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The Daubert Standard’s

Impact on Expert Witness Testimony Expert witness testimony has played a vital role in both criminal and civil trials in the United States. Testimony from expert witnesses constantly helps judges and jurors reach conclusions in controversial and complex cases. Therefore, the Daubert Standard is important to know and understand in general, and especially as an expert witness. The Daubert Standard helps court ...

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Sec. 965 Transition Tax Penalty Relief Issued

The IRS announced relief from late-payment penalties and that it will allow late elections for taxpayers subject to the new Sec. 965 transition tax on deemed repatriated foreign earnings. To read the full article in The Tax Adviser, click: Sec. 965 Transition Tax Penalty Relief Issued. ...

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Is Diversity the Key to the Succession Plan Challenge?

Some wealth management firms are finding that solutions to two of the industry’s big stumbling blocks—succession planning and diversity—may be intertwined.  Indeed, a link between the two emerged when firms began to diversify their advisor staffs, according to executives. To read the full article in FinancialPlanning, click: Is Diversity the Key to the Succession Plan Challenge? ...

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Four Ways to Jump-Start the Career You Really Want

If you are on a quest to find the career of your dreams, look no further.  Take control of your career with these four tips from Mark Astrinos, CPA, PFS, who shares how he built a career in financial planning as a CPA and emphasizes the need to follow your passion.  Be sure to check out this new hub with free guidance, tools and resources to learn more about how you can start or expand your services to indi ...

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The Unimpeachable Standard—One Voice Cannot Harmonize with Itself

Business Valuation Comparison Charts A quartet of present and former Standards Board chairs for the National Association of Certified Valuators and Analysts (NACVA) were on hand to harmonize about valuation standards during the 2018 NACVA and the CTI’s Annual Consultants' Conference at Caesars Palace in Las Vegas, Nevada. During NACVA’s Industry Standards and Ethics Update, and the Around the Valuation Worl ...

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The Due Diligence Imperative

Competition (Part Four of a Six-Part Series) The first part of this six-part series provided an overview of the due diligence imperative for valuation professionals, in the context of the Four Pillars of Healthcare Value, i.e., Reimbursement, Regulatory, Technological, and Competitive environments. The second and third installments reviewed the due diligence process related to the reimbursement and regulato ...

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Don’t Get Ripped Off! What You Need to Know About Elder Financial Fraud

Elder financial fraud happens "at an alarming rate" and is often perpetrated by relatives, said Ted Sarenski, CPA, PFS.  Protect against elder financial fraud by safeguarding assets, following scam alerts, and monitoring accounts. To read the full article in The Lifeline Blog, click: Don’t Get Ripped Off!  What You Need to Know About Elder Financial Fraud. ...

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Interested in Working with Millennials? Start with ETFs

Advisors failing to embrace ETFs will miss out on the next generation of clients.  While only 42% of millennial investors say their portfolios currently hold an ETF, 91% say the funds are their investment vehicles of choice, according to Schwab’s annual ETF investor study. To read the full article in FinancialPlanning, click: Interested in Working with Millennials?  Start with ETFs. ...

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Beware of Hidden Taxes in Retirement: Retirement Scan

Retirees may face a more complicated tax situation than when they were still working.  For example, a portion of their Social Security benefits may be taxed at the federal level if their combined income, which is their adjusted gross income, plus any non-taxable interest and 50% of their benefits, exceeds a certain limit.  Their retirement benefits may also be subject to state income taxes.  Those who reach ...

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