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Dec 20, 2023

Working Capital: A Potential Valuation Sleeper

Working capital is sometimes overlooked in determining the value of a business. But it can have a material effect on value, so it’s important to remember. A business’s working capital equals the difference between its current assets and current liabilities. When the value of a business is determined under either the income or the market approach,…

Dec 11, 2023

IRS Delays $600 Form 1099-K Reporting Threshold

Businesses and individuals concerned about the confusing 1099-K reporting requirements can breathe a sigh of relief: On November 21, 2023, the IRS announced that the deadline for the new $600 reporting threshold won’t go into effect for the 2023 tax year — and it’s expected to increase the threshold less than expected for 2024. Here’s what…

Dec 7, 2023

Is an ESOP Right for Your Business?

The National Center for Employee Ownership (NCEO) estimates that about 6,500 U.S. companies have employee stock ownership plans (ESOPs). Many owners of closely held businesses use these plans as an exit strategy. Although ESOPs offer a variety of benefits, including significant tax advantages, they’re not right for every company. IRS Issues a Compliance CaveatThe IRS recently…

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Recent Posts

  • Converting Future Damages to Present Value
  • 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

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