• Practice Management - QuickPress

    BlackBerry 10: Five Questions CIOs Should Ask —WSJ CIO Journal

    Considering Technology, Integration, and the Future Clint Boulton at the WSJ CIO Journal reports:  Research in Motion Ltd. Wednesday [tomorrow] is introducing two smartphones based on its new BlackBerry 10 operating system software, giving CIOs yet another platform to consider supporting at a time when consumers are bringing in their own smartphones to use at work. CIOs are skeptical about the uncertainty surrounding RIM’s ability to continue to compete against Apple Inc. and Samsung Electronics Co. Ltd., which, thanks in large part to the BYOD phenomenon, have eroded the Waterloo, Ontario-based smartphone maker’s share of the corporate market for mobile…

  • Practice Management - QuickPress

    Avoiding Last-Minute Errors — Before the Last Minute! — Wall Street Journal Tax Blog

    The Wall Street Journal Recounts What the IRS Advises:  Moves to Make as April Grows Near April deadlines may not be that far way,  but some Americans still haven’t even rounded up their W2s, the Wall Street Journal noted in a (just-before-deadline) filing last year.   Acknowledging the tax procrastination is a national pastime, the Internal Revenue Service issued some tips and a series of videos to help last-minute filers avoid the common blunders that could delay their returns. Here is a look at the most common errors:

  • Mergers and Acquisitions/Exit Planning - QuickPress

    SEC Enrolls in Private Equity 101 —PE Manager

    With Limited Resources, the SEC is Using a “Risk Analytics” Strategy to Target Areas of Concern, Explains Exec at Conference Recent examinations of newly SEC-registered private equity firms is helping regulators understand the complex world of private equity, according to delegates and speakers at PEI’s CFOs and COOs Forum 2013 in New York, writes Nicholas Donato at Private Equity Manager.  More:

  • Mergers and Acquisitions/Exit Planning - QuickPress

    Fight the Nine Symptoms of Corporate Decline —Harvard Business Review Network Blog

    Watch Out for Decreases in Communication, Respect, and Aspiration; Increases in Isolation, Negativity, Rifts.  Good News?  It Can Be Cured. Rosabeth Moss Kantor asks on the Harvard Business Review Blog Network:  How do you know a team, company, or country is on the slippery slope of decline and needs a culture shift?  She writes that she found nine universal warning signs of change-in-the-wrong direction in research for my book Confidence, which compared downward spirals with the momentum of success.  Watching out for these behaviors is the first step toward building better habits:

  • Mergers and Acquisitions/Exit Planning - QuickPress - QuickRead Featured

    2013 M&A Surge Seen if Fiscal M&A Resolved —CBS Marketwatch

    Deal Activity Will Likely See a Surge in 2013 if a Meaningful Deficit-Reduction Compromise Can Be Reached  Wallace Witkowski at Marketwatch reported in mid-December that deal activity will likely see a surge in 2013 if a meaningful deficit-reduction compromise can be reached.  Otherwise the market will remain stunted as it was in the past year.   Democrats and Republicans didn’t come to a full agreement by year end, or even early January, but the fact that it’s still possible within weeks and months allows his prediction to stand:  

  • QuickRead Featured - Valuation/Appraisal

    Estate of Gallagher Tax Court Case is a Valuation Tutorial

    The Tax Court Speaks Loudly and Firmly on the Responsibilities of Business Appraisers Hempstead & Co. has published “Estate of Gallagher is a Valuation Tutorial.”  The article emphasizes the importance of providing the court with a clear and convincing explanation of the assumptions and arguments you have employed in carrying out a business appraisal. It discusses the recent Tax Court Memorandum opinion in the Estate of Gallagher v. Commissioner, (TC Memo. 2011-148).  The court’s valuation was closest to the value on the return as filed.

  • Mergers and Acquisitions/Exit Planning - QuickRead Top Story

    The Impact of Value on M&A Activity

    The “Market” is Not Always Right When it Comes to Value, Especially in M&A Transactions The mergers and acquisitions market began a slow recovery this last year after a sharp downturn in 2009. Was the slowdown caused by banks reducing lending activity, cash hoarding by businesses, economic uncertainty, or the simple failure of buyers and seller to agree upon price? Michael Blake takes a look at how value is variously defined—“fair market value,” “fair value,” “investment value,” and “market value”—and offers an assessment of what may prove to be the primary market M&A activity drivers going forward.

  • Case Law - QuickPress

    Federal Court Rules Against IRS Regulation of Tax Preparers — Journal of Accountancy

    The United States District Court for the District of Columbia on Friday struck down the IRS’s registered tax return preparer program and enjoined it from enforcing the regulations Alistair M. Nevius at the Journal of Accountancy reports that a federal district court has struck down the Internal Revenue Service’s registered tax return preparer program as exceeding the IRS’ statutory authority. The court granted summary judgment to three tax return preparers who had sued, claiming they would lose revenue and perhaps be forced out of business by the rules. The court enjoined the IRS from enforcing the regulations:

  • Healthcare - QuickPress

    Health Law Pinches Colleges —Wall Street Journal

    Some Schools Cut Hours of Hard-Pressed Adjuncts to Avoid Rules on Insurance Mark Peters and Douglas Belkin at the Wall Street Journal report that the federal health-care overhaul is prompting some colleges and universities to cut the hours of adjunct professors, renewing a debate about the pay and benefits of these freelance instructors who handle a significant share of teaching at U.S. higher-education institutions:

  • Litigation Consulting - QuickPress

    Wills, Trusts, & Estates Law — Top Downloads: Premarital Agreements, Posthumous Conception, and “Occupy the Tax Code: Using the Income Tax to Reduce Inequity”

    SSRN Journal of Wills, Trusts, & Estates Law — Top 10 Papers Downloaded Nov-January Include Pieces on Valuation Discounting, Tax-Deductible Conservation Easements,  and More The Wills, Trusts & Estates Prof Blog reports  the top downloads from November 21, 2012 to January 20, 2013 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days.  Here are the top four.  Visit the blog to see the rest. 

