ThomsonReuters

MARCH 6, 2024

Let’s take a look at the answers behind one of these hot topics (the Employee Retention Credit) and then learn how a trusted tax research solution can transform research workflow and offer expert insights into the topics that are top of mind for accountants and clients.

Marketability 52

Marketability 52

ThomsonReuters

FEBRUARY 2, 2023

Form 5500 (Annual Return/Report of Employee Benefit Plan) is used to satisfy certain annual reporting obligations that arise under ERISA or the Code. Qualified transportation fringe benefit plans may only offer qualified parking, transit pass, or vanpooling. Are we required to file a Form 5500 for this plan? ANSWER: No.

97

97

Lighter Capital

MAY 13, 2024

We don't need to see the path to explosive growth that VCs seek in early-stage investing, though, because we’re not looking for the exceptional returns associated with venture. We just want to see good returns from deals with our clients. Some of the companies we fund may never seek venture capital funding.

Finance 98

Finance Venture Capital Fund Debt Financing Equity 98

Reynolds Holding

MAY 12, 2024

Within the subsequent year, 41 percent of the companies in the sample receive at least one public M&A offer (compared with a 7 percent baseline of non-announcing peer firms). When announcing firms are merged or sold, shareholders experience 34 percent market-adjusted returns in the long-run, reflecting the acquisition premium.

Marketability 59

Marketability Firm Value 59

IVSC

APRIL 29, 2022

The IVSC Valuation Webinar Series, sponsored by Kroll, returns from 2 nd –10 th June 2022 with a programme of thought-provoking panel discussions. This webinar will explore the approach companies take to understand and evaluate intangibles and how they analyse the return on the cash outflows towards intangibles. Panellists. Panellists.

Intangible Assets 246

Intangible Assets Finance Enterprise Value Corporate Finance 246

Reynolds Holding

AUGUST 15, 2023

After raising capital, the firm invests in one of two projects: the “green” project yields a low expected financial return but generates a valuable social externality; the “brown” project yields a high expected financial return but generates no social externality. The firm borrows from an investor who makes the most favorable offer.

Marketability 98

Marketability Finance Corporate Finance Equity 98

ThomsonReuters

MARCH 21, 2023

There is a difference between offering free advice and offering advisory services. How can your firm be prepared to offer these services in a professional manner? However, there are ways to offer advisory services as a value-added service and not lose your client’s loyalty.

Accounting Firms 97

Accounting Firms Start-ups 97

ThomsonReuters

SEPTEMBER 30, 2021

The draft forms are essentially unchanged from 2020, but the draft Form 1095-C and its instructions reflect two new codes (1T and 1U), originally announced in February of this year (see our Checkpoint article ), for affordable ICHRA coverage offered to an employee, with coverage for the employee’s spouse but not the employee’s dependents.

98

98

ThomsonReuters

APRIL 17, 2024

The ability of GenAI to process vast amounts of data quickly and accurately offers the promise of improved quality and accuracy of work, enhancing the overall efficiency of tax preparation and staying on top of compliance and regulations. “I think we are still in the early stages of generative AI.

Technology 98

Technology Data Analysis Compliance 98

Andrew Stolz

JANUARY 19, 2022

The offer tried to exploit the discounted share price. Instead, EasyJet decided in Sep 21 to issue GBP1.2bn in equity through a rights offering. 93% of shareholders accepted the offer, leading to a 107% increase in paid-up capital. What are the benefits of right offerings vs public issuance of new shares?

Start-ups 52

Start-ups EBIT Equity Business Valuation 52

Equilest

SEPTEMBER 12, 2023

We'll explore the fundamental concepts underpinning the valuation process, demystify the dynamics that give rise to this dilemma, and offer insights into how stakeholders can decipher the true worth of a business. Now, a potential buyer comes along and offers you $800,000. However, the buyer is offering $800,000.

Business Valuation 40

Business Valuation Marketability Finance 40

ThomsonReuters

JULY 6, 2023

If you’re a tax and accounting professional, you’ve likely found yourself answering numerous questions related to your clients’ tax returns. Whether it’s advising on residential energy tax credits or restructuring a partnership, your knowledge and expertise beyond the tax return are valuable.

