The world of mergers and acquisitions has a number of variables that contribute to the complexity of the business. Tax and valuation are two of these which require experts to help guide both buyers and sellers through the transactions. Our experts presented on the due diligence, deal structure, reporting, and valuation of the mergers and acquisitions world. Download the presentation here!
While not all nonprofits and governments require a single audit, understanding the process is imperative for those who go through one. Your auditor is required to look for specific items during each audit – but what are they? And most importantly, what steps should you be taking to prepare? Download the presentation today to learn more!
November 18, 2020 | Nonprofit
2020 has brought a wave of changes to fraternity foundations in all aspects of the organizations. Now that we are nearing the end of 2020, we discuss the impact of some of the new tax laws on foundations and its members as well as the impact of 2020 on foundation scholarships and grants. We recently joined Fraternal Law Partners to break down the new law, how universities and Greek organization members need to adapt, and answer your questions. Get in on the conversation here.
Your warehouse management system (WMS) is an instrumental tool to the success of your organization. However, if it doesn’t improve labor productivity, operational efficiency and, help cut costs, are you getting the most out of your system? We recently partnered with FASCOR for a chat about the importance of identifying cost savings through technology, how to retain and maximize your labor talents, and increase productivity. Download your copy today!
November 10, 2020 | Nonprofit
We recently partnered with Strategies to End Homelessness for a discussion on the requirements of the Continuum of Care Program. The conversation covered the review process from independent auditors as well as the process for compliance monitoring. Download your copy today!
October 27, 2020 | Nonprofit
The influence of COVID-19 affects all industries, and nonprofits are not immune to its impacts. The financial components of nonprofits, such as managing investments and donor relations, are all under a microscope in these days of ambiguity. Download this recent presentation to catch up on how nonprofits are navigating the current investment and fundraising environment and the new tax structure. Get it here.
July 23, 2020 | Nonprofit
Recently, we spoke at a virtual panel event hosted by the Cincinnati Business Courier, focused on nonprofits. This year's Nonprofit Forum featured area experts addressing several topics within the industry. Specifically, the conversation focused on how the novel coronavirus has impacted nonprofits, placing new demands on already strapped organizations. Catch up on the discussion here!
June 23, 2020 | Human Resources Consulting
Three industry experts recently sat down with the Cincinnati Business Courier to talk about ongoing changes and critical issues impacting human resources and things like identity theft, and how to deal with COVID-19. VonLehman's Deirdre Bird, Director of HR Consulting, participated in the chat about workforce issues, including employee engagement, retention strategies, organizational development, compensation, benefits, and educating tomorrow's business leaders. Read the entire conversation here.
June 11, 2020 | Employee Benefit Plans
We recently partnered with Pension Corporation of America (PCA) and Graydon Law to discuss the numerous legal changes that have occurred as a result of the COVID-19 pandemic and the changes and decisions to consider making as a result of the guidance. Find out what's allowed in the new rule changes.
June 11, 2020 | Nonprofit
Going beyond the PPP Loan Forgiveness process and diving into the new Flexibility Act, this presentation covers the loan & forgiveness process, plus the new updates and changes related to the Paycheck Protection Flexibility Act, recently passed by the House and Senate. Gain a better understanding of your next steps, including updates and changes since the last piece of legislation. Download today!
June 2, 2020 | Tax
More than just a review of the Paycheck Protection Program, this recent presentation offers an in-depth walkthrough of the 4-step PPP loan forgiveness process, reviews some potential legislative changes in the near future, and next steps for planning & expectations. Download the presentation here.
May 6, 2020 | Mergers & Acquisitions
From common themes we are observing from business owners during the COVID-19 crisis, to best practices as value drivers, this presentation will prepare you to change or enhance your approach to building value in your company. Get in on it today!
April 16, 2020 | Nonprofit
During this virtual event, VonLehman’s Keith Carlson, Director of M&A Advisory Services, and Bryan Pautsch, Principal and Nonprofit Tax Leader, discussed the details of the law, the various funding relief options, tax credits, and more. Download your copy of the presentation here.
March 30, 2020 | Small Business Administration
We've put together an overview of the available COVID-19 related lending programs, including the SBA Disaster Loan Program, CARES Act / Loan Forgiveness Program, and resources for applying to these programs. Download today!
