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  • QuickPress - Tax - Uncategorized

    Offer in Compromise Rules Made More Flexible in Expansion of Fresh Start Program —Journal of Accountancy

    June 7, 2012

    The Journal of Accountancy reports the IRS is offering more flexible terms under which it will accept offers in compromise (IR-2012-53):

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  • Case Law - QuickPress

    Profits from Unfinished Business Belong to Dissolved Law Firm, NY Judge Says

    June 6, 2012

    Jennifer Smith at the WSJ Law Blog reports that A U.S. district court ruling on who can claim profits from a defunct law firm’s unfinished cases could mean trouble for firms who take on partners from the ailing New York firm Dewey & LeBoeuf LLP:

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  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    America’s Wealthiest People: Who are they?

    June 6, 2012

    Who Are America’s Wealthiest People? Small- and medium-sized businesses are the engines that drive the American economy. An IRS study of everyone who died with a net worth of at least $600,000 (and thus was required to file an estate tax return) showed America’s wealthiest citizens all have one thing in common: they all held significant blocks of stock in closely held private companies.  In a nutshell, the surest way to get rich in America is to own a business. Want to know the actual numbers?   According to  IRS reports, over six million businesses file tax returns each year: 80…

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  • QuickRead Archive - QuickRead Featured - Valuation/Appraisal

    Capitalized Earnings: When are the Earnings Stabilized?

    June 6, 2012

    Capitalized Earnings: When are the Earnings Stabilized? When you’re doing a business valuation, should you use a Capitalization of Earnings/Cash Flows? Or should you use a Discounted Earnings/Cash Flow method? Here’s a rule of thumb: If the benefit stream will be constant over time, choose the Capitalized Earnings/Cash Flows. Richard Claywell explains.

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  • Mergers and Acquisitions/Exit Planning - QuickRead Top Story

    Smart Acquisitions Drive Growth. Here’s How to Get the Owner to the Table.

    June 6, 2012

    Competitive Intelligence is Key to Smart Acquisitions Part of growth is acquisition.  To do smart acquisitions, you need insight into a business owner’s thoughts—specifically, her concerns vis-à-vis selling the businesses. These are not questions with simple yes or no answers; it’s more critical to figure out what an owner thought was missing in previous acquisition overtures. What, aside from price, will it take an owner to sit down and discuss a sale?  The McLean Groups’s Zane Markowitz offers a case study and blow-by-blow analysis.

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  • QuickRead Archive - Valuation/Appraisal

    Einstein and Valuation: It’s All Relative!

    June 6, 2012

    All kinds of news, findings, and rulings come out that might affect the work of financial consultants and appraisers every day. When can you know when a precedent is important or something you can ignore? Or, put another way: what information is most important to pay attention to? Rand Curtiss explains.

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  • QuickRead Featured - Valuation/Appraisal

    ValuSource Introduces: The Richest and Most Comprehensive Comparables on the Web: IBA Data, 24/7

    June 6, 2012

    The Richest and Most Comprehensive Comparables: IBA Data, 24/7. Log On Today. Business valuation has often been called an art, not a science. Revenue multiples are one key method; another is the use of comparables. Many valuators use both. KeyValueData offers NACVA members access to the IBA comparables, which are the richest and most comprehensive set of comparable available in the valuation world. Here’s an overview of the why comparables help—and what you’ll find in the IBA data set.

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  • Healthcare - QuickRead Featured

    Structuring Competitive Physician Compensation Models

    June 6, 2012

    Structuring Competitive Physician Compensation Models Healthcare financial executives need to understand valuation methodology to ensure legal and regulatory compliance. Specifically, when developing and reviewing their physician compensation programs, healthcare organizations should understand the market data, test outcomes of incentive plans for fair market value, and check total compensation for fair market value and reasonableness. 

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  • Expert Witness - QuickRead Featured

    Ten Deadliest Mistakes of Expert Witnesses

    June 5, 2012

    Ten Deadliest Mistakes of Expert Witnesses Are you an expert? Technical knowledge isn’t enough, as Michael G. Kaplan explains. An effective expert witness must understand the dynamics of trial, possess excellent communication skills, and have a full command of the litigation process. Here are 10 mistakes that 35 years of experience have taught Kaplan to avoid. 

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  • Mergers and Acquisitions/Exit Planning - QuickRead Archive

    Key Employee Issues in the M&A Process: Blackmailed or Cheated?

    June 5, 2012

    Myths about Middle Market Valuation Multiples Sometimes it seems as if the only requirements to be an investment banker are the ability to multiply two, usually single-digit numbers together and write your name. Hence, upon finishing the second grade, everyone is qualified. For example, take an EBITDA (earnings before interest, taxes, depreciation, and amortization) of $10MM and the median lower middle market valuation multiple of five, which incidentally has nothing to do with the number of fingers on your hand. 

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  • Practice Management - QuickPress

    If a Business Owner Dies, Who Can Access the Web?

    June 1, 2012

    This is increasingly a point of concern, writes Molly Williams at the Wall Street Journal’s Small Business Blog. Business owners can eliminate the possibility legal chaos on this front by ensuring Web accounts are in their business’ name, rather than their own.   And it’s probably not a good idea to include  account numbers and passwords in wills and trusts because those can become public documents. A few states have passed specific estate laws addressing the issue: As small businesses move more operations online, there’s an unpleasant question they need to ask: What happens if the one person who has…

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