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Business Wisdom

Tuesday, 16 July 2019

Estate planning portability lives on under the TCJA

Written by Thomson Reuters

When the TCJA was passed, the big estate planning news was that the federal gift and estate tax exclusion doubled from $5 million to an inflation-indexed $10 million. It was further indexed for inflation to $11.18 million for 2018 and now $11.4 million for 2019...

Wednesday, 26 June 2019

Market Outlook - June 2019

Written by The Rehmann Team

Economy In the Federal Reserve’s Beige Book, which provides both national and regional economic updates, economic growth for the U.S. is described as moderately expanding with improving conditions since April. All regions reported employment growth, with strong demand for retail, business services, manufacturing and construction industries...

Wednesday, 26 June 2019

Is It time to declare your financial independence?

Written by Forefield, Inc.

No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. Your dream might be to finally pay off the mountain of debt you've accumulated, or to stop relying on someone else for financial support. Or perhaps your dream is to retire early so you can spend more time with your family, travel the world, or open your own business. Financial independence, however you define it, is freedom from the financial obstacles that are keeping you from living life on your own terms...

Wednesday, 26 June 2019

Breadth and depth for any situation

Written by The Rehmann Team

Litigation and fraud can be threatening and costly events for both companies and individuals. The time and effort associated with litigating a matter are significant, and legal matters often have many moving parts. It is critical, then, to have the right firm in place to work with counsel. Litigation often has to wend its way down a complicated road that includes contemplating legal action, filing a suit, conducting discovery, taking depositions, perhaps considering dispute resolution alternatives … and even more...

Thirty-five percent of small business owners plan to fund their retirement by selling their business. We developed a four-part webinar series to help you tackle the most common questions and concerns related to succession planning. This fourth webinar will show how maximizing proceeds from a sale or transfer of onwership is an important factor to consider when planning for the future. Gain useful inishgts on investing sales proceeds and planning to sustain your lifestyle and family wealth to aide in your succession planning process...

Thursday, 06 June 2019

Global financial reporting: Focusing on comparability over convergence

Written by Thomson Reuters

The global financial reporting project is alive and well, according to Russell Golden, Chairman of the Financial Accounting Standards Board (FASB). Despite rumors that the FASB and the International Accounting Standards Board (IASB) are at odds, Russell sets the record straight: The boards are expected to continue progress toward improved, aligned financial reporting solutions. Collaborative process “We are in constant contact with IASB members and staff about projects on their research agenda,” Golden said at the 18th Annual Financial Reporting Conference in May. “And we each share our research activities to see if we can continue progress toward improved, aligned solutions...

Thursday, 06 June 2019

Public companies: Are you ready for the new inline XBRL requirements?

Written by Thomson Reuters

The Securities and Exchange Commission (SEC) adopted a rule in June 2018 to require public companies to embed interactive data tags directly into their financial statements using a process called the inline eXtensible Business Reporting Language (XBRL). Here are some benefits on inline XBRL and impending implementation deadlines for public companies of various sizes. Automating financial analysis The SEC adopted inline XBRL in Release No. 33-10514, Inline XBRL Filing of Tagged Data, in part to solve the problem of tagging errors stemming from the current two-step process requirement to submit XBRL data as separate exhibits to financial statements...

Thursday, 06 June 2019

Providing more detailed information about expenses

Written by Thomson Reuters

Ideally, investors should be able to get sufficient information about a company’s future cash flows by looking at the income statement. But they currently don’t because expense information is too densely reported, according to recent discussions by the Financial Accounting Standards Board (FASB). Here’s an update on an ongoing FASB project that aims to make the income statement more useful to those who read it. Status update The FASB’s financial performance reporting project would require more details to be provided in line items on the income statement...

Wednesday, 05 June 2019

Maximizing exit value by building and retaining your team

Written by Rehmann

Eighty percent of business owners are not focused on maximizing value as they transition their business. Instead, they are focused on the effect the transition will have on family members, key employees, customers, suppliers and their community. While keeping key personnel in mind is important, only 15 percent of business owners who plan to transition from their business have hired, trained and developed a plan for employees to take over key operating responsibilities. We've developed a four-part webinar series help you tackle the most common questions and concerns related to succession planning...

Tuesday, 04 June 2019

Send your kids to day camp and you may get a tax break

Written by Thomson Reuters

Among the many great challenges of parenthood is what to do with your kids when school lets out. Do you keep them at home and try to captivate their attention yourself or with the help of sitters? Or do you send them off to the wide variety of day camps now in operation? There’s no one-size-fits-all answer, but if you choose the latter option, you might qualify for a tax break!..

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