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Employee Retention Credit Scam

Over the last few years, we have helped numerous clients receive Employee Retention Credits (ERC). The ERC was a welcome benefit for employers during the pandemic. Unfortunately, we have heard that some of you have been contacted by individuals promoting improper and fraudulent tax credits. The IRS became aware of the Employee Retention Credit scam […]

Thanksgiving Greetings and Office Hours

This year, our firm started a new tradition by holding our first Friendsgiving. The joy of taking a break at the same time, learning about each other as we listened to the stories or memories of each side dish or dessert shared and sitting together for a meal was a truly wonderful experience. Plans for […]

Valuation and Litigation Newsletter – November/December 2022

This is the last issue of our Valuation and Litigation newsletter for 2022. In this issue, you will find information regarding the importance of policy language in business interruption claims, the value of human capital, fraud in M&A transactions and a case study of an estate planning attorney being sued for undervaluing a family business. […]

CONTRACTOR NEWSLETTER November/December 2022

Welcome to the last issue of Contractor for 2022! This issue includes articles on a wide range of topics including strategies to combat inflation, sales and use tax, fraud and how technology plays a role in construction. Articles: Build up your defenses: 9 cash-flow strategies to combat inflation Managing your exposure to sales and use […]

Employee Commuter Transit Benefit Ordinance Becomes Law in Philadelphia

Employers classified as a covered employer within the City of Philadelphia must take steps to implement the Employee Commuter Transit Benefit Ordinance which goes into effect on December 31, 2022. Covered Employers and Covered Employees A covered employer is defined as an individual, co-partnership, association, corporation or other entity that employs 50 or more covered […]

Hurricane Ian and Florida Office

Today our thoughts and prayers are with all who are affected by Hurricane Ian. We hope you and your loved ones are in a safe location as you brace for the impact of this hurricane and its aftermath. Our Bonita Springs office will be closed until further notice. Please take all necessary precautions and stay […]

Word to the Wise September/October 2022

The September/October 2022 issue of Word to the Wise is now available online. In this issue, article topics include: Details of the revamped electric vehicle tax credit and other energy credits in newly passed legislation Tips to review your recurring monthly bills that seem to automatically creep up Ideas to protect your Social Security Number […]

Valuation and Litigation Newsletter – September/October 2022

Welcome to the September/October issue of Valuation & Litigation Briefing. This month, our topics include: Kars 4 Kids Inc. v. America Can! Cars for Kids – Do you know the difference between lost profits and disgorgement? Divorce valuation hinges on expert credibility ESOP valuations: How much is too much? Beware of 3 common valuation pitfalls […]