Sitemap

Posts by category

Category: Accounting & Finance
- Smart Strategies for Business Expansion
- Unlocking Your Business’s True Value: A Guide for Smart Loan Negotiations
- Exploring Financing Options for Your Business
- CECL 2023-2: Types of Financial Assets within the Scope
- CECL 2023-1: What is Current and Expected Credit Loss and What Has Changed?
- CECL 2023-3: General Questions About the CECL Standard
- ASC 842 – Adopting the New Lease Standard
- 5 Billing and Collection Processes to Keep Financially Sound
- Don’t Be a Victim: Stay Vigilant for Evolving Fraud Schemes
- SBA Speeds Up PPP Loan Forgiveness Process
- SBA Eliminates PPP Loan Necessity Questionnaire
- SBA To Withdraw Paycheck Protection Program Loan Necessity Questionnaire
- Restaurant Revitalization Fund: SBA to Open Registration April 30
- Restaurant Revitalization Fund: Grant Opportunities Available Soon
- Paycheck Protection Program: Moving from Application to Forgiveness
- Paycheck Protection Program Application Deadline Extended 60 Days
- President Biden Signs American Rescue Plan Act
- Schedule C Borrowers Can Use Gross Income for Paycheck Protection Program Loan Calculations
- 2021 Client Letter: A Year in Review
- Calculations Guidance Released for Paycheck Protection Program Loans
- SBA Issues Guidance on Second Draw Paycheck Protection Program Loans; Reductions in Gross Receipts
- SBA & Treasury Announce Full Reopening of Paycheck Protection Program Applications
- Revamped Paycheck Protection Program Opens, Application Forms Released
- SBA & Treasury Issue Guidance for Second Draw Paycheck Protection Program Funding
- Details of the Bipartisan COVID Relief Plan Proposal
- AICPA Joins 80+ Organizations Concerned About Paycheck Protection Program Loan Necessity Questionnaires
- Tips for Supporting $2M+ Paycheck Protection Program Loan Necessity
- SBA to Release New Forms to Validate Paycheck Protection Program Loans in Excess of $2M
- Forgiveness Simplified for Paycheck Protection Program Loans of $50K or Less
- SBA and Treasury Address Owner-Employee Compensation and Rental Expenses in Latest Paycheck Protection Program Guidance
- New Rules for Required Minimum Distributions
- Paycheck Protection Program Forgiveness Applications – Should You Act Now or Wait?
- SBA Releases 23 New FAQs to Address Paycheck Protection Program Loan Forgiveness
- COVID-19 Checklist: Reassessing Your Risks and Internal Controls
- Navigating Uncertainty for Future Success, Together
- Five Week Extension to Paycheck Protection Program Loan Applications
- SBA Issues Revised “Borrower-Friendly” Forgiveness Applications
- Top Considerations for Navigating Paycheck Protection Program Loan Application, Spending and Forgiveness
- BMF COVID-19 Safety Guidelines
- FASB Grants One-Year Delay on Revenue Recognition, Lease Standards Implementation
- Senate Passes House Bill to Loosen Paycheck Protection Program Forgiveness
- House Passes Bill to Ease Paycheck Protection Program Loan Spending and Forgiveness Requirements
- Paycheck Protection Program: SBA Issues Interim Final Rules on Loan Forgiveness
- Opportunities and Implications of the Business Law & Tax Changes in Response to COVID-19
- Paycheck Protection Program: Top 10 Questions
- Paycheck Protection Program: Past, Present & Future
- Employee Benefits: The Implications of the New Laws in Response to COVID-19 / Coronavirus
- SBA Releases Paycheck Protection Program Loan Forgiveness Application & Instructions
- SBA Issues Guidance and Safe Harbor on “Good Faith” Certification
- Coming Back Safe and Strong
- Strategies During Economic Downturns: Managing Cash (It’s Still King!)
- Paycheck Protection Program: Loan Forgiveness Q&A
- Paycheck Protection Program: Loan Forgiveness Highlights
- Paycheck Protection Program Loan Certification Updates
- Paycheck Protection Program: Potentially Adding $300+ Billion to Support Small Businesses
- We’re feeling it, too.