February 25, 2020 | Government
Managing a government entity can be so complex, it seems impossible. It doesn't have to be, though. We've put together a complete guide to walk you through the types of Governmental financial statements, internal controls surrounding city governments, budgeting, the purpose of your auditor, and more. Grab your guide here!
October 29, 2019 | Manufacturing & Distribution
Here's the lowdown on the need for a new standard and the specifics. Our Manufacturing & Distribution experts provide a background refresher, a breakdown of the five-step approach, plus scenarios specific to manufacturers & distributors to help you establish a process for recognizing revenue. Download your copy today!
October 23, 2019 | Nonprofit
What does the new single, principle-based revenue recognition standard mean for your organization? Find out in this new presentation, which includes real-life examples to help you establish a process for recognizing revenue. Download the helpful guide here.
October 9, 2019 | Nonprofit
Revenue from contracts with customers created a single, principle-based standard. What does that mean for your organization? Find out in this presentation, which explains what has been clarified for nonprofits, what is specifically excluded, and examples of scenarios to help you establish a revenue recognition decision process. Get your copy today!
October 10, 2019 | Healthcare
From methodology to counting beneficiaries and the reporting process, we've got you covered. This presentation will walk you through the requirements, but also discuss critical issues, including hospice payment limitations, calculations, methods for determining beneficiary counts, and more...
Download today for FREE and prepare your organization for success!
October 3, 2019 | Construction & Real Estate
Download this guide to understand what brought us here, get a quick refresher on the new standard, examine real life case studies, identify your next steps, and take advantage of valuable resources going forward. Get it today!
July 31, 2019 | Healthcare Reimbursement
The Centers for Medicare and Medicaid Services (CMS) proposed a rule on April 16, 2019 for a new cost report form set for home health agencies, Form CMS 1728-19. In this presentation, VonLehman's Dave Macke reviews proposed changes in Medicare Cost Report form for home health agencies, identifies the changes needed in recordkeeping and data requirements, discusses differences in HHA-based Hospice and freestanding Hospice reporting requirements, and more. Download today to keep your agency up to date.
July 18, 2019 | State & Local Tax
Beyond the basics, this download provides key takeaways from our experts' analysis, plus you'll have access to a case study from a company that had to respond to the Wayfair decision in real time. Get caught up here.
July 15, 2019 | Human Resources Consulting
The Cincinnati Business Courier recently hosted a live panel discussion with industry experts concerning the ongoing changes and critical issues impacting Human Resources. The panel covered a variety of topics including workforce issues around employee engagement, retention strategies, organizational development, compensation, benefits, and educating tomorrow’s business leaders. Join the conversation & download today!
June 28, 2019 | Tax
Recently, VonLehman participated in a conversation with estate planning experts, that focused on multi-generational estate planning. The conversation covered topics such as developing the right team, refreshing old plans, utilizing the increased exemptions, and creating a balance sheet to help formulate a plan. Download the presentation today to get your plan in place!
Changes in tax law come with confusion along with the possibility of misinterpretation. This deep dive into Qualified Opportunity Zones is your first step to understanding what the new provision means for your company. Get it here!
June 6, 2019 | Human Resources Consulting
The efforts to make sure your organization is compliant and strategic when it comes to human resources (HR) related topics is tireless. Your HR team wears many hats, pulling them in multiple directions, leaving them less time to focus on other important aspects of an organization, such as its culture.
Jeff Rowe, President and CEO of Q Labs, joined us to walk through how to build enterprise value through company culture. He reviewed growth drivers, teaching strategy, how to unburden yourself from underperformers, and more. Download the presentation today!
June 5, 2019 | Employee Benefit Plans
We recently presented with Thompson Hine and PCA to discuss typical Plan issues. The conversation covered everything from when an audit is necessary, to corrections for several common Plan deficiencies, to best practices for Plan management.
Download this insightful guide today to learn how your Plan can benefit from identifying deficiencies & applying the appropriate corrections.
May 16, 2019 | Construction & Real Estate
Knowing the outlook and trends for the construction economy & labor force can help you ward off damage to your business in the event of a downturn. Find out what the experts are saying and prepare your company! Download the presentation here.
