Value Scope

SEPTEMBER 4, 2020

Click to Download: Middle Market Private Equity M&A Activity – Q2 2020. Only 31 transactions were reported in Q2 2020, bringing the total reported transactions in 2020 to 113. In Q2 2020, total debt to EBITDA fell to 3.3x from Q1 2020, total debt dropped to 3.3x, down from the 3.7x – 4.0x Size Premium.

Equity 130

Equity EBITDA Marketability Enterprise Value 130

Gross Mendelsohn

FEBRUARY 24, 2023

Intuit recently announced that it will discontinue service for QuickBooks Desktop 2020 as of May 31, 2023. If you use QuickBooks Desktop 2020, you have some decisions to make. Let’s look at how this will impact your business and what your options are as May 31 approaches.

73

73

Law 360 M&A

MAY 23, 2024

About 43% of complex cross-border global deals have failed to close since the start of 2020, while the remaining 57% did close but were highly likely to involve remedies, according to a new report from Weil Gotshal & Manges LLP.

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ThomsonReuters

FEBRUARY 10, 2021

While many of those provisions impact tax years 2021 and later, some affect 2020 returns. Here’s a rundown of what you need to know about the CAA as you prepare 2020 business and individual tax returns. Additional 2020 Recovery Rebates. The guidance will apply to expenses paid or incurred after March 12, 2020.

Start-ups 98

Start-ups Banking 98

ThomsonReuters

MARCH 17, 2021

The IRS has issued new Form 8915-E, which individual taxpayers must file with their income tax returns to report coronavirus-related distributions and other qualified 2020 disaster distributions received from retirement plans in 2020, as well as 2020 repayments of those distributions. Form 8915-E. Instructions. Form 8915-D.

93

93

ThomsonReuters

MARCH 30, 2023

2023); Appendix A, Group Health Plans Report: Abstract of 2020 Form 5500 Annual Reports Reflecting Statistical Year Filings (Oct. 1.0); Appendix B, Self-Insured Health Benefit Plans 2023: Based on Filings Through 2020 (Sept. The 2023 report is based on 2020 Form 5500 filings. Contributing Editors: EBIA Staff.

Compliance 94

Compliance 94

ThomsonReuters

JANUARY 6, 2022

The DOL has issued a statement that supplements its 2020 information letter regarding designated investment alternatives with a private equity component (see our Checkpoint article ). The 2020 letter responded to concerns raised by large plan sponsors with experience handling private equity investments in defined benefit plans.

Equity 97

Equity Compliance 97

John Jenkins

OCTOBER 30, 2023

According to this S&P Global report, despite the increasing challenges buyers face in obtaining financing and the other macro headwinds facing dealmakers, Q3 deal terminations reached their lowest level since 2020. Here are some of the key takeaways from the report: – Only two private equity-backed deals terminated in Q3 2023.

Finance 49

Finance Equity 49

ThomsonReuters

FEBRUARY 18, 2021

IRS Publication 503 (Child and Dependent Care Expenses (for 2020 Returns); IRS Form 2441 (Child and Dependent Care Expenses) and Instructions (2020). The IRS has released the latest versions of Publication 503 and Form 2441 (and its accompanying instructions) for the 2020 tax year. Publication 503. Instructions.

98

98

Reynolds Holding

JULY 12, 2022

The summer of 2020 was a turning point in the push for corporate diversity and inclusion initiatives. The graph below shows that the percentage of Russell 3000 companies with no racial/ethnic diversity on their boards went down from 38 percent in 2020 to 10 percent in 2022. of the U.S. Conclusion.

Equity 59

Equity 59

LaPorte

AUGUST 25, 2022

IRS will also waive or not apply penalties for 2019 and 2020 information returns. The post IRS grants failure to file penalty relief for 2019 and 2020 returns first appeared on LaPorte. (authored by RSM US LLP) IRS will automatically waive or abate failure to file penalties for some returns when filed by Sept.

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52

Benzinga

APRIL 19, 2023

Lululemon Athletica Inc (NASDAQ: LULU ) seeks to sell its at-home fitness business, Mirror, which it bought in 2020. The company approached its competitor Hydrow as a potential buyer, said CNBC. LULU rebranded Mirror as Lululemon Studio post the acquisition.

Equity 52

Equity 52

ThomsonReuters

MARCH 4, 2021

IRS Form 2106 (Employee Business Expenses) and Instructions (2020). The IRS has released the 2020 version of Form 2106, used to determine and claim employee business expense deductions. For 2020, the business standard mileage rate is 57.5 Instructions. cents per mile (a half-cent decrease from the 2019 rate).

