MLR

Category: Special Publications

The standard financial due diligence process focuses on providing potential investors with an understanding of a company’s sustainable EBITDA, historical operating trends, working capital needs, and accounting policies and procedures.

However, access to the C-suite during fieldwork allows a financial diligence provider to gain valuable insight into other aspects of a company’s operations that may be just as important when evaluating a deal. In particular, financial diligence teams may uncover significant issues affecting post-acquisition integration and the investor’s ability to effectively monitor and effect change post-transaction.

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Have you recently purchased a new building? Are you planning to construct a new facility? Are renovations of your existing building in your plans?

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Many companies provide their financial statements, along with a CPA’s report, to lenders, investors, suppliers and customers. Informed readers of the report will gain varied levels of comfort based on the type of financial statement provided.

In the context of mergers and acquisitions, potential investors get a level of assurance when the investment target is audited.  However, relying solely on the target’s audited financial statements when making an investment decision could be shortsighted.

W2 Employees vs 1099 Contractors: Know the rules with independent contractors

With an increased capital gain tax rate of 20 percent for tax years 2013 and after, small-business owners should be aware of a provision that eliminates one-half or more of capital gains recognized on the sale of their corporate business.

The IRS has changed its approach to how it will allow the Section 199 domestic production activities deduction in the case of contract manufacturing.

Many taxpayers mistakenly believe that they have to be scientists inventing something completely new or developing cutting-edge technology to qualify for the research and development tax credit.

Or they think they have to be doing “research” as we commonly understand that word.

These do qualify, but there are many other activities that also qualify.

IN THIS ISSUE:

  • Reminder:  January 31 Due Date for W-2 and Certain 1099-MISC Forms
  • What Tax Law Changes Might Be Seen Under the New Presidency
  • Multistate Business Activities

IN THIS ISSUE:

  • Year-End Tax Planning
  • Reminder: 2017 Due Date Changes For 2016 Calendar Year Filings
  • Partnerships: Discuss Your Partnership Agreement With Your Legal Counsel
  • Merger Termination Payments: Treatment as Capital Loss
  • Taxpayer-Favorable Final Regulations Issued For Research Credit On Internal Use Software Development