January, 2022

Professional Insights: Johnnie White, ASA Chief Executive

IVSC

Johnnie White CEO, American Society of Appraisers. We spoke to ASA Chief Executive, Johnnie White, to find out more about his vision for the future of the appraisal profession… How has your career to date led you to the role you have now?

What Will a Business Broker Help Do?

Viking Mergers

More than ever, business owners are realizing the need for increased efficiency and responsiveness to change, and whether you are buying or selling a business, bringing in the right kind of help can make all the difference. But what will a business broker help do that you can’t do for yourself?

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Global C-Suiters Name Their Fears

Global Finance

In the Conference Board’s annual C-suite survey, executives express concerns about inflation, talent sourcing, and impediments to pandemic recovery, including possible recession in China and supply chain concerns in the US and Europe

Surge in Private Equity Deal Activity 2021

Benchmark Report

Private equity transactions on a global scale returned to form in 2021 following the challenges posed by the pandemic, with private equity firms deploying record amounts of dry powder held as they looked to invest cash accumulated during the pandemic.

Top 7 Pitfalls That Buyers Face During M&A Diligence, with Joe Beer

Sun Acquisitions

Background photo created by creativeart – www.freepik.com. The road to business acquisition is fraught with great danger, numerous pitfalls, and unforeseen challenges.

Bias busters: A better way to brainstorm

McKinsey

Structured conversation during brainstorming sessions removes some of the risks that can thwart honest discussion. Strategy & Corporate Finance Insights Strategic planning

New survey explores investor perspectives on goodwill

IVSC

Comment: Investors weigh in on the goodwill amortization debate. In the fall of 2019, the IASB and FASB began projects re-examining goodwill accounting, and specifically, the measurement of goodwill post-acquisition.

More Trending

Global Venture Capital Funding Scales New Heights

Global Finance

Global VC investment nearly doubled in value to $671 billion, according to the latest quarterly report from KPMG Enterprise

Supply Chain Issues Are Fueling M&A Transactions

Benchmark Report

The COVID-19 pandemic disrupted normalcy in several aspects of the world as we knew it, and one of the things hit especially hard has been the global supply chain. These supply chain problems have impacted nearly every industry and business, both large and small.

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GUIDE: Construction Anti-Fraud Checklist

Smith Schafer

Enron. WorldCom. Lehman Brothers. Thanks to their massive fraud cases that made front-page news, these company names are familiar. Their stories have made us more aware of fraud and how it can affect businesses.

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The role of ESG and purpose

McKinsey

Answering three questions about purpose and environmental, social, and governance issues can help business leaders zero in on what matters most for their organizations. Strategy & Corporate Finance Insights Strategy Regulatory strategy

The Financial Sponsors Group: Masters of the Financial Universe, or Exit Opportunity Mirage?

Brian DeChesare

Table Of Contents. FSG Investment Banking: What the Financial Sponsors Group Does The Financial Sponsors Group vs. the Financial Institutions Group The Financial Sponsors Group vs. Leveraged Finance vs. Debt Capital Markets Recruiting: Who Gets Into the Financial Sponsors Group?

2022 Payroll Update

Gross Mendelsohn

Social Security and Medicare tax. As of January 1, 2022, the maximum amount of annual earnings subject to Social Security increases to $147,000 (from $142,800 in 2021). There is no limit on the amount of earnings subject to the Medicare tax.

71

Metaverse: Walmart Readies For Web 3.0

Global Finance

Walmart is finalizing its push into the metaverse, according to trademark application filed with the US Patent and Trademark Office at the end of 2021

Why Home Healthcare and Hospice is Getting Investor Attention

Benchmark Report

Investors are currently seeking opportunities that will allow them to invest their funds in safe-havens. M&A Sector Growing A business #HealthcareNews MandAtrends

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How To Exchange Startup Equity For Services

Startup Valuation Blog

If you consider exchanging startup equity for services - you should follow three basic steps. . At the beginning of their life, startups often lack substantial financial resources. In the absence of financing, they offer service providers equity in exchange for services. We have compiled several tips to help make the replacement right.

Equity 100

The state of burnout for women in the workplace

McKinsey

Women are doing more to support employee well-being but face higher stress levels as a result. Here’s how leaders can help. Diversity and Inclusion Talent

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Taxation of the Metaverse is Coming

Accounting Web

Sales Tax Taxation of the Metaverse is Coming

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Financial Advisors Can Finally Embrace Client Testimonials

Truelytics

Modern Financial Advisor Podcast ·. Episode 73 - Financial Advisors Can Finally Embrace Client Testimonials. It has been common knowledge for independent financial advisors and RIAs that client testimonials and endorsements are a "no go" area.

