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Financial Literacy: Does Your Board Really Know the Numbers?

October 13, 2015 Nonprofit

Nonprofit board members have a legal obligation to the organization’s fiscal health. Yet, many struggle to fulfill their fiduciary duties related to budgeting, finance and oversight. The culprit is often a fundamental disconnect between the nonprofit and for-profit worlds.. Read More >>

Bober Markey Fedorovich Expands Leadership in Transactions, Litigation, Valuation, and Forensics

October 7, 2015 Breaking News and Alerts BMF

AKRON, OH – September 29, 2015 – Bober Markey Fedorovich (BMF), a top 20 regional CPA and advisory firm, has expanded its management team in the firm’s Transactions, Litigation, Valuation, and Forensics with the addition of Bryant Petersen, MBA,. Read More >>

Bober Markey Fedorovich Promotes Eight Associates

September 30, 2015 Breaking News and Alerts BMF

AKRON, OH – September 24, 2015 – Bober Markey Fedorovich (BMF) recently promoted eight of its associates within the firm: Jennifer L. Aubley, CPA, promoted to Manager, Advisory and Assurance Services. With more than 15 years of experience serving. Read More >>

Potential Changes for Valuing Closely Held Business Interests in Intra-Family Transfers – Limiting the Use of Valuation Discounts

  There have been recent rumblings that the IRS might soon publish regulations limiting use of certain valuation discounts for estate and gift transfers of closely held business interests to family members.  While the technical details related to such. Read More >>

Treat Your Company Like an Investment

Most manufacturing and distribution business owners dream of exiting their company with money in hand. But interestingly, they often are not strategic about how to make this happen. While they may talk about the future and what they expect. Read More >>

The Ohio Supreme Court Weakens Ohio’s Bright-Line Test for Non-Residency

August 18, 2015 Tax Advisor BMF

August 18, 2015 In Cunningham v. Testa, The Ohio Supreme Court held that the state is permitted to challenge whether a taxpayer is domiciled in Ohio if other evidence available to the state provides a “substantial basis” that the. Read More >>

IC-DISCs: A Tax Incentive for U.S. Exporters

Thousands of companies benefit from an IC-DISC every year, but many exporters still do not take advantage of this beneficial tax incentive. An IC-DISC is available for companies that export goods manufactured in the United States, provide engineering or. Read More >>

Nonprofit Funding Matters: Revenue Diversification: Think Like a Growing Business

August 6, 2015 Nonprofit

August 6, 2015 Many nonprofit organizations are quick to celebrate short term funding successes without exercising the proper degree of caution about the sustainability of those sources.  In a growing for-profit business, management is constantly expanding its product offerings,. Read More >>

Investment Matters: Best Practices for Your Plan’s Investment Committee

In the absence of an officially designated — and properly structured — investment committee, your company’s executives and board of directors may find themselves assuming fiduciary responsibilities that they may not have been aware. However, by designating a committee. Read More >>

Sales Tax Holiday for Back-to-School Shopping August 7-9th

In an effort to provide relief to Ohio families during back-to-school shopping, qualifying purchases of clothing, school supplies, and school instructional materials will be exempt from sales tax starting Friday, August 7, 2015, through Sunday, August 9, 2015. During. Read More >>