- Survival During the COVID-19 Recession: Protect Your Cash
- SBA Issues Additional Guidance on Self-Employed Paycheck Protection Program Loans
- Treasury and IRS Issue Guidance on Payroll Tax Deferrals – and it’s better than expected
- Ohio Employers to Receive Dividend from Bureau of Workers’ Compensation
- Paycheck Protection Program Loan Forgiveness: Timing is Everything
- SBA Modifies Paycheck Protection Program Guidelines
- Treasury Modifies SBA Loan Regulations
- Ohio Governor DeWine Signs COVID-19 Related Legislation
- CARES Act Provisions and Business Loan Program Guidelines
- CARES Act: Federal Coronavirus Emergency Relief Package in Response to COVID-19
- State Agencies Issue Financial Relief to Ohio Businesses and Workers in Response to COVID-19
- In Response to COVID-19: House & Senate Approve $2 Trillion Economic Rescue Package; Tax Extensions Clarified
- In Response to COVID-19: Stay At Home Order
- Navigating Challenging Times: Protect Your Cash Flow
- SBA Offering Ohio Businesses Low-Interest Federal Disaster Loans in Response to COVID-19 Coronavirus
- BMF Office Update Regarding COVID-19
- In Response to COVID-19
- FASB Approves Delay for 3 Accounting Standards: Leases, Credit Losses, Hedging Dates Deferred
- Department of Labor Raises Pay Threshold for Exempt Workers to $35K
- Revenue Recognition Standards Implementation – Deadline and Alternate Option
- FASB Proposes Delay on 4 Major Accounting Changes
- Disaster Planning: Plan for the Possible
- Cash is King: Lessons Learned from Economic Downturns
- Revenue Recognition Issue 13 – Footnote Disclosures
- Revenue Recognition Issue 12 – Special Focus: Nonprofit
- Revenue Recognition Issue 11 – Special Focus: Service
- Revenue Recognition Issue 10 – Special Focus: Distribution
- Revenue Recognition Issue 9 – Special Focus: Manufacturing
- Revenue Recognition Issue 8 – Special Focus: Construction
- Revenue Recognition Issue 7 – Recognize Revenue When/As Performance Obligations Are Satisfied
- Revenue Recognition Issue 6 – Allocate Transaction Price to Performance Obligations
- Getting Ready for the New Revenue Recognition Standards
- Revenue Recognition Issue 5 – Determine the Transaction Price
- Revenue Recognition Issue 4 – Identify Separate Performance Obligations
- Revenue Recognition Issue 3 – Identify the Contract
- Revenue Recognition Issue 2 – Basics of Revenue Recognition: The 5 Step Approach
- Revenue Recognition Issue 1 – Introduction to Revenue Recognition: Why You Should Care
- The Enemy Within: How can you prevent employee fraud?
- Lease Accounting: Not As Far Away As It Seems
- Damage control: Surviving a business interruption
- Show Me the Money (and where it goes): The New Revenue Recognition Standards
- FASB Announces One-Step Testing for Goodwill Impairment
- Know Your Customers Before You Extend Credit
- Making the Most of Your Company’s Financial Statements
- Fraud Prevention: What Works?
- It’s Time to “True-Up” with Ohio BWC
- Employee vs. Independent Contractor: Make sure you get it right
- DOL’s final overtime rule brings sweeping changes
- Management Strategies: The Right Way to Structure a Bonus Plan
- Long Awaited Lease Accounting Standard Issued by FASB
- Exit Planning Strategies: Is an ESOP Right for You and Your Employees?
- FASB Simplifies Balance Sheet Classification of Deferred Taxes; Debt Covenants May Be Affected
- FASB Moving Forward with Finalizing Leasing Standards
- BWC Transitions to Prospective Billing for Private Employers
- Is Your Business Healthy?
- What’s Your End Game? The Importance of Succession Planning
- Keeping a Weekly Scoreboard
- New Accounting Alternative for Private Company Business Acquisitions
- Accounting for Revenue Recognition Will be Changing Soon
- Big GAAP vs. Little GAAP vs. No GAAP
- Private Company Counsel provides relief from consolidation rules
- FASB Issues Revised Proposal for Lease Standards
Category: Benefit Plans
- Stay on the Right Side of the IRS: Easy Steps to Keep Your 401(k) Plan Compliant
- DOL Issues Changes to Form 5500: Smaller Benefit Plans To Be Excused From Audits Starting in 2024
- SECURE Act 2.0 Makes Sweeping Changes to Retirement Plans
- IRS Launches Pilot Pre-Examination Retirement Plan Compliance Program
- Investment Diversification with Active and Passive Plan Investment Options
- Designing a 401(k) Matching Program to Meet Your Objectives
- The Changing Face of the Employee Benefit Plan Limited Scope Audit
- Employee Benefit Plan Audits: What It Is and When You Might Need One
- Partial Plan Terminations – How Does This Affect My Business?
