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CPAs Talk Tech Biz

A blog for the owners, founders, and executives of privately held technology companies.
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By Jyothi Chillara
•
May 23, 2018

Proposed Tax on Digital Services in the EU Threatens Tech Giants

The European Union (EU) proposed a tax on digital services in the draft package for “Fair and Effective Taxation of the Digital Economy”, which it released on March 21, 2018.

According to the European Commission, top digital companies pay an average tax rate of only 9.5% in EU, which is less than the 23.3% paid by traditional companies. The aim of the proposal is to tax the business in the member state in which value is created, even though the business has little or no physical presence in that state. (more…)

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Categories: Spring 2018, The Musings of our Authors, Updates & Alerts
Tags: Digital companies, Digital services tax, Digital tax, Jyothi Chillara,
May 18, 2018

Debt Financing Options for Early-Stage Companies

By Michael Podesta, CPA, Audit Manager
ASL Emerging Business Group

Early-stage companies have several options when it comes to obtaining seed round funding; however, selecting the best vehicle for your company involves weighing the benefits and downsides of each option. Three popular debt-based financing vehicles are convertible debt, SAFE (Simple Agreement for Future Equity) agreements, and KISS (Keep It Simple Securities) agreements. (more…)

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Categories: Emerging Businesses, Spring 2018
Tags: convertible debt, Emerging Businesses, Keep It Simple Securities, Simple Agreement for Future Equity,
May 15, 2018

The Benefits of Establishing an ESOP

By Jeff Faust, CVA, Director of Valuation Services
ASL Business Valuation Services

Company owners face many decisions when it comes time to transition responsibilities and ultimately ownership to the next generation. For those owners who wish to sell their shares gradually and transition out of their responsibilities over a period of years, an Employee Stock Ownership Plan (ESOP) might be the right fit. An ESOP is a qualified defined contribution employee benefit plan that primarily holds the employer company’s stock. An ESOP functions similarly to a stock bonus plan that provides a retirement benefit to employees in the form of the company’s stock. As a “qualified” plan, an ESOP is established by the employer for the benefit of the company’s employees and qualifies for certain tax benefits, both for the company and the selling owners. (more…)

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Categories: Spring 2018, Valuation Services
Tags: Employee Stock Ownership Plan, ESOP, Jeff Faust, tax-deductible, Valuation services,
May 14, 2018

Estate Planning Pitfall - You Haven’t Transferred Ownership of a Life Insurance Policy to a Trust

In this podcast, Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discusses:

  • Life insurance policies and how they work with estate taxes
  • Would it make sense to remove a life insurance policy out of your taxable estate?
  • How do life insurance policies interact with estate and income taxes?
  • How do I know if I’m the owner of a life insurance policy?
https://www.aslcpa.com/wp-content/uploads/2018/05/Life-Insurance-Policies-Julie-Malekhedayat-5.8.18-FINAL.mp3

Read the Estate Planning Pitfall – You Haven’t Transferred Ownership of a Life Insurance Policy to a Trust article.

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Categories: Family Wealth & Individual Tax Planning, Spring 2018
Tags: estate planning, Income Tax, Julie Malekhedayat, Life insurance,
May 11, 2018

Introduction to Renewables – Part Two

By Patrick Ngai, CPA, Audit Manager
ASL Renewable Energy Group

Welcome to Part Two of our Introduction to Renewables.  Last time (Introduction to Renewables – Part One), we discussed what exactly a renewable certificate is and how it is used to address greenhouse gas (GHG) emissions.  This time around, we will talk about carbon offsets – the other, more direct method to address GHG emission. (more…)

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Categories: Renewable Energy, Spring 2018
Tags: Carbon offset, GHG emission, Greenhouse gas emissions, Patrick Ngai, renewable energy,
May 9, 2018

Contractor Financial Statements – How to Identify Warning Signs Before It’s Too Late

By Deepa Bhat, CPA, Principal
ASL Construction Group

It is not unusual for contractors to go through an entire fiscal year anticipating healthy profits only to end the year in a significant loss position. Here are some tips to identify and correct potential issues before they derail the Company’s financial performance: (more…)

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Categories: Construction Corner, Spring 2018
Tags: construction companies, Contractor Financial Statements, Contractors, Deepa Bhat, WIP,

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