Balance Your Right to Monitor Communications with Employees’ Privacy Rights

by Royer Advisors | Dec 11, 2024 | Court Rulings

Have you considered monitoring your employees’ communications at work? It’s a delicate balance to create a policy to monitor employees activities and protect your company without violating employees’ legal privacy protections. But you may have legitimate reasons for...

Making Smart Mergers and Acquisitions under Today’s Tax Law

by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning

Thanks to the Tax Cuts and Jobs Act (TCJA), many businesses in Maine and beyond will pay less federal income taxes in 2018 and going forward. Some of these will spend their tax savings to merge with or acquire another business. Before jumping on the M&A bandwagon,...

Defective Lost Profits Analysis Triggers Take-Nothing Ruling

by Royer Advisors | Dec 11, 2024 | Court Rulings

Horizon Health Corp. v. Acadia Healthcare Co The Texas Supreme Court issued an important opinion on future lost profits that illustrates how a damages analysis that has some support in the evidence may still fail to meet the legal standard of “reasonable certainty.”...

Eleventh Circuit Affirms Tax Court’s Valuation of Trust’s Interest in LLC

by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations

Estate of Koons v. Commissioner (Koons II)  The 11th Circuit Court of Appeals upheld a 2013 Tax Court ruling in an estate and generation-skipping tax case that centered on the fair market value of a revocable trust’s interest in an LLC. The crux of the valuation was...

Updating Your Workplace Drug Use Policy and Enforcement Strategies

by Royer Advisors | Dec 11, 2024 | Uncategorized

Have you been thinking about your drug use policies? Recent trends in the labor market and drug enforcement has encouraged some employers to revise their drug use policies. Here are some of the issues to keep in mind when ensuring your company’s strategy is effective...