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The Value Report - Machen McChesney Business Advisory Insights

At Machen McChesney we are committed to Returning Value to you through our monthly e-newsletter, The Value Report.

Here you'll find regular tips to help with your business and personal finances, as well as strategies to grow and more efficiently run your organization.  

Table of Content

  1. The Key to Retirement Security is Picking the Right Plan for Your Business
  2. Auditing Grant Compliance
  3. 2019 Q4 Tax Calendar: Key Deadlines for Businesses and Other Employers
  4. Corporate Governance in the 21st Century
  5. Budgeting Is Key to a Successful Start-Up
  6. 5 Ways to Withdraw Cash from Your Corporation While Avoiding Dividend Treatment
  7. The Untouchables: Getting a Handle on Intangibles
  8. Why Do Companies Restate Financial Results?
  9. What's New at Machen McChesney

The Key to Retirement Security is Picking the Right Plan for Your BusinessIf you’re a small business owner or you’re involved in a start-up, you may want to set up a tax-favored retirement plan for yourself and any employees. Several types of plans are eligible for tax advantages. Continue reading.

Auditing Grant ComplianceCompliance and audit-527886558-1Has your organization received any public or private grants to fund its growth? Grants sometimes require an independent audit by a qualified accounting firm. Here’s what grant recipients should know to help facilitate matters and ensure compliance at all levels. Continue reading.

2019 Q4 Tax Calendar: Key Deadlines for Businesses and Other EmployersQuarter 4-1Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2019. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. Continue reading 

Corporate Governance in the 21st CenturyiStock-472281874 (1)-1What’s the purpose of a corporation? For the last 50 years, the answer was “to maximize shareholder value.” But, on August 19, CEOs of 181 leading U.S. businesses, including Amazon, Apple, General Motors and Walmart, pledged to broaden the scope. Continue reading   

Budgeting Is Key to a Successful Start-UpiStock-1138122383-1More than half of recent college graduates plan to start a business someday, according to the results of a survey published in August by the American Institute of Certified Public Accountants (AICPA). Unfortunately, the AICPA estimates that only half of new businesses survive the five-year mark, and only about one in three reaches the 10-year mark. Continue reading

5 Ways to Withdraw Cash from Your Corporation While Avoiding Dividend TreatmentiStock-624511076-1Do you want to withdraw cash from your closely held corporation at a low tax cost? The easiest way is to distribute cash as a dividend. However, a dividend distribution isn’t tax-efficient, since it’s taxable to you to the extent of your corporation’s “earnings and profits.” But it’s not deductible by the corporation. Continue reading. 

The Untouchables: Getting a Handle on IntangiblesiStock-492151733-1-1

The average company’s balance sheet understates its value by 80%, according to Sarah Tomolonius, co-founder of the Sustainability Investment Leadership Council. Why? Intangible assets aren’t recorded on the balance sheet under U.S. Generally Accepted Accounting Principles (GAAP) unless they’re acquired from a third party. Continue reading.

Why Do Companies Restate Financial Results?iStock-477756205-1Every year, research firm Audit Analytics publishes a study about financial restatement trends. In 2018, the number of public companies that amended their annual reports increased by 18%. Continue reading. 

What's New at Machen McChesney?


Sponsorships, new hires, announcements
Continue reading

We hope you found value in The Value Report you've received this month. We look forward to finding even more ways to Return Value to you in the future. 

Please feel free to visit our website or visit our blog at any time during the month to interact with additional valuable resources and helpful information.
If you have any questions on the topics above, please feel free to send us a message.
Machen McChesney 
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