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  • QuickPress

    A Few Thoughts on Valuing Investments in Startups: An Interview with Travis Harms

    November 11, 2015

    The need to develop reliable, defensible fair value markets for hard-to-value assets is universal.  Sujan Rajbhandary, senior member of Mercer Capital’s Financial Reporting Valuation Group, sits down with Travis Harms to get his insight from a financial reporting perspective on a few issues around valuations of startups. To read more about the results of this report in the Mercer Capital’s Financial Reporting Blog, click: A Few Thoughts on Valuing Investments in Startups: An Interview with Travis Harms. This article is republished from Mercer Capital’s Financial Reporting Blog.  It is reprinted with permission.  To subscribe to the blog, visit: http://mercercapital.com/category/financialreportingblog/.

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  • QuickPress - Valuation/Appraisal

    Fair Value of Big Data

    December 3, 2014

    Five years ago, no one really knew what big data was and now, it seems it’s all anyone can talk about. Big data is the term used for information retailers, government agencies, and other organizations collect from the public that other entities might have a vested interest in purchasing because they produce ancillary products or services that could be marketed to the same individuals. While there has been much concern regarding big data the government collects and its impact on privacy, it’s becoming much more of a concern in the valuation world. Are these datasets assets? Some are valued in…

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  • QuickPress - Valuation/Appraisal

    IPA Board of Directors Approves First Industry-Wide Valuation Guideline for Non-Listed REITs—Wall Street Journal

    May 7, 2013

    Industry Moves to Enhance Transparency of Investments Holding More Than $93 Billion in Assets  The Investment Program Association (IPA), a trade association for non-listed, direct-investment vehicles, announced recently the adoption of the IPA Practice Guideline for the valuation of publicly registered, non-listed real estate investment trusts, The Wall Street Journal reported.   Here’s more from a Globe Newswire report the article cites:  

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  • Practice Management - QuickPress

    Payroll Audits Put Small Employers on Edge —Wall Street Journal

    March 20, 2013

    Tax Crackdown Comes as Use of Contract Workers Grows; Companies Find Rules Unclear Angus Loten and Emily Maltby at the Wall Street Journal report that some studies have shown that local businesses misclassify anywhere from 10% to more than 60% of their workers as independent contractors, and regulators are beginning to crack down in pursuit of more revenue.  An excerpt: 

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  • QuickPress - Valuation/Appraisal

    Apple Loses Nearly Half of $1B Award in New Ruling —Reuters, Guardian, BVWire, Others

    March 15, 2013

    Judge Cuts Apple Award Versus Samsung, Sets New Damages Trial  Poornima Gupta and Erin Smith report at Reuters report that Apple Inc had a major setback in its mobile patents battle with Samsung Electronics.  On Friday, March 1st, a federal judge slashed a $1.05 billion jury award by more than 40 percent and set a new trial to determine damages. Here’s more:  

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  • Case Law - QuickPress

    Idaho Wants to Tax the Cloud—Wall Street Journal

    February 14, 2013

    Using Online Software Services Can Help Small Businesses Cut Costs. But Companies in Idaho are Discovering It Can Also Increase Their Tax Bills.   Steven D. Jones at the Wall Street Journal reports:

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  • Case Law - QuickPress

    IRS Wins Major Tax Shelter Case —WSJ Washington Wire

    February 12, 2013

    Tax Court Judges Structured Trust Advantaged Repackaged Securities” (“STARS”) as Illegitimate.  Costs to BNY/Mellon May Exceed $800M. The Internal Revenue Service won a high-profile tax shelter case involving Bank of New York Mellon Corp. on Monday, in a ruling that could cost the company more than $800 million.  John D. McKinnon at the WSJ Washington Wire reports the news:

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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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  • Case Law - QuickPress

    A Federal Appeals Court is Scheduled to Hear Arguments Today Over When Software is Patentable —Wall Street Journal, Seeking Alpha

    February 8, 2013

    “It’s a Huge Case for the Patent-Law Community.” On One Side: Google, Facebook, Intuit.  On the Other? IBM. “Because the patents are often unclear, there’s no way to know whether an infringement claim by a competitor or a troll is legitimate until you’ve spent $8 million in litigation fees,” said Mr. Schruers Ashby Jones in the Wall Street Journal  reports this morning that a federal appeals court in Washington, D.C., will hear arguments Friday over a fundamental question that has vexed the technology industry for nearly two decades: When is a piece of software patentable?