- Benefit Plan Relief for Plan Sponsors and Participants
- When Bad Things Happen to Good Plans: Preventing errors with eligible compensation plans
- Is This the End of the Limited Scope Audit?
- Multiple Employer Plans: DOL Ruling May Provide U.S. Workers with Greater Access to Retirement Plans
- Employee Benefit Plan Seminar Takeaways: Audit & Accounting, Tax, Tech and Legal
- Managing Cybersecurity Risks: 5 Steps to Protect Your Employee Benefit Plan NOW
- Internal Control Essentials for Retirement Plans
- ERISA Compliance Year-End Checklist
- 401(k) Plan Loans: What Are Employees’ Options When They Depart?
- Your Company and Your Plan Participants – At Risk for Identity Theft?
- Why Conducting an Annual Benefit Plan Review is Critical
- Operational Compliance: Who’s in Control of the Controls?
- Monitoring Service Provider Performance: The Role of Type II SOC 1 Reports
- Payroll Controls: Is Your Data Accurate and Secure?
- Benefit Plan Insights: 5 Common ERISA Red Flags
- Leveraging Plan Administration while Maintaining Your Fiduciary Responsibility
- To Email or Not to Email: Sending ERISA Disclosures Electronically
- Comment Letter on ASB Proposed Statement of Auditing Standards
- Compliance Matters: Identifying Compensation Errors
- Benefit Plan Responsibilities: When Not to Rely on Your TPA
- Plan Operations: Keys to Switching Service Providers Painlessly
- Retirement Plan Contributions: Timing is Everything
- An Ounce of Prevention: The Case for Effective Internal Controls
- IRS Advises Plan Sponsors to “Skip” New Compliance Questions for 2015 Form 5500 Filings
- Does My Benefit Plan Really Need an Audit?
- Investment Matters: Best Practices for Your Plan’s Investment Committee
- BMF’s Commitment to Quality Demonstrates Significant Value as DOL Releases EBP Audit Quality Report
- Best Practices: Keeping Tabs on Service Providers
- New Rules for Multi-Employer Pension Plans
- Now is the Time to Consider Amending Qualified Plans for Same-Sex Marriages
- IRS Final Regulations on Suspending Safe Harbor Contributions During the Plan Year
Category: BMF in the News
- BMF Named a 2023 Best of the Best Firm by INSIDE Public Accounting
- BMF Recognized as a IPA 2023 Top 200 Firm
- BMF Named a 2023 Great Lakes Regional Leader by Accounting Today
- BMF Receives 2023 Best of Accounting Award for Client Service Excellence
- Richard C. Fedorovich Named 2023 H. Peter Burg Economic Development Leadership Award Recipient by Greater Akron Chamber
- BMF Recognized as a 2022 Top 200 Firm by INSIDE Public Accounting
- BMF Named a 2022 Great Lakes Regional Leader by Accounting Today
- Tax Structuring in M&A Transactions
- BMF Named a 2021 Best of the Best Firm by INSIDE Public Accounting
- BMF Named a 2020 Best of the Best Firm by INSIDE Public Accounting
- BMF Recognized AS A 2020 Top 200 Firm by INSIDE Public Accounting
- BMF Named a Great Lakes Regional Leader by Accounting Today
- BMF Named to Inside Public Accounting’s 2019 All Stars Specialized Niche Firms
- BMF Recognized as a 2019 Top 200 Firm by Inside Public Accounting
- Transparency can pad a business’s price tag
- High valuations don’t always mean it’s a good time to sell
- Looking to Boost Profit Margins? It All Starts With the Answers to These Six Questions
- Scrupulous Due Diligence Bolsters the Buyer’s Advantage
- Regional Firms Must Find New Ways to Recruit Talent
- Understanding Working Capital Impact on M&A Deals
Category: BMF Insights
- STAFF HIGHLIGHTS – FALL 2023
- In Memory of Our Partner, Melissa Dunham
- BMF Announces 2023 Associate Promotions
- Staff Highlights – Summer 2023
- Melissa Dunham and James Skakun Named Partner
- Staff Highlights – Spring 2023
- Sara Martin Named Chief Operating Officer
- Paul Mucha Joins BMF Leadership Team, Enhancing Client Accounting Services
- Remaining Independent in a Consolidating Profession
- Staff Highlights – Winter 2023
- Staff Highlights – Fall 2022
- Stephen Mazza Joins BMF as Partner
- BMF Announces 2022 Associate Promotions
- Staff Highlights – Summer 2022
- Dana Mountjoy Named Partner
- Staff Highlights – Spring 2022
- BMF Receives 2022 Best of Accounting Award for Client Service Excellence
- Staff Highlights – Winter 2022
- Mindy Marsden Selected for Crain’s Forty Under 40 List
- Nathan Lieb Named a 30 For the Future Award Recipient
- BMF Announces 2021 Associate Promotions
- Staff Highlights – Summer 2021
- Mindy Marsden Named Partner at BMF
- BMF Receives 2021 Best of Accounting Award for Client Service Excellence
- Staff Highlights – Winter/Spring 2021
- BMF Named a 2021 Great Lakes Regional Leader by Accounting Today
- Four Promoted to New Director Roles
- Now BMF.CPA! Our website and email addresses have changed
- This holiday season, we are grateful.
