Sat.Nov 11, 2023 - Fri.Nov 17, 2023

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Sneak Peek: Valuing Jewelry Stores

BVR

Stay apprised of all the latest business considerations in the jewelry industry! The report explains how jewelry stores operate, the nature of their revenue streams, and more. Read on to explore Chapter 2 of the guide.

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Hispanics Underrepresented on U.S. Boards Despite Recent Gains

Harvard Corporate Governance

Posted by Subodh Mishra, Institutional Shareholder Services, on Thursday, November 16, 2023 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services (ISS) Inc. This post is based on an ISS Corporate Solutions memorandum by Sandra Herrera Lopez, PhD, Vice President, ESG Content & Data Analytics at ISS Corporate Solutions.

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Jezebel, the Oral History: ‘There Was This Riotous Sense of Fun’

NYT M&A

The site defined an era of feminism for millions of readers. According to its editors and writers, it was also an exhilarating place to work.

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Algorithmic Pricing Agents and Price-Fixing Facilitators: Antitrust Law's Latest Conundrum

Mogin Rubin M&A

It is an application of artificial intelligence (“AI”) that many businesses, agencies, legislators, lawyers, and antitrust law enforcers around the world are only beginning to confront. It is also among the top concerns of in-house counsel across industries. Competitors are increasingly setting prices through the use of communal, AI-enhanced algorithms that analyze data that are private, public, or a mix of both.

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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.

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Setting a Foundation for Business Growth

Redpath

The strength and performance of any edifice depend on a sound foundation. Your business may not be a physical structure, but your growth strategy needs the same type of well-constructed foundation in order to succeed. As a business owner, building a strategic growth roadmap that pinpoints where you are and where you are going will help you achieve the future you want for your company.

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Shareholders Pose Growing Risks to Companies’ DEI Initiatives

Harvard Corporate Governance

Posted by Ishan Bhabha, Anne Cortina Perry, and Annie Kastanek, Jenner & Block LLP, on Thursday, November 16, 2023 Editor's Note: Ishan Bhabha , Anne Cortina Perry , and Annie Kastanek are Partners at Jenner & Block LLP. This post is based on a Jenner & Block memorandum by Mr. Bhabha, Ms. Perry, Ms. Kastanek, Marcus Childress , Katie Wynbrandt , and Victoria Hall-Palerm.

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Understanding Form 8283 and non-cash charitable contributions

ThomsonReuters

Jump to: What is Form 8283? Boat donation tax deduction What is the cost basis for non-cash charitable contributions? Tax deduction for donation of clothing What are the rules for non-cash donations? Can donated services be tax deductible? Tax benefit for donating a car Helping clients with non-cash charitable contributions on their tax return Donating to charitable organizations not only enriches society but can also offer beneficial tax deductions.

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Rimon Acquires Six-Atty IP Boutique In Virginia

Law 360 M&A

Rimon PC announced the acquisition of Washington, D.C., area firm Davidson Berquist Jackson & Gowdey LLP, adding six intellectual property attorneys in the nearby town of McLean, Virginia.

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“Optimizing” and Match: Bad Policy Threatens to Drive Bad Law

Harvard Corporate Governance

Posted by Greg Varallo, Andrew Blumberg, and James Janison, Bernstein Litowitz Berger & Grossmann LLP, on Monday, November 13, 2023 Editor's Note: Greg Varallo is a Partner, Andrew Blumberg is a Senior Counsel, and James Janison is an Associate at Bernstein Litowitz Berger & Grossmann LLP. This post is based on their BLB&G memorandum and is part of the Delaware law series ; links to other posts in the series are available here.

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LaPorte Names New Chief Operating Officer

LaPorte

Nikki Burmeister has joined LaPorte CPAs & Business Advisors as Chief Operating Officer, announced Eric Bosch, firm President and CEO. Nikki replaces retiring COO Patricia… The post LaPorte Names New Chief Operating Officer first appeared on LaPorte.

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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

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Bias Busters: Motivations under the microscope

Mckinsey and Company

A mapping exercise can help senior managers determine how best to bring employees with different priorities together to achieve common corporate goals.