  • Practice Management - QuickPress

    10 Overlooked Tax Breaks —Accounting Today, Bankrate.com

    Sweet Tax Deductions for Individuals That Often Get Forgotten  With October 15 behind us and April 15 still comfortably far away, it’s a good time to start boning up on ways to save your clients money once things start getting serious. With that in mind, Bankrate.com identified 10 great deductions that individual taxpayers should use – but often forget.  Accounting Today passes on the good news.  Here’s the list:  

  • QuickPress - Valuation/Appraisal

    New Appraisal Standards Approved for Higher-Risk Mortgages —Appraiser News, Bloomberg, Housing Wire, Mortgage News Daily, Appraisal Scoop, Real Estate Advantage

    Rule Will Require a Second Appraisal in Situations Where a Home is Being Flipped for a Quick, Higher Resale  A new rule passed Jan. 15 gives mortgage lenders an additional year to institute appraisal standards for higher-risk loans, Bloomberg reported, and Appraiser News Online highlighted.  The extension is one of the revisions that regulators made to the Dodd-Frank Act to address concerns from financial firms.    Appraiser News Online explains that:   

  • Healthcare - QuickPress

    “Health Scare for Small Businesses” — WSJ Law Blog — Growing Trend — Stories in NYT, Economist, WaPo, CNN, Forbes, US News & World Report, The Hill, & More.

    Ahead of the new health-care law, small firms worry about crossing the crucial 50-person threshold — and about rising premium rates  Emily Maltby at the WSJ Law blog reports on increasing concerns about the forthcoming healthcare laws among small business owners.  This seems to be a prominent issue and concern among small business owners, and has been noted in most every major media outlet in recent weeks, from the New York Times to Forbes, CNN, US News & World Report, FoxNews, The Economist, The Hill, the Washington Post, and more:

  • Litigation Consulting - QuickPress

    Afraid of Being Sued? 4 Ways to Keep Lawyers at Bay —Inc.com

    Here are four surprising ways to protect yourself in a law suit and keep legal fees to a minimum. Kevin Daum at Inc. advises:  “Shakespeare said, “First kill all the lawyers.” Maybe this seems a tad aggressive, but then again, for most people the last thing you look forward to is someone showing up at your door with a subpoena. Whether a lawsuit is business related or personal, the thought of engaging an attorney for protracted litigation can strike fear into a person’s heart.”   Not only is there emotion and argument to contend with, but the sheer agony of…

  • QuickPress - Valuation/Appraisal

    Rethinking The “Right-of-Use” Asset—Grant Thornton

    The FASB and IASB Don’t Seem to Be Open to Reconsidering Basic Assumptions Behind the “Right-of-Use” Asset.  Here’s Why They Should.  The attempt to find a single lease accounting model based on recognition of a right-of-use asset has faltered, assert two professionals in Grant Thornton LLP’s National Professional Standards Group.  In a new white paper, they suggest a control-based model as an alternative:

  • Case Law - QuickPress

    FAF Review Team On FASB Statement 131 Segment Reporting —MarketWatch

    Some Stakeholders Suggest Improvements to Segment Reporting Information  A 1996 accounting standard established to improve the way public companies report financial information about their business segments generally achieves that purpose, although some stakeholders suggest improvements. That was the overall conclusion of the post-implementation review (PIR) of Financial Accounting Standards Board (FASB) Statement No. 131, Disclosures about Segments of an Enterprise and Related Information (codified in Accounting Standards Codification Topic 280, Segment Reporting). The PIR process was established by the Financial Accounting Foundation (FAF) in 2010.   The Financial Accounting Foundation elaborates: 

  • Mergers and Acquisitions/Exit Planning - QuickPress

    Middle Market Leaders Weigh in On Fiscal Cliff, Recovery —President & CEO Magazine

    U.S. Middle Market Leaders Express Preferences re: Spending, Debt, and Fiscal Cliff  The National Center for the Middle Market (NCMM) recently (early December 2012) conducted a survey of 1,000 U.S. middle market business leaders across all industry sectors and geographic regions to gauge their preferences for the outcome of the negotiations.  Here’s what they found:  

  • Case Law - QuickPress

    Supreme Court Will Consider Case on Foreign Tax Credit —The Tax Adviser

    When Is a Foreign Tax Creditable Under Sec. 901?  The Tax Adviser’s  James A. Beavers, J.D., LL.M., CPA, CGMA, reports that The U.S. Supreme Court has agreed to hear a case that delves into the contentious issue of when taxpayers are eligible to claim a foreign tax credit under Section 901 of the U.S. tax code. A ruling by the court would clarify part of the provision that has been litigated for decades.

  • Case Law - QuickRead Featured

    Federal Case Law Weighs In On Partnership Interests, Charitable Contributions

    A Valuation Misstatement Results in Tax Underpayment; An Appraisal is “Not Qualified.” In Alpha I, L.P., v. United States, Judge O’Malley of the U.S. Court of Appeals for the Federal Circuit considers the legitimacy of certain partnership transfers to charitable remainder unitrusts (CRUTs).  In Rothman v. Commissioner, Judge Laro at the U.S. Tax Court rules on the importance of a “qualified appraisal.”