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In our recent webinar, I sat down with CEO Reed Warren and VP of M&A Corey Kerns to unpack what’s driving deal flow—and what’s making business owners hit pause. Private equity infusion is up nearly 30% in Q1, and that momentum is continuing. Not having a strategy is starting to show up in lower valuations.
Aaron Mahl, EVP Business Development, iTValuations Ask any business owner what keeps them up at night, and chances are “finding and keeping good people” is near the top of the list. If you’re curious how your employee metrics stack up—and how they impact your valuation—we’d love to show you through our Valuation-as-a-Service platform.
While Google can be a good starting point for basic research, there are advantages to using an industry-specific tax research platform. Webinar Watch the on-demand webinar Accelerating Tax Research with Gen AI. Furthermore, the Checkpoint support team is available to answer questions or set up a training session.
. “Coming into 2025, we were sitting there extremely bullish on what this year would look like in terms of M&A,” he explained during a recent Exit Planning Institute webinar. The Tariff Tsunami Starting January 26th, a cascade of tariff announcements began reshaping the economic landscape.
Unsurprisingly, most professional services organizations started exploring GenAI use cases to evaluate and test their capabilities for use in research and automation. Anomaly detection While a tax professional enters tax codes, any code that dont match the source library, requires verification in the form of a pop-up window or dashboard.
During a recent webinar , Paula Vienneau , senior implementation consultant at Thomson Reuters, put it this way: “It’s no longer about knowing every nuance of the tax law. Successfully implementing AI starts with building internal momentum. Retaining talent isn’t any easier … 50% of firms list retention as a top concern.
The access and availability of tax information, and the ability to process and assess the volumes of data that is in those electronic filingsit saves time and frees up resources, Hussain saysresources that can be devoted to other important activities.
Additionally, a separate set of reciprocal tariffs were announced, with the United States imposing higher tariffs , including a 34% tariff on Chinese imports and a 20% tariff on the European Union starting on April 9. Webinar What does global trade look like in 2025?
Building on the success of our previous webinars on ESG and Intangible Assets, we are thrilled to present the latest edition: ValuAsia Connect – Financial Instruments. He leads a team of quants, focusing on the valuations of complex securities and instruments issued by start-up companies to venture capital and private equity investors.
AuditBoard’s Webinar Series provided timely guidance that the participants could enact immediately as they look to meet the compliance requirements and use this as an opportunity to add value to their organizations. . In 2022, AuditBoard hosted 40 audit, risk, and compliance webinars that attracted over 40,000 attendees.
Risk management professionals face an unprecedented challenge trying to keep up with the increasing rate of change in the risk landscape. Many risk managers tune in to AuditBoard’s Webinar Series to keep up to date about emerging risks and mitigation strategies from industry-leading experts. 2022 Risk Management Webinar Trends.
With increasing demands placed on internal auditors to keep up with the pace of change, finding a source of information you can trust with your limited time is critical. AuditBoard’s Webinar Series hosts numerous high-quality webinars each year to provide internal auditors with the insight they need to add value to their organizations.
The goal of this webinar was to shed light on the intricate steps involved in navigating due diligence, offering practical strategies for business owners planning to sell their companies. As Shelby said, “Starting early helps sellers avoid feeling like they’re juggling two full-time jobs.”
Lighter Capital and Modern Logic , a digital product studio, have teamed up for another 4-part webinar series that is sure to boost the success of your SaaS Business. . 2021’s 4-part webinar series covered building SaaS products that scale. Webinar #1: Priming Your Business for Rapid Growth. 2021 Recap.
Thomson Reuters offers a variety of CPE classes through its Checkpoint Learning platform, as well as industry-leading conferences, including SYNERGY and Gear Up. Signing up for industry newsletters and following industry leaders on social media are other great ways to keep your finger on the pulse of your area of specialization.
The risk/return matrix is not appealing,” Bokhari remarked during a recent webinar with The CFO Alliance, a peer group of some 9,000 finance pros. After all those grueling years of education, a CPA might well hold their paycheck up to those of other professions and think, “Was it worth it?” When asked, “What keeps you up at night?”
What can your firm do to ensure that its virtual presence is keeping up with the new normal? It’s probably time to sharpen some of your virtual communication skills, as your clients are starting to pay more attention to the presentation you’re bringing to these environments. This is your firm’s brand and image.
However, finding individual and small business clients is more challenging, particularly for those just starting out. You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Thus, your sales cycle is longer, usually starting with lead generation.
Successfully telling your institution’s HMDA data story requires a series of steps that starts with collecting data and ends with a careful analysis. We offered up our best advice and tips for an effective, efficient, and informative HMDA data process in our on-demand webinar Understanding Your HMDA Data.
And because of the spouse’s disability, COBRA coverage must be provided to everyone in the family for an extended period of up to 29 months. It does not matter that the spouse’s SSA determination was issued years before the qualifying event or that the spouse first became disabled prior to the start of COBRA coverage.)
In a recent webinar, global trade experts from Thomson Reuters and EY discussed some of the tactics and strategies companies should be considering if they want to avoid unnecessary complications from Brexit, including shipping delays, inventory shortages, cost overruns, and penalties. _.
But according to Eric Berry, Director of Client Solutions at the trade-management firm Copper Hill , setting up an FTZ program is certainly a serious undertaking, but it isn’t as complicated as it may seem. Find out about best practices and how to set up an FTZ in a Thomson Reuters webinar What are the benefits of a Foreign Trade Zone?