- Staff Highlights – Summer/Fall 2020
- News Release: BMF Announces New Governance Structure
- You’re in good hands
- Keith Libman Receives 2020 Gries Family Award for Community Leadership
- Rick Fedorovich Named to Leadership Roles for Cleveland Leadership Center and Ohio Society of CPAs
- Staff Highlights – Spring & Summer 2020
- Kristian Barr Selected for Cleveland Bridge Builders Class of 2021
- Getting Back to Business as (un)Usual
- Checking In With Our Clients and Friends
- BMF COVID-19 Coronavirus Quick-Reference Resource Center
- How is Coronavirus Impacting Cybersecurity and Business Technology?
- Internships: How to Prepare and What to Expect
- 2019 BMF Year in Review
- Staff Highlights – Winter 2020
- Staff Perspectives Inauguration
- Busy Season Insight at a Public Accounting Firm
- Meet Our Team: Samantha Rathburn
- BMF Announces Bigler Promotion; New Hires
- Meet Our Team: Mindy Marsden
- BMF at 60: An Opportunity to Envision the Future
- Staff Highlights – Fall 2019
- Matthew Mallinak Named Partner at BMF
- BMF Announces the Promotion of 11 Associates
- Melissa Dunham Named a 30 For the Future Award Recipient
- Summer Leadership Program Builds Future Leaders and Friends
- Staff Highlights – Summer 2019
- Going Beyond the Brand: Why engagement is essential
- Meet Our Team: Theodore “Tod” Wagner
- Staff Highlights – Spring 2019
- Building a Map of Northeast Ohio Influencers
- Barr Joins Assurance and Advisory Team at BMF
- John Jenkins Named Partner at BMF
- BMF Adds Two New Associates
- BMF Announces the Promotion of Six Associates in Northeast Ohio
- BMF Insights: Leveraging Strengths
- Staff Highlights – Fall 2018
- Culture as a Competitive Strategy: Transforming into a Destination Workplace
- Meet Our Team: Matt Mallinak
- Staff Highlights – Spring 2018
- BMF Welcomes Michelle Carano & Matthew Mallinak
- Technology Insights: Keys, please.
- LinkedIn Fraud: I’d like to add you to my professional network of targets
- BMF Associate Promotions
- Building Future Leaders: BMF Introduces Inaugural Summer Leadership Program
- A Look Inside 100 Years
Category: Breaking News and Alerts
- BMF Introduces Summer Business Hours
- IRS Issues Guidance Around Extended Tax Filing Deadline
- Congress Passes Year-End Spending, Stimulus Bill with Tax Extenders
- COVID-19 Relief Bill Passed, Key Paycheck Protection Program Issues Addressed
- IRS Broadens Tax Filing and Payment Relief, Refund Guidance Coming Soon
- Treasury Extends Tax Filing Deadline 90 Days
- President Trump Signs Coronavirus Emergency Aid Package, IRS Issues Guidance on Tax Payment Extension
- Treasury Delays Tax Payments by 90 Days, Filing Deadline Currently Unchanged
- Families First Coronavirus Response Act: Relief Benefits and Tax Deadlines
- Sullivan Selected to Leadership Cleveland Class of 2019
- BMF Adds Seven New Hires
- BMF Welcomes Six New Associates
- BMF Welcomes Michelle Carano & Matthew Mallinak to the Leadership Team
- Gabriel Partners Valuation Practice Joins Forces with BMF
- BMF Strengthens Leadership with Promotion of Petersen, Skakun
- Sullivan Selected as Influential Woman in Finance
- Kishman Joins Bober Markey Fedorovich
- Eric German Named Partner at BMF
- Wagner Receives ACG Global’s Meritorious Service Award
- Libman, Skakun, Recognized for Commitment to Community
- Theodore Wagner Selected to Leadership Cleveland
- Bober Markey Fedorovich Announces New HIres
- Michael Hydell Promoted to Senior Manager at BMF
- Dale Ruther Earn Prestigious CCIFP Designation
- Bober Markey Fedorovich Expands Leadership in Transactions, Litigation, Valuation, and Forensics
- Bober Markey Fedorovich Promotes Eight Associates
- BMF partner Jim Bowen selected to Leadership Akron Class XXVII
- Steve Swann Receives M&A Advisor’s 40 Under 40 Emerging Leaders Award
- Libman, Goldstine, Kopperman & Wolf Joins Bober Markey Fedorovich
