IRS issues guidance on new retirement catch-up contribution rules
By Jonathan Ieraci
/ September 18, 2023
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
By Jonathan Ieraci
/ August 4, 2023
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
By Jonathan Ieraci
/ May 25, 2023
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
By Jonathan Ieraci
/ May 10, 2023
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
By Jonathan Ieraci
/ April 4, 2023
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
By Jonathan Ieraci
/ March 24, 2023
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
By Jonathan Ieraci
/ March 7, 2023
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
By Jonathan Ieraci
/ February 10, 2023
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
By Jonathan Ieraci
/ February 7, 2023
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
By Jonathan Ieraci
/ January 31, 2023
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.
By Jonathan Ieraci
/ January 24, 2023
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
By Jonathan Ieraci
/ January 19, 2023
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.
By Jonathan Ieraci
/ January 10, 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
By Jonathan Ieraci
/ January 3, 2023
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?
By Jonathan Ieraci
/ November 29, 2022
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
By Jonathan Ieraci
/ November 15, 2022
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?
By Jonathan Ieraci
/ November 3, 2022
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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Investing in the Future with a 529 Education Plan.
By Jonathan Ieraci
/ October 17, 2022
If you have a child or grandchild who’s going to attend college in the future, you’ve probably heard about qualified…
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The Ins and Outs of IRAs
By Jonathan Ieraci
/ February 2, 2022
Traditional IRAs and Roth IRAs have been around for decades and the rules surrounding them have changed many times. What…
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Understanding Dependent Credits
By Jonathan Ieraci
/ January 31, 2022
Do you have a child age 17 or older or another dependent? You can’t claim the child credit for such…
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