you should consider partnering with.but make sure it aligns with your mission, vision, and values.

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Author Talks: Actor Terry Crews wants you to open up

Mckinsey and Company

The Brooklyn Nine-Nine actor and former NFL player tackles the issue of toxic masculinity and explores how โ€œtough guysโ€ can find strength in vulnerability.

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Mastering Intent Data: Understanding its Importance & Best Practices

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.

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Preventing Impermissible Client Solicitation After ABA Opinion

Law 360 M&A

Following the American Bar Association's recent opinion on the limitations on client solicitation, attorneys at Harris Wiltshire examine the principal rules that govern a lawyer's ethical duties with respect to solicitation, explain how those rules vary by jurisdiction, and provide some practical tips for ensuring compliance.

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Digital twins: The art of the possible in product development and beyond

Mckinsey and Company

Digital representations of physical products are coming to life. Hereโ€™s how to make them work for you.

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Broadcaster Tegna Hit With Suit Over $8.6B Go-Private Deal

Law 360 M&A

Broadcast company Tegna Inc. and the members of its board face a shareholder's claims that they violated fraud provisions of federal securities laws in connection with their attempt to sell Tegna to hedge fund Standard General LP in an $8.6 billion deal.

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NatWest Chairman Sir Howard Davies on operational resilience in banking

Mckinsey and Company

Sir Howard Davies discusses the ways regulations, interest rates, monetary policy, climate risk, and economic threats are affecting the resilience of the banking system.

Banking 70
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Cross-Border Reorganizations in the EU: How Will the New Rules Affect the Process?

National Law Review M&A

Marek Hrubeลก Jurisdiction: European Union Type of Law: Corporate & Business Organizations Mergers & Acquisitions Global

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Asiaโ€™s net-zero transition: Opportunity and risk amid climate action

Mckinsey and Company

For Asia-Pacific, the journey to net zero could bring both challenges and rewards. McKinsey analysis highlights the transitionโ€™s socioeconomic effectsโ€”and the ways stakeholders might respond.

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KKR to take Hitachi Transport private in $5bn deal

Financial Times M&A

Sale to US private equity group is part of Hitachiโ€™s drive to focus on digital services

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G/O Media Buys Business Site Quartz

NYT M&A

The deal is the latest in a wave of consolidation among digital publishers.

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Musk, Twitter and the need to vet new media owners

Financial Times M&A

The maverickโ€™s free-speech vision could collide with EU regulation

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What Happens to RIA EBITDA Multiples When Interest Rates Rise?

Auto Dealer Valuation Insights

2021 may be remembered as both the busiest M&A year in history for the investment management industry, as well as the year in which valuation multiples in the space peaked. Transaction volume surged last year and carried into the first quarter, as deals negotiated during a period of cheap money, strong multiples, and the threat of changes in tax law drew both buyers and sellers to the negotiating.

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Is Elon Musk Really That Bad?

NYT M&A

His products are good for customers and good for the world.

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What it would take for India to achieve net-zero emissions

Mckinsey and Company

Partner Naveen Unni elaborates on why India has the opportunity to lay down the net-zero path for the world to follow.

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Rhythm Cascade: 5 Ways to Drive Alignment in Your Company

Rhythm Systems

Proper Quarterly Planning Rhythms. In order to achieve organizational alignment , there needs to be an established planning Rhythm that cascades to the next level of management. For example, the Executive Team has a planning session first, to determine the Company Priorities and execution plan. Next, each member of the Executive Team with direct reports goes back and has the same planning session with their Group to determine their Group Priorities and execution plan.

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FCF Industrial Machinery Market Study โ€“ 2022

Fox Corporate Finance

FCF Fox Corporate Finance GmbH is delighted to publish the new โ€œFCF Industrial Machinery Market Study โ€“ 2022โ€. Based on available data from European industrial machinery producers, the FCF Industrial Machinery Market Study is a. Read more. The post FCF Industrial Machinery Market Study – 2022 appeared first on FCF Fox Corporate Finance GmbH.

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Linamar Expands Agriculture Portfolio Via Salford Group Acquisition For C$260M

Benzinga

GenNx360 Capital Partners, a New York-based private equity firm, has agreed to sell its portfolio company, Salford Group , a manufacturer of tillage and crop nutrition application equipment, to Linamar Corp (TSX: LNR) (OTC: LIMAF ) for C$260 million. The acquisition. Full story available on Benzinga.com.

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PCAOB's 2021 Conversations with Audit Committee Chairs

Meade & Moore

On March 25, 2022, the PCAOB issued their โ€œ Spotlight 2021 Conversations With Audit Committee Chairsโ€. It is a great read for all audit committee members, as well as provides good takeaways for not just public companies, but non-public companies as well.

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Arizona rentals and taxation

Henry Horne

Are you looking to purchase a residence to use as a rental property and are unsure if you need to report and pay sales taxes to the city it is located in? Do you have other questions regarding rentals and taxation? Here is a helpful tool on the Arizona Department of Revenueโ€™s (ADOR) website. This … Keep Reading. The post Arizona rentals and taxation appeared first on Henry+Horne.

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With 12.1% CAGR, Talent Management Software Market Size Worth USD 17.66 Billion in 2029

Benzinga

Pune, India, April 28, 2022 (GLOBE NEWSWIRE) -- The talent management software market size was pegged at USD 7.09 billion in 2021. The market is expected to expand from USD 7.93 billion in 2022 to USD 17.66 billion by 2029 at a 12.1% CAGR during the forecast period. Fortune Business Insights™ has elucidated these insights in its latest research report, titled, "Talent Management Software Market, 2022-2029.".

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CMA Appoints New Senior Litigation Director As Cases Mount

Law 360 M&A

The antitrust watchdog announced on Thursday that it has appointed a new senior litigation director to take responsibility for leading the monitoring of competition concerns arising from mergers and acquisitions.

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With 13% CAGR, Network Security Market Size Worth USD 53.11 Billion in 2029

Benzinga

Pune, India, April 28, 2022 (GLOBE NEWSWIRE) -- The global network security market size was valued at USD 20.30 billion in 2021 and reached. The market is expected to grow from USD 22.60 billion in 2022 to USD 53.11 billion by 2029, exhibiting a CAGR of 13.0% during the forecast period. The emergence of several startups and the rising adoption of 5G services are expected to boost the market growth.