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4 min read
Taxing Wealth (Not Income): A Radical Proposal Elevating the Importance of Appraisal
“Tax The Rich! Make the Rich Pay Their Fair Share!” These are the rallying cries of many political activists in the US. The problem for...
5 min read
Estate Planning: Not Just for Attorneys. Tim Ulen of PP&Co Explains
Eric: Hey, everyone, this is Eric Sundheim with Mercovus Valuations. I'm pleased to be in PP&Co’s office today, joined by Mr. Tim Ulen. ...
2 min read
Options Without Strike Prices
Updated: June 4, 2024 “We granted some options – we just haven’t set the strike price yet.” I thought of writing an article on the top...
13 min read
QSBS Valuation Tricks with Tom Bondi, CPA
It’s not what you make – it’s what you keep! Qualified small business stock (QSBS) regulations are designed to help investors save on...
2 min read
How Options Are Taxed – In Pictures!
Updated: Oct 12, 2023 Our clients repeatedly ask about option taxation and valuation. There are many good articles on the topic but no...
1 min read
Avoid Overstating Your Barter Income
Whenever you’re paid in something besides cash, that’s called barter income. Barter income is taxable: The fair market value of the...
2 min read
Valuations and Recessions
There is currently an elevated interest regarding recessions. Google Trends shows a three-fold increase in search queries including the...
3 min read
How a Bad Valuation Can Get Executives Fired
“Valuation isn’t a problem until it’s a problem, and then it’s a problem.” - Mercovus Valuations New CEOs monitor several...
2 min read
Artificial Intelligence Hits Record Funding In 2021 Even As Markets Sour Near Year-End
Industry Quick-Take In 2021, AI startup funding hit a record high of $68 billion across 2,384 deals, according to CB Insights. US...
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