May 7, 2019 | Human Resources Consulting
Effective business execution requires the right people with the right talent at the right time. In today’s war for talent, most businesses fail to address their talent strategy in their planning and without it, their business and financial plans are useless. Successfully engaging employees requires leaders to be intentional about moving the needle. How do you engage employees to make sure they are committed to your mission and its success? Find out here.
April 19, 2019 | Mergers & Acquistions
Cincinnati Business Courier Editor Rob Daumeyer recently sat down with a panel of experts (Keith Carlson, Director of M&A Advisory Services at VonLehman CPA & Advisory Firm, Thomas Lieser, Jr., Managing Director, Investments at Stifel Investment Services, and David Zimmerman, Partner, Taft Stettinius & Hollister) to discuss a variety of important topics, including how to prepare for a sale, why we’re in a seller’s market and how to avoid deal killers. Download your copy of the conversation here!
This presentation by VonLehman's Dave Macke provides not only a general overview & observations of the new PDGM, but dives into structure, case mix categories, financial issues, operational changes, and perhaps most importantly....what to do now? Get it here & be prepared.
VonLehman CPA & Advisory Firm and Fifth Third Bank joined for a conversation about the M&A outlook for 2019. Tom Jalics, Director of Asset Allocation for Fifth Third Bank, gave an overview on the economy and financial markets outlook for this year, and provided recommendations to business owners around how they should forecast the future of their business.
Be ready to plan ahead with your own copy of this important discussion. Download today!
February 1, 2019 | Healthcare Reimbursement
Home Health Agencies are embarking on a period of significant change. The year 2020 will see the implementation of the new Patient Driven Grouping Model (PDGM). CMS is converting the 60 day payment episode model to a 30 day model. Other significant changes are in the LUPA area. This presentation will highlight the Medicare Home Health changes for 2019 and overview the new model for 2020. Get it here!
November 29, 2018 | Nonprofit
Nonprofits face many challenges in recognizing their revenue. The release of the new Revenue Recognition Standards (Topic 606) will significantly affect revenue recognition practices for most organizations. The change in this standard has forced many organizations to re-evaluate their approach to how they recognize revenue. Find out how to plan for the changes here.
November 28, 2018 | Strategic Business Services
Embracing technology may be the answer to improving your organization’s accounting and reporting, increasing accuracy and efficiency for your business. While industry needs vary, this presentation will illuminate the path to implementing technology within your organization, and help you take back your day! Download this valuable resource today.
November 12, 2018 | Human Resources Consulting
The Cincinnati Business Courier recently hosted a live panel discussion among industry experts concerning the ongoing changes and critical issues impacting Human Resources. Read about the finer points of HR in today's climate, and see what the panel addressed in particular. Get your copy of the conversation here.
November 8, 2018 | Construction & Real Estate
Streamline your bid process, use data to manage safety affordably, and find out how software can help you do your job and achieve your goals. Don't wait! Position your company for growth and success. Download today!
November 1, 2018 | Nonprofit
Our Nonprofit team developed this presentation to give you an overview of the new Revenue Recognition Standard, and identifying the most important changes for nonprofits. This will walk you through understanding the standard, clarification made for nonprofit organizations, implementation actions, and next steps. Download the presentation here!
September 21, 2018 | Healthcare Reimbursement
Why is cost reporting important? In this presentation, you'll learn why, plus how to identify changes in data elements for proper completion of the cost report, find problem areas and changes needed for the future, and outline the steps that need to be taken now to prepare the cost report forms. Download your copy here.
September 20, 2018 | Nonprofit | HR Consulting
With the release of the 2018 Compensation & Benefits Survey responses, we were able to dive deep into trends and findings, drawing useful conclusions from the data. Followed up with a presentation on the importance of building a compensation & benefits strategy and best practices, this download has a lot to give. Don't wait; get it today!
August 27, 2018 | Nonprofit
Here, you'll get in-depth guides to nonprofit finance, upcoming FASB standards, engaging your board in financial oversight, and more. Whether you attended our sessions and want a quick reference guide, or missed us altogether, we've got you covered. Get caught up here!
