IRS Issues New Guidance for Cryptocurrency Transactions

…here to help. Read more on cryptocurrency How do you get investors comfortable with cryptocurrencies? Sources Virtual Currencies, IRS Cryptocurrency Investors Get New IRS Income-Reporting Rules, Davison & Versprille, Bloomberg…

Valuation Lessons from Warren Buffett

investors of all time. Buffett’s 2018 letter touched on several critical issues that impact business owners and valuation professionals alike. Lower taxes = higher value Taxes are a lot like…

What is Decentralized Finance?

…the security, i.e., accredited investors. Because of the compliance requirements, raising funds and selling shares in a private business is complex, costly, and time consuming. Today, companies such as Securrency…

Tax Prescription for Physicians

…account to intentionally realize the loss. While this may not sound appealing, as investors hate losing money, you can deduct up to $3,000 net of capital losses to offset ordinary…

Valuation of Investments in a COVID World

…or carried interest charged, as well as misleading communications to investors regarding portfolio values. It is important to formally document the factors considered when performing the valuation process in 2020,…

Senators Introduce the Small Business Audit Correction Act

…small privately held businesses, became subject to PCAOB audit requirements. Many of the PCAOB audit requirements are developed with intentions toward protecting investors of large, multi-national public companies. “Requiring our…


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