Thu.Sep 01, 2022

article thumbnail

Universal Proxy Rules: Roadmap for Annual Meetings

Harvard Corporate Governance

Posted by Andrew Freedman, Kenneth Mantel, and Ian Engoron, Olshan Frome Wolosky LLP, on Thursday, September 1, 2022 Editor's Note: Andrew Freedman and Kenneth Mantel are partners and Ian Engoron is an associate at Olshan Frome Wolosky LLP. This post is based on their Olshan memorandum. Related research from the Program on Corporate Governance includes Universal Proxies (discussed on the Forum here ) by Scott Hirst.

267
267
article thumbnail

Here’s What You Should Know About Intellectual Property Valuation

Chris Curtain

How to Value My Company’s Intellectual Property The Importance of Knowing Your IP’s Value As businesses continue to globalize and modernize in the present day, many are incorporating more technology and non-physical assets into their companies. As a result, firms are coming to terms with the fact that intellectual property (IP) increasingly comprises the bulk […].

Appraisal 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

SEC Bulletin on Conflicts of Interest for Broker-Dealers and Investment Advisers

Harvard Corporate Governance

Posted by W. Hardy Callcott, Corin R. Swift, and Benjamin F. Farkas, Sidley Austin LLP, on Thursday, September 1, 2022 Editor's Note: W. Hardy Callcott and Corin R. Swift are partners and Benjamin F. Farkas is a senior managing associate at Sidley Austin LLP. This post is based on their Sidley memorandum. On August 3, 2022, the U.S. Securities and Exchange Commission (SEC) published a Staff Bulletin providing guidance regarding conflicts of interest under broker-dealer Regulation Best Interest

article thumbnail

Moving Internal Audits from Mundane to What Matters

Internal Audit 360

I t’s easy for internal audit to get stuck in a rut. We approach the year with plans to revise last year’s internal audit plan, but in the end, we don’t change that much. We move to the comfort zone and put the audits we know how to do and the ones that seem important on the audit plan. It’s very possible, particularly for teams that have been in place for a long time, to cling to a “that’s the way we have always done it” mentality.

article thumbnail

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.

article thumbnail

Webinar: Power Tutorial

Biz Equity

BizEquity's Director of Client Success, Marie Donovan, and Scott Gabehart, Chief Valuation Officer, take you through BizEquity's 7-step valuation process in real-time. Beginning with the essentials of valuation, Marie and Scott will show you how to deliver on-demand valuations to business owner clients.

98
article thumbnail

Elon Musk's Escape Hatch

Global Finance

Elon Musk aims to be the second buyer in history to get out of a merger due to material adverse effects, but it won’t be easy.

110
110

More Trending

article thumbnail

Late Filing Penalties to be Waived for Some Taxpayers

Gross Mendelsohn

Certain late tax filers are about to see some relief. The IRS is abating the late filing penalties for various tax returns for 2019 and 2020 that were filed late or have not yet been filed. This announcement came on August 24, 2022, when the IRS issued Notice 2022-36. Let’s take a look at why penalties are being waived, which tax returns are affected and what you can expect next.

83
article thumbnail

Common Challenges and Opportunities for Mature ESOP-Owned Companies

Butcher Joseph & Co.

There are more than 6,000 companies owned by employee stock ownership plans (ESOPs) with nearly 14 million participants in the United States. Oftenti. The post Common Challenges and Opportunities for Mature ESOP-Owned Companies appeared first on ButcherJoseph & Co.

84
article thumbnail

Alibaba Opens Books To Auditors

Global Finance

Alibaba is one of more than a hundred Chinese companies currently on the provisional list of firms facing delisting from the New York Stock Exchange over transparency and national security concerns.

79
article thumbnail

Rio Tinto agrees to buy remaining Turquoise Hill stake for $3.3bn

Financial Times M&A

Buyout of Canadian miner will give Anglo-Australian group greater control over Mongolia’s Oyu Tolgoi copper mine

98
article thumbnail

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 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

article thumbnail

Cineworld Lights Dim Despite Returning Crowds

Global Finance

Movie-goers have returned after the pandemic but it wasn't enough to save Cineworld from bankruptcy.