Accounting Firms 98

Accounting Firms Start-ups Finance Mergers & Acquisitions 98

Musings on Markets

MAY 20, 2022

In my last post , I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset classes, and tracing out the consequences for equity values, in the aggregate. The distinction that I made between expected and unexpected inflation comes into play in this table.

Price to Book 96

Price to Book Dividends Beta Equity 96

ThomsonReuters

SEPTEMBER 30, 2022

A 401(k) plan participant brought a class action against a life insurance company, claiming a breach of ERISA’s fiduciary duty of loyalty and prohibited transaction provisions in connection with the insurer’s setting of the guaranteed rate of return on a stable value contract investment option. On review, the Eighth Circuit agreed.

Compliance 52

Compliance 52

Benzinga

JANUARY 29, 2024

Equity and M&A experts believe that, after a year beset by volatile markets and rising interest rates, 2024 offers improving conditions for takeover deals and corporate mergers. “The market forces are in place that make an eventual return inevitable. It's not a question of if but when.” trillion in 2022 and $5.2

Equity 59

Equity Marketability Finance 59

ThomsonReuters

JULY 6, 2023

Overall, business advisory services take your firm beyond the tax return and into the world of becoming a trusted and strategic partner to the clients you serve. Accounting firms that offer business advisory services typically serve either one or a small number of niches. Is business advisory the same as consulting?

Accounting Firms 98

Accounting Firms Start-ups Compliance Mergers & Acquisitions 98

ThomsonReuters

JULY 6, 2023

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. By offering advisory services, your firm can become a strategic partner versus a compliance processer. File my tax return” might actually mean “help me with tax strategy”.

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

ThomsonReuters

AUGUST 2, 2022

This shift can increase engagement and lower the risk of burnout by offering staff more rewarding work. When you use tax technology to link returns using a tax ID number, your staff doesn’t have to make the same changes across multiple documents. Increasing productivity with tax technology. Detect inaccuracies.

Technology 98

Technology Accounting Firms Start-ups 98

Brian DeChesare

MAY 8, 2024

Returning to the original topic of this article, I can’t say whether the senior bankers on this Associate’s team should go to jail. If they can’t offer outsized pay packages anymore, offer other benefits that make up for it. No one should ever work 120 hours in a week, let alone for 4 consecutive weeks.

Banking 110

Banking Start-ups Finance Equity 110

Reynolds Holding

FEBRUARY 5, 2023

However, academic researchers and investment professionals have documented instances where news does predict future stock returns, providing an opportunity to understand investors’ actual behavior, which is not always rational and efficient. Returns are adjusted for firm size and book-to-market of equity.

Marketability 59

Marketability Alpha Equity Firm Value 59

Reynolds Holding

NOVEMBER 30, 2023

1] Under the Supreme Court’s Howey test, an offering is an “investment contract” if there is a transaction or contract where “a person invests his money in a common enterprise and is led to expect profits solely from the efforts of the promoter or a third party.” [2] Initial Coin Offerings In one of the most-watched recent decisions, the U.S.

Marketability 52

Marketability Finance 52

Valutico

FEBRUARY 27, 2024

In DCF analysis, the Weighted Average Cost of Capital (WACC), representing the average return required by all stakeholders, is commonly used as the discount rate. The higher the risk, the higher the discount rate, helping investors make informed decisions about potential returns. How is the discount rate related to the rate of return?

Discounted Cash Flow 52

Discounted Cash Flow Risk Premium Risk-free Rate Weighted Average Cost of Capital 52

Sun Acquisitions

MARCH 8, 2022

Offer-to-Purchase Agreement. Corporate Tax Returns (dating back two to three years). Every document – financials, customer records, vendor contracts, sales reports, expense reports, tax returns – will be carefully examined. Our expert SunAcquisitions team is ready to offer assistance as you prepare to sell your business.

Finance 98

Finance Marketability 98

IBG Business

FEBRUARY 2, 2024

Attracting interest from more than one candidate not only generates multiple offers and shifts the leverage to you; it can also reveal your “best fit” buyer. We can look at it and give them a range of price, a range of value, but you’re not going to know for sure until you have multiple offers for a company.

