Blog

Randy Feld | Sep. 10, 2018

Valuation Issues in your Buy-Sell Agreement

Every business with more than one owner needs a buy-sell agreement to handle both expected and unexpected ownership changes. When…

Ashley Sparks | Sep. 7, 2018

Affordable Accounting Tips for Nonprofits

Affordable accounting. Nonprofit finance committees and leadership teams continue to battle this issue. For small to mid-sized nonprofits, each full-time…

Barb Sawdy | Jul. 19, 2018

Three Keys to a Successful Accounting System Upgrade

Technology is tricky. Much of today’s software is engineered so well that it will perform adequately for years. But new…

Drew Wolf | Jul. 2, 2018

Claiming the Child Tax Credit is Gonna Get Easier

I love my dog, Shea. I think of her as my child, but she has never given me any tax…

Chris Wittich | Jun. 26, 2018

Repatriation Toll Charge

If you own part of a foreign corporation you should read this all the way to the end.  If you…

Randy Feld | May. 17, 2018

Business Valuation Process: What to Expect

Many business owners who inquire about business valuations have a very limited understanding of what the valuation process entails.  I’ve…

John Csargo | May. 8, 2018

Distribution Rules for Inherited Retirement Plan Assets

As our clients address many of the issues associated with estate planning, one of the questions that usually comes up…

Randy Feld | Feb. 15, 2018

When Using an EBITDA Multiple Isn’t Optimal

Often when we talk to clients, attorneys, or other professionals about business value, they want to think in terms of…

Charlie Metzig | Jan. 26, 2018

Should I Record Interest Income On My ESOP?

No.  Nothing really happened.  The company makes a contribution of $XX, which is paid the ESOP.  The ESOP turns around…

Charlie Metzig | Jan. 26, 2018

I Went ESOP. When Should I Expect our DOL Audit?

There is a high likelihood that if you are an ESOP, then you will be visited by the DOL (Department…

Charlie Metzig | Jan. 25, 2018

What are SARS and Why Would an ESOP Want Them?

This question often comes up when a company goes 100% ESOP.  Prior to the ESOP transaction, ownership had a direct…

John Csargo | Jan. 23, 2018

Checklist of Common Estate Tax Audit Triggers

About nine percent of the estate tax returns reporting gross estates of $5 or more were audited by the IRS…