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Private Equity

Culture of Compliance

Culture of Compliance | Cybersecurity Challenges: Data Protection in the M&A Process

April 28, 2020

Cybersecurity should be a consideration for both the buyer and the seller in the transaction process. Sabrina Serafin, FD Partner and National PRG Practice Leader, interviews Patrick Kelley, Chief Technology Officer of Critical Path Security. Patrick explains how companies can... Read More

New Audit Guidelines: Will Your R&D Tax Credit Documentation Invite an Audit?

April 24, 2020

The Large Business & International (“LB&I”) division at the IRS examines and enforces compliance on the largest and most complex companies and tax issues. The Research & Development Tax Credit is one such tax issue, which the IRS has found... Read More

Data Security for Remote Workforces

April 10, 2020

Data security in an office with employees all using company hardware is complex enough, but when a company moves to policies of remote access and bring your own device technology, data security needs to work with a different framework to... Read More

Culture of Compliance

Culture of Compliance | Understanding Robotic Process Automation

March 31, 2020

In this episode, Sabrina Serafin interviews Matt Kunkel, CEO of LogicGate. They discuss the areas of risk a business can encounter and how it may be inefficient to manage them manually. Robotic Process Automation (RPA) helps change these manual tasks... Read More

PE 360

Private Equity 360 | QofE: Top Mistakes to Avoid

March 23, 2020

In this episode of Private Equity 360, Bob Woosley speaks with Tim Koch, National Practice Leader of Transaction Advisory Services, about what a Quality of Earnings (QofE) is and how it can affect a transaction, good and bad. Private Equity... Read More

Culture of Compliance

Culture of Compliance | Data Security with a Remote Workforce

March 18, 2020

In this episode of Culture of Compliance, Sabrina Serafin interviews Jodi Daniels of Red Clover Advisors. They discuss the unique data security challenges that working from home may present to companies. Culture of Compliance is available on iTunes, Google Play Music, Spotify and... Read More

Double Taxed on Repatriated Earnings? IRS Offers Relief

March 12, 2020

Corporations that have been paying the Sec. 965 repatriation tax may get further tax relief for those earnings. The IRS has determined that, in some circumstances, it may be appropriate to provide relief from double taxation when the same earnings... Read More

IRS Delays Regs on Loss Limits That Apply to Corporate Ownership Changes

March 12, 2020

When a significant number of tax groups and businesses comment on regulations, the IRS appears to listen. Six months ago, the IRS proposed regulations on computing built-in gains and losses for the Sec. 382 loss limitation that applies after a... Read More

Untangling the Technical

Untangling the Technical | Working Together Across Generations

February 25, 2020

In this episode of Untangling the Technical, Adelle Erdman interviews Michele Norris, the founder of Navigen Leadership LLC, a firm focused on the Future @ Work. Michele discusses how effective leaders are adapting to working with multiple generations. Untangling the... Read More

Culture of Compliance

Culture of Compliance | A New Era of Business Resiliency

February 14, 2020

The definition of business resiliency has expanded to a digital frontier. In this episode of Culture of Compliance, Sabrina Serafin speaks with Eric Aslaksen of iVision, Inc. about this new era of business resiliency and the steps you can take.... Read More

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