Start-ups 52

Start-ups Marketability 52

Musings on Markets

JANUARY 28, 2024

In particular, there are wide variations in how risk is measured, and once measured, across companies and countries, and those variations can lead to differences in expected returns and hurdle rates, central to both corporate finance and investing judgments. Analysts often try to bring company-specific components, i.e,

Risk Premium 93

Risk Premium Beta Start-ups Equity 93

ThomsonReuters

OCTOBER 4, 2023

However, for most accounting firms, using AI is: Too new Not secure enough Offers incomplete, misleading, or wrong answers Data security and privacy are the two primary risk concerns. They can offer insights into cost-saving opportunities, financial planning, and risk management. How do smaller accounting firms use AI?

Accounting Firms 111

Accounting Firms Technology Compliance Data Analysis 111

Lighter Capital

MAY 8, 2024

Your time is much better spent on building up your business to show future investors that your value proposition and offering has traction and resonates with a market. Venture capitalists and debt lenders are willing to take a chance on your company only if they think they can get a return on the investment.

Marketability 104

Marketability Start-ups Banking 104

IBG Business

OCTOBER 28, 2022

They must provide a certain rate of return for their investors, and as interest costs go up, the multiple they return to investors has to go down. PEGs are attractive destinations for investor capital, as putting money into a PEG with professional operators will return 20%-30% on their money. What Buyers Are Thinking.

Start-ups 52

Start-ups Equity Marketability Banking 52

ThomsonReuters

SEPTEMBER 7, 2023

Clients are expecting much more than traditional bookkeeping, tax returns, and payroll services. There is pressure to rapidly ramp up service offerings while facing staffing shortages. Clients are increasingly turning to their accounting professionals for more than just bookkeeping, tax returns, and payroll.

Accounting Firms 59

Accounting Firms Compliance Technology Marketability 59

Musings on Markets

JANUARY 19, 2022

In a post at the start of 2021 , I argued that while stocks entered the year at elevated levels, especially on historic metrics (such as PE ratios), they were priced to deliver reasonable returns, relative to very low risk free rates (with the treasury bond rate at 0.93% at the start of 2021).

Risk Premium 80

Risk Premium Risk-free Rate Start-ups Equity 80

Viking Mergers

MAY 9, 2022

Initial Public Offering (IPO). It means offering shares in the company to the public for purchase. This is among the simplest and quickest methods to completely let go of a business but is also not likely to provide the best return on the investment. What is an Exit Strategy? This is also known as “going public.”

Marketability 130

Marketability Business Valuation Finance 130

ThomsonReuters

NOVEMBER 8, 2022

For accounting firms looking to grow, scale or expand offerings,?automation By offering support beyond tax season, accountants can demonstrate value throughout the year—and that means stronger client relationships and a business that thrives long-term. automation enables accountants to leave manual work behind.

Technology 98

Technology Compliance Accounting Firms Start-ups 98

Equidam

MAY 12, 2024

The excitement for what AI offers in the near future has concentrated interest from investors, many of whom are reeling from poor decisions made over the last decade. The problem was that while Web3’s decentralized view of the world offered a lot of theoretical benefits it simply didn’t connect with real-world pains.

Technology 61

Technology Marketability B2B EBITDA 61

ThomsonReuters

NOVEMBER 8, 2022

Streamline the creation of returns, the importing/exporting of Excel workbook data, and the completion, printing, and filing of extensions. Streamline the printing and publishing of returns. Clients expect an accurate tax return, but they may not expect strategic insights that make a broader impact on their business.

Start-ups 105

Start-ups Technology Accounting Firms Compliance 105

Brian DeChesare

JANUARY 31, 2024

Here’s a quick run-down of the other differences: Performance Targets: Like all hedge funds, single-manager funds aim for high absolute returns (e.g., Leverage: Unlike MM funds, which all use significant leverage to boost their modest returns, SM funds span a wide spectrum. 10 – 15 positions rather than 100+).

Start-ups 59

Start-ups Equity Marketability Banking 59

Reynolds Holding

MARCH 31, 2024

In my paper , I show with a numerical example that controlling shareholders prefer to commit to low-carbon innovation if climate-conscious investors buy noncontrolling stock at a smaller discount than financial investors who only care about risk-adjusted returns. Why would investors offer such a good deal to controlling shareholders?

Equity 121

Equity Finance Technology Marketability 121

Appraisers Blog

JULY 6, 2023

One can’t throw a stick in residential housing without crossing a corporate rental offering. One ponders what they may ask in return for their companies participation. However, affordable purchase opportunities for individual participators may be few and far between.

Equity 59

Equity Marketability Appraisal Compliance 59