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52

Mckinsey and Company

SEPTEMBER 30, 2020

In a year marked by crisis and uncertainty, corporate America is at a crossroads. The choices companies make today will have consequences on gender equality for decades to come.

112

112

Fox Corporate Finance

FEBRUARY 3, 2022

Compared to 2020, the funding volume increased. The post US Biotech Venture Capital Funding in 2021 significantly exceeds Funding in 2020 appeared first on FCF Fox Corporate Finance GmbH.

Venture Capital Fund 52

Venture Capital Fund Corporate Finance Finance 52

ThomsonReuters

FEBRUARY 11, 2021

DOL Fact Sheet: FY 2020 MHPAEA Enforcement; An Introduction: DOL MHPAEA FY 2020 Enforcement Fact Sheet (Jan. The fact sheet and its accompanying documents explain the investigation process, provide examples of enforcement actions closed during fiscal year 2020, and describe the agencies’ 2021 enforcement strategy. Fact Sheet.

Compliance 52

Compliance Marketability 52

ThomsonReuters

DECEMBER 10, 2020

2020 Form 5500, Schedules, and Instructions. The DOL, IRS, and PBGC have released informational copies of the 2020 Form 5500 series, including Schedules and Instructions. (As The post Agencies Release 2020 Form 5500, Schedules, and Instructions appeared first on Tax & Accounting Blog Posts by Thomson Reuters. News Release.

Compliance 52

Compliance 52

ThomsonReuters

MARCH 18, 2021

Following the path paved by 2020, the IRS has extended the tax deadline from April 15 th to May 17 th , 2021. With the passage of a new stimulus bill and provisions that impact 2020 returns, clients have questions that need answering and this opens the door to opportunity with advisory. However, there’s a silver lining here.

Compliance 52

Compliance Technology 52

ThomsonReuters

FEBRUARY 4, 2021

The IRS has announced a post-release addition to the codes for the 2020 Form 1095-C (see our Checkpoint article ). EBIA Comment: This change appears to correct an oversight in the 2020 Form 1095-C. Contributing Editors: EBIA Staff.

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52

ThomsonReuters

AUGUST 12, 2021

The IRS has announced that certain retirement plans adopted retroactively for the 2020 taxable year will not be required to file Form 5500 for 2020. EBIA Comment: This is welcome news for sponsors who used the SECURE Act provision to adopt a profit-sharing or defined benefit plan retroactively for 2020. Available at [link].

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52

Benzinga

SEPTEMBER 21, 2022

between 2020 and 2027. in the forecast period, 2020-2027.Publish in the forecast period, 2020-2027.Publish KEY INDUSTRY DEVELOPMENTS: June 2020 – Solvvy Inc. This has adversely influenced the growth and year-on-year growth observed deterioration during the year 2020. 2020 to 2027. Pune, India, Sept.

Marketability 40

Marketability Technology 40

ThomsonReuters

MARCH 17, 2021

IRS Form 8889 (Health Savings Accounts (HSAs)) and Instructions (2020); Publication 969 (Health Savings Accounts and Other Tax-Favored Health Plans (for use in preparing 2020 returns)). The 2020 versions of Form 8889 and its instructions are substantially similar to their 2019 counterparts. Instructions. Publication 969.

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ThomsonReuters

JANUARY 28, 2021

IRS Publication 502 (Medical and Dental Expenses (for 2020 Returns)). The IRS has released an updated version of Publication 502 for the 2020 tax year. The 2020 version is substantially similar to its 2019 counterpart. The 2020 version is substantially similar to its 2019 counterpart. Available at [link].

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52

Benzinga

NOVEMBER 15, 2022

This information is given by Fortune Business Insights™ in a new report, titled, " Luxury Goods Market, 2020-2027." billion in 2020 to USD 352.84 The report further states that the luxury goods market size was USD 316.16 billion in 2019. It is projected to grow from USD 257.26 billion in 2027 at a CAGR of 4.6% Forecast Period.

Marketability 52

Marketability 52

ThomsonReuters

APRIL 22, 2021

New Fiduciary Advice Exemption: PTE 2020-02: Improving Investment Advice for Workers & Retirees: Frequently Asked Questions (Apr. The DOL has issued separate guidance documents for investment advice providers and retirement plan investors to help them understand and respond to new Prohibited Transaction Exemption (PTE) 2020-02.

