Kaufman Rossin

We are excited to announce the promotion of Charnele Ramphal to principal in the forensic, advisory and valuation services practice at Kaufman Rossin! Charnele specializes in valuation and brings extensive experience to both public and private sectors. She has expertise in preferred and common equity, purchase price allocations (ASC 805), goodwill impairment (ASC 350), contingent consideration, employee stock option plans (IRC Section 409A), equity security valuations, business combination transactions, audit reviews of third-party analyses and estate and gift taxation. Congrats Charnele! Learn more about Charnele and our forensic, advisory and valuation services practice here: https://okt.to/8U6d0E

The Coalition Against Financial Crime invites you to the Fintech Financial Crime Prevention Forum on July 25th. This event brings together industry leaders, experts, and innovators, featuring four panels and 20 speakers from fintechs, sponsor banks, regulators, and law enforcement. Jason Chorlins, CPA, CFE, Risk Advisory Services Principal at Kaufman Rossin, will moderate the Sponsor Banks Panel. Kaufman Rossin is a proud sponsor of this event. For more info please visit https://okt.to/sc48yr

Owners of closely held businesses should review insurance-backed buy-sell agreements in light of the recent Connelly case. For owners of closely held businesses, the Connelly case underscores the importance of properly structuring buy-sell agreements and carefully choosing the owner and beneficiary for life insurance. The case also may result in unintended consequences for businesses with existing buy-sell agreements. James A. Osteen and Matthew Wahler of Kaufman Rossin share their insights on how to mitigate potential exposure to increased estate tax liabilities following the Connelly decision. Read on here: https://okt.to/YacbO7

Transfer pricing analysis can support strategic decision making, operational efficiency, and sustainable tax planning. Are you maximizing your opportunities? Peter Stratos and Justen Ghwee of Kaufman Rossin provide insights on how a transfer pricing study can help you mitigate tax audit risks and increase shareholder values. Read on here: https://okt.to/w5flxA

At Kaufman Rossin, we don't just work together; we thrive together. Our vibrant and inclusive culture is the driving force behind our innovative solutions and collaborative spirit. It's the heartbeat of our success. Watch this video to hear from our employees how our firm's joyful culture makes us stand out as one of the best places to work. https://okt.to/tuEzMO

Health care is one of the industries most likely to benefit from the federal research tax credit, or R&D tax credit, which is designed to reward companies for increasing investments in research and development. Yet many health care companies don’t realize they may qualify. This dollar-for-dollar offset of federal income or payroll taxes paid or owed can potentially save a health care organization thousands of dollars. Read on to learn more about how the R&D tax credit can benefit your health care organization. https://okt.to/NfVHCg

Nearly 70% of people will need physical or medical long-term care services in their lifetime, according to the U.S. Department of Health and Human Services. Many people underestimate just how much this type of care can cost and neglect to plan for what can be a considerable expense. Jared Kornfeld of Kaufman Rossin Insurance explains the benefits of including long-term care insurance in your retirement planning. Read his insights here: https://okt.to/izLhH2

Take advantage of the benefits offered by the Internal Revenue Code's Section 179 Energy Efficient Commercial Building Deduction, which provides significant advantages for energy-efficient buildings. Access our FAQ guide to learn more about this deduction, including its value, eligibility criteria for projects, and steps to claim this valuable tax incentive. https://okt.to/5xphci

Human trafficking is a global problem undermining human dignity and freedom — and generating billions of dollars. This Kaufman Rossin webinar provides insights on real case discussions and the most recent regulatory update. Led by our panel of former and current Special Agents in Charge, Homeland Security Investigations (HSI), the webinar will help AML professionals detect and report potential human trafficking transactions. Watch the webinar below: https://okt.to/7hyvfN

Enterprise resource planning (ERP) software can help you improve operations and make more informed business decisions. However, it is a significant investment — both in time and resources. Understanding the steps involved, and the help you may need along the way, can help make your implementation a success. Download this infographic to learn more. https://okt.to/rYbB9i