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Private Company Insights

December 08, 2021 Gino Scipione

White Paper: Lease Accounting Guide for Private Companies

Does your organization have leases to account for under ASC 842, otherwise known as the new lease standard? Will the standard impact your debt covenants? What’s the best way to transition from ASC 840? Do you know what information to extract from your lease agreements to be compliant?These...

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December 06, 2021 Angel Rice

How to Claim Ohio Opportunity Zone Tax Credits in 2022

Earlier this year, Ohio passed its 2022-2023 operating budget. The legislation not only renewed the Ohio Opportunity Zone (OZ) Tax Credit, retaining the previous fiscal biennium limit of $50 million in tax credits to be issued, but it also doubled the amount a single application can claim —...

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November 22, 2021 Marie Brilmyer

5 Tax, Assurance and Business Areas to Watch in 2021 and Beyond

Talk about being thankful. We had more than 350 clients and friends register for our annual fall CPE day — undaunted by the virtual format we presented in again this year. We are always truly happy to put together this day, no matter the format, to help educate clients on what they need to...

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November 19, 2021 Jeffrey McMichael

Top 10 Year-End Tax Considerations for Your Business in 2021

As we continue to navigate a challenging environment, one certainty remains: year-end tax planning is upon us. Now is the time to look back on your business performance, successes and challenges to determine how you can use those to best optimize your tax position for 2021 — while keeping a...

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November 15, 2021 Beth Reho

How ASU No. 2021-08 Changes the Treatment of Deferred Revenue During an Acquisition

Your acquisition has deferred revenue, which you know how to treat. But guess what? The accounting rules have changed!  Earlier this year, we posted a blog about where deferred revenue “goes” during an acquisition, focusing on the complex process of writing down that revenue as...

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October 28, 2021 Scott Wilms

How to Efficiently and Effectively Transition to the New Leases Standard

In the final installment of our series on leases, we offer lessees insights into the process of transitioning from ASC 840 to ASC 842 — focusing on available transition methods, practical expedients and policy elections.As the January 1, 2022, effective date for calendar year private...

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October 06, 2021 John Cavalier, Jason Zeman

How the Right Technology Can Help You Overcome the Labor Gap

Almost every industry is facing a labor shortage that is restricting businesses’ ability to grow. While employee engagement strategies can help attract and retain key talent, technology to help digitize your close often offers an impactful solution to overcome the labor gap.Finance leaders...

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October 04, 2021 Jessica Foster

Will Implementing ASC 842, Leases, Impact Your Taxes?

In the fourth installment of our series on leases, we look at the tax impact of the new standard.Tax law did not change as a result of the new leases standard, and for tax purposes leases will continue to be a true tax or non-tax lease. However, as with most changes to GAAP, there is potential...

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September 30, 2021 Jim Lisy

M&A Essentials White Paper: The Purchase Price Adjustment

You recently sold your company. Your advisers have been paid, you’ve taken a long overdue vacation and the burdens of deal-making are behind you. Then, surprise! The buyer is claiming you have to “give back” a million dollars of the proceeds from the sale because the assets of...

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September 03, 2021 Alex Huth

ASC 842: What It Means to Lessors

In the third installment of our series on leases, we take a different perspective on the topic, focusing on the changes lessors face upon implementation of the new standard.After years of anticipation, we are finally on the doorstep of the adoption of ASC 842, Leases. For most private companies...

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August 17, 2021 Marie Brilmyer

Private Companies Focus on Lease Accounting, ERC and Cryptocurrency in Webinar Series

This year’s 2021 Virtual Summer CPE Series was another great way for us to reach out and help our private company clients stay on top of important issues for their businesses. We are grateful for everyone who joined us over the past couple of months, giving us the chance to speak and answer...

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August 10, 2021 John Cavalier, Jason Zeman

Treasury Optimization 101

When is the last time you took a careful look at the treasury department of your business? How are you saving money and creating efficiencies while managing the lifeblood of your business: your cash? In this installment of our series on treasury and risk management best practices, explore the...

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July 15, 2021 John Cavalier, Jason Zeman

How To Incorporate Payment Process Best Practices into Your Business (and Why)

In this first installment of our series on treasury and risk management best practices, find out why it’s critical to incorporate payment process best practices into your business and what you can do to achieve that goal. Implementing payment process best practices for your treasury...

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May 10, 2021 Lisa Metzinger

Ohio Offers Property Owners Chance to File COVID Complaint for Additional Tax Relief

Real estate, like many industries, has been hit hard by the COVID-19 pandemic. On April 27, 2021, Governor DeWine signed Senate Bill 57 (SB 57) into law to offer additional help. SB 57 offers property owners a chance to file a “COVID complaint” to request that the county value their...

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May 05, 2021 Samantha Smudz

How the Current Tax Landscape is Impacting Domestic Deals

Despite the ongoing COVID-19 pandemic, the deal market, in many aspects, is on fire — with soaring multiples, a higher than normal volume of deals in play and private equity buyers taking a front seat. However, the pandemic has impacted transactions in critical ways, from valuations to deal...

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April 30, 2021 Robert Venables

A Preview of the Made In America and American Families Tax Plans

Over the course of the last three-plus years there have been a number of significant economic assistance and tax legislation bills passed: Tax Cuts & Jobs Act (TCJA), CARES Act, Consolidated Appropriations Act and, most recently, the American Rescue Plan Act (ARP). There are more...

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March 24, 2021

Consolidated Appropriations Act Changes Credit Loss and Debt Restructuring

The Consolidated Appropriations Act contains various COVID-19 economic relief measures. The law includes provisions that extend previous relief provided to large banks on the accounting rules related to credit loss as well as troubled debt restructuring (TDR) until January 1, 2022.Previous FASB...

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March 23, 2021 Beth Reho

Where Did the Deferred Revenue Go in Your Acquisition?

Acquiring a business means going through the process of revaluing the acquired assets and liabilities at the acquisition date fair value. And if you acquired deferred revenue as part of the acquisition, that too must go through this revaluation process. But often that reevaluation results in a...

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March 15, 2021 Tina Dzik

Questions Remain on How Providers Should Account for Provider Relief Fund Money

The Department of Health and Human Services (HHS) has distributed $178 billion to hospitals and healthcare providers on the front lines of the COVID-19 pandemic, thanks to the Provider Relief Fund established by the CARES Act back in March 2020. Throughout the crisis, cash was sent to various...

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February 22, 2021

FASB Issues Guidance on Debt Modifications and Restructurings to Help Distressed Borrowers

Many companies have restructured or modified their outstanding debt arrangements during the COVID-19 pandemic — some for the first time ever. In recent months, the Financial Accounting Standards Board (FASB) has received many questions about how to apply the accounting guidance on debt...

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