INSIGHTS

 
 

The Tax Relief for American Families and Workers Act of 2024
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The Tax Relief for American Families and Workers Act of 2024

This legislation has made its way through the House and is now being considered by the Senate.  It may be passed in…
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CTBK Begins a New Year with Four New Partners.
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CTBK Begins a New Year with Four New Partners.

The new year starts with an exciting announcement for CTBK, as we celebrate the admission of four new Partners to…
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Don’t forget to empty out your flexible spending account
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Don’t forget to empty out your flexible spending account

If you have a tax-saving flexible spending account (FSA) with your employer to help pay for health or dependent care…
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IRS issues guidance on new retirement catch-up contribution rules
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IRS issues guidance on new retirement catch-up contribution rules

In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping…
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Retirement account catch-up contributions can add up
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Retirement account catch-up contributions can add up

If you’re age 50 or older, you can probably make extra “catch-up” contributions to your tax-favored retirement account(s). It is…
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4 tax challenges you may encounter if you’re retiring soon
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4 tax challenges you may encounter if you’re retiring soon

Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may…
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Questions you may still have after filing your tax return
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Questions you may still have after filing your tax return

If you’ve successfully filed your 2022 tax return with the IRS, you may think you’re done with taxes for another…
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Benchmarking to gauge risk in business valuation
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Benchmarking to gauge risk in business valuation

Benchmarking — or comparing a company’s financials to those of industry peers and its own historical performance — can provide…
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Two important tax deadlines are coming up — and they don’t involve filing your 2022 tax return
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Two important tax deadlines are coming up — and they don’t involve filing your 2022 tax return

April 18 is the deadline for filing your 2022 tax return. But a couple of other tax deadlines are coming…
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Measuring fair value for financial reporting purposes
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Measuring fair value for financial reporting purposes

Fair market value is the appropriate standard of value in most business valuation assignments. But when valuing an asset for…
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Answers to your questions about 2023 limits on individual taxes
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Answers to your questions about 2023 limits on individual taxes

Many people are more concerned about their 2022 tax bills right now than they are about their 2023 tax situations….
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Valuing a startup business
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Valuing a startup business

Many startup ventures have never generated positive cash flow — or even revenue. How can a valuation analyst value a…
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Looking to the future when valuing a business
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Looking to the future when valuing a business

Historical financial results are only relevant in a valuation to the extent that the business expects to achieve similar results…
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CTBK Advisory Services, LLC and PCBS II, LLC merge to form CTBK Technology and Security Solutions, LLC.
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CTBK Advisory Services, LLC and PCBS II, LLC merge to form CTBK Technology and Security Solutions, LLC.

January 24th, 2023 – Today, CTBK Advisory Services, LLC and PCBS II, LLC announced a merger to form CTBK Technology…
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Tax-saving ways to help pay for college — once your child starts attending
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Tax-saving ways to help pay for college — once your child starts attending

If you have a child or grandchild in college — congratulations! To help pay for the expenses, many parents and…
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CTBK Expands Its Partner Group to Kick Off 2023.
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CTBK Expands Its Partner Group to Kick Off 2023.

Today, CTBK announced that Laura J. Markle, CPA has been admitted to the firm’s partnership. During her 15 years with…
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Valuation Provisions to Incorporate into Buy-Sell Agreements
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Valuation Provisions to Incorporate into Buy-Sell Agreements

At the heart of every successful buy-sell agreement are well-reasoned business valuation provisions. By thinking through valuation matters and anticipating…
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Will your business valuation expert survive a Daubert challenge?
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Will your business valuation expert survive a Daubert challenge?

The 30-year anniversary of Daubert v. Merrell Dow Pharmaceuticals Inc. (509 U.S. 579) will be coming up in 2023. This…
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Act Now to Reduce your Business’s 2022 Tax Bill
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Act Now to Reduce your Business’s 2022 Tax Bill

It’s been a tumultuous year for many businesses, and the current economic climate promises more uncertainty for the short term,…
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What do the 2023 cost-of-living adjustment numbers mean for you?
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What do the 2023 cost-of-living adjustment numbers mean for you?

The IRS recently issued its 2023 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year,…
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