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Blog Posts in 2021

CHARITABLE CONTRIBUTIONS

The latest IRS regulations were promulgated on July 30, 2018. These included detailed definitions of a qualified appraisal and a qualified appraiser. The appraisal must support the value of a stock or ...
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PROFITS INTERESTS

Special equity compensation known as profits interests (PI) are only issued by Limited Liability Companies (LLCs). They provide for a share of profit in the company after a specific point in time. ...
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ROLE OF THE VALUATOR

What is the appropriate role of a financial valuator? Objectivity, above all else. As a member of the most prestigious governing body, the American Society of Appraisers (ASA), the credible valuator ...
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VALUING A CAR DEALERSHIP

One of the most complex valuation exercises is the automobile dealership. These businesses are actually comprised of five distinct operations, with separate financial information for each. New ...
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SPAC FAIRNESS OPINION

A SPAC is special purpose acquisition company designed to expedite a merger of a target seller into a publicly traded entity. The incredible expansion of SPAC funds has somewhat saturated U.S. ...
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Considering an 83(b) Election

Careful consideration should be given to potentially significant tax liability with respect to stock issued to founders, employees and contractors (in lieu of other compensation). Often, startups and ...
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RIGHT OF PUBLICITY (Name and Likeness)

The intellectual property called Right of Publicity (RP), is also known as “Name and Likeness” “Persona,” and “Personality Rights.” Any and all of these terms ...
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IP VALUE ON FINANCIAL STATEMENTS

Intellectual Property (IP) has been adopted as a catchall for many different types of intangible assets. The valuation of various IP is a unique specialty of The Mentor Group. If a company did not ...
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COST SEGREGATION PITFALLS

The awareness of using cost segregation to maximize tax depreciation has significantly increased. An added benefit was created by The Tax Act, allowing taxpayers to expense personal property (bonus ...
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IP: WHEN SHOULD IT BE VALUED?

Why is IP so different than other business assets? What are the instances or events which trigger an IP valuation? There are numerous reasons why we value IP. The 10 most prevalent are the following: ...
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