Year-End Checklist for Nonprofit Organizations
Is your organization prepared to discuss year-end strategy?
Jeff was welcomed to Brisbane Consulting Group with more than 14 years of professional accounting and valuation work. As a senior valuation analyst, his responsibilities include forensic accounting, litigation support, and valuation. Prior to his career in accounting, Jeff was a member of the United States Army.
St. John Fisher College, Master of Business Administration, Accounting
Rochester Institute of Technology, Bachelor of Science, Accounting
Monroe Community College, Associate of Science, Business Administration
American Society of Appraisers (ASA), Member
While in the army, Jeff was awarded the Bronze Star during Operation Iraqi Freedom. Jeff enjoys spending time with his wife and two kids, doing anything outdoors, and golfing as much as possible.
Is your organization prepared to discuss year-end strategy?
What is AP automation, and how could it benefit your organization?
Nonprofit ERPs (enterprise resource planning) are systems that can unify various business functions into a single platform.
The usual methods of calculating lost profits may fall short when a start-up is involved.
The presence of an error, misstatement or erroneous deviation from customary business valuation practice in an expert’s report is a risky proposition. It could trigger (or worsen) an IRS inquiry or perhaps lead to an embarrassing courtroom mishap.
Attendees learned from the team of experts as they walked through real-world examples of the entire merger and acquisition process from valuation, buyer research and drafting of the offering materials, negotiation of key deal terms and execution of the definitive agreement, to closing and post-closing activity.
Congratulations! Brisbane Consulting is pleased to announce promotions effective January 1, 2022.
Brisbane Consulting Group, LLC is pleased to announce that Kelly Mandell-Klumpp has been promoted to Senior Analyst.
A Qualified Domestic Relations Order (QDRO) facilitates the transfer of retirement plan assets during a divorce without incurring significant tax penalties. It specifies the portion of the assets to be transferred to the nonparticipant spouse and offers several payment options, including lump-sum distributions, regular payments, or rollovers to another plan or IRA. Proper drafting and court approval are essential for the QDRO's effectiveness, and consulting legal and financial advisors is recommended.
Congratulations! Brisbane Consulting is pleased to announce promotions effective January 1, 2024.
In a recent divorce case, an Arizona court of appeals vacated a trial court’s ruling regarding the value of a 25% business interest owned by the wife.
A professional valuation is essential for manufacturing business owners considering a sale, applying for financing, or conducting estate planning, as it provides a more accurate picture than simple industry formulas.
Under the market approach, the value of a business is derived from comparisons between the subject company and transactions involving similar businesses.
The line between permissible expert opinion and impermissible legal or factual conclusions can sometimes be blurry under the Federal Rules of Evidence.
A recent decision from the U.S. Court of Appeals for the Second Circuit provides a useful primer on how to value collateral for bankruptcy purposes.
Proposed amendments to the Federal Rules of Evidence (FRE), expected to take effect in late 2023, may affect the admissibility of expert testimony.
Employment discrimination claims based on race, sex, age, religion and other characteristics continue to be a major concern for employers.
Comprehensive due diligence is an essential part of acquiring a business. But it can be a daunting task — especially for inexperienced buyers.
Pursuant to a marital termination agreement from 2008, the husband in Redleaf v. Commissioner deducted $51 million in deferred cash payments to his ex-wife. The U.S. Court of Appeals for the Eighth Circuit Court affirmed that the payments weren’t deductible as alimony under the tax law that was in effect at the time the agreement was executed.
In M&A transactions, disputes sometimes arise over contractual purchase price adjustments, representations and warranties, earnout provisions, or alleged misrepresentations by the seller.