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In our first perspectives paper, Challenges to Market Value , the IVSC Tangible Assets Board (TAB) explored a number of topics pertaining to Market Value, which is one of the most common basis of value used in valuations. Topics discussed included: Price versus value, relating various forms of market evidence to a basis of value, the availability of market information in a pandemic world, prudential value and its comparison to Market Value, and value in volatile listed markets.
QUESTION: Our company has a calendar-year cafeteria plan with a premium payment feature, a health FSA, and a DCAP. Shortly after our open enrollment period closed for the 2022 plan year, several employees asked if they could change their 2022 elections. How should we handle election change requests made after open enrollment has ended but before the new plan year has begun?
Perhaps one of the more difficult aspects of business ownership is determining when you will part ways with it. These days, not as many entrepreneurs run a business their whole life before leaving it to the next in kin, which was more common in older times. Whether you choose to cease business ownership altogether or. Read more. The post How Do You Know if You’re Ready to Sell Your Business?
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.
This webinar explores the recently published UNHABIT guidance on the valuation of unregistered land, a piece of work that the IVSC and a number of other international organisations have been involved in. The session includes insights from the experts involved in drafting the new manual. Panellists: Ben Elder – Chair, IVSC Tangible Assets Board.
IRS Notice 2021-64 (Nov. 30, 2021). Available at [link]. The IRS has issued its 2021 Required Amendments List (RA List) for individually designed qualified retirement plans (including 401(k) plans) and 403(b) plans. This year’s list does not identify any qualification changes that require 401(k) plans to be amended. In fact, it identifies only one change, which only affects financially troubled multiemployer defined benefit plans that received special financial assistance under the American Res
The M&A market is booming, and for entrepreneurs and family businesses seeking to capitalize on a historically great seller’s market, some find that the lack of long-term planning weighs on valuation. As we approach the end of a historically significant M&A market, it’s essential to start thinking about trading some smaller portion of the value […].
The M&A market is booming, and for entrepreneurs and family businesses seeking to capitalize on a historically great seller’s market, some find that the lack of long-term planning weighs on valuation. As we approach the end of a historically significant M&A market, it’s essential to start thinking about trading some smaller portion of the value […].
In this video, I go through the 10 elements that can help you win the CFA Institute Research Challenge. I wrote this from my own experience both as a judge and more importantly as a financial analyst all my career. Get my cheat sheet for free here. DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice.
This webinar explores the recently published IVSC Perspectives paper on ESG and Tangible Asset Valuation and how ESG’s can be quantified within valuation of existing assets. Panellists: Kim Hildebrandt – Specialist Valuer, Government of Victoria. Emily Chadwick – ESG Risk (Valuation Lead, JLL, EMEA. Miriam Patterson – Head of Office Partnerships, Charter Hall.
With global supply chain challenges spurring dire headlines of precariousness, more than 3,000 transportation, logistics, fulfillment, and warehouse professionals from around the world gathered in October for the Reuters virtual Supply Chain Execution 2022 event. During one panel discussion, titled “Driving Towards a Singular Innovation Goal,” four industry experts discussed how corporate supply chain leaders can foster an innovative culture to master change management when change is incessant.
We have built our reputation on preparing detailed, defensible, and thorough business valuations for small and mid-sized privately held companies. When values matter, it is important to have an objective, certified business appraisal that will stand up to scrutiny and, in this case, IRS compliance. A recent business valuation that we prepared had a number […].
Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker
The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l
Highlights: Restructuring is challenged by immense cost pressures. Pure play approach to ride EV momentum. Easing of supply constraints fosters revenue rebound. Download the full report as a PDF. Tata Motors’ revenue breakdown 2021. Restructuring is challenged by immense cost pressures. Tata has been loss-making for the past 3 years mainly due inefficiencies of its subsidiary Jaguar Land Rover.
Even the greatest companies can fail M&A deals. It is an industry-accepted truth that a majority of companies fail to meet their targets and deal objectives. Simply because businesses struggle to navigate the many hurdles which can arise during an M&A. Listed below are the top five challenges that deserve special attention. Technology Gaps A company’s […].
With global supply chain challenges spurring dire headlines of precariousness, more than 3,000 transportation, logistics, fulfillment, and warehouse professionals from around the world gathered in October for the Reuters virtual Supply Chain Execution 2022 event. During one panel discussion, titled “Driving Towards a Singular Innovation Goal,” four industry experts discussed how corporate supply chain leaders can foster an innovative culture to master change management when change is incessant.
Prior approval is once again standard practice. The Federal Trade Commission has resuscitated its long-dormant policy of routinely restricting anticompetitive mergers, putting “industry on notice” that it will once again require aggressive acquirers to obtain prior approval “before closing any future transaction affecting each relevant market for which a violation was alleged, for a minimum of 10 years.”.
In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.
The Internal Revenue Code allows employees, or startup founders, the option to pay an income tax on the total value of the restricted shares (equity) received at the grant date.To effect this taxable event, the recipient of the shares must make an election with the IRS within 30 days of the grant. Why would any recipient elect to pay taxes, and not defer them?
To answer this question requires firstly considering the deal type which impacts both your integration ambition and degree of transformation needed. I typically think about three scenarios and its important early on to determine which situation you are in: 1, Keeping the two businesses separate ‘a bolt-on acquisition’. In this scenario, you preserve the individual […].
Fact Sheet: EBSA Restores Over $2.4 Billion to Employee Benefit Plans, Participants and Beneficiaries. Available at [link]. The DOL’s Employee Benefits Security Administration (EBSA), the agency that enforces Title I of ERISA, has released a fact sheet announcing its fiscal year (FY) 2021 enforcement statistics. According to the fact sheet, EBSA has enforcement authority over nearly 734,000 retirement plans, 2 million health plans, and 662,000 other welfare benefit plans, covering about 1
Christine S. v. Blue Cross Blue Shield of N.M., 2021 WL 4805136 (D. Utah 2021). A group health plan participant sued the plan and its insurer after claims for her child’s residential mental health treatment were denied. The participant argued that the plan improperly classified the treatment as not medically necessary and that it violated the Mental Health Parity and Addiction Equity Act (MHPAEA) by applying more stringent medical necessity criteria to mental health care than to medical/surgical
Corporate indirect tax professionals have been told for years that they can garner more influence and respect within their organizations by transitioning the indirect tax function from a purely compliance-oriented activity to a strategic advisory role. If most of the compliance function can be automated—and most of it can—there is an opportunity for indirect tax teams to leverage the financial data at their disposal, identify hidden tax savings, and provide decision-makers with valuable strategi
There is an ongoing hiring dilemma. It is hard to find enough people to fill the ample opportunities we have available. In all the chaos, how can your firm stand out? How can you hire star talent and retain them? Here are three simple tips to get you started. . Compensation. Offering competitive compensation is almost a no-brainer. Your candidates want to be valued for their work , and their salary and benefits are a tangible way for them to see the value of their work.
Every five years, the World Customs Organization (WCO) updates its list of international product codes for global trade. The list, known as the Harmonized Commodity Description and Coding System, or the “Harmonized System” (HS), covers 5,300 commodity groups and is used by more than 200 countries to categorize trade products, set and collect trade tariffs, guide tax policy, establish rules of origin, and collect data on virtually every aspect of global trade, including quotas, pricing, and trans
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