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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

    U.S., States Plan to File Civil Charges Against S&P —Wall Street Journal

    February 4, 2013

    At Issue:  Standard & Poor’s Ratings of Mortgage Bonds Before the Financial Crisis  Jean Eaglesham, Jeannette Neumann, and Evan Perez report at the Wall Street Journal that S&P is under fire.  Here’s more:

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Deloitte: Hedge Funds Meet to Assess New Pressures in the Year Ahead —CFO Journal

    February 3, 2013

    Stakeholders Discuss Greater Institutional Investor Makeup, Governance Structures, Greater Regulatory Scrutiny Deloitte Insights contributes a piece to the CFO Journal on the Wall Street Journal site, part of a series designed to provide financial executives a customized resource to help them address the strategic, operational and regulatory issues they face in managing their finance organizations and careers, with top-line digests, research, perspectives and technical analyses. This Deloitte Insight reports on the Third Annual Hedge Fund Symposium Series held in New York recently.  There, Joseph Fisher, who leads the Hedge Fund Audit practice for Deloitte & Touche LLP in New York, commented on how…

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  • Healthcare - QuickPress

    IRS: Cheapest Obamacare Plan Will Be $20,000 Per Family —IRS Report, HuffPo, Catholic News, Yahoo! Answers, Economonitor. JofA Explains Details.

    February 1, 2013

    Details Found in IRS Explanation Issued Wednesday; $20,000 Figure Based on a Family of Four.   In a final regulation issued Wednesday, January 30, 2013, the Internal Revenue Service (IRS) assumed that under Obamacare the cheapest health insurance plan available in 2016 for a family will cost $20,000 for the year.   Under Obamacare, Americans will be required to buy health insurance or pay a penalty to the IRS.  The news was reported by Huffington Post, CNS News, Catholic News, Investment Watch, Economonitor, Naked Capitalism, Investor Village, and more.    The Journal of Accountancy offered detailed analysis of the new regulations, and NPR weighed in…

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  • Practice Management - QuickPress

    Small Firms Say LinkedIn Works, Twitter Doesn’t —Wall Street Journal Plus: YouTube Starts Charging

    January 31, 2013

    Six Out of 10 Small-Business Owners Buy Business Benefits of Social Media; 41% Prefer LinkedIn; Only 3% Vouch for Twitter  Not that that stopped Twitter from getting a $9B valuation this last week.   Emily Maltby and Shira Ovide report that the Wall Street Journal and Vistage International recently surveyed 835 small business owners.  Here are the results.

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  • Healthcare - QuickPress

    Why Concierge Medicine Will Get Bigger —CBS Marketwatch

    January 30, 2013

    Many Physicians Find Personalized Service is Increasingly Popular Among Patients  Elizabth O’Brien at CBS Marketwatch writes that plenty of baby boomers have done the math on so-called “concierge” medicine (also known as “boutique,” “personalized” or “private physician” practices)  and deemed the investment worthy. In the typical concierge experience, a primary-care doctor accepts insurance for routine services but also charges a non-reimbursable fee that pays for amenities like 24/7 access to the doctor, same-day appointments, longer appointment times and a greater degree of personalized attention. The annual fee for such practices currently averages about $1,800.  More:

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  • Practice Management - QuickPress

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

    January 29, 2013

    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…

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  • Practice Management - QuickPress

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

    January 29, 2013

    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:

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  • Healthcare - QuickPress

    Health Law Pinches Colleges —Wall Street Journal

    January 21, 2013

    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:

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  • 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.

    January 18, 2013

    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:

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  • QuickPress - Valuation/Appraisal

    Tech Valuation Roundup, 2013: Facebook, Ebay, Spotify, FourSquare, Zynga, Infosys—Overvalued; Still: Google Holds Its Own

    January 16, 2013

    Investors Cool on Tech A survey of tech firms’ valuations shows many companies are challenged.    Here’s detail from various reporters:

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