INSIGHTS
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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Smooth sailing: Tips to speed processing and avoid hassles this tax season
By Jonathan Ieraci
/ January 30, 2022
The IRS began accepting 2021 individual tax returns on January 24. If you haven’t prepared yet for tax season, here…
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IRS Now Accepting ACA Returns
By Jonathan Ieraci
/ January 29, 2022
The IRS is now accepting e-filed Affordable Care Act (ACA) information returns. Forms 1094 and 1095 and transmittals can be…
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Didn’t receive an EIP? You may be eligible for this rebate.
By Jonathan Ieraci
/ January 28, 2022
Taxpayers who didn’t receive their third Economic Impact Payment (EIP) may be eligible to claim a 2021 Recovery Rebate Credit…
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The best way to protect your personal info is by filing early.
By Jonathan Ieraci
/ January 26, 2022
The IRS opened the 2021 individual income tax return filing season on January 24. Even if you typically don’t file…
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How will revised tax limits affect your 2022 taxes?
By Jonathan Ieraci
/ January 26, 2022
While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your…
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CTBK Fraud Insights
By Jonathan Ieraci
/ January 11, 2022
Anti-fraud controls should be implemented in small businesses to avoid unruly costs and negative effects that can impact the businesses processes and finances.
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