Mckinsey and Company

MARCH 17, 2022

As uncertainty weighs on decision making, scenarios can provide guidance.

Corporate Finance 123

Corporate Finance Finance 123

Accounting Web

MARCH 17, 2022

Practice Excellence Managing Change Management Expectations.

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Mckinsey and Company

MARCH 17, 2022

A software leader shares his view of the growing importance of two key factors to creating value in the sector.

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123

ThomsonReuters

MARCH 17, 2022

QUESTION: Our self-insured health plan would like to reduce required employee contributions for employees who do not use tobacco. Can the plan require employees who use tobacco to pay more than employees who do not use tobacco, even though both groups receive the same coverage? ANSWER: Under HIPAA’s health status nondiscrimination rules, a group health plan generally cannot require an employee to pay more for coverage than another similarly situated employee if the difference is based on a hea

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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

Mckinsey and Company

MARCH 17, 2022

As insurers rethink agent relationships, American Family Insurance is looking ahead, investing in digital tools and solutions that help agencies stay on top of trends and changing customer needs.

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Truelytics

MARCH 17, 2022

Modern Financial Advisor Podcast ·. Episode 78 - What Younger Investors Expect Of Their Financial Advisors. Just about every financial advisory firm we talk to is actively looking to attract younger clients. And as millennials (and Gen Z investors close behind) move into the phases of their lives when they need a financial advisor, I thought it would be a good idea to have Natalie Wolfsen , CEO of AssetMark on the show to shed some light on what the next generation of clients expect from their a

Technology 98

Technology 98

Audit Board

MARCH 17, 2022

Environmental, Social and Governance (ESG) issues have been a growing priority for both public and private companies across all industries. With evolving SEC regulations and investor pressure, companies need to quickly adapt to these changes — including assessing and improving their internal control environment. In this episode of AuditTalk , Steve Wang, Managing Director at Protiviti , explores ESG internal controls and what organizations can do to address this changing landscape, including: Th

Start-ups 98

Start-ups Technology Accounting Firms Compliance 98

Mckinsey and Company

MARCH 17, 2022

Amid the pandemic, working mothers have had to downshift their careers to care for their children full time. Reshma Saujani says now is the time to change this dual burden.

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ThomsonReuters

MARCH 17, 2022

Rev. Proc. 2022-17 (Mar. 16, 2022). Available at [link]. The IRS has announced the 2022 inflation-adjusted Code § 280F “luxury automobile” limits on certain deductions that may be taken by taxpayers using passenger automobiles (including vans and trucks) in a trade or business. For purchased automobiles, the limits cap the taxpayer’s depreciation deduction.

Fair Market Value 98

Fair Market Value Marketability 98

Machen McChesney

MARCH 17, 2022

In most offices, someone from HR hangs the relevant Labor Department posters in the company breakroom, and that's that. But in this new remote world, what are the requirements? Send the posters to each employee and tell them they have to hang them in their kitchens? Actually, that's not necessary, but the DOL has published some guidance for companies that are partially or entirely remote.

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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

ThomsonReuters

MARCH 17, 2022

DOL Compliance Assistance Release No. 2022-01, 401(k) Plan Investments in “Cryptocurrencies” (Mar. 10, 2022). Available at [link]. The DOL has issued a compliance assistance release expressing “serious concerns” about the prudence of making cryptocurrency investments available to 401(k) plan participants and advising fiduciaries to use “extreme care” before they consider adding a cryptocurrency investment option.

Compliance 98

Compliance 98

Appraisers Blog

MARCH 17, 2022

Here’s the link to the ‘slide show’ the GSE’s have produced showing proposed design of the future, revised, URAR appraisal form. In my initial very quick observation of the proposed changes, there is FAR MORE INFO REQUESTED about the subject and comparable sales than the ‘current’ 2005 URAR form has on it. If this is what the final version will be like, the appraiser’s time to ‘complete the form report’ may increase exponentially.

Appraisal 89

Appraisal 89

ThomsonReuters

MARCH 17, 2022

HHS, Annual Civil Monetary Penalties Inflation Adjustment, 45 CFR Part 102, 87 Fed. Reg. 15100 (Mar. 17, 2022). Available at [link]. HHS has announced adjustments of civil monetary penalties for statutes within its jurisdiction. The latest amounts are based on a cost-of-living increase of 1.06222%. These adjustments are effective for penalties assessed on or after March 17, 2022, for violations occurring on or after November 2, 2015.

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Mckinsey and Company

MARCH 17, 2022

By focusing on execution in operations and strategy development, business unit financial planning and analysis teams are gaining more agency and helping to transform their organizations.

