by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, Fraud Prevention
The Association of Certified Fraud Examiners (ACFE) has been publishing studies every two years for the past 20 years to raise awareness of occupational fraud, and the role strong internal controls can play in limiting these schemes. The 2016 Report to the Nations on...
by Royer Advisors | Dec 11, 2024 | Business Plans, Court Rulings, Financial Planning, Valuations
Shaffer v. Visaggio’s, Inc., 2015 Pa. Super. Unpub. LEXIS 2403 (July 29, 2015) A Pennsylvania dissenting shareholder case raised questions about who is qualified to resolve valuation issues as well as what constitutes competent financial evidence. Valuators may find...
by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, Tax Planning
This election season, there seems to be great deal of disagreement, but there is one thing the majority of voters are agreeing on—95% of voters, regardless of which U.S. presidential candidate they favor, support American-made products. According to the Alliance for...
by Royer Advisors | Dec 11, 2024 | Accounting Standards, Financial Planning, IRS Regulation, Tax Planning, Tax Preparation
This is a useful library of some IRS publications covering issues that can affect businesses and employers. The rules are often complicated and can be difficult to implement. Contact your tax adviser for more information. Title Publication Number Description Basis...
by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, Tax Planning, Tax Preparation
Estate planning can be a challenge for many Maine family business owners. Often times, wealth is tied up in their companies, which creates a conflict between the desire to transfer ownership to the next generation and the desire to stay in control. Recapitalizing the...
by Royer Advisors | Dec 11, 2024 | Deductions, Financial Planning, IRS Regulation, Tax Planning, Tax Preparation
If a taxpayer makes a contribution to a charitable organization of $250 or greater, they must substantiate the contribution with a contemporaneous written acknowledgment of the contribution by the done organization, if they want the deduction to be claimed on a tax...
