Benchmark Report

MARCH 10, 2022

Benchmark International’s K.L. Durham Construction, dba Performance Equipment Service, a San Antonio, Texas-based company that is a leader in the provision of soil stabilization and milling support services to contractors with projects in Texas, has successfully sold to Mid-State Restoration headquartered in Lakeville, Minnesota. Performance Equipment Service serves contractors across the state of Texas, specializing in highways and city and county roads and projects for airport runways, automot

Marketability 93

Marketability Technology 93

Mckinsey and Company

MARCH 10, 2022

The COVID-19 pandemic has highlighted longstanding health and social inequities in healthcare and raised the urgent question of how health equity can be achieved.

Equity 91

Equity 91

N Contracts

MARCH 10, 2022

Examiners can postpone examinations if a major disaster strikes a financial institution, but when exam time finally comes, that institution’s business continuity plans , response, and post-disaster risk management will be major points of discussion and may even impact its CAMELS or ROCA rating.

Banking 90

Banking Compliance 90

NYT M&A

MARCH 10, 2022

A group of progressive senators and House members urged federal officials to scrutinize the plan, saying it could harm travelers and workers.

Mergers & Acquisitions 98

Mergers & Acquisitions 98

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 10, 2022

Brian Klaas, who spoke to some of the world’s most corrupt people, says we need to rethink the way we select our leaders.

105

105

ThomsonReuters

MARCH 10, 2022

QUESTION: Our company is considering offering COVID-19 testing and vaccinations to employees at our offices. Will this arrangement be considered an ERISA plan? ANSWER: Whether a program offering COVID-19 testing, vaccinations, or both is subject to ERISA depends on how it is structured and how it operates. In general, an arrangement is an ERISA welfare benefit plan if it is a plan, fund, or program established or maintained by an employer to provide ERISA-listed benefits (including medical ben

Compliance 59

Compliance 59

Private Funds CFO

MARCH 10, 2022

Oaktree's parent company, Brookfield, has opened another front in its expansion strategy, having entered the real estate and infrastructure secondaries markets beginning in 2020.

Equity 52

Equity Marketability Finance 52

Mckinsey and Company

MARCH 10, 2022

Even in the face of major headwinds, dairy executives are optimistic for future growth in a changing landscape. We help trace their path forward.

71

71

Concannon Miller

MARCH 10, 2022

If you own a small or medium-sized business, it may be eligible for some significant tax breaks that aren't available for larger entities. Here are three examples to consider as you file your tax return for 2021 and plan for 2022.

52

52

Mckinsey and Company

MARCH 10, 2022

Consumer commitments to sustainability and healthy diets, as well as inflationary pressures on the production side of food & beverages, are among the many trends that will redefine dairy going forward.

64

64

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 10, 2022

Holmes v. Baptist Health South Florida, 2022 WL 180638 (S.D. Fla. 2022). Available at [link]. Current and former participants in a 403(b) plan filed a lawsuit claiming that the plan’s fiduciaries violated their ERISA fiduciary duties in selecting and reviewing the plan’s investment funds. In response, the fiduciaries asked the court to require that the dispute be arbitrated, pointing to a plan provision requiring that plan-related claims be resolved exclusively by binding arbitration.

Compliance 52

Compliance 52

Avanade

MARCH 10, 2022

In a world of continual change, it is necessary to explore and filter, assess, and then invest in emerging technologies to be resilient and adaptive.

Technology 52

Technology 52

ThomsonReuters

MARCH 10, 2022

IRS Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) (2022); IRS Form 5498 (IRA Contribution Information) (2022); Instructions for Forms 1099-R and 5498 (2022); General Instructions for Certain Information Returns (Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, and W-2G) (2022).

Fair Market Value 52

Fair Market Value Marketability 52

Private Funds CFO

MARCH 10, 2022

Three primary code flaws found in software widely used by governments and businesses around the world remain an existential concern.

Technology 52

Technology 52

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

Quantive

MARCH 10, 2022

Every company (public or privately held) funds itself with capital obtained through […]

52

52

IBG Business

MARCH 10, 2022

Selling or transferring your company to your kids is a potential minefield for which careful planning and thoughtful anticipation are prerequisites. . If you own a business and have children, you may have already begun weighing your options regarding your company’s future ownership. Will you sell it to a third party, or do you want it to remain a family business?

Equity 40

Equity 40

Trout CPA

MARCH 10, 2022

Beginning with the 2021 tax year, certain partnerships and S corporations must use Schedules K-2 and K-3 to report items of international tax relevance to their partners and shareholders. Generally, Schedules K-2 and K-3 replace the reporting that was previously done on Box 16 of Schedule K and K-1 and streamline reporting of certain items that historically would have been represented on footnotes or attachments to Schedule K-1.

40

40

Private Funds CFO

MARCH 10, 2022

Oaktree acquires 17Capital in pref equity and debt play.

Equity 52

Equity 52

Quantive

MARCH 10, 2022

What is your company’s end goal?

52

52

ThomsonReuters

MARCH 10, 2022

If your tax and accounting firm’s clients are concerned about increasing gas and energy costs, “go-green” tax credits will reduce their carbon footprint and save them money in the long run. Tell your clients about the qualified plug-in electric drive motor vehicle tax credit (EV tax credit) and the residential energy efficient property credit. Electric vehicle (EV) tax credits.

Start-ups 52

Start-ups Accounting Firms Technology 52

ThomsonReuters

MARCH 10, 2022

HHS Notice and Guidance on Gender Affirming Care, Civil Rights, and Patient Privacy (Mar. 2, 2022); Press Release: Statement by HHS Secretary Xavier Becerra Reaffirming HHS Support and Protection for LGBTQI+ Children and Youth (Mar. 2, 2022). Notice. Press Release. HHS has issued a notice providing additional guidance on federal civil rights protections and federal health privacy laws that apply to gender affirming care for transgender and gender nonconforming youth.

52

52