96
article thumbnail

A more resilient supply chain from optimized operations planning

Mckinsey and Company

To combat greater complexity and prepare for rapid demand shifts, resilient companies can integrate prescriptive analytics into their supply chain planning.

76
article thumbnail

Glycerine Market to Reach USD 2.53 Billion by 2028 | Glycerine Industry Demand, Size & Competitive Analysis Report

Benzinga

Pune, India, Sept. 01, 2022 (GLOBE NEWSWIRE) -- The global glycerine market size is expected to reach USD 2.53 billion by 2028, exhibiting a CAGR of 5.3% during the forecast period. The increasing demand for bio-based fuels, such as biodiesel backed by rapid industrialization and urbanization, will aid the expansion of this market. This information is given by Fortune Business Insights™ in a report titled, " Glycerine Market, 2021-2028.

article thumbnail

Harnessing volatility: Technology transformation in oil and gas

Mckinsey and Company

Digital technologies can help oil and gas CEOs and leaders cut costs, boost output, and reduce carbon emissions. Here are five big ideas to make them work at scale.

article thumbnail

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.

article thumbnail

Microsoft’s $75bn Activision deal threatened with in-depth UK competition probe

Financial Times M&A

Competition and Markets Authority gives US tech giant five days to address antitrust concerns

article thumbnail

Diller And Match Group Beat Del. Suit Contesting $30B Spinoff

Law 360 M&A

Barry Diller-controlled IAC/InterActiveCorp, Match.com and directors of both companies beat a challenge to their $30 billion reverse spinoff in 2020, with a Delaware vice chancellor finding that the lead plaintiffs' derivative claims lack standing and that the spinoff met the necessary elements to make it subject to business judgment protections.

75
article thumbnail

Ceramic Tiles Market to Reach USD 77.82 Billion by 2028 | Ceramic Tiles Industry Striking CAGR of 5.2%

Benzinga

Pune, India, Sept. 01, 2022 (GLOBE NEWSWIRE) -- According to Fortune Business Insights™ , The global ceramic tiles market size was USD 50.84 billion in 2020. The market is projected to grow from USD 54.41 billion in 2021 to USD 77.82 billion in 2028 at a CAGR of 5.2% during the 2021-2028 period. According to our analysts, the growth of the market is fuelled by the augmentation in construction projects pooled with the rising investment by nations for the development of the infrastructure.

article thumbnail

Envisioning Metaverse-Based Litigation In The Real World

Law 360 M&A

Attorneys should entertain the possibility of the metaverse becoming a matter of interest in real-world courts by considering what could cause actions outside the virtual world and digital forensics hurdles to be cleared in demonstrating the offense, identifying the culpable parties and collecting damages, say attorneys at Keystone Strategy.

75
article thumbnail

Recreational vehicle use tax

Henry Horne

If you are thinking about purchasing a recreational vehicle there may be an additional tax liability when purchased from an out-of-state vendor, called use tax. Here’s what you need to know about the recreational vehicle use tax. Don’t miss: Child tax credits return to normal What is use tax? Use tax is a tax on … Keep Reading. The post Recreational vehicle use tax appeared first on Henry+Horne.

59
article thumbnail

Microsoft Faces In-Depth UK Antitrust Probe Over $69B Deal

Law 360 M&A

Britain's competition watchdog told Microsoft on Thursday to offer fixes to address the risk that its planned $69 billion takeover of video game studio Activision Blizzard Inc. harms competition or face an in-depth probe of the deal.

75
article thumbnail

How fast can the fast food giant McDonald’s still grow?

Valutico

How fast can the fast food giant McDonald’s still grow? Weekly Valuation – Valutico | 2 September 2022. McDonald’s Corporation is a US-based fast food chain operating in over 100 countries. This year can be seen as rather difficult for McDonald’s due to increasing costs and the withdrawal from its Russian operations. Follow the link below to get more information and see how we valued McDonald’s.

article thumbnail

20 Questions to Risk Assess Your BSA/AML Program in a Post-Pandemic World

N Contracts

The pandemic fundamentally changed much of our world, including Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance.

article thumbnail

Anti-ESG Investing Comes With A Cost

Global Finance

The growing popularity of ESG investing has triggered a backlash in the other direction.

79
article thumbnail

It's Not Too Late: 2022 Can Be the Year You Automate GRC!

