September 10th, 2015

Two Ideas to Help Business Valuers

I helped out two clients this week with some information you may find helpful. The first deals with the Built In Capital Gains Tax sometimes referred to as the BIG Tax and the other deals with how the IRS approaches Discounts for Lack of Marketability (DLOM), reasonable compensation and valuing non-controlling interests in S-Corps.

Statistics on the Rise
September 4th, 2015

The US Economy Has Seen a Rise in Jobs Needing Social Skills

Working with different clients I have become acutely aware of generational differences, communication differences, and social media influences. From those far more knowledgeable than I in neuroscience they offer that we are oriented to be assertive and look for food, shelter and sex, as an approach and be defensive towards other initiatives. We are hard wired that way.

August 31st, 2015

Ramifications of IRS Policy Changes on R&D Tax Credits

In this article by Peter Mehta regarding research credit audits, the author shares and concisely presents both the new IRS LBI  directives related to Information Document Requests (IDR's) on  Large Business and International (LB&I) audits as w

Sharing with 25 Executives
August 26th, 2015

Sharing with 25 Executives: What You Can Learn Too

Last Friday I had the pleasure of addressing 25 executives in the Twin Cities regarding conflict resolution associated with my book coming out this fall entitled Peaceful Resolutions.

An Eye Towards the Future
August 19th, 2015

An Eye Towards the Future

Today it was my distinct pleasure to attend a 90 minute session with futurist Jack Uldrich at EBITDA Partner’s. I was inspired enough with what I heard I wanted to write it down and I want to share with you some of the comments that I thought were particularly useful.

An image of clouds.
August 17th, 2015

Negotiations: International, Technology, Powerful Parties and Training

What do all of these have in common? In the last four days I have offered articles on negotiations at my other blog at on these topics.

Doors of the Treasury
August 12th, 2015

Potential U.S. Treasury Regulations on Discounts and Practitioner Concerns

I have received several inquiries over the past two weeks regarding potential changes in Treasury Regulations associated with the elimination of discounts associated with Family Limited Partnerships (FLPs) and family controlled businesses.

Bad bosses.
August 10th, 2015

People Leave Firms Due to Bad Bosses

In an article entitled “Don’t Be the Reason People Leave Your Company” from Entrepreneur Magazine Peter Diamond spells out that most people leave companies because they do not like their boss or they have lost faith in senior management.

Differentiated Potatoes
August 7th, 2015

Marketing: How Do You Differentiate Yourself?

Yesterday I ate lunch with Rod Burkert. He has launched a joint effort with Mel Abraham to help business appraisers better market themselves and their firms through Practice Builder Academy.

What makes you happy
August 5th, 2015

Discover What Makes You Happy and Why

Having been in business for myself now for four years, my wife shares with others that "Mike doesn't really work he just has fun." So much in life has to do with how we approach life and addressing what makes us happy. Yesterday I was pleased to make two presentations at Hamline University in St. Paul and one presentation with BV Resources via a webinar.

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