- Eric German Joins BMF, Enhancing Firm’s SEC Resources
- Rick Fedorovich Selected to Leadership Cleveland
- Merklin to Receive Distinguished Leader Award
- Bober Markey Fedorovich Expands Leadership in Tax Services and Business Development
Category: Construction
- Keep Your Construction Business in Top Shape with KPIs
- Protect Your Profit: 5 tips for preventing profit fade
- Cybersecurity Risk & Threats are a Construction Concern
- 5 Ways to Maintain Profitability on Change Orders
- Construction Industry Trends for 2020
- Managing Risk from Construction Change Orders
- Recruiting: A Continuous Challenge for Construction Contractors
- Construction Succession Planning and Ownership Transition
- Construction Industry Outlook for 2019
- Work in Process Schedule: The Lifeblood of a Construction Company
- Revenue Recognition for Contractors: Seminar Takeaways
- Study Identifies 5 Major Construction Risk Factors
- Nasty Numbers: 7 red flags to watch out for in your financial statements
- Construction Insights: Now is a Good Time to Reconsider Lean Construction Concepts
- What Does the Future Hold for Your Cash Flow?
- Construction Insights: WIP Reports – A Valuable Management Tool
- Boom or Bust? Watch for Signs of the Next Business Cycle
- Show me the money – Ways to Keep Your Profits on Track
- Employee Compensation: Recruiting and Retaining Key Personnel
- Identifying and Preventing Profit Fade
- Construction Success Story: Contractor tired of being stonewalled on final payments
- Financial Reporting: VIE Rules Can Cause Confusion
- Growth Strategies: Things to Consider When Evaluating an Acquisition
- Claims Management: Quick Response Is Critical When Disputes Arise
- Considerations When Working Across State Lines
- New Revenue Recognition Standard: Changes for Long-Term Contracts
- Succession Planning: Build Value into Your Company
Category: COVID-19 Coronavirus
- Remote Working: Tax Friend or Foe?
- Financial Statement Audits in a Post-COVID World
- Advanced Child Tax Credit: Planning for Your 2021 Tax Filing
- Federal COVID Funding Could Trigger Single Audit Requirement
- Employee Retention Credit – More Guidance Issued for Q1 & Q2 Credits
- Employee Retention Credit Modifications Under the American Rescue Plan
- IRS Releases Additional Guidance for 2020 Employee Retention Credit
- Employee Retention Credit: Claims, Advance Payments and Documentation
- Consolidated Appropriations Act: Changes to the Employee Retention Tax Credit
- IRS Issues Additional Guidance on Taxability of Paycheck Protection Program Loan Forgiveness
- Payroll Tax Holiday – Friend or Foe?
- IRS Delays and Other Issues on 2019 Tax Filings
- Ohio Issues CAT Guidance on Paycheck Protection Program Loan Forgiveness
- State and Local Impact of Working from Home Post-Pandemic
- Paycheck Protection Program: Taxability of Loan Forgiveness
- Are Your Company Credentials for Sale?
- Webinar: COVID-19 Impact on Mergers & Acquisitions
- 5 Ways to Increase Conference Call Security in the Era of COVID-19
- Endpoint Security in the Age of COVID-19
- Being More Vigilant Online
Category: Fraud
- Solving the Case of Hidden Funds
- 4 Steps to an Effective Fraud Prevention Strategy
- Red Flags for Ponzi Schemes
- The Fraudulent Illusion of Early Revenue Recognition
- Nonprofit Insights: Nonprofit Internal Controls Fight Technology-Related Fraud
- Fraud Vulnerability: Where Are Your Weaknesses
- Credit Card Use: Having a policy can thwart misuse
- Valuation Insights: The Red Flags of Fraud
- Be on the Lookout for Tax Identity Theft
- 7 Threats That Can Bring a Nonprofit Down
Category: Manufacturing Distribution
- Navigating Employee Retention in Manufacturing: A Strategic Imperative
- Assessing the Profitability of Your Products
- Incentivizing Manufacturing: CHIPS and Science Act, Inflation Reduction Act
- Bonus Depreciation and Sec. 179 Expense – What’s the difference?
