ThomsonReuters

APRIL 23, 2021

In 2020, tax and accounting professionals found themselves amid a major disruption in their daily firm life. Now, after navigating through turmoil and confusion, we find ourselves still adjusting to becoming a fully functional remote CPA. As we move forward through the COVID-19 pandemic, will the virtual CPA be here to stay? In this next chapter of Small Talk with Heather Walker , Paul Miller, Founder and Owner of Business by Design , and I discuss the pivot to digital work life for tax and acco

Technology 105

Technology Accounting Firms 105

Quantive

APRIL 23, 2021

Quantive is pleased to announce that it acted as exclusive financial advisor to Tellenger, Inc. on its sale to Information Analysis Incorporated (OTCQB: IAIC). Tellenger is a leading provider of cybersecurity, cloud, and data analytics services to various government customers. “The innovations from the talented team at Tellenger, Inc. will further accelerate our suite of […].

52

52

Deal Law Wire

APRIL 19, 2021

After a nine-year low in 2020, M&A activity in Canada made a strong rebound in the first quarter of 2021. As reported by BNN Bloomberg , in the first three months of 2021, Canadian companies were involved in 1,168 deals that together totalled US $115 billion in value, dwarfing the US $44.3 billion in deal value during the same period in 2020. The Financial Post reports that a similar phenomenon is occurring globally, with the number of deals up 6% and the total value of pending and completed

Equity 40

Equity Start-ups Finance Marketability 40

Musings on Markets

APRIL 20, 2021

The Biden Administration's $ 2 trillion infrastructure plan, announced with fanfare a few weeks ago, has opened up a debate about not only what comprises infrastructure, but also about how to pay for it. Not surprisingly. it is corporate taxes that are the primary vehicle for delivering the revenues needed for the plan, with an increase in the federal corporate tax rate from 21% to 28% being the central proposal.

Start-ups 52

Start-ups Debt Financing Finance Equity 52

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

ThomsonReuters

APRIL 22, 2021

Meyer v. United Healthcare, 2021 WL 930258 (9th Cir. 2021). Available at [link]. A health plan participant brought state-law claims against the plan’s insurer, alleging the insurer engaged in deceptive practices, breached its contract, and committed fraud in handling his claim. After a federal trial court dismissed the case based on ERISA’s preemption of state-law claims, the participant appealed.

Compliance 98

Compliance 98

ThomsonReuters

APRIL 23, 2021

Whether you’re looking to branch out and start your own firm, or you’re a current small firm owner, the idea of continuing to evolve and design your tax and accounting firm is a constant in your mind. In this next chapter of Small Talk with Heather Walker , I am once again joined by Paul Miller, Founder and Owner of Business by Design. Together, we discuss how Paul embraced a growth mindset in creating his own business, and how you can bring advisory processes into the foundation of your firm.

Accounting Firms 98

Accounting Firms Start-ups Compliance 98

ThomsonReuters

APRIL 22, 2021

QUESTION: Our company recently established an ERISA self-insured major medical plan for employees. One of the concepts we have heard about, but do not fully understand, is a VEBA. What is a VEBA, and should we have one for our self-insured health plan? ANSWER: VEBA stands for voluntary employees’ beneficiary association, a special tax-exempt entity recognized under Code § 501(c)(9).

Compliance 52

Compliance 52

ThomsonReuters

APRIL 22, 2021

New Fiduciary Advice Exemption: PTE 2020-02: Improving Investment Advice for Workers & Retirees: Frequently Asked Questions (Apr. 2021); Choosing the Right Person to Give You Investment Advice: Information for Investors in Retirement Plans and Individual Retirement Accounts (Apr. 2021). FAQs. Investor Guidance. The DOL has issued separate guidance documents for investment advice providers and retirement plan investors to help them understand and respond to new Prohibited Transaction Exemptio

Compliance 52

Compliance 52