Business Sales M&A

MARCH 23, 2021

What kind of owner are you? How does that impact your transition choices? Owners that are approaching a time when they wish to exit their business need to undertake a realistic appraisal of how ready they are financially and mentally. The options that are available to them depend upon the results from this assessment. Over the years, our firm has used a matrix to help define these options.

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Appraisal 130

ThomsonReuters

MARCH 26, 2021

Now that tax season is in full swing for many practitioners, you may find yourself questioning if this is the right time to break off and explore starting your own CPA firm. In this next chapter of Small Talk with Heather Walker , I am once again joined by Linda Forde, CPA and owner of The Forde Firm, and Nina Tross, Executive Director of the National Society of Tax Professionals (NSTP).

Start-ups 98

Start-ups Marketability 98

Musings on Markets

MARCH 25, 2021

The first quarter of 2021 has been, for the most part, a good time for equity markets, but there have been surprises. The first has been the steep rise in treasury rates in the last twelve weeks, as investors reassess expected economic growth over the rest of the year and worry about inflation. The second has been a shift within equity markets, a "rotation" in Wall Street terms, as the winners from last year underperformed the losers in the first quarter, raising questions about whether this shi

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Equity Risk-free Rate Treasury Start-ups 52

ThomsonReuters

MARCH 25, 2021

QUESTION: Our company has 60 employees, all of whom are eligible for our fully insured medical plan and our health FSA. This year, 40 employees have enrolled in our medical plan and health FSA. Does our health FSA, which we administer in-house, qualify for the exclusion from the HIPAA privacy and security rules for self-administered health plans with fewer than 50 participants?

Compliance 52

Compliance 52

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

ThomsonReuters

MARCH 25, 2021

In re: Fidelity ERISA Fee Litigation, 2021 WL 836766 (1st Cir. 2021). Available at [link]. An appellate court has affirmed the dismissal of a class action lawsuit alleging that a retirement plan service provider breached its fiduciary duties when it charged some mutual funds access fees to be included on the provider’s investment platform. The provider, which serves as the recordkeeper and directed trustee for thousands of 401(k) plans, offers a “supermarket” of funds (the Big Menu) from which

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ThomsonReuters

MARCH 25, 2021

Doe v. United Behavioral Health, 2021 WL 842577 (N.D. Cal. 2021). Available at [link]. The claims administrator of a self-insured health plan was sued by the parent of a child with autism spectrum disorder over the plan’s exclusion of Applied Behavior Analysis (ABA) and Intensive Behavioral Therapies (IBT). While the child was covered, the plan specifically excluded both treatments, although the exclusion was dropped soon after the child’s coverage ended.

Compliance 52

Compliance Equity 52

ThomsonReuters

MARCH 22, 2021

Keeping Up with Taxes. On March 22, 1765, the British government passed the Stamp Act. The legislation levied a direct tax on the American Colonies in an effort to pay off debts and defend new American territories won from the French in the Seven Years’ War. The colonists were none too happy about this new tax since there were three other taxes recently put into play: Sugar Act (1764), Currency Act (1764) and Quartering Act (1765).

Start-ups 52

Start-ups Treasury 52

ThomsonReuters

MARCH 23, 2021

Strategies and tips to help you prepare for the next tax season. This past tax season was one for the record books. Tax professionals strove valiantly to match pace with constant business and regulatory changes while adopting new remote work and collaboration processes on the fly. Now that you’ve successfully closed the books on a difficult tax year, it’s time to prepare for the next tax season and a successful year-end close.

Technology 93

Technology 93