- Manufacturing Business Expenses: 4 Tips for Deducting Meal & Entertainment Costs
- Measuring Product Profitability: The Power and Pitfalls of Gross Profit Margin
- Smart Factories and Blockchain: How to stay on the cutting edge of technology
- Leases and Contract Revenue: Get ready to roll out the new accounting standards
- Loan or Lease: What’s the smartest way to finance new assets?
- Manufacturing Insights: Human vs. Robot – Carefully Weigh the Pros and Cons of Automation
- Business Basics: Manage Cash Flow to Keep Your Company Healthy
- Manufacturing Insights: How to Reduce Waste
- Wasteful Thinking: Revamp Warehouse Layout to Improve Efficiency
- 4 lean manufacturing fundamentals you can count on
- MANUFACTURERS: Are You Wasting Your R&D Credits?
- Treat Your Company Like an Investment
- Management Strategies: Pull the Right Levers for Smart Growth
Category: Meet Our Team
Category: Nonprofit
- Strategic Planning: A new approach to a familiar concept
- Operating Reserves: Is Your Organization Safeguarded?
- Presentation and Disclosure of Nonprofit Nonfinancial Gifts In-Kind
- Protecting Donor Information: Is their identity at risk?
- Nonprofit Trends: Online Revenue and Retention, Digital Advertising and Employee Satisfaction
- New Rules Clarify Nonprofit Accounting for Grants and Contributions
- 2019 Business & Finance Hot Topics for Nonprofits
- Take Control: Your Nonprofit’s Future Starts with a Strategic Plan
- The Care and Feeding of Nonprofit Executives: How to Balance Fair Compensation and IRS Requirements
- Nonprofit Insights: Changes on the Horizon – The New Nonprofit Reporting Standards
- Nonprofit Fundraising: Discover the Power of the Crowd
- 8 Tips for Creating an Effective Survey
- Accounting for Contract Exchange vs. Contribution
- Nonprofit Funding: A Closer Look at Quasi-Endowments
- Reporting Rule Changes for Nonprofits: ASU 2016-14
- Nonprofit Fundraising: 5 Ways to Account for Promises to Give
- The Give and Get: How to Build a Fundraising-Friendly Board
- Executive Sessions: What They Are and Why You Should Have Them
- Financial Literacy: Does Your Board Really Know the Numbers?
- Nonprofit Funding Matters: Revenue Diversification: Think Like a Growing Business
- FASB Proposes Substantial Accounting Changes for Nonprofits
- Nonprofits and Leases: Understanding the Options (and Opportunities)
- Eyes Wide Open: Who’s Watching Your Organization?
Category: Partner's Perspective
- Business Succession Planning: Why buy-sell agreements are advantageous
- Take the Drama Out of Business Succession: A Case Study
- Overcoming Resistance to Innovate: Become a change agent
- Valuing the Cost of Customer Relationships
- Succession Planning: The Benefits of a Family Limited Partnership
- When Owners Hang On Too Long: The Business of Letting Go
- The Buy-Side Evaluation of Net Working Capital
- Partner’s Perspective: Should You Change Your Business – or Transform it?
- Ownership Transition: Valuation is Key to Succession Planning
- Business Exit Readiness – Are You Ready?
Category: Paycheck Protection Program
Category: Revenue Recognition
Category: SOC Reports
Category: Staff Perspectives
Category: Succession Planning
- New Proposed Regulations Impact Valuation Discounts for Transfers of Family-Owned Businesses
- Potential Changes for Valuing Closely Held Business Interests in Intra-Family Transfers – Limiting the Use of Valuation Discounts
Category: Tax Advisor
- 2023 Year End Tax Planning for Businesses and Individuals
- 2024 Cost-of-Living Adjustments (COLAs)
- Ohio House Bill 33 Brings Significant Changes to Commercial Activity Tax
- Is Your Passion a Hobby or a Business?