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UK to pare back new takeover screening powers, says deputy PM

Financial Times M&A

Oliver Dowden says revisions to National Security and Investment Act will lower burden on business

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Dirty Air and Green Investments: The Impact of Pollution Information on Portfolio Allocations

Harvard Corporate Governance

Posted by Raymond Fisman (Boston University), on Friday, November 17, 2023 Editor's Note: Raymond Fisman is a Slater Family Professor in Behavioral Economics at Boston University. This post is based on a recent paper by Professor Fisman, Professor Pulak Ghosh , Professor Arkodipta Sarkar , and Professor Jian Zhang. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) and Does Enlightened Shareholder Va

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Improving Project Outcomes Through Proper Jobsite Management

LaPorte

Construction leaders know that project successes rely on the proper management of both the jobsite and the back-office. This article delves into improving efficiencies at… The post Improving Project Outcomes Through Proper Jobsite Management first appeared on LaPorte.

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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.

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Comment on Appraiser Countersuing Black Homeowners for Defamation by Russell

Appraisers Blog

In reply to Kenneth Mullinix. As an appraiser who has been appraising in rural south for 20 years I have seen a few things. This wave of discrimination has gotten out of control. Sure, there has been some discrimination going on which is not the norm but to accuse someone of discrimination because the value came in lower than an expected value is pure asinine.

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Ask the Examiner: Your Exam Questions Answered by a Former OCC Examiner

N Contracts

In our recent webinar How to Work with Examiners, two former OCC examiners tackled your questions about examiners from regulatory agencies and the exam process. With decades of experience between them, Rafael DeLeon, Ncontracts SVP of Industry Engagement, and Kathy Dick, founder and CEO of Salt of the Earth Consulting, offered their best advice on common exam challenges and misconceptions and how to build strong relationships with examiners.

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Fifth Circuit grants Chamber’s petition for review of buyback rule

Harvard Corporate Governance

Posted by Cydney S. Posner, Cooley LLP, on Sunday, November 12, 2023 Editor's Note: Cydney S. Posner is Special Counsel at Cooley LLP. This post is based on her Cooley memorandum. Related research from the Program on Corporate Governance includes Short-Termism and Capital Flows by Jesse M. Fried and Charles C.Y. Wang (discussed on the Forum here ); and Share Repurchases, Equity Issuances, and the Optimal Design of Executive Pay by Jesse M.

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Technology’s role in global trade management

ThomsonReuters

In a recent webinar moderated by SupplyChainBrain editor-in-chief Bob Bowman , a panel of global trade experts gathered to discuss the Thomson Reuters 2023 Corporate Trade Survey Report , which explores how global trade professionals are thinking about the issues they face and what their current management priorities are. Indeed, the challenges facing global trade professionals are many and growing.

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Cracking the code on enhanced digital and cyber risk maturity

Mckinsey and Company

A recent digital and cyber self-assessment of organizations in Australia and New Zealand revealed a mix of strengths and areas for improvement needed to address ever-evolving digital-related risks.

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Comment on Fannie’s Loan Buyback Sophistry Relies on Modifying Analysts’ Behavior by Jeff Pitts on Facebook

Appraisers Blog

In reply to Sue Louisignau on Facebook. Sue Louisignau we range from appraisals in a beach resort area to rural properties. The county has it all in the way of work, and we are expected to know it all, especially with so little work coming in. Fannie Mae is trying to get rid of us there is no doubt in my mind.

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Fifth Circuit Declines to Review SEC’s Approval of Nasdaq’s Board Diversity Rule

Harvard Corporate Governance

Posted by Martin Bell, Alicia Washington and Leah Malone, Simpson Thacher and Bartlett LLP, on Wednesday, November 15, 2023 Editor's Note: Martin Bell , Alicia Washington and Leah Malone are Partners at Simpson Thacher and Bartlett LLP. This post is based on a Simpson Thacher & Bartlett LLP memorandum by Mr. Bell, Ms. Washington, Ms. Malone, Sareen Armani and Claire Cahoon.

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Schedule A and tax-deductible donations to charities

ThomsonReuters

Jump to: Which donations are tax deductible? Charitable contributions from IRAs How much of a donation is tax deductible? Rules for cash donation tax deductions Filling out Schedule A for Form 1040 Helping clients with tax deductible donations on their tax return As the season for giving approaches, many individuals and businesses consider making monetary donations to charitable organizations.

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Forward Thinking on how geeks are changing the world with Andrew McAfee

Mckinsey and Company

One of the world’s tech scholars talks geeks, two-pizza teams, the 90 percent syndrome and a whole lot more.

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Comment on Low Appraised Value = Racial Bias? by Russell

Appraisers Blog

In reply to Scott Taylor on Facebook. I often search for sales before accepting an order depending on the type of financing such as FHA or USDA. For FHA and USDA the first three sales must be within one year of the effective date no exception. The area where I live has a 45K acres lake that covers two states and four counties. Moving further in distance away from the lake would not be credible for my reports.

