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What Your PEO Wasn’t Built For: A Nonprofit Finance Leader’s Guide to Smarter HR

Let’s explore PEOs, why yours may no longer be right for you, and what a better-fit alternative looks like.
Kemp Moyer_Partner Advisory | BPM

What Triggers a New 409A Valuation Before the 12-Month Window Expires?

This article walks through the specific triggers that require a fresh 409A valuation before the 12-month window closes.

New York City Commercial Real Estate: Valuation in a Market Redefining Itself

Understanding where the market stands today requires looking across multiple property types, regulatory frameworks, and macroeconomic forces simultaneously.

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What Triggers a New 409A Valuation Before the 12-Month Window Expires?

This article walks through the specific triggers that require a fresh 409A valuation before the 12-month window closes.

Learn More

What Your PEO Wasn’t Built For: A Nonprofit Finance Leader’s Guide to Smarter HR

Let’s explore PEOs, why yours may no longer be right for you, and what a better-fit alternative looks like.

Learn More

New York City Commercial Real Estate: Valuation in a Market Redefining Itself

Understanding where the market stands today requires looking across multiple property types, regulatory frameworks, and macroeconomic forces simultaneously.

Learn More

How to Choose a 409A Valuation Provider: What to Look for and What to Avoid

This article walks through the credentials, qualities, and warning signs to keep in mind when evaluating your 409A valuation provider options.

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What Every Trustee Needs to Know About Fiduciary Tax Obligations

This article covers the key fiduciary tax duties trustees face, from filing requirements and income allocation rules to common pitfalls that catch well-intentioned trustees off guard.

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ESOP Audits and Valuations: Unique Considerations for Employee Stock Ownership Plans

This article covers the key audit and valuation considerations that make ESOPs a distinct category of employee benefit plan work.

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Consolidation and Multi-Entity Accounting for Property Portfolios

Understanding how multi-entity accounting works, where the process tends to break down, and what a well-functioning consolidation function looks like can help finance leaders make better decisions about how their accounting function is structured.

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QSBS Valuations: Why Valuation Is the Foundation of Your Tax Benefit

For QSBS investors and founders, a company’s valuation at the time shares are issued can make or break eligibility for Section 1202’s capital gains exclusion.

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Understanding Form 1041: Fiduciary Income Tax Returns Explained

Understanding what this form does, when it’s required, and what it demands of you is essential to fulfilling your fiduciary duties without exposing yourself or the beneficiaries who depend on you to unnecessary risk.

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