Musings on Markets

NOVEMBER 9, 2021

I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong reactions, it is also one that I truly enjoy valuing. It has been a while since my last valuation of the company, which occurred in January 2020, and given how much the landscape has changed since, partly as a result of the company's own actions and partly because of how COVID has upended its competitors in the automobile business, it is time to revisit the c

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Start-ups Dividends Marketability Market Capitalization 99

ThomsonReuters

NOVEMBER 11, 2021

Rev. Proc. 2021-45 (Nov. 10, 2021); IRS News Release IR-2021-219 (Nov. 10, 2021). Rev. Proc. 2021-45. News Release. The IRS has released the 2022 cost-of-living adjustments (COLAs) for a wide variety of tax-related limits, including limits relating to health FSAs, qualified transportation fringe benefits, qualified small employer health reimbursement arrangements (QSEHRAs), adoption assistance, DCAPs, the small business health care tax credit, the premium tax credit, and Archer MSAs.

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IBG Business

NOVEMBER 11, 2021

IBG Business makes “Inc. 5000” list for 2021. Three-year revenue growth of 99% earns IBG a solid position in Inc. Magazine’s annual list of growing companies. IBG Business has made the 2021 edition of the Inc. 5000, which recognizes the nation’s fastest-growing firms. In receiving this recognition, IBG joins leading U.S. companies – such as Microsoft, Intuit and Under Armour – that have made the list in prior years.

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Andrew Stolz

NOVEMBER 9, 2021

Soon I will present for CFA Society Thailand about how to win the CFA Institute Research Challenge. As a result, I wrote a piece about the 8 elements needed to write a winning equity research report. I made a video of it and a cheat sheet of the 8 elements. DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice.

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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

Scott Mashuda

NOVEMBER 10, 2021

When selling your business, you should never go it alone. The process is complex, time-consuming, and more importantly, you could be leaving money on the table. Investment banks have the expertise to attract the most qualified buyers and extract the maximum value from the sale of your business. In a 2016 Fairfield University study surveying business owners who used investment bankers to sell their privately held companies or majority stakes, all respondents said their investment banker added va

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ThomsonReuters

NOVEMBER 11, 2021

QUESTION: Each year, when our 401(k) plan makes required minimum distributions, we discover that the addresses on file for some distributees are no longer valid. We sometimes have similar problems locating beneficiaries when a participant dies. What procedures should we follow when our plan must make distributions to individuals we cannot locate? And what can we do to minimize this problem?

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Lighter Capital

NOVEMBER 7, 2021

At a certain point in your business, a growth plateau will be reached. This may happen due to changing market trends, new competitors, or shifting consumer behavior. No matter the reasons, this is the time when you’ll need to examine new strategies to increase your revenue. The post What is Product Development Strategy (Definition and Examples) appeared first on Lighter Capital.

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Andrew Stolz

NOVEMBER 12, 2021

Pure play spinoff could bring profitability back on track. Highlights: Planned restructuring to turnaround profitability and value. Accelerated electrification is necessary to stay competitive. Strategic partnerships to bring autonomous driving forward. Download the full report as a PDF. Daimler’s revenue breakdown by segment. Planned restructuring to turnaround profitability and value.

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Start-ups Equity Technology Marketability 52

ThomsonReuters

NOVEMBER 12, 2021

Corporate international tax planning is a major challenge for companies that do business in multiple countries. To be aware of pitfalls such as international double taxation — being taxed for the same income in two different countries — they must plan strategically. Such planning is also crucial for staying compliant with tax laws in each country in which they operate, laws and regulations that are complex, vary widely among each country’s jurisdiction, and are often changing.

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Quantive

NOVEMBER 9, 2021

The valuation of businesses presents a unique challenge for valuation advisors, appraisers, […]

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Business Valuation Appraisal Marketability 52

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

Lighter Capital

NOVEMBER 7, 2021

At a certain point in your business, a growth plateau will be reached. This may happen due to changing market trends, new competitors, or shifting consumer behavior. No matter the reasons, this is the time when you’ll need to examine new strategies to increase your revenue. Improving your existing products, or creating fresh new products that have a demand in your market can help keep your growth curve looking healthy.

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Start-ups Marketability Technology 52

Meade & Moore

NOVEMBER 8, 2021

World leaders are currently meeting (from October 31, 2021 – November 12, 2021) in Glasgow, Scotland to discuss climate change and how best to tackle the growing threats it presents. While there is sure to be a lot of posturing, bluster, and sweeping remarks, there will also certainly be real action taken (or at least agreed upon). On November 2, 2021 , leaders representing 85% of the planet’s forests (including the United States and Canada) committed to not only ending, but reversing deforestat

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ThomsonReuters

NOVEMBER 11, 2021

Multinational corporations often use transfer pricing to allocate earnings among subsidiary and affiliate companies that are part of the parent organization. The practice is being increasingly regulated to ensure that profits are taxed at the place where value is created. In fact, a global effort is underway to tighten the restrictions and increase the documentation requirements for this practice, adding a significant amount of work and responsibility to the task of the corporate tax professiona

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Technology Compliance Marketability 52

Quantive

NOVEMBER 10, 2021

Financial analysts consider the purpose of business valuation and the availability of […]

Business Valuation 52

Business Valuation Appraisal 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

ThomsonReuters

NOVEMBER 11, 2021

IRS Notice 2021-61 (Nov. 4, 2021); IRS News Release IR-2021-216 (Nov. 4, 2021). IRS Notice. IRS News Release. The IRS has announced the 2022 dollar limits and thresholds for retirement plans, which reflect the latest cost-of-living adjustments. (Dollar limits and thresholds primarily affecting health and welfare plans were announced in separate guidance; see our Checkpoint article.

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ThomsonReuters

NOVEMBER 11, 2021

Marietta Memorial Hosp. v. DaVita, Inc., cert. granted, No. 20-1641 (U.S. Nov. 5, 2021). Available at [link]. The U.S. Supreme Court has agreed to settle a dispute between two appellate courts regarding the Medicare Secondary Payer (MSP) rules and health plan coverage of dialysis. In the underlying case, a large dialysis provider sued an employer/plan administrator and its TPA, challenging the plan’s classification of all dialysis providers as “out-of-network,” resulting in a lower reimbursemen

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Quantive

NOVEMBER 11, 2021

Most business owners have unrealistically high expectations when it comes to selling […]

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ThomsonReuters

NOVEMBER 11, 2021

Bear Creek Bible Church v. EEOC, 2021 WL 5052661 (N.D. Tex. 2021). Available at [link]. A Christian church and a Christian-owned business filed a class action lawsuit against the EEOC, seeking a religious exemption from Title VII of the Civil Rights Act of 1964 that would allow them and similar employers to “require their employees to live by the teaching of the Bible on matters of sexuality and gender.

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