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ThomsonReuters
APRIL 23, 2021
“I knew nothing about taxes, so I would ask people what I needed to do about my taxes, and people would tell me to find a good accountant. “At At that time though, I was selling financial products that had certain tax implications, so I was curious about it. I would go to bookstores or libraries and learned about taxes.
Value Scope
APRIL 9, 2021
Margaret Wolfe Hungerford (née Hamilton), who authored many books, often under the pseudonym of ‘The Duchess’ When I think about value, I (like most in my profession) think first about fair market value (“FMV”). Similarly, what about a painting on the wall? It is all about cash-on-cash return.
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Value Scope
APRIL 9, 2021
Margaret Wolfe Hungerford (née Hamilton), who authored many books, often under the pseudonym of ‘The Duchess’ When I think about value, I (like most in my profession) think first about fair market value (“FMV”). Similarly, what about a painting on the wall? It is all about cash-on-cash return.
ThomsonReuters
APRIL 22, 2021
Tips include asking service providers about their security standards and practices—including how their practices have been implemented and validated—and any audit results. This document identifies six cybersecurity considerations to help plan sponsors and fiduciaries prudently select and monitor service providers.
ThomsonReuters
APRIL 8, 2021
FAQs About COBRA Premium Assistance Under the American Rescue Plan Act of 2021 (Apr. Q/As-10 and -11 describe the notices that plans must provide to AEIs, list information that must be included, and remind employers that failing to provide the notices could result in excise taxes under the Code.
ThomsonReuters
APRIL 23, 2021
He began planting seeds within his team about some of the tools needed to make a large virtual shift. You also need to think about your video presence. Typically, a virtual tax appointment, according to my math, is about 40% less in time. Weeks later, the US followed. Now, you need to start migrating this.
ThomsonReuters
APRIL 7, 2021
When submitting financials as part of your loan package, consider accompanying them with voluntary disclosures similar to the ones that public companies provide about non-GAAP financial measures, and in the MD&A and risk factor sections of their SEC filings. Interested in learning more about private company valuation? Learn more!
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