Compliance 52

Compliance 52

Harvard Corporate Governance

MAY 26, 2024

After seeing only modest gains in 2020, we wanted to understand how different ownership structures might affect sustainability preparedness of boards. In 2019, when we began our reporting cycle, a mere 54 of the 100 largest global companies had clearly defined sustainability oversight, with 16% of directors being ESG-engaged.

276

276

Benzinga

NOVEMBER 22, 2022

between 2020 and 2027. This information is published by Fortune Business Insights, in its latest report, titled, "Hair Removal Products Market, 2020-2027." Pune, India, Nov. billion by 2027 while exhibiting a CAGR of 4.3% The report further mentions that the market stood at USD 4.01 Get a Sample Copy of the Research Report: [link].

Marketability 52

Marketability 52

Cooley M&A

JANUARY 22, 2021

While we continue to absorb and understand the worldwide pandemic shockwaves of 2020, trying to encapsulate the vicissitudes of the past year in an annual recap is daunting. 1] The robust momentum in the second half of the year nearly made up for early pandemic effects as 2020 deal value was down only 6.6% A Tale of Two Years.

Start-ups 40

Start-ups Technology Marketability Appraisal 40

ThomsonReuters

NOVEMBER 25, 2020

IRS Notice 2020-83 (Nov. The IRS has issued its 2020 Required Amendments List (RA List) for individually designed qualified retirement plans (including 401(k) plans) and 403(b) plans. There are no items in Part A of the 2020 RA List. Part B of the 2020 RA list has two entries, only one of which applies to 401(k) plans.

52

52

ThomsonReuters

NOVEMBER 25, 2020

IRS Notice 2020-83 (Nov. The IRS has issued its 2020 Required Amendments List (RA List) for individually designed qualified retirement plans (including 401(k) plans) and 403(b) plans. There are no items in Part A of the 2020 RA List. Part B of the 2020 RA list has two entries, only one of which applies to 401(k) plans.

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52

Quantive

AUGUST 27, 2020

August 2020 Update With the advent of a “small global pandemic” – and the near universal move to “Work From Home” environments- the impact of Cyber Security threats has dramatically increased. Think “Cyber” was a risk to value previously?

Enterprise Value 52

Enterprise Value Appraisal 52

Appraisal Rights

JANUARY 15, 2020

Legal news site Law360 has set out its “cases to watch” in Delaware for 2020 [$$$], including the Jarden appraisal and a case where an appraisal action led to a legal malpractice claim.

Appraisal 52

Appraisal 52

Fox Corporate Finance

JANUARY 20, 2022

The post Increased deal activity by the European Investment Bank as the Horizon 2020 program phases out appeared first on FCF Fox Corporate Finance GmbH. Starting in 2015, the EIB has supported.

Banking 52

Banking Corporate Finance Finance 52

Benzinga

OCTOBER 18, 2022

during the forecast period, 2020-2027. This information is provided by Fortune Business Insights, in its report, titled, "Dental Materials Market Share, 2020-2027.". 2020 to 2027. Forecast Period 2020 to 2027 CAGR. Recent technological advancements have emerged in favour of market growth. The market was worth USD 5.40

Marketability 40

Marketability Technology 40

ThomsonReuters

FEBRUARY 4, 2021

The DOL has issued its fiscal year (FY) 2020 enforcement fact sheet, highlighting the recovery of over $3.1 In FY 2020, EBSA conducted 1,122 civil investigations, 754 of which (67%) resulted in monetary results for plans or other corrective action. DOL Fact Sheet: EBSA Restores Over $3.1 Available at [link].

Compliance 52

Compliance 52

Benzinga

AUGUST 2, 2022

billion by 2027 , exhibiting a CAGR of 71% between 2020 and 2027. This information is published by Fortune Business Insights™ in its report titled, "5G Infrastructure Market Forecast, 2020-2027". 2020 to 2027. Forecast Period 2020 to 2027 CAGR. 5G Infrastructure Market Size in 2020. Pune, India, Aug.

Marketability 40

Marketability 40

Cooley M&A

JANUARY 22, 2021

If 2019 was the year of life sciences mega-deals, 2020 was the year of COVID-19, as the global pandemic permeated every aspect of the dealmaking landscape, with the life sciences sector being no exception. Also impacted was Thermo Fisher’s attempted acquisition of Qiagen through a tender offer launched on March 3, 2020.

Marketability 40

Marketability Equity Technology 40