Learn what constitutes a taxable service, when labor is taxable, and the steps to take for your Kentucky business to be in compliance by the July 2018 effective date. Download our free presentation for all the details!
June 26, 2018 | Employee Benefit Plans
Maintaining compliance for benefit plans is a significant challenge for most employers today. With ever changing regulations surrounding fiduciary responsibilities, it is important to make sure you understand your risk and know where deficiencies may be lurking. Learn how from our detailed guide here.
June 21, 2018 | Nonprofit | Government
If so, are you aware of the changes regarding procurement under the Uniform Guidance? Major changes to procurement standards will directly impact how you handle the purchasing of goods and services directly charged to a federal award. Download this guide today to ensure you're in compliance!
June 1, 2018 | HR Consulting
Employee engagement is a key building block of a nonprofit dream team. Successfully engaging employees requires that leaders be intentional about moving the needle. But how do you engage employees to make sure they are committed to your mission and its success? Find out here!
May 23, 2018 | Tax
In this download, you'll learn what provisions have been changed for individuals, and what options you have going forward to optimize your tax position. Get it here!
May 18, 2018 | Mergers & Acquisitions
The Courier recently facilitated a panel of experts to discuss a variety of important topics relevant to business owners at any stage of ownership. The conversation ranged from how to prepare for a sale, to why we’re in a seller’s market, and how to avoid deal killers. Read their full, insightful discussion here!
March 7, 2018 | HR Consulting
Learn the components of a Human Relations-smart workplace, which, through a transformational versus transactional approach, can become a competitive differentiator for your company. Find out how!
March 1, 2018 | Tax
In addition to navigating changes to accounting methods, depreciation changes, and the various provisions for tax filing status, we examine the effect of tax reform on your investments and investment strategy with assistance from our friends at Pension Corporation of America. Get the details here!
February 22, 2018 | Tax
Find out what provisions for individuals and businesses have changed or been eliminated, and what will remain unchanged. Using detailed real-life scenarios, this presentation fleshes out how tax reform will impact your bottom line. Download today!
January 11, 2018 | Manufacturing & Distribution
Our experts give an overview of the new Revenue Recognition Standard, break down the major changes for manufacturing and distribution companies, and provide guidance on next steps. Dive into their full presentation here to prepare for implementation.
November 27, 2017 | Healthcare
Learn about the Medicare revenue changes and how to project the bottom-line impact on your agency. Plan NOW for the future and download this presentation today!
November 16, 2017 | HR Consulting
Does your organization have a mentoring program? Millennials are two times more likely to stay at an organization for more than five years if they have a mentor. Our experts show you how to establish and maximize the effectiveness of your mentoring program. Find out how, here!
November 9, 2017 | Mergers & Acquisitions
If a business sale is in your future, this presentation will prove valuable. Our M&A pros will guide you through important points to understand (do you know your ideal buyer type? What factors influence value?) and common errors to avoid. Check it out here.
Is your company taking steps to stand out and attract new talent? Many students are taking the route of traditional college and not exploring their options within a career technical school. This is trending towards a shallow talent pool of qualified manufacturing employees, and this presentation highlights ways for companies to address that worker shortage. Download today!
October 26, 2017 | State & Local Tax
Suppose you are contacted by a state taxing authority. Would you know how to reply? Responding to an activity questionnaire can be intimidating, but having answers in advance will give you peace of mind. Here, you'll learn the types of documentation needed for an audit, the Auditor’s objective, the audit timeline, and how to proactively manage an audit. Don't wait, prepare today!
October 24, 2017 | Construction & Real Estate
Our Construction experts developed this presentation to give you an overview of the new Revenue Recognition Standard identifying the major changes for contractors. This will walk you through developing and using an implementation guide, implementation actions, and next steps. Download the presentation here!
October 24, 2017 | Construction & Real Estate
This at-a-glance page lists the changes in reporting standards, including contracts, job costs, and disclosures. In addition, you'll see the adoption timeline for private companies, for both early adoption and required adoption. Get it here, and start planning now.
October 18, 2017 | Fraud
Occupational fraud costs an organization an average of 5% revenue loss each year. Would you know if it's happening to your organization, and further, would you know how to prevent it from happening again? Download this slide deck to find out.