- Claim Your Green Savings: IRS Credits Make Clean Vehicles and Clean Energy More Affordable
- Tax Impact of Ohio’s 2024-2025 Fiscal Year Budget
- Ohio Back-to-School Sales Tax Holiday – Aug 4-6, 2023
- Research & Development Accounting Method Changes (Section 174)
- 2022 Year-End Tax Legislation Guidance
- 2022 Year End Tax Planning for Businesses and Individuals
- Employee Retention Credit: Be cautious of fraudulent schemes
- 2023 Cost-of-Living Adjustments (COLAs)
- Businesses Must Act Now to Take Advantage of the 2022 Bonus Depreciation
- Inflation Reduction Act – New & Expanded Tax Credits
- IRS Updates Late Portability Election Procedures
- Ohio Back-to-School Sales Tax Holiday – Aug 5-7, 2022
- Pass-Through Entities: A New Tax Break for Ohio Business Owners
- Navigating IRS Notices
- 2022 Standard Mileage Rates Issued
- 2021 Year End Tax Planning for Businesses and Individuals
- IRS Clarifies Guidance on 2021 Employee Retention Credit Termination
- 2022 Cost-of-Living Adjustments (COLAs)
- Tax Framework for the Infrastructure Bill & Build Back Better Package
- Employee Retention Credit: Calculations, Wages, PPP Forgiveness and More – Guidance for Q3 and Beyond
- Ohio 2021 Back-to-School Sales Tax Holiday is Aug 6-8
- Employee Retention Credit: Have You Checked Your Eligibility Lately?
- White House Family Aid Plan: Proposed 2021 Tax Reform Highlights
- Business Meals: IRS Clarifies Definition of Restaurants for Deductible Meals
- COVID-19 VACCINE: TAX CREDIT FOR PAID LEAVE
- Preparing for the New Form 1099-NEC, Nonemployee Compensation
- 2020 Year End Tax Planning for Businesses and Individuals
- Final Rules Clarify Business Meals and Entertainment Deductions
- 2021 Cost-of-Living Adjustments (COLAS)
- Ohio’s 2020 Sales Tax Holiday for Back-to-School Shopping is Aug 7-9
- 2019 Tax Provisions: Extenders Bill, ACA Tax Repeal, SECURE Act
- 2019 Year End Tax Planning for Business and Individuals
- Ohio Tax Update for Lawyers, Lobbyists, Pink Tax; Wayfair Guidance Rollout
- 2020 Cost-of-Living Adjustments (COLAs)
- Ohio’s 2019 Back-to-School Sales Tax Holiday August 2-4
- Ohio Update: Budget Bill Passed; Relief for Storm Victims
- Breaking News: Tax Extender Bill Proposed
- IRS Issues Transitional Guidance on Meals & Entertainment Deductions
- 2018 Year End Tax Planning for Business and Individuals
- 2019 Cost-of-Living Adjustments (COLA)
- 4 Questions to Ask Before Hiring Household Help
- IRS Releases Proposed Regulations to Clarify Qualified Business Income Deduction
- Ohio’s Back-to-School Sales Tax Holiday is Back!
- U.S. Supreme Court Reverses Quill Decision in South Dakota v. Wayfair Case
- Tax Reform Series #7: Carried Interest Extended to 3-Year Holding Period
- Tax Insights: 529 Plan Use Expanded Under Tax Reform
- Tax Reform Series #6: Tax Savings from Accounting Methods
- Tax Reform Series #5: Meals & Entertainment Deduction Limitations
- Tax Reform Series #4: Transition Tax on Offshore Earnings
- Tax Reform Series #3: Excess Business Losses
- Tax Reform Series #2: Limitations on Business Interest
- Bipartisan Budget Act of 2018 Extends Many Expired Tax Provisions Through 2017
- Tax Insights: Wills and Living Trusts – Estate Planning Essentials
- Tax Reform Series#1: Qualified Business Income Deduction
- Ohio’s Tax Amnesty Program: What’s in it for You?
- Tis’ The Season For Gifting: 5 Reasons to Consider Filing a Gift Tax Return
- Trump’s Tax Reform: What’s in the Final Version?
- Will Tax Reform Be the Nation’s Gift This Holiday Season?
- 2017 Year End Tax Planning Moves for Businesses and Individuals
- Senate Finance Committee Unveils Tax Reform Plan
- GOP Leaders Reveal Tax Reform Bill
- Commonly Overlooked Items for Maintaining S Corporation Election
- 2018 Cost-of-Living Adjustments
- President Trump Signs Disaster Tax Relief Bill into Law
- Tax Reform Framework Released
- Ohio’s Tax-Free Holiday is Back!