I liked the book so much that I started following Pink on LinkedIn, where I learned that he had published a new book titled The Power of Regret. You endure endless webinars that we don’t pay attention to, just clicking on the occasional “I’m present” button so that we can get that CPE certificate ?
The New Year is the perfect time to start new habits and get your office set up for a year of success. I’ve written ten tips that have helped me start the year off right. Check out the ISA-appraisers.org website for upcoming classes, webinars and office hours to attend. 1/21/2022 12:00:00 AM.
This trend is picking up pace as more and more accounting firms use technology to their advantage. With APIs that can automate the entire tax compliance workflow , accountants no longer have to spend their time on manual activities like entering data, identifying blank fields, or searching for numbers that don’t add up.
The ASA staff and I are ready to make 2023 another successful year by continuing our presence internationally, enhancing the new technology we’ve adopted this past year, and expanding our partnerships, to start. To see the webinar recording, click here. ASA has also added two benefit partners this month for members.
One month in, your manager tells you the client wants the results within the next 10 business days, leaving you scrambling to wrap it up. Your manager assigns you to head up a team project with three of your coworkers that involves analyzing client data for errors, but the instructions are vague. Extended hours. Poor management.
See how organizations are developing strategies to mitigate different forms of geopolitical risk in our free on-demand webinar, Impact of Sanctions and Export Controls on Global Supply Chains. Here we are, just days away from enforcement going into effect and everybody’s throwing up their hands and saying, ‘What’s going to happen?’.”.
The following is an FAQ to help companies get up to speed on what the Superfund Chemical Excise Taxes will require of them. Find out how organizations are responding to the reinstated and expanded Superfund Excise Tax in our free on-demand webinar. How are the Superfund Chemical Excise Taxes calculated?
To start, what is ESG? The SEC has made some comments around this, and legal and litigation risk is only going to go up if inaccuracies in disclosures and data are found.”. I’ve seen several companies starting to put together risk and control matrices for ESG internal controls. What Is the Role of Internal Controls in ESG? “To
One of the things that we’ve seen as we’ve explored that topic within my team is that you may start off thinking, ‘We have a risk that we’re not complying with regulations and what do we do about it?’ Let’s start with a delay in ordering the material, which leads to material not arriving on time, which leads to fabrication delays.
This trend is picking up pace as traditional accounting firms seek more strategic and meaningful work that goes beyond just tax returns. Accounting advisory services are all about the future — and this shift is picking up steam as more and more accounting firms use technology to automate tax returns and compliance work.
A new Thomson Reuters Checkpoint webinar, titled Practical Year-End Considerations for the Tax Department , addresses: Quick wins will enable tax departments to begin 2022 with momentum and goodwill from stakeholders. A checklist of activities will help smaller departments tee up a successful 2022.
It’s vital, for example, to make sure you start with only the essential, necessary data. Companies need to start treating their data as an essential asset,” Schwieterman says. Too often tax departments don’t have the bandwidth to keep up on all the changing legislation,” Schwieterman advises. “So, Tightening budgets.
From tax software geared toward small firms to curated news and insights for firm owners, the barriers to starting your own CPA firm have never been lower. When you realize you’re ready to become your own boss by starting an accounting firm, it’s important to build a strong foundation. Determine your roadmap.
Keeping up with ever-changing tax regulations and rules. This is up from 23% in 2023. In fact, two-thirds (66%) of respondents said their firms were going to be streamlining their processes over the next two years, and 47% said they were eyeing new technology solutions, up from 41% in 2023. Billing and cash flow issues.
Checkpoint Edge is an AI-powered tax and accounting research tool that allows you to search for up-to-date information on what needs to get done, how it should be approached, how it needs to be documented, and the review process. Start your Checkpoint Edge free trial today! When clients call, they expect you to have the answers.
Now, what that really is, might be things like getting familiar with doing webinars, instructional videos, etc.”. Interestingly, Paul says his office phone calls are down 50-60% this year, even while overall level of communication with clients is way up. “It’s Understanding the trends. It’s more than just offering a Zoom call.
Where does one start? The first step in any major technology investment before starting a transformation is determining what problems the company or department is trying to solve, what the company’s short and long-term goals are, and where tax technology fits into the whole picture. And what does the decision-making process look like?
Trying to keep up with emerging risks can be exhausting. Read on to learn about how to take a two-part strategy to adopt an agile approach, and register for my upcoming CPE webinar with AuditBoard, “ Transitioning to Agile Audit ,” taking place on July 28, 2022, for a deeper dive into finding agile techniques that work for your department. .
To help companies committed to these principles achieve their ESG goals, Thomson Reuters recently sponsored a webinar discussion with several global trade experts including Virginia Thompson, Senior Product Manager, ONESOURCE Global Trade, Thomson Reuters. ESG and the supply chain. From cost center to profit opportunity.
These issues and more were discussed by tax and trade experts in a recent webinar hosted by Thomson Reuters “ Empowering retailers to thrive and modernize tax management in an omnichannel landscape.” Edge computing is also increasing the accuracy of tax calculations,” KPMG’s Robert Kleppel adds.
Ensuring accurate information from the start is complicated by the need to consider various jurisdictions and whether the sale occurs online or in person. Webinar How to prepare for 2024 and beyond. That time to correct it after no longer exists,” Ciampa said. Learn more about ONESOURCE e-invoicing from Thomson Reuters and Pagero.
Look up who founded it, how it’s funded, and prominent members. If you’ve decided that you’d benefit the most from an affinity group and aren’t concerned about location, you have a great base to start your research. Or you could look up manufacturing groups in your area, then look to see if there’s a women-only subgroup.
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