N Contracts

This year will be different. It’s a mantra we repeat at the start of every new year. This year we’ll be more organized, more efficient, and more prepared. This year we will slay dragons. We will only keep things that spark joy.

article thumbnail

Cookie Co. Buyout Spat Has No Clear Winner, NY Judge Says

Law 360 M&A

A Manhattan judge declined Thursday to resolve a dispute between the founders of Insomnia Cookies, saying it's too soon to determine whether one former executive is owed $4.2 million from the bakery chain's sale to Krispy Kreme Inc.

52
article thumbnail

Taking the next step on your firm’s advisory journey

ThomsonReuters

In the latest episode of Pulse of the Practice, “ Advisory Symposium ”, Paul Miller, Owner of Business by Design , and Mo Arbas, Senior Business Advisory Consultant with Thomson Reuters, sat down with Lisa Tierney, Manager, Professional Services with Thomson Reuters Tax & Accounting Professional Services, and Therese Witherow, Principal Trainer at Thomson Reuters, to discuss the Thomson Reuters Advisory Symposium.

article thumbnail

How To Save Money On Auto Loans After A Fed Rate Hike

Financial Analyst Insider

When the Federal Reserve raises interest rates, as it did recently, it can directly impact your auto loan. The good news is that there are. The post How To Save Money On Auto Loans After A Fed Rate Hike appeared first on Financial Analyst Insider.

52
article thumbnail

Don’t despair: The Superfund Excise Tax is perfect for automation

ThomsonReuters

It’s been more than twenty-five years since the Superfund Excise Tax was suspended, so when a new version went into effect on July 1, 2022, many companies were unsure whether the tax applied to them—or if it did, how they should calculate, report, and pay the taxes they suddenly owe in an accurate and timely manner, with the same or fewer resources as they had before.

article thumbnail

Purple Innovation Tucks In Intellibed - What's The Benefit?

Benzinga

Purple Innovation Inc (NASDAQ: PRPL ) has acquired Intellibed, a sleep health and wellness company, for an undisclosed sum. PRPL expects the deal to extend its premium mattress range into the luxury category and accelerate its product development schedule by several. Full story available on Benzinga.com.

52
article thumbnail

AgriTech sector on the rise with venture financing at record levels

Fox Corporate Finance

Transaction volumes and the number of closed deals in the AgriTech space continued their steady growth in the US and massively surged in Europe. In the US, VC financing volumes in AgriTech more than doubled. Read more. The post AgriTech sector on the rise with venture financing at record levels appeared first on FCF Fox Corporate Finance GmbH.

Finance 52
article thumbnail

BREAKING: FTC Judge Rejects Challenge To Illumina's $8B Grail Deal

Law 360 M&A

Illumina announced Thursday that a Federal Trade Commission in-house judge rejected the agency challenge to its $8 billion reacquisition of cancer testing outfit Grail, ending an important chapter in the fight over the already-completed transaction.

52
article thumbnail

When Might a TPA Be Liable for COBRA Penalties?

ThomsonReuters

QUESTION: Our company provides COBRA administration services such as preparing and mailing election notices. Are there any circumstances under which we could be liable for COBRA penalties or excise taxes? ANSWER: Generally, a third-party administrator (TPA) will not be directly liable for statutory COBRA penalties unless the TPA is designated by a plan as its plan administrator.

article thumbnail

Electric Cars: How to Cash in on the New Federal Tax Credit

Concannon Miller

You've probably heard that the newly enacted Inflation Reduction Act of 2022 (IRA) includes a package of measures to fight climate change, including tax incentives for both consumers and businesses. Among other things, the law extends and revises a tax credit for buying a "clean vehicle" through 2032. This was previously referred to as the electric vehicle (EV) credit.

article thumbnail

Exhaustion of Administrative Remedies Not Required Where Administrator Failed to Provide Timely Benefit Determination on Review

ThomsonReuters

McQuillin v. Hartford Life and Accident Ins. Co., 2022 WL 2029879 (2d Cir. 2022). Available at [link]. The Second Circuit has held that a participant was deemed to have exhausted a benefit plan’s administrative remedies and could file a lawsuit because the plan administrator failed to provide a final determination within the time required under ERISA’s claim procedures.