September 28, 2017 | Business Valuation
Two major sources of business owners' wealth is tied to the value of their business. Knowing what that value is, and how to manage it, is key to calculating your business investment return. Don't wait until there's a triggering event, such as retirement...early planning can prevent missed opportunities for growth! Download our guide here.
August 24, 2017 | Tax
If you aren't sure, or never really thought about it, you'll want to dive into this presentation! New and updated laws have made it easier than ever for companies to take advantage of R&D credits. Download today to find out if your company qualifies!
September 20, 2017 | Succession Planning
A successful transition of your business isn’t planned at the end, rather proper planning starts at the beginning. Don’t wait until you are nearing retirement to begin the conversation of the future of your company. Download the full presentation here!
July 25, 2017 | Construction & Real Estate
In this comprehensive presentation, experts from Oswald, Graydon, and VonLehman identify the risks faced by construction contractors that are frequently overlooked and help you put measures in place to prevent loss or damages. Download it here!
September 7, 2017 | Healthcare
Plan now for the future by preparing & projecting the bottom line impact on your agency. Download our presentation here!
June 22, 2017 | Strategic Business Services
What services can you outsource? Find out in this presentation, along with other strategic business services your business should be leveraging. Download today!
June 23, 2017 | Manufacturing & Distribution
This transcript of our Manufacturing Forum panel details the workforce issues around finding skilled labor, training, technology advances and much more. As a result of the information that is provided you will learn how these factors play an important role in the continued growth of manufacturing in the Tri-State. Get in on the conversation here!
June 13, 2017 | HR Consulting Services
Women in leadership roles are driving the economy, yet challenges remain for women business owners and leaders. Don't contribute to the gender gap, reverse it! Empower yourself & act as if equality is reality. Download this presentation today!
October 5, 2017 | Mergers & Acquisitions
This presentation takes the guess work out of buy- and sell-side transactions. Our experts break down key components including valuation drivers for sellers, how to minimize risk, understanding the tax structure, and more. Download your copy today!
May 23, 2017 | Strategic Business Services
The typical small to medium sized nonprofit executive is expected to take on numerous responsibilities within the organization. In this presentation, you'll learn important factors to consider when preparing to outsource some of those tasks. Download here!
May 18, 2017 | Employee Benefit Plans
Employers may find a continued review of their plan to be tedious and unnecessary, however this is something that should be top of mind for all plan sponsors and fiduciaries of retirement plans. This guide examines recent case studies and will guide you through an action plan for sponsors. Get it here!
March 27, 2017 | Nonprofit
This presentation outlines the imminent changes in FASB financial reporting for nonprofits and what actions your organization needs to take to stay in compliance. Learn more here.
March 23, 2017 | HR Consulting Services
Workforce planning is the glue that ties engagement, development, career planning, organizational design, and strategy together. Download the details here.
February 28, 2017 | Manufacturing & Distribution
A successful regional manufacturer found its ever-increasing tax burden a challenge to its profitability. Their VonLehman Team’s extensive familiarity with federal and state government-sponsored tax credits and incentives proved pivotal to their ongoing growth and success. See how we did it!
February 16, 2017 | Healthcare Reimbursement
We're discussing changes to the financial components of PPS and how to analyze the impact of the final rule on your agency. If you have questions about the final rule for HHA PPS, you'll find answers here. Download now!
February 8, 2017 | Tax
How will the proposed tax changes impact individuals & businesses? In this slide presentation, Trump's plan is set alongside the traditional Republican blueprint, and breaks down just what to expect if all measures are approved and enacted. Click here for full slideshow.
November 15, 2016 | Construction & Real Estate
Comparing your organization to the top construction companies will show where you need to be to achieve success and sustainable profitability that accompanies being the best. Click here for more.
November 15, 2016 | Construction & Real Estate
If you missed the event in November, or if you just want a refresher, download the slide deck here. The featured topics were employee retention through smart strategy and identifying best & worst financial practices to position your company for growth.
September 22, 2016 | Employee Benefit Plans
Learn from our experts and our parners at Katz Teller in this standout presentation. They will guide you through the 3 programs used to correct Employee Benefit Plan issues, and then delve into the most common operational difficulties. Download the presentation here!