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How to Define and Conquer the Next 365 Days with Unimpeachable Neutrality

As the temperature drops and the holidays creep in, case after case either settles or, even better, is granted a three-month continuance. Now you finally have the time to take a long hard look at the lessons you have learned this year, lessons you have applied from years past, and start defining next year’s conquest(s), whatever they may be. This fourth article of the Unimpeachable Neutrality series discuss ...

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Barron’s Goes Unicorn Hunting

In Barron’s November 20 cover story, “The Trouble with Unicorns,” Alex Eule discusses some of the finer points of venture-stage valuation that are often overlooked in the press.  Travis Harms, Mercer Capital’s Financial Reporting Valuation Group Lead, explains that this article is prompted by the dual observations that (1) a large number of venture-backed companies are achieving unicorn status, and (2) desp ...

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To Woo Advisors, Betterment Takes to Hybrid Approach

Priding itself on being a technology company first, Betterment has learned it needs a deeper human touch to sustain its advisor platform.  RIAs are often impressed by the slick interface of Betterment for Advisors, its contemporary user experience and the way it helps speed onboarding and back office tasks.  But, the young firm can’t scale on technology alone. To read the full article in FinancialPlanning, ...

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Clients Build Defensive Cash Positions Even as Bullishness Rises

Clients are boosting their cash positions by taking gains off the table as they hedge against the possibility of a selloff, according to the latest Retirement Advisor Confidence Index—Financial Planning’s barometer of business conditions for wealth managers. To read the full article in FinancialPlanning, click: Clients Build Defensive Cash Positions Even as Bullishness Rises. ...

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Developing Your B2B Website

Key Strategies and Steps In the November 2, 2017 article, the author shared some thoughts on what to avoid when developing your website. In this article, the author focuses on the positive: strategies and steps to get you where you want to go. ...

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Case Law Update

Insights for Your Practice Four cases are presented in this article that provide valuation, litigation support professionals, and M&A advisors insight regarding how courts are addressing damages claims, challenges to experts, appraisal action challenges, and claims of fraud and breach of contract in connection with M&A transactions. Although the cases are from Delaware and California, they provide i ...

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Win Some, and Then Some: Equity Compensation Tax Reform

In this week’s blog post, we present a select reading list that has helped us keep up with recent legislative developments around equity and executive compensation. To read the full article in Mercer Capital's Financial Reporting Blog, click: Win Some, and Then Some: Equity Compensation Tax Reform. This article is republished from Mercer Capital's Financial Reporting Blog.  It is reprinted with permission.  ...

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Rules Would Allow Truncated Taxpayer IDs on Forms W-2

In an effort to reduce identity theft, the IRS issued proposed regulations that would permit employers to use truncated taxpayer identification numbers (TTINs) on Forms W-2, Wage and Tax Statement, issued to employees. To read the full article in The Tax Adviser, click: Rules Would Allow Truncated Taxpayer IDs on Forms W-2. ...

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Stay Up on Medicare Enrollment with Annual Reviews

Why Annual Medicare Coverage Reviews Benefit Clients Annual reviews can ensure clients who are Medicare beneficiaries have the coverage they need.  During the Medicare Open Enrollment period, which starts Oct. 15, clients can select different prescription drug coverage, move to a Medicare Advantage plan, or make other changes to their coverage.  PFP/PFS Section members can access over 100 ready-to-go, clien ...

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