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2023 Proxy Season Review: Institutional Investor Expectations in a Divided World

Harvard Corporate Governance

Posted by Sydney Carlock, Sean Quinn, and Diana Lee, Teneo, on Monday, November 13, 2023 Editor's Note: Sydney Carlock is a Managing Director, Sean Quinn is a Senior Managing Director, and Diana Lee is Senior Vice President at Teneo. This post is based on a Teneo memorandum by Ms. Carlock, Mr. Quinn, Ms. Lee, Martha Carter ,and Matt Filosa. Related research from the Program on Corporate Governance includes The Agency Problems of Institutional Investors (discussed on the Forum here ) by Lucia

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Unlocking Financial Multiples: Why They’re Holding Strong Amid Rising Debt Costs

Scott Mashuda

Although headlines suggest a slowdown in M&A activity, the lower middle market continues to be very active. For entrepreneurs who have been considering “taking some chips off the table” or transitioning ownership of their businesses, despite rising debt costs, financial multiples remain strong in the lower middle market. The Rising Cost of Debt: What this means for Entrepreneurs The cost of debt, encompassing interest payments and associated expenses, is a critical factor that influences a c

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Trout CPA Welcomes Kimberly Crisp

Trout CPA

We are thrilled to announce that Kimberly Crisp, CPA , has joined our team as a Client Accounting Services Manager. With over two decades of accounting experience, Kimberly brings a wealth of knowledge and expertise, particularly in the non-profit sector. Her extensive background and commitment to excellence make her an ideal fit for our firm as we continue to expand and provide top-notch services to our clients.

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Comment on Fannie Mae Filed a Complaint Against Me by Sue Louisignau on Facebook

Appraisers Blog

It doesn’t seem our boards are into fighting this… so if the Appraisal Institute is good with these changes where do you go I called them. They knew NOTHING! Told me to call their legal team.they would know Clueless!

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Golden Parachutes Face Investor Scrutiny

Harvard Corporate Governance

Posted by Subodh Mishra, Institutional Shareholder Services, on Tuesday, November 14, 2023 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services (ISS) Inc. This post is based on an ISS Corporate Solutions memorandum by Alyce Lomax, Associate Vice President at ISS Corporate Solutions. Related research from the Program on Corporate Governance includes Golden Parachutes and the Wealth of Shareholders (discussed on the Forum here ) by Lucian Bebchuk,

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I should cocoa: how Hotel Chocolat became a £534m prize for Mars

The Guardian M&A

With US group’s might behind it, upmarket UK chocolate firm may overcome recent stumbling blocks “I firmly believe that buying Rabot estate was destiny,” said Angus Thirlwell, the co-founder of Hotel Chocolat. A customer clearing out an office sent him a 1920s book about chocolate making just as he was visiting his father in the Caribbean. The book inspired Thirlwell in 2006 to buy the 101-hectare (250-acre) cocoa estate in St Lucia.

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Taxpayers Can Expect Changes as Key Tax Provisions Sunset

Gross Mendelsohn

As we near the end of 2023, individuals may be surprised to learn of substantial tax provision changes sitting on the horizon. The tax provisions enacted in 2017 as part of the Tax Cuts and Jobs Act (TCJA) are sunsetting with the end of the 2025 tax year.

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Comment on Beware of Bifurcated Appraisals by Praveen Vij

Appraisers Blog

I couldn’t agree more with this blog cautionary message about bifurcated appraisals. The concerns raised about the lack of standardization, insurance, and licensing for inspectors in this process are indeed alarming. It’s essential to ensure that the person assessing the property is qualified and reliable, considering the financial implications involved in real estate transactions.

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Weekly Roundup: November 10-16, 2023

Harvard Corporate Governance

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, November 17, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of November 10-16, 2023 The California Effect: Visionary Climate Disclosure Laws Will Have FarReaching Impact Posted by Matthew H. Ahrens, Allan T. Marks, and Allison Sloto, Milbank LLP, on Friday, November 10, 2023 Tags: CARB , Climate Disclosure , SB253 , SEC SEC Adopts Short Sale Disclosure Rules Post

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Generative AI can change real estate, but the industry must change to reap the benefits

Mckinsey and Company

Real estate can use generative AI to turn the industry’s data into treasure in seven steps.

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