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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

ThomsonReuters

MARCH 17, 2022

Consolidated Appropriations Act, 2022, Pub. L. No. 117-103 (2022). Available at [link]. Congress has passed, and the President has signed, omnibus spending legislation that (among other things) temporarily exempts telehealth and other remote care services from certain restrictions affecting health savings account (HSA) eligibility. By way of background, tax-advantaged contributions generally cannot be made to an HSA unless the account holder is covered by a qualifying high-deductible health plan

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Mckinsey and Company

MARCH 17, 2022

As e-commerce continues to fuel cross-border package deliveries around the world, what should logistics providers pay attention to?

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75

Sharp Sheets

MARCH 17, 2022

A lot has already been written on startup valuation, and SaaS valuation in particular. Yet, what most articles online seem to be missing is a clear methodology that allows anyone to estimate an accurate valuation for their SaaS, Enterprise or Software company. We already wrote about valuation for other tech verticals, yet it took us almost 6 months to write this guide as we dug through over 1,000 data points, financial metrics and valuation multiples of 120+ publicly listed SaaS companies.

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Auto Dealer Valuation Insights

MARCH 17, 2022

Mercer Capital has its finger on the pulse of the minerals market. An important trend has been the rise of mineral aggregators, which have largely supplanted the trusts as the primary method of publicly traded minerals ownership. Due to a variety of corporate structures (including master limited partnerships and Up-Cs) and complex capital structures (including preferred equity and non-traded.

Capital Structure 52

Capital Structure Equity Marketability 52

Concannon Miller

MARCH 17, 2022

First-year bonus depreciation typically creates a powerful tax incentive for eligible manufacturers to purchase qualified property needed for business reasons. These tax write-offs can benefit a manufacturer's cash flow, but claiming them isn't always the best decision. In some cases, there are advantages to following the regular depreciation rules.

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Biz Equity

MARCH 17, 2022

Marie Donovan, BizEquity's Director of Customer Success, and Gwendolyn Legendy, Sr. Director of Marketing, hosted a webinar to help financial professionals more effectively market the business valuation services they offer through BizEquity.

Business Valuation 52

Business Valuation Marketability 52

Private Funds CFO

MARCH 17, 2022

Certain types of deal may not require a fairness opinion, a case likely to be made to the regulator during the ongoing consultation period.

Compliance 52

Compliance 52

Financial Analyst Insider

MARCH 17, 2022

How many items should you offer in your eCommerce store? If you provide customization, then how many choices should you give your customers? Custom products. The post Analysis Paralysis: Why You Shouldn’t Do Many Similar Items appeared first on Financial Analyst Insider.

eCommerce 52

eCommerce 52

ThomsonReuters

MARCH 17, 2022

Millennials represent the largest workforce in the U.S. , and by 2025, Gen Z will make up 27% of the labor force. With the number of college students enrolled as accounting majors hitting record numbers, there will be more accounting professionals from younger generations in the years to come. This raises the question of how to manage millennial and Gen Z accountants.

Accounting Firms 52

Accounting Firms 52

Financial Analyst Insider

MARCH 17, 2022

Gold. Platinum. Silver. All of these precious metals are used in everything from the smartphone technology we use to the vehicles we drive each day. The post Should You Invest In Silver Right Now? appeared first on Financial Analyst Insider.

Technology 52

Technology 52

Quantive

MARCH 17, 2022

[av_textblock size=” font_color=” color=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” av_uid=’av-3xpi21′ custom_class=” admin_preview_bg=”] Session 2: Uncharted Territory: Planning a Successful M&A Exit: Strategic Choices for Growth Session II?

Technology 40

Technology 40

Equilest

MARCH 17, 2022

Want to know Methods of Business Valuation by Their Profitability? Read our explanation. Methods of business valuation by their profitability are presented below. They give a vision of the company, which must be supplemented by other approaches to address the "true" price, which will result from the negotiation, i.e., the amount accepted by the assignor and financed by the buyer. . .

Business Valuation 40

Business Valuation EBIT Discounted Cash Flow EBITDA 40

Auto Dealer Valuation Insights

MARCH 17, 2022

Scott Womack, ASA, MAFF will present The Art and Science of Business Valuations: A Guide for Attorneys/Advisors for the Knoxville Estate Planning Council on March 24, 2022 in Knoxville, Tennessee. The presentation will highlight the basic valuation equation, discuss the broad approaches to valuation, demonstrate how valuation assumptions can influence valuation conclusions, and identify some of.

Business Valuation 40

Business Valuation 40

Private Funds CFO

MARCH 17, 2022

GP-led actors likely to seek SEC rule exemptions ; Updated cybersecurity consultants directory.

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Private Funds CFO

MARCH 17, 2022

SEC takes aim at a private fund auditor’s part in fraud case.

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