News

Chaffe’s New Orleans CityBusiness Article – December 2020

M&A 2019 Review and 2020 Outlook – Chaffe’s New Orleans CityBusiness Article – December 2020 Chaffe Louisiana Merger & Acquisition Activities in December 2019 – Chart Top 10 Louisiana Deals in 2019

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Chaffe’s New Orleans CityBusiness Article – November 2019

Private Equity Drives November M&A Activity – Chaffe’s New Orleans CityBusiness Article – November 2019 Chaffe Louisiana Merger & Acquisition Activities in November 2019 – Chart

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IRS Qualified Appraisal and Qualified Appraiser Rules for Charitable Contributions

A charitable donation of illiquid securities must be accompanied by a Qualified Appraisal that is performed by a Qualified Appraiser for a charitable deduction. If the appraisal is deemed not to be a Qualified Appraisal, the IRS may disallow the …

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Tax Planning for the Business Owner Prior to the Sale of the Business

GRATS, CRUT, DAF, QSBS, ESOP…DIKWIAD?  Break it down, TED. Proper tax planning in advance of a transaction can result in substantially higher after-tax proceeds to the seller. The earlier the planning starts, the less risky the plan is from an …

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Chaffe’s New Orleans CityBusiness Article – October 2019

Chaffe’s New Orleans CityBusiness Article – October 2019 Chaffe Louisiana Merger & Acquisition Activities in October 2019 – Chart    

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Chaffe is in the latest edition of the Louisiana CPA Lagniappe magazine again! “How to Gracefully Exit Your Business”

See our article in the Louisiana CPA Lagniappe magazine by Vanessa Brown Claiborne on “How to Gracefully Exit Your Business”.  Click here to download the article.

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Chaffe’s New Orleans CityBusiness Article – September 2019

Health care Transactions Top September M&A Activity – Chaffe’s New Orleans CityBusiness Article – September 2019 Chaffe’s Louisiana Merger & Acquisition Activity in September 2019 – Chart

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Chaffe’s New Orleans CityBusiness Article – August 2019

Bernhard Capital Company Deal Tops August M&A Activity – Chaffe’s New Orleans City Business Article – August 2019 Chaffe Louisiana Merger & Acquisition Activity in August 2019 – Chart

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AICPA RELEASES final valuation guide FOR PE AND VC PORTFOLIO INVESTMENTS

The AICPA issued the Accounting and Valuation Guide for Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies (the “Guide”).   “This guide will provide these professionals with a common language understanding about how to value portfolio company investments.” Yelena Mishkevich, CPA, CGMA, AICPA senior manager (accounting standards – public practice) KEY FACTS This guide provides nonauthoritative guidance and illustrations for preparers …

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Cannon Repercussion

Following the Louisiana Supreme Court’s decision in Cannon v. Bertrand, 08-1073 (La. 1/21/09), 2 So.3d 393, the argument that discounts were not applicable in business valuations resounded across the state.  Cannon was often quoted, “Minority discounts and other discounts, such …

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