Event: Executive Roundtable– Business Valuations

Blog Layout

Event: Executive Roundtable– Business Valuations

Jan 01, 2011

Roundtable Topic:
Business Valuations

When: Friday, January 14 8 AM-10 AM (Continental Breakfast is included)

Where: 8th Floor Board Room- Meyers Brothers Kalicka,

330 Whitney Avenue, Holyoke, MA

Details: Kevin Hines, CPA, MST,CVA, CSEP and Kristi Reale, CPA, CVA from Meyers Brothers Kalicka will co-facilitate a discussion about business valuations; their applications and the methodology behind them. Learn about the circumstances when a valuation may be indicated, as well as, what to expect from the process. Kevin ande Kristi are both board-certified valuation analysts.

To reserve your place at the table contact:

Brenda Olesuk at 413-322-3498, or bolesuk@mbkcpa.com

What is the Executive Roundtable? Sponsored by the Employers Association of the Northeast and hosted by Meyers Brothers Kalicka, the Finance and Business Executives Roundtable is held the second Friday of each month. All are welcome to take part in lively discussions on a variety of finance and business topics. The agenda is set by the participants, so attendees are encouraged to come prepared with topics that are most relevant to their companies.

Join us for lively discussions on finance and business topics that affect your business !

< Older Post Newer Post >

This material is generic in nature. Before relying on the material in any important matter, users should note date of publication and carefully evaluate its accuracy, currency, completeness, and relevance for their purposes, and should obtain any appropriate professional advice relevant to their particular circumstances.

The Benefits of Cost Allocation

By Sarah Rose Stack • 22 Apr, 2024

Cost allocation can be a cumbersome task for nonprofits, especially organizations with many activities. However, the process is critical for multiple reasons, and it’s worth reviewing cost allocation practices regularly to ensure they’re working as intended. This article covers the reasons to make allocations and the various methods used.

SECURE 2.0 opportunities : Take advantage of 2024 and 2025 updates

By Sarah Rose Stack • 15 Apr, 2024

President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act into law in late 2022, but much of the wide-reaching retirement legislation is being phased in over time. There are some significant changes in 2024 and 2025 that may help nonprofit employers recruit and retain employees. This article presents what organizations need to know. A brief sidebar looks at how SECURE 2.0 boosts the advantages of qualified charitable distributions (QCDs), possibly leading to larger gifts for nonprofits.

Bad Debt Deductions

By Sarah Rose Stack • 15 Apr, 2024

The tax code allows an individual to claim a deduction for business debts that have become worthless. But qualifying for the deduction may be more complicated than one would think. In a recent case, the IRS denied more than $17 million in bad debt deductions on the grounds that the advances in question represented equity rather than debt, hitting the taxpayer with millions of dollars in taxes and penalties. This article recounts the U.S. Tax Court case Allen v. Commissioner. Allen v. Commissioner (T.C. Memo 2023-86).