Posts Tagged ‘Financial Analyst’
Valuation of Closely Held Family Businesses
Introduction Family businesses are often the largest assets of the business owner. Shareholder disputes, divorces, estate partitions, etc. can lead to a need for an experienced appraiser to perform an impartial value of the business. Valuing closely held businesses can be more challenging than meets the eye. Just because a business is smaller does not…
Read MoreFactors Affecting the Size of the S-Corporation Premium
S-Corporations offer unique income tax advantages relative to otherwise identical C-Corporations. The two primary income tax advantages include avoidance of the dividend tax and the ability to utilize undistributed profit to step-up an investor’s income tax basis. These two income tax benefits can result in substantial cash flow savings at the investor level relative to…
Read MoreSearching For Undisclosed Assets During a Divorce
The divorce process is a very emotional time for both parties involved and oftentimes can lead to doubts regarding the integrity of your spouse. Hidden assets are a very common concern among individuals who are going through a divorce. Usually, the spouse who had very limited and/or no previous knowledge of the parties’ finances during…
Read MoreJoshua Angell Named ASA Accredited Senior Appraiser
The American Society of Appraiser’s International Board of Examiners proudly advances Joshua Angell, CFA, to Accredited Senior Appraiser (ASA). This high honor speaks to Joshua’s commitment to excellence in professionalism, standard of ethics, and continual education. The requirements established by the American Society of Appraisers confirm Joshua’s dedication to tenaciously build upon his knowledge foundation…
Read MoreFinancial Discovery in Divorce
For couples going through a divorce, the process can be extremely difficult and it can sometimes be overwhelming for everyone involved. Investigating financial issues in a divorce usually involves a process called “discovery”. Discovery is necessary in order to identify and value all marital property. If either spouse does not voluntarily disclose all financial information,…
Read MoreSouth Florida Legal Guides features Leading CPA Firms
South Florida Legal Guide outlines the key role litigation support professionals play in determining the outcomes of major cases and transactions. The magazine profiles how four of South Florida’s Top Litigation Support firms are assisting clients with forensic accounting, valuations, tax advice, asset tracing, expert witness and other services. Moore, Ellrich & Neal, P.A. was…
Read MoreJoshua Angell Earns Prestigious Chartered Financial Analyst Designation (CFA)
Joshua B. Angell, senior manager of Valuation Advisory Services at Moore, Ellrich & Neal, P.A., boutique South Florida accounting firm, has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA charter is the most respected and recognized investment credential in the world. Globally recognized by employers, investment professionals, and investors as the definitive…
Read More