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Sep 16, 2020

Two Levels of Appraisal Services: Calculations vs. Valuations

Did you know that business valuators offer two types of appraisal services? Formal valuations are the most common service valuators provide, requiring significant time and in-depth analyses. But sometimes a less formal “calculation” of value will suffice — just don’t expect it to stand up to outside scrutiny. Calculations are only as reliable as the assumptions and scope…

Sep 9, 2020

Is Your Company in Compliance with Federal Anti-Discrimination Laws?

As the COVID-19 pandemic continues, the Equal Opportunity Employment Commission (EEOC)is reminding employers that they’re still prohibited from engaging in discriminatory practices covered by federal legislation. Here are some examples of major anti-discrimination laws that both employers and employees should review in the context of today’s unprecedented conditions. Civil Rights Act The Civil Rights Act of…

Aug 26, 2020

Retirement Accounts and Your Estate Plan

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts. First, tax-favored retirement accounts, such as traditional IRAs, Roth IRAs, SEP accounts and 401(k) plans, are not good candidates to use for funding bypass…

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Recent Posts

  • New Law Reduces Tax Odds for Gamblers
  • Seven Non-Tax Reasons to Create a Trust
  • How Industry Fits into the Valuation Puzzle
  • Timing Is Everything: How to Handle Subsequent Events in Valuation
  • New Tax Rules Have Been Set: Start Planning Now

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