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Member Articles


6 Tips to Help Protect Your Real Estate Investment from a Recession

Markets tend to be cyclical. It’s likely that the U.S. economy will see another recession at some point in the coming years, and real estate will probably be impacted. A quick glance at the headlines hints at possible ...

Digital Automation Deployment Strategies

Author: Cameron Brinn Why is automation such a buzzword these days? It all comes down to the fact that the way we work is changing. In fact, the nature of work itself is changing. Old jobs are disappearing, and new ...

3 Steps to Estimate the Fair Value of Inventory in an Acquisition

Acquiring another business or portfolio company can be an onerous process, especially if that company has never been audited before and has not historically maximized shareholder returns or provided detailed reporting to ...

2 Topics Investment Companies Should Understand in AICPA’s New Valuation Guidance

Author: Alex Hocking On August 19, 2019, the American Institute of Certified Public Accountants (AICPA) issued valuation guidance for investment companies on how to value their portfolio company investments. The guide, ...

M&A Essentials: 3 Key Considerations When Preparing to Sell

Author: Brett Fulesday In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering ...

Courts Confirm Foreign Partner Gain from Disposition of a U.S. Partnership Doesn’t Mean U.S. Tax Liabilities

The window for non-U.S., or foreign, investors to claim they are not subject to U.S. tax on gains stemming from the disposition of an interest in a U.S. partnership remains open. On June 11, 2019, the D.C. Court of Appea ...

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