…a qualified appraisal important? Strategic planning A qualified business appraisal provides the insight needed to make informed decisions in succession planning, ownership transitions, and capital investment. Business owners gain clarity…
Greg Saunders is a Senior Manager in Keiter’s Valuation and Forensic Services Group. He has over eleven years of experience and specializes in valuation and forensic accounting, including financial investigations…
…in planning and structuring acquisitions and sales of businesses, succession planning, estate planning and administration, and tax planning for businesses and their owners. Mike is actively involved in the Richmond…
…in 2014. The next year, she joined as a Tax Associate. After a year in tax, she transitioned to the Audit team, where she has been a manager for the…
…or state broadband funding requires more than submitting an application, it demands planning, analysis, coordination, and sometimes external expertise. For Chief Financial Officers (CFO), controllers, and finance teams, understanding how…
Valuation and Forensic Services Team Credentials …
…Assessment. Phase 1 details normal planning items such as scoping, identifying the team, scheduling the assessment, and establishing the approach. The most notable items in Phase 1 are: The C3PAO…
…follows: Tax YearBasic Exclusion Amount 2025 $13,990,000 2024 $13,610,000 The DoD has provided some guidance regarding the costs to obtain an assessment. These costs are for the assessment only. The…
…GRACIK, CPA Mike is a Director at Keiter. He has significant knowledge and experience in planning and structuring acquisitions and sales of businesses, succession planning, estate planning and administration, and…
…businesses need qualified business appraisals”, appraisals may play a critical role when it comes to estate planning and tax reporting. Under treasury regulation §1.170A-17, a qualified appraisal is an appraisal…
…About Mike Gracik, CPA Mike is a Director at Keiter. He has significant knowledge and experience in planning and structuring acquisitions and sales of businesses, succession planning, estate planning and…
…can align their practices with the evolving landscape of retirement planning, ensuring optimal participant management and cost efficiency. Conclusion As we navigate the evolving landscape of retirement planning, the SECURE…