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…
Read More
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….
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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,…
Read More
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,…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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.
Read More