Blog

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…

Randy Feld | Oct. 25, 2017

Valuation Often Affects Succession Plans in Hard-To-See Ways

Any business owner developing a succession plan should rightfully assume that regular business valuations are a must. When envisioning the…

Becky Gibbs | Jun. 4, 2013

The Importance of Knowing Your Accounting Software

Accounting software can vary depending on need, cost, capabilities, etc., but no matter what type you use, it is important…