- Trump’s Tax Reform Outline Proposes Tax Reductions for Individuals and Businesses
- Foreign Reporting: Does it apply to you?
- 2017 Tax Deadlines for Individuals and Businesses
- Tax Reform Provisions in Proposed Ohio Budget Bill
- 2016 Year End Tax Planning
- Don’t Be Late! New Filing Deadlines and Extensions for 2016 Taxes
- Will You Benefit from President-Elect Trump’s Tax Plan?
- 2017 Cost-of-Living Adjustments
- Treasury Issues Final Guidance on Section 385 Earnings Stripping Regulations
- IRS Warns of Fake Tax Bills: Do Not Fall Victim
- Tax Free Shopping for Back-to-School
- Ohio’s Residency Contact Period Test Increased by 30 Days
- Congress Passes Tax Extenders Bill; Business and Individual Provisions Reinstated
- Middle Market Companies Should Review Capitalization Policies Before Year End to Deduct More Property Costs in 2016
- 2015 Year End Tax Planning Tips
- The Ohio Supreme Court Weakens Ohio’s Bright-Line Test for Non-Residency
- IC-DISCs: A Tax Incentive for U.S. Exporters
- Sales Tax Holiday for Back-to-School Shopping August 7-9th
- Supreme Court of the United States Digs Deep Into Alabama’s Tax Code – Could Change How State Taxes are Analyzed
- Ohio’s Municipal Income Tax Reform: A Step Towards Uniformity
- Accounting Method Change Relief Issued for Small Business Taxpayers
- The Tangible Property Regulations: Elections and Safe Harbors
- Trusts 101: Understanding an Important Estate Planning Tool
- Ohio Employers Incur Additional Unemployment Tax
- New E-Filing Requirement for Ohio Employers and School Districts
- Year-End Tax Planning: Things to Consider Prior to Year End
- The Tangible Personal Property Regulations: Opportunities in Property Improvements and Repairs and Maintenance
- Are You Concerned About Paying Too Much Tax on Your Inherited Stock Sales?
- The Tangible Property Regulations: Amounts Paid to Acquire or Produce Property
- Important Changes to the Commercial Activity Tax in 2014
- Managing Trust Distributions to Minimize Overall Tax
- As 2013 Came to an End, So Did Many Popular Tax Breaks for Individuals and Business
- The Tangible Personal Property Regulations: Opportunities in Materials and Supplies
- Ohio’s Board of Tax Appeals Unable To Address Constitutionality of Bright-Line Nexus Standard
- Final Regulations Help Clarify Tangible Property Expenses
- Employer Healthcare Mandate Delayed for Mid-Sized Businesses Until 2016
- Ohio Issues Guidance for Computing Deduction for Income Received from Pass-Through Entities
- 2014 Record Retention Guidelines
Category: The Cyber Times
- 7 Best Practices for a Cyber-Secure Holiday Season
- The Three C’s of Cybersecurity Awareness
Category: Valuation
- A Comprehensive Approach to Resolving Post-Acquisition Disputes
- Discounting Damages: How a Dollar Today is Worth More Than a Dollar Tomorrow
- Accounting for Business Combinations: Why you need another valuation
- Valuing a business in a volatile market
- When Assets are Divided: Goodwill in Divorce
- Sell-Side Strategies: Preparing Your Business for Sale
- Business Interruption – 5 Pitfalls that can foul-up your claim
- Due Diligence: Staying ahead of the game
- Valuation Considerations in Buy-Sell Agreements
- Shareholder Loans – The Real McCoy
- Avoiding and Resolving Post-Acquisition Disputes
- Understanding Projections and the Discounted Cash Flow Method
- Optimizing Capital Structure and the Level of Debt Assumption
- Purchase Price Agreements: You Don’t Have to Walk on Eggshells
- Shifting Gears: Be flexible about changing M&A objectives
- Valuation Truths: Beware of Rules of Thumb
- Efficiency: A Seller’s Best Sales Pitch
- Business Valuation: What’s It Worth, and to Whom?
- Preparing for Sale: 5 Realities of Business Valuation
- Watch Out for These Common M&A Deal Obstacles
- Buyer Beware: How to Perform Proper Due Diligence
- Finding the Value of a Noncompete Agreement
- Considering an Exit? Close the Value Gap Now
- What Did the Analyst Know — and When Did He Know It?

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Pages

Posts by category

Staff