Employer Vaccine Mandates, Worker Refusals, and Unemployment Benefits

ThomsonReuters

Overview. The U.S. Supreme Court settled the issue of the COVID-19 vaccine mandate for certain employers under the Occupational Safety and Health Administration’s (OSHA) Emergency Temporary Standard (ETS) on January 13, 2022, by blocking its implementation.

Acquiring A New 401(k) Plan In An M&A Transaction

Benchmark Report

There are basically four possible outcomes for retirement plans in an M&A deal: The plans of both companies are merged. The plan at the acquired company is terminated. Both plans from both companies are maintained. The plan from the acquired company is frozen.

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UK to discuss global minimum tax for multinational groups

Accountancy Today

The UK government has published a consultation seeking views for how a worldwide 15% minimum corporation tax should be domestically implemented.

The raw-materials challenge: How the metals and mining sector will be at the core of enabling the energy transition

McKinsey

As the world gears up for net zero, demand for raw materials is set to soar. The energy transition presents unique challenges for metals and mining companies, which will need to innovate and rebuild their growth agenda. Metals & Mining Insights Metals Mining Commodity Function

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The Changing Face of the CPA Profession

Accounting Web

Team The Changing Face of the CPA Profession

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More Jobs for Marylanders Tax Credit Benefits Manufacturers and Other Businesses

Gross Mendelsohn

Maryland manufacturers, as well as other businesses located in certain geographic areas, may be eligible for a potentially significant tax credit, but the application window closes soon.

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WEBINAR: ESOP Repurchase Obligation - Considerations for 2022

Meade & Moore

Meaden & Moore kicked off the year with a virtual event on ESOP Repurchase Obligation - Considerations for 2022 on January 20th. Attendees learned investment options to consider when funding the repurchase obligation, lending opportunities available and an overview of the repurchase obligation.

56

2021 Was a Record Year For M&A - And 2022 Could be, Too

Benchmark Report

After the trials and tribulations of 2020, no one really knew what to expect going into 2021. Yet, for the world of M&A, it couldn’t have been a more pleasant surprise. Last year has most certainly been a record year for M&A deals, making a huge comeback from 2020.

FTC Gets a Second Shot at Antitrust Case Against Facebook

Mogin Rubin M&A

“Second time lucky?” That is how U.S. Judge James E. Boasberg began his opinion allowing the Federal Trade Commission’s antitrust suit against Meta Platforms, Inc.

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Addressing the unprecedented behavioral-health challenges facing Generation Z

McKinsey

A series of consumer surveys and interviews conducted by McKinsey finds Gen Zers reporting the least positive life outlook, including lower levels of emotional and social well-being than older generations.

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Paperwork Requirements for Section 1244 Shares

Accounting Web

Tax Paperwork Requirements for Section 1244 Shares

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New tax laws and other tax changes for 2022

ThomsonReuters

It’s a new year and that means new tax laws and other tax changes. Below are changes that take effect this year, along with other tax planning information. Filing deadlines. First off, the deadline to file individual tax returns is April 18.

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Employee Retention Credit for Recovery Startup Businesses

Meade & Moore

Much of the focus regarding the Employee Retention Credit (“ERC”) has been on businesses that suffered qualifying declines in gross receipts or were subject to a partial suspension of operations. There is, however, another way for certain businesses to qualify for ERC.

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Benchmark International Successfully Facilitated the Transaction of a Collection of Companies that Cater to the Automotive Space

Benchmark Report

Benchmark International successfully facilitated the transaction of a collection of companies, each offering products or services that cater to the automotive space.

7 Reasons To Obtain an Appraisal During a Business Transaction

BV Specialists

As a business owner, there are many reasons why you may want to determine the actual value of your company. Here are some of the more common ones: Business Sale. This is probably the primary reason a business valuation is needed.

The Fourth Industrial Revolution will be people powered

McKinsey

Companies at the forefront of the technology frontier are empowering their workers with digital technologies—and the skills they need to use them. Insights on Operations Manufacturing operations

Maryland Extends Deadline for Individual Income State Tax Returns to July 15, 2022

Gross Mendelsohn

Yesterday, Maryland announced that the deadline for individual income state tax filings and payments will be extended from April 18, 2022 to July 15, 2022. Service Businesses Manufacturing & Distribution Government Contractors High Net Worth Families Construction & Real Estate

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New WCO product classifications are here. Are companies ready?

ThomsonReuters

The latest disruption hitting corporate trade and supply chain teams comes barely on schedule from the World Customs Organization (WCO) — and has created headaches for all companies engaged in international trade.