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  • QuickPress - Valuation/Appraisal

    5 Overlooked Tax Breaks for Small Businesses—Wall Street Journal Small Business Blog

    February 8, 2013

    Last Month’s Fiscal Cliff Legislation Included Lots of Tax Provisions. But Not Just for Individuals — There Are Tax-Saving Breaks for Businesses Too.  Here’s What You Need to Know. Bill Bischoff at The Wall Street Journal Small Business Blog reports that last month’s fiscal cliff legislation included some important tax breaks for individuals; a longer version of his article appears at MarketWatch.  Here’s the short list.

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    The Bond Vigilantes Have Been Taken Out Back And Shot —Seeking Alpha

    February 5, 2013

    Fed Buying Is Having Profound Implications. Bond Vigilantes Have Been Selling Heavily and May Continue. That Means We Still We Won’t See Much of an Impact on Interest Rates. Paul Santos at Seeking Alpha claims you don’t need to worry about the bond vigilantes anymore.  I, personally, have always been a big fan, and think they will return.  But hey: This is Mr. Santos’ opinion piece, not mine, so I’ll let him cut to the chase.  Santos doesn’t claim they’re in hiding.  He simply claims they’re gone. Santos asks:  “So when did the mass killings take place in the U.S.?…

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  • QuickPress - Valuation/Appraisal

    Opinion: Where Revenue Ruling 59-60 Got it Wrong —BVWire News

    February 5, 2013

    A Valuation Principal Takes Issue With Revenue Ruling 59-60:  “Does Analysis of Macroeconomic Conditions Add Credibility to My Opinion of  Privately Owned Company Value In My Region?” Rick Warner, ASA, AVA, Principal, Great Lakes Valuations writes that “Most of us as appraisers are familiar with Revenue Ruling 59-60 and its prescription for factors to be considered as part of the valuation of the stock of closely held companies  . . .   And while I agree with most of what 59-60 has to say, I do have a bone to pick . . .  with at least one of the…

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

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

    January 27, 2013

    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:  

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  • Mergers and Acquisitions/Exit Planning - QuickPress

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

    January 16, 2013

    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:  

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  • Case Law - QuickPress

    What the New Tax Law Means for You and Your Clients —Accounting Web

    January 15, 2013

    Beyond The Fiscal Cliff:  Details to Act On Gail Perry at Accounting Web introduces a set of articles on the effect of the “fiscal cliff.” A first article – New Tax Law Emerges Beyond the Fiscal Cliff – provides an overview of the key tax provisions that will affect your individual and business clients. It’s followed by coverage of how the new law will impact federal estate, gift, and generation-skipping tax exemption limits. Today’s workplace fitness exercise encourages you to get out of your chair for a quick, low-impact pick-me-up!  nature of such cooperation uncertain, the heads of the U.S. and international accounting standards setters said…

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  • Practice Management

    6 Things You Won’t Believe That Are In The Fiscal Cliff Bill That The Senate Passed At 2 AM While Most Americans Were Drunk —Business Insider

    January 2, 2013

    Extra Help for Puerto Rican Rum, Asparagus Farmers,  Hollywood TV Production, 2-3 Wheeled Electric Vehicles, and Diesel Fuel Joe Weisenthal at Business Insider  gives us the lowdown: 

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  • Practice Management - QuickPress

    Senate’s “Fiscal Cliff” Bill Adds $4 Trillion to Deficits: CBO —Reuters

    January 2, 2013

    Intent:  Not to Constrain Economic Growth Which Could Lead to Future Revenues David Lawder and Kim Dixon report that The Congressional Budget Office on Tuesday said Senate-passed legislation to avert the “fiscal cliff” would add nearly $4 trillion to federal deficits over a decade, largely because it would extend low tax rates for almost all Americans.

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  • Practice Management - QuickPress

    The CPA Trendlines Top 20 Topics of 2012 — and What to Watch for in 2013!

    January 2, 2013

    Economic Recovery, Intensified Competition, Squeezed Profit Margins, Upward Pressure on Salaries, Downward Pressure on Rates, and a Rush to the Cloud   Rick Telberg counts up the list of the top 20 most-clicked articles at CPA Trendlines provides a roadmap to the profession’s anxieties, aspirations and, just maybe, a glimpse into what 2013 holds:

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  • Practice Management - QuickPress

    Fiscal Cliff Tax Deal: What Does it Mean for Small Business? —Forbes

    January 1, 2013

    There’s good news and bad news.  Here’s the low-down.   Dean Zerbe offers his take at Forbes on how the current deal will affect small-business owners:

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  • Practice Management - QuickPress

    Grand Bargains Give Way to Quick Fixes —NY Times

    January 1, 2013

    Ambitious plans to overhaul the individual tax code, tackle corporate rates, revamp the Medicare program and consider changes in Social Security appear to have given way mainly to a tax increases for big earners Jennifer Steinhauer of the New York Times reports that “doing business in pieces” seems to be :the nature of what constitutes progress in such a sharply divided political world.”  More:

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Estate Planning for Jedi Masters —CBS Marketwatch

    November 2, 2012

    Star Wars Creator Strikes Savvy Deal with Disney Quentin Fottrell at CBS MarketWatch reports that Disney will buy George Lucas’ LucasFilm for $4.05 billion in cash and stock, the two companies announced Tuesday: Wade Westhoff, a financial adviser based in Danville, Calif., says of the Disney deal. “This is a textbook example of exit planning for a private business owner.” (Lucas and a spokesman for LucasFilm were not immediately available for comment.) That Lucas struck a deal in 2012 may be no accident, either, advisers say. Long-term capital gains tax from the sale of assets held more than one year are…

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  • Practice Management - QuickPress

    CBO: Taxes and Spending Cuts Will Likely Send U.S. Into Recession

    May 23, 2012

    The U.S. likely will fall back into recession if scheduled spending cuts take effect and Bush-era tax cuts are allowed to expire this year, the Congressional Budget Office said. If the U.S. falls off this “fiscal cliff,” the economy will probably contract 1.3% in the first half of 2013, the CBO said.  CNN Financial Times / Alphaville New York Times NPR Reuters USA Today Wall Street Journal Yahoo! Finance       Is there an upside?  Depends if you like disco. Styx’s Tommy Shaw: “Around ’75 when the recession hit, club owners started going to disco because it was cheaper…

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