Webinar “Driving the Future: Insights into the Current Automotive Environment” is now available
In case you missed it… Our webinar with Haig Partners, “Driving the Future: Insights into the Current Automotive Environment” is now available for viewing. Watch the recording below. A special thanks to Kevin Nill from Haig Partners for leading this very informative presentation and discussion on the Automotive Industry, alongside our industry experts Ken Rosenfield and Paul Dumm, and covering […]
A Revisit of “Known or Knowable” and Subsequent Events in the COVID-19 World
By Robert B. Morrion, ASA BV/IA and Alexander Dokuchaev, CFE We have a recurring client for whom we perform an annual valuation as of December 31. The company is in the conference/event logistics space. We spoke with the client during December and we agreed that the valuation date would be December 31, 2019, that the […]
Don’t Lose Money in a Buy/Sell Because of Sloppy Accounting
By Kenneth R. Rosenfield, CPA The past few months in the automotive retail industry have been very challenging, to say the least. Among the issues the industry is facing: A new President, looming trade tariffs, tax incentives for US manufacturing, import issues, tax breaks and possible elimination of the interest deduction. Manufacturers are also being […]
Wealth Transfers: No More Valuation Discounts?
Melissa Barbosa, CPA, MBA, ABV, Valuation & Litigation Support Services Recently, the IRS issued proposed regulations to section 2704 in an effort to limit valuation discounts on transfers of interests in family-controlled entities for gift, estate and generation-skipping transfer tax purposes. The long awaited and much speculated regulations are intended to address perceived shortcomings that […]